Senior Salesforce BSA

About the role

Schwab Technology Services enables the future of how clients manage their money by providing innovative and reliable technology products and services as part of our ongoing commitment to democratize access to investing and financial planning. As a Senior Salesforce Business Systems Analyst, you will play a critical role in advancing Schwab Asset Management’s Salesforce ecosystem and the business capabilities that support wealth management, asset management, advisor enablement, client servicing, and operational excellence.

Responsibilities

• Translate complex business challenges into scalable Salesforce solutions that improve client and advisor experiences while supporting strategic business outcomes
• Identify opportunities for workflow optimization, platform enhancement, and operational efficiency
• Drive alignment among diverse stakeholders, facilitate informed decision-making, and ensure that requirements are clearly defined and traceable throughout the delivery lifecycle
• Navigate ambiguity, assess business impacts, and balance short-term priorities with long-term platform health to influence the success of key technology initiatives
• Collaborate with product owners, engineers, architects, and business leaders to deliver intuitive, scalable, and compliant Salesforce solutions
• Contribute to the delivery of best practices, mentor team members, and support ongoing modernization efforts

Requirements

• Bachelor’s degree in Business, Information Systems, Computer Science, Engineering, Finance, or a related field
• 10+ years of experience in business systems analysis, solution analysis, or product delivery roles supporting financial services organizations
• 10+ years of experience supporting Salesforce platform initiatives in a Business Systems Analyst, Functional Analyst, or product-focused capacity
• 10+ years of experience supporting wealth management, asset management, advisory services, investment operations, or related financial services businesses
• Strong understanding of Salesforce capabilities, including one or more of Sales Cloud, Service Cloud, or Force.com
• Proven ability to analyze complex business problems, evaluate solution alternatives, and recommend scalable approaches that align with business objectives
• Strong communication and stakeholder management skills with the ability to collaborate effectively across business, product, architecture, engineering, testing, and operations teams
• Demonstrated analytical thinking, prioritization, decision-making, and problem-solving capabilities
• Experience supporting large-scale enterprise platforms in regulated or highly controlled environments

Preferred Qualifications

• Experience with CRM Analytics, Data Cloud, Einstein AI, OmniStudio, or other modern Salesforce platform capabilities
• Experience using Salesforce Data Loader for data management and platform support activities
• Experience developing or leveraging reporting, analytics, and dashboard solutions to support business decisions
• Experience mentoring analysts and contributing to business analysis standards, methodologies, and best practices
• Experience supporting enterprise-scale digital transformation or platform modernization initiatives

Benefits

In addition to the salary range, this role is eligible for bonus or incentive opportunities. At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future: 401(k) with company match and Employee stock purchase plan, Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, Paid parental leave and family building benefits, Tuition reimbursement, Health, dental, and vision insurance.