Senior Salesforce BSA

Your Opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s). 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. Working across business, product, architecture, engineering, and operations teams, you will help translate complex business challenges into scalable Salesforce solutions that improve client and advisor experiences while supporting strategic business outcomes.

In this role, you will leverage strong analytical thinking, business process analysis, and problem‑solving skills to identify opportunities for workflow optimization, platform enhancement, and operational efficiency. You will drive alignment among diverse stakeholders, facilitate informed decision‑making, and ensure that requirements are clearly defined and traceable throughout the delivery lifecycle. Your ability to navigate ambiguity, assess business impacts, and balance short‑term priorities with long‑term platform health will directly influence the success of key technology initiatives.

You will be part of an Agile team environment where collaboration, adaptability, and continuous improvement are highly valued. By partnering closely with product owners, engineers, architects, and business leaders, you will contribute to the delivery of intuitive, scalable, and compliant Salesforce solutions while helping to shape best practices, mentor team members, and support ongoing modernization efforts. This is an opportunity to make meaningful contributions to a strategic platform while growing your expertise in a highly visible and impactful area of the organization.

Required Qualifications

• 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
• 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
• Demonstrated analytical thinking, prioritization, decision‑making, and problem‑solving capabilities
• Experience supporting large‑scale enterprise platforms in regulated or highly controlled environments

Preferred Qualifications

• Salesforce Administrator Certification
• Salesforce Business Analyst Certification
• Salesforce Sales Cloud Consultant Certification
• Salesforce Service Cloud Consultant Certification
• Experience with CRM Analytics, Data Cloud, Einstein AI, Omni Studio, 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

In addition to the salary range, this role is eligible for bonus or incentive opportunities.