Senior Specialist, CRM Business Analyst, Sales Enablement

BNY Mellon; New York (NY); On-site; USD 68,000 - 125,000; Full time

Job summary

BNY Mellon in New York, NY seeks a Senior Specialist, CRM Business Analyst - Sales Enablement to join the Investments team. You will design integrations, evaluate apps from the AppExchange, and provide Salesforce expertise to support a multi-year implementation roadmap.

Collaborate with architects, developers, and business users; guide less experienced analysts; and apply strong analytical, problem-solving, and communication skills to deliver innovative solutions and training materials.

Qualifications

• Asset Management industry experience preferred.
• Strong business, problem solving, and analytical skills.
• Ability to think creatively to offer innovative solutions for our business needs.
• Understanding Salesforce.com ecosystem and flows.
• Excellent communication skills.
• Conduct hands-on training and creation of training materials.

Responsibilities

• Design and implement integrations between various systems.
• Identify and evaluate third-party applications from the AppExchange for a multi-year roadmap.
• Provide technical expertise with Salesforce.com and best practices.
• Collaborate with technical architects, developers and business users throughout the process.
• Perform job function independently and guide less experienced Business Analysts.

Skills

Analytical thinking

Communication

Problem solving

Training materials

Tools

Salesforce.com

Job description

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

About Mellon Investments

Driving client outcomes through perspective, precision, and partnership. Mellon is a global leader in index management and one of the world's largest institutional index managers by assets under management. Since 1983, Mellon's dedication to precision and client partnership has gone beyond the benchmark. Our storied history of innovation can be tracked back to the 1970s to founders William Fouse and Thomas Loeb, who are widely recognized as pioneering developers and champions of indexing. Armed with perspective earned from 40 years of experience, Mellon manages money for many of the world's most sophisticated clients, proving that index investing requires an active mindset.

We're seeking a future team member for the role of Senior Specialist, CRM Business Analyst - Sales Enablement to join our BNY Investments team. This role is in New York, NY.

In this role, you'll make an impact in the following ways:

• Contribute to designing and implementing integrations between various systems
• Participate in the identification and evaluation of third‑party applications from the app exchange to support a multi‑year implementation roadmap
• Provide technical expertise with Salesforce.com with best practices.
• Collaborate with the technical architects, developers and business users throughout the process
• Performs job function independently and often guides less experienced Business Analysts.

To be successful in this role, we're seeking the following:

• Asset Management industry experience preferred.
• Strong business, problem solving, and analytical skills. Proactive in solving business and/or technical problems.
• Ability to think creatively to offer innovative solutions for our business needs
• Understanding Salesforce.com ecosystem and flows
• Excellent communication skills
• Conduct hands‑on training and creation of training materials

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Here’s a few of our recent awards:

• America's Most Innovative Companies, Fortune, 2025
• World's Most Admired Companies, Fortune 2025
• "Most Just Companies", Just Capital and CNBC, 2025

Our Benefits and Rewards:

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $68,000 and $125,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long‑term incentive packages, and company- sponsored benefit programs.

This position is at‑will and the Company reserves the right to modify base (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance and market factors.