Senior Salesforce BSA

About the role

As a Senior Salesforce Business Systems Analyst at Schwab, you will play a critical role in advancing the Salesforce ecosystem for Schwab Asset Management. Your responsibilities will involve translating complex business challenges into scalable Salesforce solutions that enhance client and advisor experiences while supporting strategic business outcomes.

Responsibilities

• Identify opportunities for workflow optimization, platform enhancement, and operational efficiency
• Drive alignment among diverse stakeholders, facilitating informed decision-making
• 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
• Contribute to the delivery of intuitive, scalable, and compliant Salesforce solutions
• Partner closely with product owners, engineers, architects, and business leaders
• Support ongoing modernization efforts and mentor team members

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
• Experience working in Agile/Scrum environments with cross-functional teams
• Strong understanding of Salesforce capabilities, including one or more of Sales Cloud, Service Cloud, or Force.com
• Demonstrated experience gathering, documenting, prioritizing, and managing business requirements, user stories, process flows, business rules, and acceptance criteria
• 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
• Proven 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

This role is eligible for bonus or incentive opportunities. Additionally, Schwab offers a comprehensive benefits package including:

• 401(k) with company match and Employee stock purchase plan
• Paid time off 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