Business & CRM Support Sr Analyst

Bank of America • Miami, FL

1d • Onsite

About The Position

The Business & CRM Support Sr Analyst will join Bank of America’s Investment Solutions Group (ISG) Specialist COO Team, which supports and enhances the Salesforce ecosystem used by Specialists and leadership teams. The role serves as a liaison between business stakeholders and technology teams, translating business needs into scalable Salesforce solutions that improve productivity, reporting, and data-driven decision making.

The position administers and enhances Salesforce capabilities, including user experience improvements, CRM Analytics dashboards, workflow automation, data integration, user templates, and reporting solutions. It also supports business enablement, reporting, and governance routines. The role contributes to an in-office culture, with flexibility based on role-specific responsibilities and business needs. Locations listed are Boston, Massachusetts; Pennington, New Jersey; and New York, New York. The position is first shift and 40 hours per week.

Requirements

• 2–5 years of industry experience.
• Ability to perform in a fast-paced environment with attention to detail and manage and prioritize multiple responsibilities.
• Self-starter able to work independently and collaborate across teams with appropriate stakeholders.
• Experience developing or supporting reporting, analytics, and data visualization solutions using tools such as Tableau, Salesforce CRM Analytics, Power BI, or similar platforms.
• Familiarity with data sourcing, transformation, and workflow automation, including SQL, Alteryx, Salesforce Flow, or comparable solutions.
• Strong process orientation and problem-solving skills, including the ability to understand business needs, identify improvement opportunities, and translate requirements into scalable processes, reporting, or technology solutions.
• Ability to partner across business, data, and technology teams; manage multiple priorities; support solution implementation and user adoption; and quickly learn new platforms and emerging technologies.

Nice To Haves

• Bachelor’s degree.
• Experience supporting business processes, CRM platforms, reporting solutions, or workflow technologies, including Salesforce experience.
• Salesforce Administrator Certification.
• Experience supporting Salesforce Agentforce, AI-enabled Salesforce capabilities, or conversational AI solutions.
• Experience with SQL, Python, Alteryx, Tableau, or other reporting and analytics platforms.

Responsibilities

• Manage and enhance Salesforce user-facing capabilities, including Lightning pages, layouts, components, navigation, templates, and quick actions, in response to evolving business requirements.
• Design and implement scalable Salesforce solutions and workflow automation, including flows, validation rules, notifications, screen flows, and business processes, in partnership with stakeholders.
• Develop and maintain CRM Analytics and reporting solutions, including dashboards, datasets, lenses, and reports for Specialist activities, sales initiatives, advisor engagement, campaigns, performance measurement, and leadership reporting.
• Support Salesforce releases, including testing and deployments, and partner with technology and data teams on data feeds, integrations, and synchronization.
• Drive Salesforce adoption and platform innovation by serving as a subject matter expert, analyzing user feedback and platform usage, developing training and best-practice documentation, and supporting capabilities such as Agentforce, SF Mobile, Linkpoint, AI-enabled workflows, and other Salesforce technologies.
• Support performance reporting, business enablement, and governance routines across the teams.

Benefits

• Industry-leading benefits; this role is benefits eligible.
• Access to paid time off.
• Resources and support for employees.
• Eligibility to participate in the annual discretionary incentive plan, with awards based on individual performance and behavior, line-of-business or group performance and contributions, and overall company success.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed