Senior Business Analyst

LendingTree•Charlotte, NC

23h•Hybrid

About The Position

The Senior Business Analyst serves as a liaison between business stakeholders and technical teams, translating operational needs into functional requirements, improving processes, and ensuring systems (especially Salesforce) support scalable sales operations and enablement initiatives. This role requires full-time residence in Charlotte, NC and an in-office presence is required three days a week. Additionally, this position does not offer visa sponsorship, now or at any point in the future.

Requirements

3–6+ years experience in Business Analysis, Sales Operations, or CRM-related roles.
Experience working with Salesforce-based organizations.
Experience supporting sales, revenue operations, or enablement teams.
Proven experience delivering process improvements or system implementations.
Business Analysis Skills: Requirements elicitation and documentation, Process mapping (BPM, flow diagrams), Stakeholder management, Gap analysis, Root cause analysis, Agile / Scrum / Salesforce user story/case creation.
Salesforce Knowledge: Leads, Accounts, Contacts, Opportunities, Reports & dashboards, Automation tools (Flows, Process Builder).
Experience documenting Salesforce enhancements and working with admins/developers.
Data & Reporting: Ability to analyze sales performance data.
Experience with: Salesforce reporting, Excel / Google Sheets, Data validation and quality management.
Communication Skills: Ability to translate technical concepts for business stakeholders, Facilitate cross-functional meetings, Write clear documentation and requirements.

Nice To Haves

Salesforce AI Platforms/Prompt Building
Jira
Confluence
Lucidchart/Figma or similar
Microsoft Excel & PowerPoint

Responsibilities

Elicit, analyze, and document business requirements from LendingTree internal stakeholders across Business Enablement, Sales Operations, and Salesforce teams.
Conduct stakeholder interviews, workshops, and discovery sessions.
Translate business needs into clear functional and technical requirements.
Create and maintain: Business Requirements Documents (BRDs), Functional Requirements Documents (FRDs), User stories and acceptance criteria.
Analyze existing sales, enablement, and operational workflows.
Identify inefficiencies, bottlenecks, and automation opportunities.
Document current state (AS-IS) and future state (TO-BE).
Recommend improvements that enhance productivity, data quality, and reporting.
Partner with Salesforce administrators, developers, and architects to define system enhancements, document Salesforce configuration needs, prioritize backlog items, and write detailed Salesforce user stories, including: object updates, workflow automation, validation rules, reporting requirements, and assist with UAT (User Acceptance Testing) and release validation.
Work with Sales Operations to define requirements for: lead management, opportunity pipeline tracking, forecasting processes, territory management, sales performance reporting, ensure Salesforce flows support operational processes, and analyze sales data to identify operational improvements.
Collaborate with Business Enablement teams to ensure tools and processes support: sales onboarding, training initiatives, sales content delivery, performance tracking, and gather feedback from enablement programs to inform system or process improvements.
Maintain clear documentation for: process maps, system workflows, requirement specifications, project updates and requirement changes to stakeholders.
Act as the bridge between business teams and technical teams.
Define acceptance criteria for development work.
Create and execute UAT test plans and scripts.
Validate solutions meet business needs before deployment.
Support change management and adoption for new features or processes.