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Business Analyst – CRM & Application Support
TalentBridge
🇺🇸 United States
On-site
Manager or above
2 weeks ago
- Salesforce
- Microsoft Dynamics
- CRM
- AI
- Excel
- Microsoft Word
- PowerPoint
- Jira
- Power Apps
- Power Automate
- Agile
- Salesforce CRM
- Pension
2 weeks ago
Location: Charlotte, NC
Work Arrangement: Hybrid
Experience: 1–3 years
Position Overview
We are looking for aBusiness Analyst / Business Execution Analyst to support business applications, product initiatives, operational processes, and technology projects.
The ideal candidate will have experience working with business stakeholders and technology teams, along with strong skills indata analysis, documentation, application support, testing, and process improvement.
Key Responsibilities
Business Analysis & Project Support
- Partner with Product Owners and business stakeholders to support strategic initiatives and day-to-day execution.
- Conduct research and analyze business and operational data.
- Gather and document business requirements.
- Assist with user stories, process flows, test scenarios, and project documentation.
- Prepare presentations, status reports, and other project materials.
- Track actions, dependencies, risks, and deliverables through completion.
- Provide day-to-day support for enterprise business applications, includingSalesforce, Microsoft Dynamics 365, Microsoft Teams-based applications, and SharePoint.
- Research and troubleshoot user issues and coordinate with technology teams when escalation is required.
- Support user access, data quality reviews, testing, release validation, and operational processes.
- Maintain support documentation and knowledge resources.
- Support CRM transformation and migration initiatives.
- Performdata analysis, data reconciliation, data mapping validation, and testing.
- Support migration readiness activities and identify data or process gaps.
- Help identify risks, dependencies, and opportunities for process improvement.
- Collaborate with business stakeholders, Product Owners, technology teams, and support organizations.
- Clearly communicate findings, recommendations, and decisions.
- Identify opportunities to improve processes throughautomation, AI-enabled tools, documentation, and operational improvements.
- Help improve user experience and reduce recurring support issues.
Required Skills
- 1–3 years of experience inBusiness Analysis, Business Execution, Application Support, Product Support, Project Coordination, Data Analysis, or Technology Delivery.
- Strong analytical and problem-solving skills.
- Strong proficiency withMicrosoft Excel, including filtering, lookups, comparisons, data validation, and basic analysis.
- Experience with requirements gathering and documentation.
- Experience withUAT/testing and test scenarios.
- Ability to analyze, organize, reconcile, and interpret data.
- Strong written and verbal communication skills.
- Experience creating process documentation, reports, presentations, or project materials.
- Ability to manage multiple priorities and track work through completion.
- Strong proficiency withMicrosoft Word, PowerPoint, Teams, and SharePoint.
- Ability to learn new applications and business processes quickly.
Preferred Experience
- Experience withSalesforce or Microsoft Dynamics 365.
- CRM implementation, transformation, or migration experience.
- Experience withdata mapping and data reconciliation.
- Exposure tonCino, Jira, Power Apps, or Power Automate.
- Experience with AI-enabled productivity tools such asMicrosoft Copilot.
- Financial services, banking, lending, capital markets, or related industry experience.
- Experience supporting enterprise applications or production issues.
- Experience working in a regulated environment.
- Familiarity with Agile or structured technology delivery methodologies.
Ideal Candidate
The ideal candidate is someone who can:
- Analyze a business problem and identify the information needed to solve it.
- Work comfortably betweenbusiness users and technology teams.
- Support applications while also contributing to project initiatives.
- Perform data analysis and reconciliation using Excel.
- Participate in UAT, testing, and migration activities.
- Create clear and organized documentation.
- Research issues before escalating them.
- Identify opportunities to improve processes using automation and AI.
- Manage multiple assignments while maintaining strong attention to detail.
Key Technologies
Salesforce | Microsoft Dynamics 365 | Microsoft Teams | SharePoint | Excel | PowerPoint | Jira | nCino | Power Apps | Power Automate | Microsoft Copilot
Note: Experience with all technologies is not required. Strong experience withSalesforce/CRM, Business Analysis, UAT, data analysis, and application support is highly relevant.
Ideal Candidate
The ideal candidate will have recent experience as a Helpdesk Analyst, Service Desk Analyst, IT Support Analyst, or Technical Support Analyst, with hands-on experience managing tickets, troubleshooting end-user issues, and providing Tier 1 support.
Note: Candidates with primarily deskside support, field technician, hardware repair, or desktop engineering backgrounds may not be the best fit for this opportunity.
“ TalentBridge employees are eligible for many benefit offerings such as medical, dental, vision, life insurance, short term disability, 401(k) and holiday pay!”
Business Analyst – CRM & Application Support · TalentBridge