Senior Business & CRM Support Analyst

Bank of America

. Manage and enhance the Salesforce platform, including Lightning pages, layouts, components, navigation, templates, quick actions, and other user-facing capabilities .

Posted 10/28/2026full-timeUnited StatesSenior💰 $85,500 - $120,600 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing and enhancing Salesforce platforms, including workflow automation and reporting solutions. Proficient in collaborating with stakeholders to translate business needs into effective technology solutions and driving user adoption.

Highest-signal resume keywords

Salesforce Platform ManagementWorkflow AutomationCRM Analytics DevelopmentSalesforce Administrator CertificationData Visualization Solutions

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Salesforce FlowSQLAlteryxTableauPythonReporting SolutionsBusiness Process ImprovementData TransformationDashboard DevelopmentUser Adoption Support

Soft Skills

Attention to DetailProblem-SolvingCollaborationIndependent WorkProcess Orientation

Tools & Technologies

SalesforceCRM AnalyticsPower BIAgentforceAI-Enabled WorkflowsSalesforce MobileLinkpoint

Certifications & Qualifications

Salesforce Administrator Certification

Industry Keywords

Salesforce SolutionsStakeholder EngagementPerformance ReportingBusiness EnablementGovernance Routines

Tech Stack

Tools & technologies

PythonSQLTableau

About the role

Key responsibilities & impact

Manage and enhance the Salesforce platform, including Lightning pages, layouts, components, navigation, templates, quick actions, and other user-facing capabilities
Design and implement scalable Salesforce solutions and workflow automation, including flows, validation rules, notifications, screen flows, and business processes
Partner with stakeholders to translate requirements into effective platform enhancements
Develop and maintain CRM Analytics and reporting solutions, including dashboards, datasets, lenses, and reports
Support Specialist activities, sales initiatives, advisor engagement, campaigns, business performance measurement, and leadership reporting
Support Salesforce releases, including testing and deployments
Partner with technology and data teams on data feeds, integrations, and synchronization
Drive Salesforce adoption and platform innovation as a subject matter expert
Analyze user feedback and platform usage
Develop training and best-practice documentation
Support Agentforce, SF Mobile and Linkpoint, AI-enabled workflows, and other Salesforce technologies
Support performance reporting, business enablement, and governance routines

Requirements

What you’ll need

2–5 years of industry experience
Attention to detail and ability to manage and prioritize multiple responsibilities
Ability to work independently and collaborate across teams
Experience developing or supporting reporting, analytics, and data visualization solutions using Tableau, Salesforce CRM Analytics, Power BI, or similar platforms
Familiarity with data sourcing, transformation, and workflow automation using SQL, Alteryx, Salesforce Flow, or comparable solutions
Strong process orientation and problem-solving skills
Ability to understand business needs, identify improvement opportunities, and translate requirements into scalable processes, reporting, or technology solutions
Ability to partner across business, data, and technology teams
Ability to support solution implementation and user adoption
Ability to quickly learn new platforms and emerging technologies
Bachelor's degree (desired)
Experience supporting business processes, CRM platforms, reporting solutions, or workflow technologies, with Salesforce experience (desired)
Salesforce Administrator Certification (desired)
Experience supporting Salesforce Agentforce, AI-enabled Salesforce capabilities, or conversational AI solutions (desired)
Experience with SQL, Python, Alteryx, Tableau, or other reporting and analytics platforms (desired)

Benefits

Comp & perks

Inclusive workplace and culture of caring
Opportunities to learn, grow, build a career, and make an impact
Support for physical, emotional, and financial wellness
Affordable, competitive, and flexible benefits
Paid time off
Resources and support for employees
Annual discretionary incentive award based on individual, line of business/group, and company performance (eligible)
Benefits eligibility