CRM Business Analyst Jobs
CRM Business Analyst jobs are open across financial services, healthcare, retail, and technology, from entry-level analyst to senior and lead roles, with specializations in Salesforce administration, customer data strategy, and marketing automation. Find a role that fits from the openings below and apply directly.
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Our Mission
Our mission is to SAVE AND IMPROVE LIVES BY EMPOWERING HEALTHCARE CONSUMERS.
Come be part of remarkable.
Overview
How you can make a difference
As a Senior CRM Business Analyst (BA) at HealthEquity, you will be part of a team responsible for delivering Salesforce.com solutions that support the development of new and existing program functionality that drives Sales and transforms Service delivery within our organization. As a BA, you will partner with Product Owners, business stakeholders, Solution Architects, and delivery teams to define and deliver scalable Salesforce solutions that drive revenue growth and transform service delivery. You will lead discovery, translate business outcomes into clear requirements and user stories, and ensure end-to-end solutions align to enterprise architecture, security, data, and integration standards across the Salesforce platform. The Sr. BA will be responsible for the management of complex multi-disciplined CRM projects. This role will be working alongside Solution Architects to design, develop, and deploy large-scale enterprise solutions.
What You’ll Be Doing
- Elicit, analyze, and document business requirements; lead workshops, interviews, and process reviews to clarify objectives, scope, and success measures
- Own the functional design for complex, multi-workstream CRM initiatives, balancing business needs with platform best practices and out-of-the-box (OOTB) capabilities
- Translate requirements into epics, user stories, acceptance criteria, process flows, use cases, and functional specifications
- Partner with Solution Architects and technical teams to design solutions across Salesforce capabilities (configuration, automation, data, security, and integrations)
- Collaborate daily with Development, Configuration, QA, and Release teams to refine backlog items, remove ambiguity, and support delivery through UAT and go-live
- Review proposed technical solutions to confirm alignment with business processes, compliance needs, data governance, and operational readiness
- Plan and prioritize systems enhancements; support roadmap planning, dependency management, and release communications
- Document and maintain operational process flows, training inputs, and support handoffs to ensure smooth adoption
- Drive continuous improvement by identifying optimization opportunities, simplifying processes, and promoting reusable patterns and standards
What you will need to be successful
- Bachelor’s degree in related field or relevant experience
- 5+ years of implementation experience with Salesforce.com Sales and Service clouds
- Salesforce Platform Administrator Certification (required)
- Proven ability to lead requirements and functional design for complex CRM initiatives, including cross-functional and cross-system dependencies
- Hands-on understanding of Salesforce configuration and automation, with the ability to distinguish when to use OOTB vs. custom approaches
- Strong analytical/problem-solving skills and the ability to simplify ambiguous problems into actionable requirements
- Excellent written and verbal communication skills; comfortable presenting to stakeholders and facilitating working sessions
- Experience working in an Agile/Scrum delivery model (backlog refinement, sprint ceremonies, UAT coordination)
- Knowledge management and AI-assisted experiences (including Salesforce Knowledge/AI capabilities where applicable)
- Experience with enterprise Salesforce integrations: REST/SOAP APIs, platform events/event-driven patterns, middleware (e.g., iPaaS), ETL/data sync, and single sign-on (SSO) concepts
Preferred Qualifications
- Salesforce Consultant certification in Sales and/or Service (preferred)
- Experience with Salesforce integration strategy and API-based designs (data mapping, error handling, monitoring, and supportability)
- Working knowledge of Salesforce Einstein, AI features, and next-best-action/automation patterns
- Experience with Salesforce Knowledge AI (preferred)
- Experience with Salesforce Agentforce capabilities (preferred)
- Domain experience with health benefits administration processes (HSA, FSA, COBRA, etc.)
This is a remote position.
