Top 23 Salesforce business analyst Jobs in Vista Ca

Business Intelligence Analyst
Mission Wealth Management LP —San Diego, CA
- $90,000 - $110,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Profit sharing
- Health insurance
Quick Apply
IT Business Analyst
AMETEK, Inc. —San Diego, CA
- $100,000 - $130,000 a year
- Computer Science
- 5 years
- Mid-level
- Health savings account
- Paid holidays
Salesforce Business Analyst
Axos Bank —San Diego, CA
- $75,000 - $86,000 a year
- Full-time
- Background check
- Pass drug screening
- Mid-level
- Health savings account
- Health insurance
Sr Sales Operations Analyst, Salesforce Administrator
Altium —La Jolla, CA
- $100,000 - $120,000 a year
- Full-time
- Mid-level
- Bachelor's degree
- Continuous improvement
Quick Apply
Analyst, Commercial Analytics
Fluidra North America —Carlsbad, CA
- $90,000 - $105,000 a year
- Mid-level
- Office
- Residential
- Paid holidays
- Disability insurance
Sr. Sales Operations Analyst
Illumina —San Diego, CA
- $90,000 - $135,000 a year
- Full-time
- Hybrid work
- Background check
- Office
- 3 years
- Dental insurance
- Paid time off
Salesforce Administrator
Axos Bank —San Diego, CA
- $80,000 - $100,000 a year
- Full-time
- Background check
- Pass drug screening
- Mid-level
- Health savings account
- Health insurance
Systems Analyst - SAP SD
Alphatec Spine —Carlsbad, CA
- $120,000 - $140,000 a year
- Full-time
- 5 years
- Analysis skills
- Bachelor's degree
Quick Apply
Sr. Commercial Product Management Analyst
Axos Bank —San Diego, CA
- $25.00 - $28.87 an hour
- Full-time
- Background check
- Pass drug screening
- Office
- Health savings account
- Health insurance
Oracle CPQ Business Analyst - Remote working USA or Canada
Platform 6 Ltd —United States
- $60 - $70 an hour
- Contract
- Remote
- 5 years
- Senior level
Quick Apply
ServiceNow Lead ITAM Technical Architect / Consultant - Remote working USA or Canada
Platform 6 Ltd —United States
- Contract
- Remote
- Senior level
- Communication skills
Quick Apply
14d

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Business Intelligence Analyst

Mission Wealth Management LP
San Diego, CA

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Job Details

Full-time
$90,000 - $110,000 a year

Benefits

Profit sharing
Health insurance
Dental insurance
401(k)
Vision insurance
Volunteer time off

Qualifications

Performance dashboard reports
Dashboard development
Commercial use (data warehousing systems)
Data visualization software proficiency
Data analysis reporting
Data lake
Requirements specification
Requirements design
Cloud data warehouses
Business intelligence report generation
Dashboard creation support
Metrics Reporting
SQL
Data quality management
Business intelligence tools
Bachelor's degree
User acceptance testing
Data validation
Analysis (software development lifecycle)
Query management
Project stakeholder communication
Data analytics technologies
Cross-functional communication
Stakeholder management

Full Job Description

As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Business Intelligence Analyst to join our award-winning team! If you are ready to elevate your career in a leading wealth management company with a commitment to giving back to the community and expanding nationally, let’s go!

As a Business Intelligence Analyst, you will turn business questions into clear metrics, trusted dashboards, and self-service analytics that help advisors, operators, and leadership make confident decisions. You will sit at the intersection of the business and our data platform—gathering requirements, defining what our numbers mean, and making sure the reporting people rely on is accurate, consistent, and easy to use.

Partnering closely with the Data & Analytics, Operations, Finance, M&A, and Advisor teams, you will own metric definitions and documentation, build and maintain dashboards, and drive stakeholder alignment on a shared source of truth. This is a hands-on role that blends analysis, communication, and enablement; less about building pipelines and more about making data usable, understood, and trusted across the firm.

You’ll play a key role in professionalizing how Mission Wealth measures itself—standardizing definitions, reducing conflicting reports, and helping teams answer their own questions through well-designed, governed dashboards. Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future.

Day-to-Day as a Business Intelligence Analyst

Metrics & Definitions

Partner with stakeholders across Operations, Finance, M&A, and Advisor teams to define, document, and standardize the metrics and KPIs the firm relies on
Maintain a clear, governed metric catalog—single definitions, calculation logic, and business context—so the same number means the same thing everywhere
Reconcile conflicting or duplicate reports by establishing an agreed-upon source of truth and retiring one-off spreadsheets
Document data sources, assumptions, and known limitations so reporting is transparent and auditable

Dashboards & Reporting

Translate business requirements into intuitive dashboards and reports using modern BI tools such as Tableau, Power BI, or similar platforms
Write and optimize SQL against Snowflake to build analytics-ready datasets and answer ad hoc questions
Deliver clear, actionable reporting for advisors, operators, and leadership, including recurring KPI, operational, and executive views
Partner with the Data & Analytics team to create LLM-ready datasets

Stakeholder Alignment & Requirements

Run requirements-gathering conversations that turn ambiguous asks into clear, prioritized deliverables
Facilitate alignment across teams on definitions, priorities, and what “good” looks like for a given report
Manage analytics request intake and roadmap, setting expectations and communicating status to technical and non-technical audiences
Conduct user acceptance testing and validation so dashboards are correct and trusted before they go live

Self-Service Enablement & Data Literacy

Build and document self-service reporting so teams can answer their own questions without waiting on a custom pull
Create user guides, quick-reference materials, and training that raise data literacy across the firm
Champion good reporting habits—consistent definitions, appropriate visualizations, and healthy skepticism of unvetted numbers
Gather feedback and continuously improve dashboards, definitions, and enablement materials over time

Who You Are and What You Bring

You are a strong communicator who can translate between business stakeholders and technical teams with equal ease
You are curious and analytically rigorous—you dig into the “why” behind a number before you report it
You care about clarity and consistency, and you’re motivated by making data usable and trusted rather than just available
You are comfortable with ambiguity and skilled at turning vague requests into concrete, prioritized work
You value documentation, standards, and reuse over one-off reports

Requirements

Bachelor’s degree in Business, Analytics, Finance, Information Systems, Economics, or a related field
3+ years of experience in a business analyst, data analyst, or reporting-focused role, including documenting metrics and partnering with stakeholders
Hands-on experience with a modern BI tool (Tableau, Power BI, or similar) building dashboards from business requirements
Strong SQL skills for querying, validating, and shaping analytics-ready data
Demonstrated ability to translate business questions into clear metrics, requirements, and reporting
Excellent written and verbal communication skills across technical and non-technical audiences
Experience with Snowflake or a similar cloud data warehouse or data lake
Salesforce experience (reporting, objects, or CRM Analytics) will be considered heavily
Experience in financial services, particularly wealth management or RIAs, is a plus
Familiarity with data governance, metric documentation, and source-of-truth practices
Exposure to requirements gathering, user acceptance testing, and self-service enablement or data-literacy programs

Job Type: Full-time, salaried exempt

Location: This position is based out of our San Diego office. This is an in-office position only.

Salary: $90,000 base salary; $20,000 annual bonus paid in quarterly increments

This position is not eligible for employer-sponsored work authorization. Applicants must be legally authorized to work in the United States at the time of hire and must not require employer sponsorship now or in the future to maintain employment authorization.

Please submit your cover letter and resume outlining your detailed experience of proven success within wealth management. Be sure to share one of your favorite volunteer projects too! We offer a competitive salary, team-based compensation plan, defined pathways to equity partner in the firm, medical/dental/vision benefits, 401(k)/Profit Sharing, Volunteer Time Off (VTO), Family Medical Leave (FMLA), Sabbaticals, wellness benefits, and ongoing educational reimbursements.

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Refine Your Search

salesforce business analyst jobs in vista ca

Business Intelligence Analyst

IT Business Analyst

Salesforce Business Analyst

Sr Sales Operations Analyst, Salesforce Administrator

Analyst, Commercial Analytics

Sr. Sales Operations Analyst

Salesforce Administrator

Systems Analyst - SAP SD

Sr. Commercial Product Management Analyst

Oracle CPQ Business Analyst - Remote working USA or Canada

ServiceNow Lead ITAM Technical Architect / Consultant - Remote working USA or Canada

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