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Senior CRM Business Systems Analyst

Type de contrat



United States-California-San Ramon



Métier / fonction

Accounting Finance

Postuler REF: 040272

At Bank of the West, our people are having a positive impact on the world. We’re investing where we feel we can make the most impact, like advancing diversity and women entrepreneurship programs, financing for more small businesses, and promoting programs for sustainable energy. From our locations across the U.S., Bank of the West is taking action to help protect the planet, improve people’s lives, and strengthen communities. We are part of BNP Paribas, a global leader supporting the UN Sustainable Development Goals (SDGs). Yes, we’re a bank, but as the bank for a changing world, we are continually seeking to improve the ways we help our customers, while contributing to more sustainable and equitable growth.

Job Description Summary

As a member of the Information Technology (IT) Team, and under the direction of the CRM Technology Manager, the CRM Senior Business/System Analyst will assess and capture requirements with internal customers, develop user stories, and work with the IT Solutions Delivery Group to help deliver technology solutions that help the Bank meet operational, and strategic goals. This position will also act as a Project Manager effectively managing resource allocation, schedules, and quality of deliverables through the full project life cycle. Additionally, this position will assist and help with technical support for all applications and processes assigned, becoming a Subject Matter Expert (SME) for CRM. This is a hybrid role combining business and system analysis, and project management.
Business/System Analysis
• Under the direction of the CRM Technology IT Manager and the CRM Product Owner, work with business stakeholders to capture, organize, and document high-level business requirements and translate them into detailed functional requirements
• Works with the internal IT Solutions Delivery Group to design, develop, and implement solutions and actionable development plans
• Drive all CRM related projects end to end from creative concept through final implementation and deployment
• Develop a deep understanding of the CRM technology, business systems and processes integral to the business
• Coordinate and manage QA efforts, User Acceptance Testing, Implementation, Training, and Support
Project Management
• Partner with the business and IT Team members to create and structure a coherent and actionable delivery plan
• Develop and maintain project resource plans and milestone schedules
• Monitor and summarize progress of projects to ensure that projects remain on track and on budget
• Manages project change control in terms of scope, schedule, costs, quality, and risk
• Maintain timely and accurate project and technical documentation

Required Experience


Minimum of 5 years of experience:
  • Working as a Business Analyst delivering solutions for Microsoft Dynamics CRM AND/OR Salesforce CRM
  • Working in Project Management, delivering projects for technology
  • Prior experience MUST include:
  • Gathering and documenting professional service project requirements
  • Experience with a SDLC (Assess, Design, Development, Test, Deploy)
  • Process mapping/ process flow/ process modeling
  • Highly desired skills include:
  • PMP certification
  • Experience with an Agile methodology
  • Data Analysis experience and expertise
  • Experience writing SQL queries to extract and manipulate data
  • Excellent communication skills
  • Strong interpersonal, multitasking and relationship building skills that promote collaboration and positive, professional work environment

  • Bachelor’s Degree in CS, MIS, CISM, Information Technology, or related field

Equal Employment Opportunity Policy

Bank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law. Bank of the West is also an Affirmative Action employer - Minority / Female / Disabled / Veteran.

Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance subject to the requirements of all state and federal laws and regulations.
Primary Location: United States-California-San Ramon Job Type: Full-time Job: Accounting Finance