CareerPlan

Analyst, Business Tools

Charlotte, USFull-time2026-11-03 → 2026-11-10
HybridNo visa sponsorship

Core

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

Role type

Junior business analyst (sales technology)

Builds

Sales enablement products and CRM ecosystem integrations

Domain

Financial services / Sales technology

Deliverable

product features

Required skills

Business analysis, data querying (Excel, Snowflake), data validation, process documentation, requirements gathering, functional testing

Preferred skills

Microsoft Dynamics, JIRA, Agile principles, financial services industry experience

Responsibilities

Triage product support for global users, partner with technology to resolve issues, maintain client data quality, execute large-scale data activities, document processes, contribute to business analysis projects

Seniority

Junior, entry-level IC