Fidelity Investments · 17 hours ago
Senior Business Analyst, Customer Solutions - CRM Platform
Smithfield, RI
Full-time
Hybrid
Senior Level
5+ years expFidelity Investments is focused on serving the needs of millions of customers through innovative financial solutions. The Senior Business Analyst will work within the Customer Solutions Chapter to enhance the Salesforce.com experience for client-facing associates, ensuring effective communication and collaboration to meet business goals.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
No H1B
Responsibilities
Identify and document business requirements, current and future states, and provide constructive feedback for future process improvements
Experience with workflow design, data analysis, data visualization, and impact analysis
Familiar with the Agile methodology concept and experience in agile tools such as Jira, Confluence, Mural or similar Agile backlog management tools (training is available)
Define epics, user stories, acceptance criteria, facilitate story grooming/refinement sessions, and demo sprint deliverables
Participate in or lead the daily Scrums, Sprint Planning Meetings, Release Planning, Sprint Reviews and Retrospectives
Perform end to end Business Acceptance Testing and ensure the traceability of test cases
You take initiative to communicate issues/client feedback with Squad Leader/team and resolve issues in a timely manner
Strong written and verbal communication skills, including the ability to summarize and interpret information to influence key stakeholders such as Subject Matter Experts, and Business Partners
Manage dependencies across teams and work on multiple projects simultaneously
Proven leadership by mentoring peers and showcase critical thinking by managing conflicts within teams
Qualification
Required
Identify and document business requirements, current and future states, and provide constructive feedback for future process improvements
Experience with workflow design, data analysis, data visualization, and impact analysis
Familiar with the Agile methodology concept and experience in agile tools such as Jira, Confluence, Mural or similar Agile backlog management tools (training is available)
Define epics, user stories, acceptance criteria, facilitate story grooming/refinement sessions, and demo sprint deliverables
Participate in or lead the daily Scrums, Sprint Planning Meetings, Release Planning, Sprint Reviews and Retrospectives
Perform end to end Business Acceptance Testing and ensure the traceability of test cases
You take initiative to communicate issues/client feedback with Squad Leader/team and resolve issues in a timely manner
Strong written and verbal communication skills, including the ability to summarize and interpret information to influence key stakeholders such as Subject Matter Experts, and Business Partners
Manage dependencies across teams and work on multiple projects simultaneously
Proven leadership by mentoring peers and showcase critical thinking by managing conflicts within teams
5-7 years transferable experience
Salesforce Administrator Certification and at least one of the following certifications Certified Business Analyst, Service Cloud Consultant, Sales Cloud Consultant are required within 24 months
Preferred
Bachelor's degree preferred
Company
Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
Leadership Team
Abigail Johnson
Chairman & CEO
Jeanmarie Ward
Senior Vice President of Architecture
Recent News
Crunchbase News
2026-01-09
2026-01-08
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