Strategic Business Systems Analyst - AMS & CRM

Cfp Bd Of Standard Ctr For Financial Planning; Washington (District of Columbia); Hybrid; USD 98,000 - 115,000; Full time

Job summary

CFP Board in Washington, DC is seeking a Business Systems Analyst to bridge business and technology teams, optimizing enterprise systems and processes. This regular full-time role is based in Washington, DC, with a hybrid schedule.

Under limited supervision, you will elicit requirements, coordinate testing, train staff, and support AMS and CRM integrations to ensure systems meet organizational goals. The position offers a competitive salary with incentive compensation.

Qualifications

• BA/BS required with focus on business analysis.

Responsibilities

• Manage IT projects and ensure SDLC alignment.
• Gather requirements through interviews, workshops, and use cases.
• Develop test plans and coordinate testing activities.
• Troubleshoot AMS platform and integrated SaaS apps.
• Support data quality, reporting, and training.

Skills

Business Analysis

Requirements Elicitation

UAT Testing

AMS CRM Systems

Education

BA/BS Degree

Tools

netFORUM AMS

Salesforce CRM

Job description

CFP Board in Washington, DC is seeking a Business Systems Analyst to bridge business and technology teams, optimizing enterprise systems and processes. This regular full-time role is based in Washington, DC, with a hybrid schedule.

Under limited supervision, you will elicit requirements, coordinate testing, train staff, and support AMS and CRM integrations to ensure systems meet organizational goals. The position offers a competitive salary with incentive compensation.