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Associate, Business Tools

Charlotte, US💼 Full-time🗓 2026-09-15 → 2026-09-25

Core

Business analyst supporting the development of sales enablement products, including the global CRM system, email automation, and business process flows.

Role type

Associate Business Analyst (Sales Technology)

Builds

Scalable solutions for the sales technology ecosystem and CRM platform enhancements

Domain

Financial Services / Sales Operations

Deliverable

product features

Required skills

Business requirements gathering, process analysis, user story design, project coordination, data querying and validation, stakeholder management

Preferred skills

Microsoft Dynamics, JIRA, Agile principles, sales operations experience, financial services industry knowledge

Technologies

Excel, Snowflake, Microsoft Dynamics, JIRA

Responsibilities

Translate business needs into scalable solutions, manage small-to-medium projects from discovery to rollout, maintain and enhance critical client data, execute complex data activities including bulk updates and querying, contribute to product roadmaps

Seniority

Associate, hands-on IC

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