Job Description
About the Role:
We are seeking a Business/Systems Analyst with 5+ years of experience as a Business Analyst or Systems Analyst within Sales, Marketing, or CRM technology domains.
Responsibilities
- Requirements Management & Analysis: Collaborate with sales, marketing, and operations teams to elicit, analyze, and document business requirements for Salesforce CRM enhancements and new functionality. This includes creating detailed user stories, process flows, data models, and functional specifications that guide development efforts. Ensure requirements are comprehensive, testable, and aligned with business objectives while considering technical feasibility and system constraints.
- Salesforce Ecosystem Optimization: Leverage deep understanding of Salesforce capabilities to recommend solutions that maximize platform value. This may include analyzing and optimizing configurations across Sales Cloud, Service Cloud, Marketing Cloud, or other Salesforce products within our suite. Identify opportunities for automation, improved data quality, enhanced reporting, and streamlined user experiences.
- Integration & Data Management: Work closely with data architects and developers to define requirements for integrations between Salesforce and connected systems including Snowflake, marketing automation platforms, and third-party applications. Ensure data flows are properly mapped, transformations are clearly documented, and integration points support business processes while maintaining data integrity and security.
- Partner with Product, Data, Sales, and Marketing stakeholders to define evaluation criteria, including usability, reporting capabilities, scalability, and data model flexibility.
- Document current-state workflows, data flows, and reporting use cases that inform the target-state vision for a unified distribution intelligence platform.
- Collaborate with architects and data engineering teams to assess integration points between CRM, data warehouse (Snowflake), and analytics platforms.
- Translate evaluation outcomes into Features and Stories in Jira to inform future implementation roadmaps.
- Present findings and recommendations to Product and Technology leadership, including readiness assessments, cost/benefit summaries, and risk considerations.
Requirements
- Deep understanding of Salesforce CRM and its data structures.
- Hands-on experience with enterprise data platforms such as Snowflake and Salesforce Data 360.
- Proven ability to operate in a SAFe Agile environment, creating and maintaining Features, Epics, and Stories in Jira.
Preferred
- Background in asset management, financial services, or intermediary distribution
- Experience with data visualization tools (e.g., CRMA, Tableau, Power BI) for interpreting platform outputs
- Familiarity with data governance, data lineage, and compliance frameworks for client and sales data