Salary Range
$87500.00 To $111500.00 / year
Benefits & Perks
The actual compensation offer is determined based on job-related knowledge, education, skills, experience, and work location. This position will be eligible for performance-based incentives as part of the total compensation package, in addition to a full range of benefits including:
- Medical, dental, and vision
- HSA contribution and match
- Dependent care FSA match
- Uncapped paid time off
- Paid parental leave
- 401(k) match
- Personal and healthcare financial literacy programs
- Ongoing education & tuition assistance
- Gym and fitness reimbursement
- Wellness program incentives
Onboarding & Travel
This is a remote role, with an in-person onboarding training component. New team members must participate in Trailhead, HealthEquity’s immersive onboarding experience. Trailhead is designed to foster meaningful connections, support your integration into the organization, and equip you with a strong understanding of our business. Trailhead participation is a key expectation of this role. Trailhead is held onsite at our headquarters once per quarter. HealthEquity covers all required travel and accommodations. This role may begin with a virtual, self-paced onboarding experience, followed by a mandatory onsite Trailhead session at a later date. HealthEquity is committed to providing reasonable accommodations to team members with qualifying disabilities. Should you be selected for this role and require an accommodation, we will put you in touch with our Benefits Team so you can begin the accommodation request process.
Why work with HealthEquity
HealthEquity has a vision that by 2030 we will make HSAs as wide-spread and popular as retirement accounts. We are passionate about providing a solution that allows American families to connect health and wealth. Join us and discover a work experience where the person is valued more than the position.
You belong at HealthEquity!
HealthEquity, Inc. is an equal opportunity employer, and we are committed to being an employer where no matter your background or identity – you feel welcome and included. We ensure equal opportunity for all applicants and employees without regard to race, age, color, religion, sex, sexual orientation, gender identity, national origin, status as a qualified individual with a disability, veteran status, or other legally protected characteristics. HealthEquity is a drug-free workplace.
For more information about our EEO policy, or about HealthEquity’s applicant disability accommodation, drug-free workplace, background check, and E-Verify policies, please visit our Careers page.
HealthEquity uses Microsoft Copilot to transcribe screening interviews between candidates and their direct Talent Partner for note taking and interview summaries. By scheduling a screening interview with us, you consent to Microsoft Copilot’s AI technology recording and transcribing your interview with your Talent Partner. This information will be reviewed for accuracy and then used by HealthEquity to summarize the interview, ensure accuracy, and facilitate our hiring process. We take privacy seriously. You have the option to opt out. If you wish to opt out of this Microsoft Copilot transcription, please notify your Talent Partner in advance of the interview. If we do not receive an opt-out request from you, we will assume that you consent to the use of Microsoft Copilot.
At HealthEquity, our goal is to save and improve lives by empowering healthcare consumers. This shared purpose inspires everything we do, including how we approach hiring. Our process is designed to get to know the real you: your skills, experiences, and potential to make a difference. We value honesty, originality, and the courage to do the right thing, even when it is not the easiest path. Showing up as your authentic self reflects these values and helps us build something truly remarkable together.
As AI is becoming a common tool throughout the application process, we want to be clear about its appropriate use at HealthEquity. Using AI to support resume writing, research, or interview preparation is perfectly acceptable, provided the content is accurate and genuinely represents your qualifications and skills. For other key parts of our interview process, however, it is important that the ideas, communication, and work you share reflect your own voice, experiences, and thinking. We ask that you participate in our live interviews and complete any assessments without AI assistance unless instructions explicitly indicate otherwise or a specific exception is discussed and approved in advance. This approach ensures fairness, celebrates your individuality, and allows your authentic perspective to shine. Behaviors that do not align with these guidelines may result in disqualification from the hiring process or termination of employment if later discovered. We appreciate your understanding and look forward to learning about the unique contributions only you can bring to HealthEquity.
HealthEquity is committed to your privacy as an applicant for employment. For information on our privacy policies and practices, please visit HealthEquity Privacy.
Our Mission
Our mission is to SAVE AND IMPROVE LIVES BY EMPOWERING HEALTHCARE CONSUMERS.
Come be part of remarkable.
Overview
How you can make a difference
As a Senior CRM Business Analyst (BA) at HealthEquity, you will be part of a team responsible for delivering Salesforce.com solutions that support the development of new and existing program functionality that drives Sales and transforms Service delivery within our organization. As a BA, you will partner with Product Owners, business stakeholders, Solution Architects, and delivery teams to define and deliver scalable Salesforce solutions that drive revenue growth and transform service delivery. You will lead discovery, translate business outcomes into clear requirements and user stories, and ensure end-to-end solutions align to enterprise architecture, security, data, and integration standards across the Salesforce platform. The Sr. BA will be responsible for the management of complex multi-disciplined CRM projects. This role will be working alongside Solution Architects to design, develop, and deploy large-scale enterprise solutions.
What You’ll Be Doing
- Elicit, analyze, and document business requirements; lead workshops, interviews, and process reviews to clarify objectives, scope, and success measures
- Own the functional design for complex, multi-workstream CRM initiatives, balancing business needs with platform best practices and out-of-the-box (OOTB) capabilities
- Translate requirements into epics, user stories, acceptance criteria, process flows, use cases, and functional specifications
- Partner with Solution Architects and technical teams to design solutions across Salesforce capabilities (configuration, automation, data, security, and integrations)
- Collaborate daily with Development, Configuration, QA, and Release teams to refine backlog items, remove ambiguity, and support delivery through UAT and go-live
- Review proposed technical solutions to confirm alignment with business processes, compliance needs, data governance, and operational readiness
- Plan and prioritize systems enhancements; support roadmap planning, dependency management, and release communications
- Document and maintain operational process flows, training inputs, and support handoffs to ensure smooth adoption
- Drive continuous improvement by identifying optimization opportunities, simplifying processes, and promoting reusable patterns and standards
What you will need to be successful
- Bachelor’s degree in related field or relevant experience
- 5+ years of implementation experience with Salesforce.com Sales and Service clouds
- Salesforce Platform Administrator Certification (required)
- Proven ability to lead requirements and functional design for complex CRM initiatives, including cross-functional and cross-system dependencies
- Hands-on understanding of Salesforce configuration and automation, with the ability to distinguish when to use OOTB vs. custom approaches
- Strong analytical/problem-solving skills and the ability to simplify ambiguous problems into actionable requirements
- Excellent written and verbal communication skills; comfortable presenting to stakeholders and facilitating working sessions
- Experience working in an Agile/Scrum delivery model (backlog refinement, sprint ceremonies, UAT coordination)
- Knowledge management and AI-assisted experiences (including Salesforce Knowledge/AI capabilities where applicable)
- Experience with enterprise Salesforce integrations: REST/SOAP APIs, platform events/event-driven patterns, middleware (e.g., iPaaS), ETL/data sync, and single sign-on (SSO) concepts
Preferred Qualifications
- Salesforce Consultant certification in Sales and/or Service (preferred)
- Experience with Salesforce integration strategy and API-based designs (data mapping, error handling, monitoring, and supportability)
- Working knowledge of Salesforce Einstein, AI features, and next-best-action/automation patterns
- Experience with Salesforce Knowledge AI (preferred)
- Experience with Salesforce Agentforce capabilities (preferred)
- Domain experience with health benefits administration processes (HSA, FSA, COBRA, etc.)
This is a remote position.
Salary Range
$87500.00 To $111500.00 / year
Benefits & Perks
The actual compensation offer is determined based on job-related knowledge, education, skills, experience, and work location. This position will be eligible for performance-based incentives as part of the total compensation package, in addition to a full range of benefits including:
- Medical, dental, and vision
- HSA contribution and match
- Dependent care FSA match
- Uncapped paid time off
- Paid parental leave
- 401(k) match
- Personal and healthcare financial literacy programs
- Ongoing education & tuition assistance
- Gym and fitness reimbursement
- Wellness program incentives
Onboarding & Travel
This is a remote role, with an in-person onboarding training component. New team members must participate in Trailhead, HealthEquity’s immersive onboarding experience. Trailhead is designed to foster meaningful connections, support your integration into the organization, and equip you with a strong understanding of our business. Trailhead participation is a key expectation of this role. Trailhead is held onsite at our headquarters once per quarter. HealthEquity covers all required travel and accommodations. This role may begin with a virtual, self-paced onboarding experience, followed by a mandatory onsite Trailhead session at a later date. HealthEquity is committed to providing reasonable accommodations to team members with qualifying disabilities. Should you be selected for this role and require an accommodation, we will put you in touch with our Benefits Team so you can begin the accommodation request process.
