Salesforce Business Analyst, Service Cloud
Allscripts
CloudSQLTableau
CRM Business Analyst – Sales Enablement
Texas Capital
full-time
Posted on:
Location Type: Office
Location: Richardson • Texas • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
Tech Stack
CloudTableau
About the role
- Partner with stakeholders across banking verticals to gather, document, and prioritize business and data requirements
- Translate complex business processes into user stories and functional specifications for Salesforce and FSC
- Collaborate with Product Owners, Developers, and QA to ensure successful delivery of CRM and reporting capabilities
- Design and support dashboards, reports, and data visualizations using Salesforce Reports, CRM Analytics, and other tools
- Conduct data analysis to identify trends, gaps, and opportunities for process improvement
- Support UAT planning, execution, and defect resolution
- Maintain documentation including process flows, data mappings, and training materials
- Serve as a subject matter expert on Salesforce, FSC, and CRM reporting best practices
- Monitor CRM adoption, data quality, and user feedback to inform future enhancements
Requirements
- 3+ years of experience as a Business Analyst, preferably in financial services or CRM-focused roles
- Strong knowledge of Salesforce, with hands-on experience in Financial Services Cloud (FSC)
- Experience with reporting and analytics tools such as Salesforce Reports, Dashboards, and CRM Analytics (formerly Tableau CRM)
- Strong analytical skills with the ability to interpret data and translate insights into actionable recommendations
- Excellent communication, facilitation, and documentation skills
- Experience with Agile methodologies and tools (e.g., Jira, Confluence)
- Preferred: Salesforce certifications (e.g., Salesforce Administrator, FSC Accredited Professional)
- Preferred: Familiarity with banking products and services across multiple verticals
- Preferred: Experience with data integration tools (e.g., MuleSoft) and data governance practices
- This is a 100% on-site role based in Richardson, Dallas, or Houston, TX; candidates must be able to work in-office full-time
Benefits
- health insurance coverage
- wellness program
- fertility and family building aids
- life and disability insurance
- retirement savings plans with a generous 401K match
- paid leave programs
- paid holidays
- paid time off (PTO)
ATS Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
SalesforceFinancial Services CloudCRM Analyticsdata analysisreportingdata visualizationAgile methodologiesdata integrationdata governancebusiness process documentation
Soft skills
analytical skillscommunication skillsfacilitation skillsdocumentation skills
Certifications
Salesforce AdministratorFSC Accredited Professional
