Senior Analyst – Power Platform & Salesforce

The Senior Analyst - Power Platform & Salesforce is responsible for the design, development, and delivery of scalable, reliable, and maintainable solutions across digital channels and internal employee platforms. The role has a primary focus on Microsoft Power Platform, including Power Apps and Power Automate, while also providing Salesforce administration and operational support.

The incumbent contributes to end-to-end solution delivery, balancing hands-on development with platform support, user enablement, and ongoing enhancements. The role requires adherence to enterprise standards, governance, and best practices across both platforms.

Key Responsibilities

Power Platform Solution Design and Development (Primary Focus)

• Design, develop, and enhance applications using Microsoft Power Apps, including Canvas and Model Driven Apps, with a focus on usability, performance, and maintainability
• Build and maintain automated workflows using Microsoft Power Automate, including approvals, integrations, triggers, and exception handling
• Leverage Excel Macros and VBA to support automation, data processing, and operational workflows
• Translate business requirements into technical solutions and implementation tasks
• Perform configuration, development, unit testing, and support controlled deployments into production
• Ensure solutions are designed with operational supportability and business continuity considerations
• Maintain technical documentation and adhere to enterprise development, security, and governance standards

Salesforce Administration and Business Operations (Secondary Focus)

• Provide day to day Salesforce administration and user support
• Manage platform security including roles, profiles, permission sets, sharing rules, workflows, and groups
• Support business operational requests including reporting, dashboards, customer analysis, and personalized views
• Troubleshoot platform issues and manage support requests to resolution
• Maintain data integrity through data quality management, cleansing, and duplicate record control
• Evaluate Salesforce releases and assess impacts to business processes and users
• Develop training materials and provide user training to support adoption and effective usage

Change Execution and Platform Enhancements

• Plan and execute small to medium enhancements across Power Platform and Salesforce, managing scope, timelines, priorities, and quality
• Participate in broader initiatives including new product launches, system implementations, and process improvements
• Support system upgrades including test case creation, execution, and User Acceptance Testing
• Coordinate intake and delivery of change requests with business, technology teams, and external vendors
• Monitor quality assurance activities and support UAT execution
• Align release schedules with business priorities and ensure readiness prior to deployment
• Manage stakeholder communication related to enhancements, releases, and impacts
• Identify and deliver continuous improvements and solution enhancements

Artificial Intelligence Enablement

• Apply foundational to intermediate knowledge of Artificial Intelligence to support enterprise solutions within the Microsoft ecosystem
• Contribute to development of AI enabled capabilities, including Copilot where applicable
• Ensure adherence to enterprise Artificial Intelligence governance, risk, and control frameworks

Production Support and Operational Stability

• Provide production support across Power Platform and Salesforce solutions, including issue investigation and resolution
• Participate in root cause analysis and implement corrective actions to improve platform stability
• Maintain operational documentation and ensure readiness for ongoing support
• Monitor solution performance and proactively identify opportunities for improvement

Stakeholder Collaboration and Delivery Support

• Collaborate with business stakeholders, technology teams, and developers to deliver aligned solutions
• Manage assigned work items, priorities, and competing timelines effectively
• Provide timely updates and escalate risks or issues as required
• Build and maintain effective working relationships across stakeholders
• Contribute to a culture of continuous improvement across delivery practices and platform usage

Qualifications and Skills

Required Qualifications

• Minimum 3 years of experience in application development, platform support, or business systems analysis
• Post secondary degree in Computer Science, Information Systems, or a related field, or equivalent experience
• Hands on experience with Microsoft Power Platform including Power Apps and Power Automate
• Experience providing Salesforce administration and business support in a production environment
• Strong experience in troubleshooting, issue resolution, and platform support
• Experience supporting User Acceptance Testing and release activities
• Advanced proficiency in Microsoft Excel
• Strong analytical, organizational, and problem-solving skills
• Ability to manage multiple priorities and deliver within timelines
• Strong verbal and written communication skills

Technical and Functional Skills

• Experience with Excel Macros and VBA
• Understanding of software development lifecycle, testing, and deployment practices
• Familiarity with User Experience and User Interface design principles

Nice to Have

• Salesforce Administrator certification
• Experience in financial services or wealth management
• Exposure to DevOps practices or tools
• Experience in project delivery or change management
• Familiarity with Artificial Intelligence capabilities within Microsoft platforms

Key Attributes

• Strong attention to detail and analytical capability
• Ability to balance development responsibilities with platform support and administration
• Strong organizational and time management skills with the ability to manage competing priorities
• Ability to work independently while maintaining collaboration across teams
• Proactive mindset with a focus on continuous improvement and solution optimization
• Strong interpersonal skills and ability to build effective working relationships