Dexian
Customer Relationship Management Business Analyst
Dexian, Arlington, Texas, United States, 76000
Customer Relationship Management Business Analyst
Job Title: CRM Business Analyst
Location: Richardson or Dallas, TX (Onsite)
Overview Seeking a data-driven Business Analyst to support the Sales Enablement CRM team with a focus on Salesforce and Financial Services Cloud (FSC). This role bridges business and technology across Investment Banking, Commercial Banking, Retail, Private Wealth, and Treasury, ensuring CRM solutions align with strategic goals.
Key Responsibilities
Gather, document, and prioritize business and data requirements.
Translate processes into Salesforce/FSC user stories and functional specs.
Collaborate with Product, Dev, and QA teams for CRM enhancements.
Build and support reports, dashboards, and CRM analytics.
Conduct data analysis for insights and process improvements.
Support UAT, maintain documentation, and monitor CRM adoption and data quality.
Qualifications
3+ years as a Business Analyst in CRM or financial services.
Strong Salesforce & FSC knowledge.
Experience with Salesforce Reports, Dashboards, CRM Analytics.
Proficient in Agile, Jira, and Confluence.
Preferred
Salesforce certifications.
Banking product knowledge.
Data integration experience (e.g., MuleSoft).
Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals.
Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit https://dexian.com/ to learn more.
Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.
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Location: Richardson or Dallas, TX (Onsite)
Overview Seeking a data-driven Business Analyst to support the Sales Enablement CRM team with a focus on Salesforce and Financial Services Cloud (FSC). This role bridges business and technology across Investment Banking, Commercial Banking, Retail, Private Wealth, and Treasury, ensuring CRM solutions align with strategic goals.
Key Responsibilities
Gather, document, and prioritize business and data requirements.
Translate processes into Salesforce/FSC user stories and functional specs.
Collaborate with Product, Dev, and QA teams for CRM enhancements.
Build and support reports, dashboards, and CRM analytics.
Conduct data analysis for insights and process improvements.
Support UAT, maintain documentation, and monitor CRM adoption and data quality.
Qualifications
3+ years as a Business Analyst in CRM or financial services.
Strong Salesforce & FSC knowledge.
Experience with Salesforce Reports, Dashboards, CRM Analytics.
Proficient in Agile, Jira, and Confluence.
Preferred
Salesforce certifications.
Banking product knowledge.
Data integration experience (e.g., MuleSoft).
Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals.
Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit https://dexian.com/ to learn more.
Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.
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