Business & CRM Support Sr Analyst
About The Position
The Business & CRM Support Sr Analyst is part of the Investment Solutions Group (ISG) Specialist COO Team, which supports advisors and clients across a broad range of products and solutions for brokerage and fee-based accounts. This role supports and enhances the Salesforce ecosystem used by Specialists and leadership teams, serving as a liaison between business stakeholders and technology teams to translate business needs into scalable solutions that improve productivity, reporting, and data-driven decision-making. The role 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 as needed. The position is based within Bank of America’s in-office culture, with expectations and flexibility determined by role responsibilities and business needs. Internal employees currently working from home may apply, but selected employees may be required to work onsite under the workplace excellence policy.
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 tools or technologies.
- 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, to support changing business requirements and deliver an effective user experience.
- 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, business 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.
- Promote Salesforce adoption and platform innovation as a subject matter expert by analyzing user feedback and platform usage, developing training and best-practice documentation, and supporting emerging capabilities such as Agentforce, SF Mobile and Linkpoint, AI-enabled workflows, and other Salesforce technologies.
- Support performance reporting, business enablement, and governance routines across teams.
Benefits
- Industry-leading benefits.
- Access to paid time off.
- Resources and support for employees.
- Eligible to participate in the annual discretionary incentive plan, with awards based on individual performance and behaviors, line of business or group performance and contributions, and overall company success.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
