Senior Functional Analyst - Client Management
Core
Senior Functional Analyst bridging business stakeholders and technical teams to analyze workflows, define requirements, and deliver solutions for customer relationship management, sales, and client onboarding.
Role type
Senior Functional Analyst (Client Management)
Builds
Salesforce CRM, onboarding workflows, and integrations with Prelim, DocuSign, and Fiserv DNA
Domain
Banking / Financial Services
Required skills
Requirements analysis, process mapping, workflow optimization, API analysis, system integration, functional validation, stakeholder management, Agile delivery, production support, documentation
Preferred skills
Cloud-native application knowledge, vendor software configuration, root-cause analysis, automation
Technologies
Salesforce, Prelim, DocuSign, Fiserv DNA, APIs
Responsibilities
Translate business needs into functional and technical requirements, analyze complex business processes and workflows, evaluate solution alternatives and integration designs, lead functional analysis and validation for features, investigate production issues and perform root-cause analysis, develop and maintain functional and technical documentation
Seniority
Senior, hands-on IC