Senior Asset Management Applications Business Analyst

Position Summary : Lead Business Systems Analyst (Distribution Intelligence Platform Evaluation)

Hybrid Charlotte, Chicago, or Iselin

Core Purpose of the Role

This Lead Business Systems Analyst will drive the evaluation and selection of a next-generation Distribution Intelligence platform for Sales & Marketing. This includes assessing platforms like Synfiniis SalesPage and Client SalesVision , analyzing data models, mapping integrations with CRM and data ecosystems, and translating findings into actionable requirements and SAFe Agile deliverables.

The role is both strategic and hands-on partnering with senior leadership while also performing detailed business and technical analysis.

Key Responsibilities

Strategic & Advisory

Provide senior-level consulting to business groups on process improvements and platform selection.

Contribute to senior leaderships IT strategy by aligning platform capabilities with business direction.

Recommend future-state solutions, long-term technology improvements, and process optimization.

Platform Evaluation

Lead functional and technical evaluations of SalesPage, SalesVision, and similar industry platforms .

Develop evaluation criteria (usability, scalability, reporting, data model flexibility).

Perform vendor due diligence : demos, requirements capture, scorecards, comparison matrices.

Analysis & Documentation

Document current-state workflows, data flows, and reporting use cases.

Perform gap analysis between organizational needs and vendor capabilities.

Produce readiness assessments, risks, cost / benefit outputs, and strategic recommendations.

Data & Integration

Partner with architects and engineering to assess integration with :

Salesforce CRM

Snowflake

Salesforce Data 360

Other enterprise data platforms

Map data flows and identify required integration points for analytics and reporting.

Agile Delivery

Convert analysis outputs into Epics, Features, and Stories in Jira.

Operate within a SAFe Agile framework; collaborate with product and engineering teams.

Leadership & Collaboration

Coach and guide junior analysts.

Present to Product, Technology, Sales, and Marketing leadership.

Required Qualifications

5+ years as a Business Analyst or Systems Analyst in Sales, Marketing, or CRM domains.

Deep expertise with Salesforce CRM data structures .

Strong hands-on experience with Snowflake and Salesforce Data 360 .

Proven experience in SAFe Agile , including creation of Features / Epics / Stories in Jira.

Excellent documentation, facilitation, and presentation skills.

Preferred Qualifications

Experience with distribution intelligence or sales analytics tools :

SalesPage, Client SalesVision, DST, or similar .

Background in asset management , financial services , or intermediary distribution .

Familiarity with Tableau , Power BI , or similar visualization tools.

Knowledge of data governance , data lineage , and compliance frameworks.

Other Requirements

Education : Bachelor's degree preferred.

Work Style : Hybrid; onsite in Charlotte, Chicago, or Iselin.

Physical : Sedentary work.