Senior CRM Business Analyst

Job Description

The Senior CRM Business Analyst consults with stakeholders to analyze, define, and prioritize business requirements and operational specifications for CRM work stream. Has extremely strong knowledge of platform from a technical and business perspective. Analyzes, defines and documents business requirements for data, workflow, logical processes, hardware and operating system environment, interfaces with other applications and systems, front- and back-end checks and controls, and reporting. Translates high-level business requirements into functional specifications and manages changes to such specifications in an agile manner.


Thought leader who works closely with the business users to identify areas of improvement, perform functional analysis for developing CRM solutions. 


Contribute in designing and implementing integrations between various systems

Participate in the identification and evaluation of third party applications from the app exchange to support a multi-year implementation roadmap

Provide technical expertise on best practices.

Collaborate with the technical architects, developers and business users throughout the process

Must be able to perform these functions for large-scale, complex projects with minimal guidance.  S/He performs job functions independently and often guides less experienced Business Analysts.

Support users in view creation and customization of dashboards and reports.

Conduct hands-on training and creation of training materials


• 5+ years of experience with, 3+ years within Lightning experience. • certifications (ADM201, ADM211) preferred. • Asset Management industry experience preferred. • Efficient in developing and deploying workflows and triggers.  • Efficient in developing dashboards and reports in CRM  • Efficient in configuring process builder, flows and applying validation logic at     different levels of the application.  • Experience in using bulk data load techniques  • Desire to work in fast-paced delivery-focused environment  • Strong business, problem solving, and analytical skills. Proactive in solving business and/or technical problems.  • Ability to think creatively to offer innovative solutions for our business needs  • Strong team player  • Excellent communication skills  • Independent, self-starter requiring little supervision to complete tasks 

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.

Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

Primary Location: United States-New York-Uniondale
Internal Jobcode: 70167
Job: Sales/Marketing
Organization: North America Distribution-HR11430
Requisition Number: 2004395