Senior Functional Analyst - Remote CRM & Onboarding

95-2563019 First American Trust, F.S.B.; Santa Ana (CA); On-site; USD 112,000 - 150,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401k

PTO/paid sick leave

Employee stock purchase plan

Job summary

First American Trust seeks a Senior Functional Analyst to bridge business needs and technical delivery within a remote Agile product team. You will analyze complex workflows, define requirements, and collaborate with stakeholders, developers, and vendors to design scalable solutions for customer onboarding and CRM-related processes.

Responsibilities include leading functional analysis, ensuring clear acceptance criteria, and supporting testing and deployment, while documenting technical flows

Qualifications

• 5+ years as a Functional Analyst or similar role.
• Experience with enterprise applications and business technology solutions.
• Translate business requirements into actionable technical solutions.
• Experience in Agile delivery including backlog refinement and UAT.
• Strong written and verbal communication across diverse audiences.
• Proficient in Excel and cloud application fundamentals.

Responsibilities

• Build relationships with business and technology partners and translate needs into requirements.
• Lead discovery and analysis of complex processes and document workflows.
• Evaluate solution alternatives and manage dependencies with tech teams.
• Understand cloud-native apps and vendor platforms (Salesforce, Prelim, DocuSign, Fiserv DNA).
• Lead functional analysis for features and ensure acceptance criteria.
• Support validation, testing, and release readiness.
• Produce functional and technical documentation.

Skills

Analytical thinking

Problem solving

Communication skills

Excel skills

Agile experience

Salesforce knowledge

SQL knowledge

Education

Bachelor’s degree or equivalent

Tools

Salesforce CRM

Prelim

DocuSign

Fiserv DNA

Jira

Confluence

Productboard

Microsoft Azure

Job description

First American Trust seeks a Senior Functional Analyst to bridge business needs and technical delivery within a remote Agile product team. You will analyze complex workflows, define requirements, and collaborate with stakeholders, developers, and vendors to design scalable solutions for customer onboarding and CRM-related processes.

Responsibilities include leading functional analysis, ensuring clear acceptance criteria, and supporting testing and deployment, while documenting technical flows