Why work with HealthEquity
HealthEquity has a vision that by 2030 we will make HSAs as wide-spread and popular as retirement accounts. We are passionate about providing a solution that allows American families to connect health and wealth. Join us and discover a work experience where the person is valued more than the position.
You belong at HealthEquity!
HealthEquity, Inc. is an equal opportunity employer, and we are committed to being an employer where no matter your background or identity – you feel welcome and included. We ensure equal opportunity for all applicants and employees without regard to race, age, color, religion, sex, sexual orientation, gender identity, national origin, status as a qualified individual with a disability, veteran status, or other legally protected characteristics. HealthEquity is a drug-free workplace.
For more information about our EEO policy, or about HealthEquity’s applicant disability accommodation, drug-free workplace, background check, and E-Verify policies, please visit our Careers page.
HealthEquity uses Microsoft Copilot to transcribe screening interviews between candidates and their direct Talent Partner for note taking and interview summaries. By scheduling a screening interview with us, you consent to Microsoft Copilot’s AI technology recording and transcribing your interview with your Talent Partner. This information will be reviewed for accuracy and then used by HealthEquity to summarize the interview, ensure accuracy, and facilitate our hiring process. We take privacy seriously. You have the option to opt out. If you wish to opt out of this Microsoft Copilot transcription, please notify your Talent Partner in advance of the interview. If we do not receive an opt-out request from you, we will assume that you consent to the use of Microsoft Copilot.
At HealthEquity, our goal is to save and improve lives by empowering healthcare consumers. This shared purpose inspires everything we do, including how we approach hiring. Our process is designed to get to know the real you: your skills, experiences, and potential to make a difference. We value honesty, originality, and the courage to do the right thing, even when it is not the easiest path. Showing up as your authentic self reflects these values and helps us build something truly remarkable together.
As AI is becoming a common tool throughout the application process, we want to be clear about its appropriate use at HealthEquity. Using AI to support resume writing, research, or interview preparation is perfectly acceptable, provided the content is accurate and genuinely represents your qualifications and skills. For other key parts of our interview process, however, it is important that the ideas, communication, and work you share reflect your own voice, experiences, and thinking. We ask that you participate in our live interviews and complete any assessments without AI assistance unless instructions explicitly indicate otherwise or a specific exception is discussed and approved in advance. This approach ensures fairness, celebrates your individuality, and allows your authentic perspective to shine. Behaviors that do not align with these guidelines may result in disqualification from the hiring process or termination of employment if later discovered. We appreciate your understanding and look forward to learning about the unique contributions only you can bring to HealthEquity.
HealthEquity is committed to your privacy as an applicant for employment. For information on our privacy policies and practices, please visit HealthEquity Privacy.
See All 56+ CRM Business Analyst Jobs
Jump back to the full list of openings and apply to any CRM business analyst role that fits.
Find CRM Business Analyst JobsCRM Business Analyst Job Market
A snapshot from current openings nationwide, updated as new roles post.
Who's Hiring
- Deloitte19
- Implify2
- Infojini2
- Slipstream IT2
- Advanced Accelerator Applications Usa1
Top Industries Hiring
- Consulting & Professional Services22
- Investment & Asset Management21
- Accounting & Auditing19
- Technology & Software11
- Biotechnology & Pharmaceuticals3
What Employers Look For
The qualifications that appear most often in CRM business analyst jobs.
