Senior Asset Management Applications Business Analyst
Axelon, Charlotte, North Carolina, United States, 28245
Position Summary: Lead Business Systems Analyst (Distribution Intelligence Platform Evaluation)
Hybrid - Charlotte, Chicago, or Iselin
Core Purpose of the Role
This Lead Business Systems Analyst will drive the evaluation and selection of a next-generation
Distribution Intelligence platform
for Sales & Marketing. This includes assessing platforms like
Synfinii's SalesPage
and
Client SalesVision , analyzing data models, mapping integrations with CRM and data ecosystems, and translating findings into actionable requirements and SAFe Agile deliverables.
The role is both
strategic and hands-on -partnering with senior leadership while also performing detailed business and technical analysis.
Key Responsibilities
Strategic & Advisory Provide senior-level consulting to business groups on process improvements and platform selection. Contribute to senior leadership's IT strategy by aligning platform capabilities with business direction. Recommend future-state solutions, long-term technology improvements, and process optimization. Platform Evaluation
Lead functional and technical evaluations of
SalesPage, SalesVision, and similar industry platforms . Develop evaluation criteria (usability, scalability, reporting, data model flexibility). Perform vendor due diligence: demos, requirements capture, scorecards, comparison matrices. Analysis & Documentation
Document current-state workflows, data flows, and reporting use cases. Perform gap analysis between organizational needs and vendor capabilities. Produce readiness assessments, risks, cost/benefit outputs, and strategic recommendations. Data & Integration
Partner with architects and engineering to assess integration with: Salesforce CRM Snowflake Salesforce Data 360 Other enterprise data platforms
Map data flows and identify required integration points for analytics and reporting. Agile Delivery
Convert analysis outputs into
Epics, Features, and Stories
in Jira. Operate within a
SAFe Agile
framework; collaborate with product and engineering teams. Leadership & Collaboration
Coach and guide junior analysts. Present to Product, Technology, Sales, and Marketing leadership. Required Qualifications
5+ years
as a Business Analyst or Systems Analyst in Sales, Marketing, or CRM domains. Deep expertise with
Salesforce CRM data structures . Strong hands-on experience with
Snowflake
and
Salesforce Data 360 . Proven experience in
SAFe Agile , including creation of Features/Epics/Stories in Jira. Excellent documentation, facilitation, and presentation skills. Preferred Qualifications
Experience with distribution intelligence or sales analytics tools: SalesPage, Client SalesVision, DST, or similar . Background in
asset management ,
financial services , or
intermediary distribution . Familiarity with
Tableau ,
Power BI , or similar visualization tools. Knowledge of
data governance ,
data lineage , and compliance frameworks. Other Requirements
Education:
Bachelor's degree preferred. Work Style:
Hybrid; onsite in Charlotte, Chicago, or Iselin. Physical:
Sedentary work.
Hybrid - Charlotte, Chicago, or Iselin
Core Purpose of the Role
This Lead Business Systems Analyst will drive the evaluation and selection of a next-generation
Distribution Intelligence platform
for Sales & Marketing. This includes assessing platforms like
Synfinii's SalesPage
and
Client SalesVision , analyzing data models, mapping integrations with CRM and data ecosystems, and translating findings into actionable requirements and SAFe Agile deliverables.
The role is both
strategic and hands-on -partnering with senior leadership while also performing detailed business and technical analysis.
Key Responsibilities
Strategic & Advisory Provide senior-level consulting to business groups on process improvements and platform selection. Contribute to senior leadership's IT strategy by aligning platform capabilities with business direction. Recommend future-state solutions, long-term technology improvements, and process optimization. Platform Evaluation
Lead functional and technical evaluations of
SalesPage, SalesVision, and similar industry platforms . Develop evaluation criteria (usability, scalability, reporting, data model flexibility). Perform vendor due diligence: demos, requirements capture, scorecards, comparison matrices. Analysis & Documentation
Document current-state workflows, data flows, and reporting use cases. Perform gap analysis between organizational needs and vendor capabilities. Produce readiness assessments, risks, cost/benefit outputs, and strategic recommendations. Data & Integration
Partner with architects and engineering to assess integration with: Salesforce CRM Snowflake Salesforce Data 360 Other enterprise data platforms
Map data flows and identify required integration points for analytics and reporting. Agile Delivery
Convert analysis outputs into
Epics, Features, and Stories
in Jira. Operate within a
SAFe Agile
framework; collaborate with product and engineering teams. Leadership & Collaboration
Coach and guide junior analysts. Present to Product, Technology, Sales, and Marketing leadership. Required Qualifications
5+ years
as a Business Analyst or Systems Analyst in Sales, Marketing, or CRM domains. Deep expertise with
Salesforce CRM data structures . Strong hands-on experience with
Snowflake
and
Salesforce Data 360 . Proven experience in
SAFe Agile , including creation of Features/Epics/Stories in Jira. Excellent documentation, facilitation, and presentation skills. Preferred Qualifications
Experience with distribution intelligence or sales analytics tools: SalesPage, Client SalesVision, DST, or similar . Background in
asset management ,
financial services , or
intermediary distribution . Familiarity with
Tableau ,
Power BI , or similar visualization tools. Knowledge of
data governance ,
data lineage , and compliance frameworks. Other Requirements
Education:
Bachelor's degree preferred. Work Style:
Hybrid; onsite in Charlotte, Chicago, or Iselin. Physical:
Sedentary work.