Senior Business Analyst (CRM)

Reposted 14 Days Ago
San Ramon, CA, USA
In-Office
7-10 Annually
Senior level
Information Technology • Software • Big Data Analytics
The Role
The role involves managing requirements for CRM projects, facilitating business analysis, leading stakeholder engagement, and documenting processes, with a focus on user experience and cross-functional collaboration.
Summary Generated by Built In
Job Description

Hello,

Greetings!

We have the following open position. If interested, please send us your resume along with all the details 

Key requirements

Senior Business Analyst with 7 to 10 years of experience. Financial services / banking industry preferred. Retail banking experience is a plus.

Multi-channel Customer Relationship Management Life cycle Experience would be a plus.

Experienced in driving requirements management life cycle including conducting business analysis, requirements elicitation, documentation, prioritization, reviews, approvals, traceability, and maintainability /re use and change management etc.

Demonstrated ability to lead, drive and engage key stakeholders to analyze and understand the business vision and strategy, business problems/opportunities in defining implementable business requirements including functional, usability, data and business rules.

Experienced in quality requirements gathering using various techniques including interviews, use case analysis, questionnaires, brain storming sessions, workshops, reengineering, reverse engineering techniques etc.

Experience in conducting and documenting cross functional product, process, people, customer and parallel initiative impact assessment while engaging and collaborating with multiple impacted stakeholders.

Experience in creating wire frames, screen mock ups, prototypes in defining user interface requirements for enhanced user experience.

Additional Information

Need Locals

Skills Required

  • 7 to 10 years of experience in business analysis
  • Experience in financial services or banking industry
  • Experience with Customer Relationship Management Life cycle

Intelliswift Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Intelliswift and has not been reviewed or approved by Intelliswift.

  • Fair & Transparent Compensation Pay is considered okay to good, with some technical roles (e.g., QA/engineering) seen as market‑aligned and showing stronger sentiment by role and geography. Feedback suggests perceptions of fairness are stronger in U.S. contexts than India‑focused data.
  • Career-Linked Recognition & Rewards Recognition and rewards programs are highlighted alongside competitive pay and learning and development. Feedback suggests these elements are positioned as part of the total rewards offering.
  • Wellbeing & Lifestyle Benefits An Employee Assistance Program and wellness reimbursement are called out among company‑listed perks. Flexible work environments are also emphasized as part of the overall benefits narrative.

Intelliswift Insights

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The Company
HQ: Santa Clara, CA
1,411 Employees
Year Founded: 2001

What We Do

What do we do? Intelliswift delivers world-class Product Engineering, Data Management and Analytics, Digital Enterprise, Digital Integration, Salesforce, and Talent Solutions to businesses across the globe. We empower companies to embrace new technologies and strategies along their digital transformation journey through data-rich modern platforms, innovation-led engineering, and people-centric solutions. Strong customer-centricity makes us a trusted ally to several Fortune 500 companies, SMBs, ISVs, and fast-growing startups. To whom do we cater? Industries: Technology, Media, Telecom, Pharma, Healthcare, Banking, Financial Services & Insurance, Retail. Where are we headed? We are driven to leverage our innovation and deep expertise to create a long-lasting impact for our customers and stakeholders. What drives us? • We believe in delivering sustainable and future-driven solutions. • We believe in enabling everyone that works with us – from clients to partners to employees. • We believe that the future belongs to those who Love the New – which is why we are constantly reinventing and innovating NEW solutions to enable businesses to stay ahead of the competition.

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