Senior Salesforce BSA

Charles Schwab; Austin (TX); On-site; USD 125,000 - 180,000; Full time

Job summary

Charles Schwab is seeking a Senior Salesforce Business Systems Analyst to advance the Salesforce ecosystem supporting wealth and asset management, advisor enablement, client servicing, and operations. You will translate business challenges into scalable Salesforce solutions across multiple teams and ensure traceable requirements throughout the delivery lifecycle.

In this role, you will lead with analytical thinking, drive workflow optimization, and collaborate with product owners, engineers, and

Qualifications

• Bachelor's degree in Business, Information Systems, Computer Science, Engineering, Finance, or a related field.
• 10+ years of experience in business systems analysis, solution analysis, or product delivery roles supporting financial services organizations.
• 10+ years of experience supporting Salesforce platform initiatives in a Business Systems Analyst, Functional Analyst, or product-focused capacity.
• 10+ years of experience supporting wealth management, asset management, advisory services, investment operations, or related financial services businesses.
• Experience working in Agile/Scrum environments with cross-functional teams.
• Strong understanding of Salesforce capabilities, including one or more of Sales Cloud, Service Cloud, or Force.com.
• Demonstrated experience gathering, documenting, prioritizing, and managing business requirements, user stories, process flows, business rules, and acceptance criteria.
• Proven ability to analyze complex business problems, evaluate solution alternatives, and recommend scalable approaches that align with business objectives.
• Strong communication and stakeholder management skills with the ability to collaborate effectively across business, product, architecture, engineering, testing, and operations teams.
• Demonstrated analytical thinking, prioritization, decision-making, and problem-solving capabilities.
• Experience supporting large-scale enterprise platforms in regulated or highly controlled environments.

Responsibilities

• Translate business challenges into scalable Salesforce solutions.
• Collaborate with product, architecture, engineering, and operations to deliver Salesforce outcomes.
• Drive alignment among stakeholders and define traceable requirements and acceptance criteria.
• Support modernization efforts and mentor analysts within the team.
• Deliver intuitive, scalable Salesforce solutions in an Agile environment.

Skills

Salesforce capabilities

Agile/Scrum

Stakeholder management

Requirements gathering

Business analysis

Cross-functional collaboration

Communication

Wealth/asset management domain

Problem solving

Salesforce Certifications

Education

Bachelor's degree in Business, Information Systems, Computer Science, Engineering, Finance, or related field

Tools

Sales Cloud

Service Cloud

Force.com

Job description

Your opportunity

At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s). Schwab Technology Services enables the future of how clients manage their money by providing innovative and reliable technology products and services as part of our ongoing commitment to democratize access to investing and financial planning.

As a Senior Salesforce Business Systems Analyst, you will play a critical role in advancing Schwab Asset Management's Salesforce ecosystem and the business capabilities that support wealth management, asset management, advisor enablement, client servicing, and operational excellence. Working across business, product, architecture, engineering, and operations teams, you will help translate complex business challenges into scalable Salesforce solutions that improve client and advisor experiences while supporting strategic business outcomes.

In this role, you will leverage strong analytical thinking, business process analysis, and problem-solving skills to identify opportunities for workflow optimization, platform enhancement, and operational efficiency. You will drive alignment among diverse stakeholders, facilitate informed decision-making, and ensure that requirements are clearly defined and traceable throughout the delivery lifecycle. Your ability to navigate ambiguity, assess business impacts, and balance short-term priorities with long-term platform health will directly influence the success of key technology initiatives.

You will be part of an Agile team environment where collaboration, adaptability, and continuous improvement are highly valued. By partnering closely with product owners, engineers, architects, and business leaders, you will contribute to the delivery of intuitive, scalable, and compliant Salesforce solutions while helping to shape best practices, mentor team members, and support ongoing modernization efforts. This is an opportunity to make meaningful contributions to a strategic platform while growing your expertise in a highly visible and impactful area of the organization.

What you have

Required Qualifications

• Bachelor's degree in Business, Information Systems, Computer Science, Engineering, Finance, or a related field
• 10+ years of experience in business systems analysis, solution analysis, or product delivery roles supporting financial services organizations
• 10+ years of experience supporting Salesforce platform initiatives in a Business Systems Analyst, Functional Analyst, or product-focused capacity
• 10+ years of experience supporting wealth management, asset management, advisory services, investment operations, or related financial services businesses
• Experience working in Agile/Scrum environments with cross-functional teams
• Strong understanding of Salesforce capabilities, including one or more of Sales Cloud, Service Cloud, or Force.com
• Demonstrated experience gathering, documenting, prioritizing, and managing business requirements, user stories, process flows, business rules, and acceptance criteria
• Proven ability to analyze complex business problems, evaluate solution alternatives, and recommend scalable approaches that align with business objectives
• Strong communication and stakeholder management skills with the ability to collaborate effectively across business, product, architecture, engineering, testing, and operations teams
• Demonstrated analytical thinking, prioritization, decision-making, and problem-solving capabilities
• Experience supporting large-scale enterprise platforms in regulated or highly controlled environments

Preferred Qualifications

• Salesforce Administrator Certification
• Salesforce Business Analyst Certification
• Salesforce Sales Cloud Consultant Certification
• Salesforce Service Cloud Consultant Certification
• Experience with CRM Analytics, Data Cloud, Einstein AI, OmniStudio, or other modern Salesforce platform capabilities
• Experience using Salesforce Data Loader for data management and platform support activities
• Experience developing or leveraging reporting, analytics, and dashboard solutions to support business decisions
• Experience mentoring analysts and contributing to business analysis standards, methodologies, and best practices
• Experience supporting enterprise-scale digital transformation or platform modernization initiatives

In addition to the salary range, this role is eligible for bonus or incentive opportunities.

What's in it for you

At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration - so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you - both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance