Senior Functional Analyst - Client Management

First American Financial Corporation; Seattle (WA); Remote; USD 112,000 - 150,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k

PTO / Paid sick leave

Employee stock purchase plan

Job summary

First American Financial Corporation’s First American Trust is seeking a Senior Functional Analyst to bridge business and technical delivery for CRM, onboarding, and client management. You will partner with stakeholders, translate requirements, and lead analytics across Salesforce, Prelim, DocuSign, and DNA core banking integrations.

Remote Agile team, focus on customer experience and operational excellence.

Qualifications

• Bachelor's degree in Business, Information Systems, Computer Science, or equivalent experience.
• 5+ years as a Functional Analyst, Business Systems Analyst, Product Analyst, or similar in enterprise applications.
• Experience translating business requirements into technical solutions with software development teams.
• Strong analytical, critical-thinking, and communication skills.
• Experience with Agile delivery, backlog refinement, and UAT against business objectives.
• Experience with vendor software configurations, APIs, data mapping, and integrations.

Responsibilities

• Build strong relationships with business and technology partners across multiple functions.
• Translate objectives and processes into actionable functional and technical requirements.
• Lead discovery and analysis of complex workflows and onboarding processes to improve data quality and customer experience.
• Collaborate with Product Owners, Developers, QA, and vendors to evaluate solutions and manage dependencies.
• Independently lead functional analysis for complex features, define acceptance criteria, and validate delivered solutions.
• Investigate production issues, drive continuous improvement, and document workflows and data mappings.

Skills

Stakeholder communication

Analytical thinking

Agile delivery

Problem solving

Documentation

Education

Bachelor's degree or equivalent

Tools

Salesforce CRM

Prelim

DocuSign

Fiserv DNA

Microsoft Azure

SQL

Job description

Who We Are

Join a team that puts its People First! As a member of the First American family of companies, First American Trust is a federal savings bank that has provided banking, wealth management, and trust solutions on a national, full-service basis for more than five decades. Since 1889, First American (NYSE: FAF) has held an unwavering belief in its people. They are passionate about what they do, and we are equally passionate about fostering an environment where all feel welcome, supported, and empowered to be innovative and reach their full potential. Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For list for eleven consecutive years. We have also earned awards as a best place to work for women, diversity and LGBTQ+ employees, and have been included on more than 50 regional best places to work lists. First American will always strive to be a great place to work, for all. For more information, please visit www.careers.firstam.com.

What We Do

First American Trust is seeking an experienced, business-focused, and technically proficient Senior Functional Analyst to join our Client Management product team. This team is responsible for developing and enhancing solutions that support customer relationship management, sales, and client onboarding, with a focus on delivering an exceptional customer experience.

Our technology ecosystem includes Salesforce CRM and integrated onboarding workflows leveraging Prelim, Docusign, and our Fiserv DNA core banking platform. These solutions help our business teams manage customer relationships, streamline onboarding processes, and deliver efficient, reliable service.

In this role, you will serve as a key bridge between business stakeholders and technical delivery teams, translating complex business needs into practical, scalable, and well-defined technology solutions. You will collaborate with Product Owners, Developers, Quality Assurance, business partners, and external vendors to analyze workflows, evaluate solution options, clarify requirements, and support successful implementation.

We are looking for a proactive problem solver who combines strong business acumen, analytical and critical thinking, technical fluency, and exceptional communication skills. The ideal candidate can independently lead complex feature and workflow analysis, challenge assumptions, anticipate risks and downstream impacts, and take ownership of delivering meaningful business outcomes.

You will be part of a collaborative, remote Agile product team that values innovation, continuous learning, accountability, and delivering exceptional service to our customers.

What You'll Do:

Business Partnership & Solution Analysis

• Build strong relationships with business and technology partners, including Sales, Relationship Management, Banking Operations, New Accounts, Client Services, Compliance/Risk, Information Security, and other technology teams.
• Partner with stakeholders to understand business objectives, processes, policies, and operational challenges, identifying both explicit and underlying needs and translating them into actionable functional and technical requirements.
• Lead discovery and analysis of complex business processes, document current-state and future-state workflows, and recommend solutions that simplify customer onboarding, reduce manual effort, improve data quality, and enhance the customer experience.
• Collaborate with Product Owners, Developers, and technical partners to evaluate solution alternatives, challenge assumptions, identify dependencies, and recommend approaches that balance business value, technical feasibility, operational efficiency, and risk.

Systems, Integrations & Technical Analysis

• Develop an end-to-end understanding of internally developed cloud-native applications and vendor software platforms, including Salesforce, Prelim, DocuSign, Fiserv DNA, and their configurations, data flows, and system integrations.
• Analyze and troubleshoot APIs, system interfaces, data mappings, vendor configurations, and integration behaviors to identify requirements, dependencies, potential failure points, and improvement opportunities.
• Partner with Developers, technical teams, and external vendors to clarify integration requirements, evaluate solution designs, troubleshoot issues, and ensure systems work effectively together.
• Coordinate application enhancements, vendor software updates, and configuration changes, supporting implementation, validation, and documentation of system changes.

Agile Delivery, Quality & Validation

• Independently lead functional analysis for complex features and workflows, resolving ambiguity and ensuring business requirements, system behavior, dependencies, and expected outcomes are clearly understood.
• Collaborate with Product Owners, Developers, and QA to refine product backlog items, clarify functional and non-functional requirements, define business rules and acceptance criteria, and identify scenarios, edge cases, and technical dependencies.
• Perform functional validation and quality assurance activities, support integration and regression testing, and assist business stakeholders with user acceptance testing, including test scenarios, expected results, and supporting evidence.
• Coordinate with business partners, technology teams, and vendors to assess upcoming release impacts, manage dependencies, support implementation readiness, and validate delivered solutions against business objectives.

Production Support & Continuous Improvement

• Investigate production issues and incidents by analyzing system behavior, reproducing problems, gathering evidence, and collaborating with internal teams and vendors on root-cause analysis and resolution.
• Identify opportunities to improve customer onboarding workflows, automate repetitive activities, strengthen system reliability, and prevent recurring operational issues.
• Develop and maintain functional and technical documentation, including workflow diagrams, system and data-flow mappings, integration requirements, user guides, and training materials.
• Support internal and external audit requests by coordinating with relevant teams and providing appropriate process documentation, system information, and control evidence.

Communication, Collaboration & Ownership

• Communicate complex business and technical information clearly and concisely, facilitate stakeholder discussions, explain solution options and trade-offs, and drive decisions and action items to closure.
• Demonstrate strong ownership, accountability, and follow-through by independently managing analysis deliverables, proactively identifying risks, coordinating dependencies, and keeping stakeholders informed.
• Collaborate effectively within a remote, cross-functional Agile environment, building trust and maintaining strong working relationships with business partners, technical teams, and vendors.
• Contribute to a continuous learning culture by sharing knowledge, mentoring colleagues, embracing new technologies, and identifying opportunities to improve team practices and delivery effectiveness.

What You'll Bring:

• Bachelor's degree in Business, Information Systems, Computer Science, or a related discipline, or equivalent relevant professional experience.
• 5+ years of experience as a Functional Analyst, Business Systems Analyst, Product Analyst, or similar role supporting enterprise applications and business technology solutions.
• Demonstrated ability to work directly with business stakeholders to understand complex business processes, uncover underlying needs, and translate business requirements into actionable technical solutions in partnership with software development teams.
• Strong analytical, critical-thinking, and problem-solving skills, with experience in process mapping, workflow optimization, requirements analysis, and evaluating solution alternatives.
• Technical experience supporting internally developed applications and SaaS platforms, including vendor software configurations, system integrations, published APIs, data mapping, troubleshooting, and application enhancements.
• Experience working in Agile software delivery environments, including functional and non-functional requirements, backlog refinement, user stories, acceptance criteria, quality assurance, and user acceptance testing.
• Experience with incident management, issue triage, root-cause investigation, and coordinating the implementation and validation of resolutions.
• Excellent written and verbal communication, facilitation, and interpersonal skills, with the ability to convey complex business and technical information clearly and concisely to diverse audiences.
• Ability to quickly learn business objectives, organizational processes, and policies, independently manage complex assignments, anticipate risks, and consistently follow through on commitments.
• Intermediate proficiency in Microsoft Excel and working knowledge of cloud application fundamentals, such as Microsoft Azure or a comparable cloud platform.

Preferred Qualifications

• Experience with Salesforce CRM, including sales processes, business workflows, system configuration, enhancements, reporting, and integrations.
• Experience with digital customer onboarding, account opening, workflow automation, or document management solutions. Familiarity with Prelim, DocuSign, or Fiserv DNA is particularly valuable.
• Experience within financial services or related industries, including banking, fiduciary or trust services, real estate, title insurance, escrow, mortgage lending, or mortgage subservicing.
• Working knowledge of SQL, data analysis, API testing tools, or Microsoft Azure technologies, including Azure Fundamentals (AZ-900).
• Experience using AI-assisted tools such as Cursor, Codex, ChatGPT, or Microsoft Copilot to accelerate analysis, troubleshooting, documentation, prototyping, or testing while following applicable information security and data protection requirements.
• Experience with Scaled Agile Framework (SAFe) methodologies and product delivery tools such as Jira, Confluence, or Productboard.
• Business Analysis certification, such as CBAP, or a comparable professional certification.

Pay Range: $112,400.00 - $149,800.00 AnnuallyThis hiring range is a reasonable estimate of the base pay range for this position at the time of posting. Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location.

** Note that the following statements only apply to candidates who will be working from an unincorporated area within Los Angeles County. **

First American will consider for employment all qualified applicants, including those with arrest or conviction records, in a manner consistent with the requirements of applicable state and local laws (e.g., the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act).

First American intends to conduct a review of an applicant's criminal history in connection with a conditional offer. First American reasonably believes that a criminal history may have a direct, adverse and negative relationship with the following material job duties for this position potentially resulting in the withdrawal of the conditional offer of employment: handling of confidential, proprietary or trade secret information belonging to First American or its customers, administrating or facilitating financial transactions, and the ability to meet customer-imposed criminal history requirements.

What We Offer

By choice, we don't simply accept individuality - we embrace it, we support it, and we thrive on it! Our People First culture is inclusive for all employees - not just because it's the right thing to do, but because it's the key to our success. We are proud to foster an authentic and inclusive workplace For All. You are free and encouraged to bring your entire, unique self to work. First American is an equal opportunity employer in every sense of the term.

Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.