Business Systems Analyst

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 through innovative and reliable technology products and services.

As a Business Systems Analyst within Sales, Services and Marketing Technology, you’ll help shape representative-facing technology by translating business needs and strategic objectives into effective technology solutions that deliver meaningful business value.

You’ll partner with Product Owners, business stakeholders, architects, development teams, and cross-functional partners to gather and analyze requirements, develop epics and user stories, define acceptance criteria, support testing, and guide solutions from concept through delivery.

Success in this role requires strong analytical, problem-solving, communication, and organizational skills, along with the ability to collaborate effectively in a fast-paced Agile environment. The ideal candidate is comfortable navigating ambiguity, adapting to change, and continuously improving processes and delivery outcomes.

Responsibilities:

• Serve as Business Systems Analysis for large-scale Marketing Integration initiatives, prioritizing technology solutions that support business, strategic, and regulatory needs.
• Define data requirements, quality standards, migration approaches, and integration strategies across marketing technology platforms to improve data reliability, accessibility, and operational effectiveness.
• Partner with business, product, architecture, engineering, and analytics teams to translate business objectives into scalable technical solutions, requirements, epics, features, and user stories.
• Own and prioritize product backlogs, roadmaps, and release objectives, ensuring alignment with program vision, scope, dependencies, and delivery priorities.
• Lead cross-functional Agile delivery, promoting software development best practices, effective planning, continuous improvement, and knowledge sharing.
• Design and improve business processes, intake workflows, reporting, and delivery practices to increase standardization, transparency, collaboration, and efficiency.
• Develop dashboards, delivery metrics, and performance reporting that provide visibility into capacity, program health, operational performance, and progress against objectives.
• Design and implement agentic AI and automation solutions that streamline manual processes and improve operational efficiency.
• Partner with technical architects on business process flows, integration designs, and technical and architecture documentation to support successful implementation.
• Contribute technical and business expertise to strategic and quarterly planning, helping establish priorities, dependencies, and planned deliverables across teams.

Required Qualifications:

• 5+ years of business systems analysis experience.
• 5+ years in business architecture or solution architecture.
• 5+ years of Salesforce ecosystem experience with primary focus on platform integrations, APIs and ETL technologies.
• Strong Communication skills, with demonstrated ability to clearly translate business needs and technical concepts across business and technology audiences.
• Strong Analytical Thinking and Problem Solving skills, including the ability to connect detailed requirements to broader business objectives and identify solutions that maximize business value.
• Demonstrated ability to gather, analyze, document, and translate business requirements into epics, deployable user stories, acceptance criteria, and supporting process or system models.
• Strong Cross-Functional Collaboration and interpersonal skills, with the ability to partner effectively with Product Owners, stakeholders, architects, development teams, and integration partners.
• Ability to prioritize multiple initiatives and adapt effectively to ambiguity, evolving requirements, and changing business needs.
• Bachelor’s in computer science, information systems, engineering, or related field from an accredited university OR years of experience met

Preferred Qualifications:

• Experience applying Agile Fundamentals within technology delivery and supporting planning, development, testing, and release activities.
• Experience with Salesforce org migration from Classic to Lightning interface
• Experience developing use cases and process, activity, context, dependency, or sequence diagrams to clarify business and system requirements.
• Experience developing test plans and user acceptance criteria and supporting functional delivery.
• Experience contributing across different project roles and improving development lifecycle practices.
• Familiarity with AI-enabled or agentic tools in support of business analysis or technology delivery.

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

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.