Business/Systems Analyst

You 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. **Key Responsibilities:** - Collaborate with sales, marketing, and operations teams to elicit, analyze, and document business requirements for Salesforce CRM enhancements and new functionality. - Create 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. - Leverage deep understanding of Salesforce capabilities to recommend solutions that maximize platform value. - Analyze and optimize configurations across Sales Cloud, Service Cloud, Marketing Cloud, or other Salesforce products within our suite. - Work closely with data architects and developers to define requirements for integrations between Salesforce and connected systems. - Ensure data flows are properly mapped, transformations are clearly documented, and integration points support business processes while maintaining data integrity and security. - Define evaluation criteria with various stakeholders, including usability, reporting capabilities, scalability, and data model flexibility. - Document current-state workflows, data flows, and reporting use cases. - 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. **Qualifications Required:** - 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 Qualifications:** - 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. You 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. **Key Responsibilities:** - Collaborate with sales, marketing, and operations teams to elicit, analyze, and document business requirements for Salesforce CRM enhancements and new functionality. - Create 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. - Leverage deep understanding of Salesforce capabilities to recommend solutions that maximize platform value. - Analyze and optimize configurations across Sales Cloud, Service Cloud, Marketing Cloud, or other Salesforce products within our suite. - Work closely with data architects and developers to define requirements for integrations between Salesforce and connected systems. - Ensure data flows are properly mapped, transformations are clearly documented, and integration points support business processes while maintaining data integrity and security. - Define evaluation criteria with various stakeholders, including usability, reporting capabilities, scalability, and data model flexibility. - Document current-state workflows, data flows, and reporting use cases. - 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. **Qualifications Required:** - 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 Qualifications:** - 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.