- Two or more years of hands-on experience configuring or administering a CRM platform such as Salesforce or Microsoft Dynamics
- Ability to gather, document, and translate business requirements into functional CRM specifications
- Proficiency in SQL or data querying tools for CRM reporting and data validation
- Experience writing user stories, process flows, or functional design documents in an Agile environment
- Bachelor's degree in business, information systems, computer science, or a related field
- Salesforce Administrator certification or equivalent vendor credential preferred by many employers
Tips for Your CRM Business Analyst Job Search
Tailor your resume to the CRM platform
Hiring managers scan for specific CRM tools before reading anything else. Name the platforms you've worked in, whether Salesforce, HubSpot, Microsoft Dynamics, or another, and call out any certifications or modules you've configured or customized.
Quantify your process improvement work
Generic claims about improving workflows won't stand out. Describe the specific process you redesigned, the CRM feature you implemented, and what changed in the team's output or data quality after. Concrete outcomes get callbacks.
Filter openings by industry vertical
CRM business analyst roles differ significantly between fintech, healthcare, and e-commerce because the customer data models and compliance requirements vary. Targeting openings in industries where you have domain knowledge makes your application noticeably stronger.
Apply early to roles that fit
Migrate Mate lists crm business analyst openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Prepare a CRM requirements story for interviews
Interviewers almost always ask how you gathered and documented requirements from stakeholders who don't speak technical language. Prepare a specific example where you translated a business need into a CRM configuration or data rule, and walk through how you got sign-off.
Negotiate scope before you negotiate pay
Before discussing compensation, clarify whether the role owns the full CRM roadmap or only supports tickets from other teams. A role with implementation authority is worth more than one limited to reporting and triage, and that distinction affects how you frame your counteroffer.
CRM Business Analyst Jobs: Frequently Asked Questions
Which companies are hiring the most crm business analysts?
The companies hiring the most crm business analysts right now include Deloitte, Implify, and Infojini, with the largest share of openings in Texas, New York, and Pennsylvania, based on current listings on Migrate Mate as of June 2026. Financial services, healthcare systems, and enterprise software companies consistently post the highest volumes of these roles.
How many crm business analyst jobs are remote?
About 18% of crm business analyst openings are fully remote or hybrid as of June 2026, reflecting strong demand for distributed analytical work. Roles focused on reporting, requirements documentation, and CRM configuration tend to be the most remote-friendly, while positions that require on-site stakeholder workshops or implementation go-lives are more likely to be hybrid or in-person.
How do you become a crm business analyst?
Start by building hands-on experience with at least one major CRM platform, either through an entry-level admin role, an internship, or a sandbox environment you configure yourself. Earn a vendor certification such as Salesforce Administrator to validate that knowledge. From there, move into roles that involve gathering requirements from business stakeholders and translating them into system configurations or data rules, which is the core of the job.
Can you get a crm business analyst job with little experience?
Yes, entry-level crm business analyst roles exist, and employers often hire candidates who have CRM platform certifications even without years of professional experience. A Salesforce Administrator credential, a portfolio of self-built CRM workflows, or prior experience in a CRM-adjacent role such as sales operations, customer support, or data analyst can substitute for direct BA experience in many job listings.
What does the crm business analyst interview process look like?
Most hiring processes include a phone screen focused on your CRM platform experience, followed by a technical or take-home exercise where you document requirements or map a business process. A panel interview typically covers how you handle conflicting stakeholder requests, your approach to data quality issues in a CRM, and a walkthrough of a past implementation or configuration project. Some employers add a final conversation with a business stakeholder or product owner.
Where can I find and apply to crm business analyst jobs?
You can find and apply to crm business analyst jobs on Migrate Mate, which lists current openings from across the United States. Find roles that match your experience and platform background, then apply directly to each listing from the page.
See All 56+ CRM Business Analyst Jobs
Jump back to the full list of openings and apply to any CRM business analyst role that fits.
Find CRM Business Analyst Jobs