eTeam · 1 month ago
Senior Asset Management Applications Business Analyst
Charlotte, NC
Full-time
Hybrid
Senior Level
5+ years expeTeam is seeking an experienced Business Analyst to support the evaluation and selection of a next-generation Distribution Intelligence platform for their Sales and Marketing organization. The role involves assessing capabilities and integration readiness of industry platforms, translating business needs into system requirements, and collaborating with various stakeholders to inform strategic decisions.
Information Technology
Responsibilities
Provides senior level consulting services to business groups on process improvement projects designed to improve IT and business management results
Develops and implements new processes, standards or operational plans that will have impact on the achievement of functional results
Participates in defining and formulating senior leadership’s IT strategy through the review of business objectives and value proposition
Advises senior leadership on future business direction and aligns IT with business priorities, strategies, and operating models
Recommends solutions or improvements to business processes that can be accomplished through new technology or alternative uses of existing technology
Recommends long-term improvements and changes to organization’s IT systems to support future business direction and growth
Coaches, reviews and delegates work to lower level professionals
Lead business and technical analysis to evaluate Synfinii's SalesPage, Broadridge SalesVision, and related platforms, focusing on functionality, data integration, and alignment with enterprise strategy
Partner with Product, Data, Sales, and Marketing stakeholders to define evaluation criteria, including usability, reporting capabilities, scalability, and data model flexibility
Document current-state workflows, data flows, and reporting use cases that inform the target-state vision for a unified distribution intelligence platform
Support vendor due diligence by facilitating demonstrations, capturing requirements, and preparing comparison scorecards and recommendations
Conduct gap analyses to identify where candidate platforms align—or diverge—from organizational needs
Collaborate with architects and data engineering teams to assess integration points between CRM, data warehouse (Snowflake), and analytics platforms
Translate evaluation outcomes into Features and Stories in Jira to inform future implementation roadmaps
Present findings and recommendations to Product and Technology leadership, including readiness assessments, cost/benefit summaries, and risk considerations
Qualification
Required
5+ years of experience as a Business Analyst or Systems Analyst within Sales, Marketing, or CRM technology domains
Deep understanding of Client CRM and its data structures
Hands-on experience with enterprise data platforms such as Snowflake and Client Data 360
Proven ability to operate in a SAFe Agile environment, creating and maintaining Features, Epics, and Stories in Jira
Excellent documentation, facilitation, and presentation skills
Preferred
Experience evaluating or implementing distribution intelligence or sales analytics platforms (e.g., SalesPage, Broadridge SalesVision, DST, or similar)
Background in asset management, financial services, or intermediary distribution
Experience with data visualization tools (e.g., Tableau, Power BI) for interpreting platform outputs
Familiarity with data governance, data lineage, and compliance frameworks for client and sales data
Company
eTeam
eTeam is a staffing agency that also provides payrolling services.
501-1000 employees
H1B Sponsorship
eTeam has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (36)
2024 (205)
2023 (11)
2022 (7)
2021 (24)
2020 (25)
Funding
Current Stage
Late StageTotal Funding
unknown2023-12-04Acquired
Leadership Team
Swetta Bhatt
CEO APAC & India
Aanchal Thakur
Founder and Global Director-Strategic Accounts
Recent News
2025-11-19
2025-08-21
Company data provided by crunchbase