Business Analyst - Capital Markets with Salesforce CRM

Technopride Ltd; Polska Cerekiew; On-site; PLN 90,000 - 140,000; Full time

Job summary

Technopride Ltd invites skilled Business Analyst to join our Capital Markets team, focusing on Salesforce CRM enhancements, data flows, and analytics. You will translate business needs into tangible requirements and drive data quality across global initiatives.

The role requires hands-on data analysis, strong SQL, and experience with CRM integrations and modern data warehouses. You will collaborate with product, data engineering, and reporting teams to deliver insights to stakeholders.

Qualifications

• 3–5+ years of experience as a Data or Business Analyst in the Capital Markets domain.
• Strong working knowledge of Salesforce CRM, including data model understanding, reporting, and integrations with financial systems.
• Proficiency in SQL (joins, CTEs, window functions) and comfort analyzing large, complex datasets.
• Experience working with financial data—exposure to investment banking, asset management, or private equity preferred.
• Strong analytical mindset with the ability to perform root-cause analysis, define hypotheses, and provide actionable recommendations.
• Skilled in requirements gathering, data mapping, reconciliation, and documentation with a high level of accuracy and attention to detail.
• Experience with modern data warehouses (e.g., Snowflake, Redshift, or equivalent) and BI tools (e.g., Tableau, Power BI, or Sigma).
• Familiarity with Jira and ServiceNow for backlog and incident management; understanding of Agile delivery frameworks.
• Excellent written and verbal communication skills, with the ability to present complex technical concepts to both technical and business audiences.

Responsibilities

• Translate complex business challenges into clear, measurable requirements, user stories, and acceptance criteria.
• Maintain and prioritize the data and analytics backlog using Jira.
• Write and review SQL queries to explore datasets, validate business logic, and perform root-cause analysis of data and integration issues.
• Collaborate with business and technical teams to design and implement Salesforce CRM enhancements and ensure proper data integration with downstream systems.
• Develop and maintain data mapping documentation, data lineage, and cataloging efforts to ensure data traceability and consistency.
• Partner with data engineering and reporting teams to design dashboards and reports that deliver meaningful insights to business users.
• Monitor and enforce data quality standards, identify anomalies, and recommend sustainable corrective actions.
• Manage and track data-related requests and incidents, ensuring timely resolution and stakeholder communication.
• Support Agile ceremonies and provide regular updates on progress, risks, and dependencies.

Skills

3–5+ years of experience

Salesforce CRM

SQL

financial data

root-cause analysis

Tools

Jira

ServiceNow

Snowflake

Tableau/Power BI

Job description

Business Analyst - Capital Markets with Salesforce CRM

Polska Cerekiew, Poland | Posted on 10/11/2025

We provide end-to-end IT solutions and services including Applications services, Data & Analytics services, AI/ML Technologies and Professional services in the UK and EU market.

Job Description

Role Overview

We are seeking ahands-on, data-driven Business Analystwith experience inCapital MarketsandSalesforce CRMto support global technology initiatives. The ideal candidate will combine strong analytical and problem-solving skills with deep financial data fluency and a solid understanding of CRM systems.

This role will involve partnering with product owners, business stakeholders, and data engineering teams to define requirements, map data flows, validate data quality, and deliver actionable insights in a dynamic, fast-paced environment.

Key Responsibilities

• Translate complex business challenges into clear, measurablerequirements, user stories, and acceptance criteria.
• Maintain and prioritize thedata and analytics backlogusing tools such as Jira.
• Write and reviewSQL queriesto explore datasets, validate business logic, and perform root-cause analysis of data and integration issues.
• Collaborate with business and technical teams to design and implementSalesforce CRM enhancementsand ensure proper data integration with downstream systems.
• Develop and maintaindata mapping documentation, data lineage, and cataloging efforts to ensure data traceability and consistency.
• Partner with data engineering and reporting teams to design dashboards and reports that deliver meaningful insights to business users.
• Monitor and enforcedata quality standards, identify anomalies, and recommend sustainable corrective actions.
• Manage and trackdata-related requests and incidents, ensuring timely resolution and stakeholder communication.
• SupportAgile ceremoniesand provide regular updates on progress, risks, and dependencies.

Skills & Qualifications

• 3–5+ years of experienceas a Data or Business Analyst in theCapital Marketsdomain.
• Strong working knowledge ofSalesforce CRM, including data model understanding, reporting, and integrations with financial systems.
• Proficiency inSQL(joins, CTEs, window functions) and comfort analyzing large, complex datasets.
• Experience working withfinancial data—exposure to investment banking, asset management, or private equity preferred.
• Strong analytical mindset with the ability to performroot-cause analysis, define hypotheses, and provide actionable recommendations.
• Skilled inrequirements gathering, data mapping, reconciliation, and documentationwith a high level of accuracy and attention to detail.
• Experience withmodern data warehouses(e.g., Snowflake, Redshift, or equivalent) andBI tools(e.g., Tableau, Power BI, or Sigma).
• Familiarity withJiraandServiceNowfor backlog and incident management; understanding ofAgile delivery frameworks.
• Excellentwritten and verbal communication skills, with the ability to present complex technical concepts to both technical and business audiences.