Demo

Business Analyst

eTeam
Charlotte, NC Contractor
POSTED ON 7/10/2026
AVAILABLE BEFORE 8/8/2026

Job Title: Business Analyst

Location: Frisco, TX 75034/Charlotte NC/Chicago, IL (Hybrid)

Duration: 12 months

Summary

The Sales Enablement group collaborates with sales, marketing, product, and service teams to build frameworks, processes, and metrics that solve key problems and drive business growth. By understanding clients across all distribution channels using CRM, business intelligence, and other tools, we evaluate and enhance the firm's distribution efforts.

The Contract Business Analyst serves as a critical bridge between the Sales Enablement team and the business, translating complex operational challenges into well-defined, actionable requirements that drive technology solutions across Salesforce and related platforms. This role exists to scale the team's requirements development capacity, ensuring the most strategic initiatives are driven forward with the rigor, stakeholder alignment, and documentation quality needed to accelerate delivery.

Must Haves

• Undergraduate degree, preferably in Business Management, Information Systems, or a related field.

• Five to seven years of experience in a business analyst, product owner, or sales operations role, preferably with three or more years in asset management or financial services.

• Demonstrated ability to independently lead discovery conversations with senior business stakeholders and produce structured, detailed requirements documentation.

• Functional knowledge of Salesforce, including platform capabilities, data structure, and how to describe solutions in terms technology teams can act on.

• Exceptional written and verbal communication skills with the ability to synthesize complex business problems into clear language for both business and technical audiences.

• Strong analytical and critical thinking skills, comfortable operating in ambiguity, building structure where none exists, and asking the right questions before jumping to solutions.

• Demonstrated independence in critical thinking and problem solving with measurable outputs.

Strong Differentiators

• Familiarity with conversational and agentic AI tools, CRM Analytics, or Salesforce Service Cloud.

• Experience writing user stories or functional specifications for agile, sprint-based development teams.

• Background in change management or technology adoption.

• Prior experience in a sales enablement or CRM product ownership capacity within asset management or financial services.


Salary : $44

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