Job Description

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 through innovative and reliable technology products and services.

As a Business Systems Analyst supporting Sales, Services and Marketing Technology, you’ll help shape representative-facing technology by translating business needs and strategic objectives into effective technology solutions that deliver meaningful business value.

You'll serve as a key connection between product and business stakeholders, development teams, and architecture, helping turn complex or ambiguous business needs into clear, actionable requirements that development teams can execute.

The ideal candidate brings strong Business Systems Analysis experience along with the technical aptitude to understand systems, integrations, technical specifications, and architecture and process flows. You'll need to be equally comfortable discussing business needs with product partners and working through technical details with developers and architects.

Success in this role requires strong analytical, problem-solving, communication, and relationship-building skills, along with the ability to navigate ambiguity, balance multiple priorities, and work effectively across Agile delivery teams.

Responsibilities:

• Serve as a Business Systems Analyst supporting marketing technology and customer-facing applications, including Salesforce-related platforms and other marketing technology solutions.
• Partner with Product Owners and business stakeholders to gather, analyze, clarify, document, and refine business and system requirements.
• Take ambiguous or evolving business needs and translate them into clear, actionable, development-ready requirements, identifying gaps, dependencies, system impacts, and questions that need to be resolved before development begins.
• Develop epics, features, user stories, acceptance criteria, process flows, and system models that clearly communicate business needs and intended outcomes.
• Serve as a key connection between business, product, development, and architecture teams, translating effectively between technical and nontechnical audiences.
• Work directly with developers and technical leads to ensure requirements, scope, system implications, dependencies, and intended business outcomes are clearly understood.
• Partner with business and systems architects to review architecture diagrams, integration designs, technical specifications, business processes, and system flows and ensure business and technology perspectives are aligned.
• Support technology solutions and integrations across the Salesforce ecosystem, including marketing and customer-facing applications.
• Partner with Product Owners to refine and prioritize epics, features, user stories, dependencies, and release objectives based on business and delivery priorities.
• Support Agile delivery across multiple teams, helping ensure requirements are sufficiently defined, dependencies are understood, and work is ready for development.
• Support testing and validation activities, including developing acceptance criteria and helping confirm delivered solutions meet business and system requirements.
• Identify opportunities to improve Business Systems Analysis processes, requirements quality, team collaboration, and technology delivery practices.
• Use and explore AI-enabled and agentic tools to support activities such as requirements gathering, analysis, documentation, refinement, and process improvement.

What you have

Required Qualifications:

• 5+ years of Business Systems Analysis experience, preferably supporting complex technology applications or platforms.
• 5+ years of Salesforce ecosystem or comparable CRM experience, with experience working within complex application and integration environments.
• Demonstrated experience taking ambiguous business needs and translating them into clear, actionable requirements that development teams can execute.
• Strong technical aptitude with the ability to understand systems, integrations, APIs, technical specifications, process flows, system flows, and application dependencies.
• Demonstrated experience partnering with business and/or solution architects and working with architecture diagrams, system designs, integrations, and technical documentation.
• Demonstrated ability to gather, analyze, document, and translate business and system requirements into epics, features, user stories, acceptance criteria, and supporting process or system models.
• Strong understanding of both the business and technology perspectives when evaluating requirements and proposed solutions.
• Strong communication skills with demonstrated ability to translate business needs for technical audiences and technical concepts for business audiences.
• Strong analytical and problem-solving skills, including the ability to identify gaps, ask effective questions, understand system implications, and connect detailed requirements to broader business objectives.
• Strong cross-functional collaboration and relationship-building skills with the ability to partner effectively with Product Owners, business stakeholders, architects, developers, technical leads, and other technology partners.
• Experience working within Agile technology delivery teams and supporting requirements throughout the software development lifecycle.
• Ability to independently manage priorities across multiple initiatives or Agile teams while adapting to changing requirements and business needs.
• Bachelor's degree in computer science, information systems, engineering, business, or a related field, or equivalent relevant professional experience.

Preferred Qualifications:

• Experience with marketing technology or customer engagement platforms, including Salesforce Marketing Cloud, Marketo, or comparable technologies.
• Experience supporting customer-facing technology applications in a complex enterprise environment.
• Experience with Salesforce platform integrations, APIs, ETL technologies, and/or Salesforce environment upgrades or migrations.
• Experience creating and interpreting business process, system, activity, context, dependency, sequence, or architecture diagrams.
• Experience working closely with developers and architects to evaluate system impacts, integrations, dependencies, and potential technology solutions.
• Experience developing test plans, acceptance criteria, and supporting functional and user acceptance testing.
• Experience supporting multiple Agile delivery teams and balancing competing priorities and stakeholder needs.
• Demonstrated ability to quickly learn unfamiliar applications, platforms, and business domains.
• Familiarity with AI-enabled or agentic tools used to support Business Systems Analysis, requirements development, documentation, or technology delivery.

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

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.