Axelon Services Corporation · 1 month ago
Senior Asset Management Applications Business Analyst
Charlotte, NC
Full-time
Hybrid
Senior Level
5+ years expAxelon Services Corporation is seeking a Lead Business Systems Analyst to evaluate and select a next-generation Distribution Intelligence platform for Sales & Marketing. This role involves strategic consulting, detailed analysis, and collaboration with senior leadership to optimize technology and processes.
ConsultingProject ManagementRecruitingStaffing Agency
Responsibilities
Provide senior-level consulting to business groups on process improvements and platform selection
Contribute to senior leadership’s IT strategy by aligning platform capabilities with business direction
Recommend future-state solutions, long-term technology improvements, and process optimization
Lead functional and technical evaluations of SalesPage, SalesVision, and similar industry platforms
Develop evaluation criteria (usability, scalability, reporting, data model flexibility)
Perform vendor due diligence: demos, requirements capture, scorecards, comparison matrices
Document current-state workflows, data flows, and reporting use cases
Perform gap analysis between organizational needs and vendor capabilities
Produce readiness assessments, risks, cost/benefit outputs, and strategic recommendations
Partner with architects and engineering to assess integration with:
Salesforce CRM
Snowflake
Salesforce Data 360
Other enterprise data platforms
Map data flows and identify required integration points for analytics and reporting
Convert analysis outputs into Epics, Features, and Stories in Jira
Operate within a SAFe Agile framework; collaborate with product and engineering teams
Coach and guide junior analysts
Present to Product, Technology, Sales, and Marketing leadership
Qualification
Required
5+ years as a Business Analyst or Systems Analyst in Sales, Marketing, or CRM domains
Deep expertise with Salesforce CRM data structures
Strong hands-on experience with Snowflake and Salesforce Data 360
Proven experience in SAFe Agile, including creation of Features/Epics/Stories in Jira
Excellent documentation, facilitation, and presentation skills
Preferred
Experience with distribution intelligence or sales analytics tools: SalesPage, Client SalesVision, DST, or similar
Background in asset management, financial services, or intermediary distribution
Familiarity with Tableau, Power BI, or similar visualization tools
Knowledge of data governance, data lineage, and compliance frameworks
Company
Axelon Services Corporation
For more than 40 years, Axelon has been exceeding market expectations and delivering top talent to the Fortune 500.
501-1000 employees
H1B Sponsorship
Axelon Services Corporation 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 (13)
2024 (14)
2023 (3)
2022 (7)
2021 (17)
2020 (12)
Funding
Current Stage
Late StageLeadership Team
Tania Obeid
Chief Executive Officer
Cynthia Lah
Chief Operating Officer
Company data provided by crunchbase