Product Analyst
Kasmo Global
Product Analyst
PennyMac is seeking a high-performing Product Analyst III to join our Salesforce CRM Product Team. Reporting directly to the Product Owner, you will serve as a key strategic partner in defining and executing the product vision for our enterprise Salesforce architecture. In this senior-level role, you aren't just documenting requirements; you are responsible for supporting the Product Owner in designing scalable, long-term solutions that drive efficiency across the organization. You will lead high-visibility projects, mentor junior analysts, and ensure that our Salesforce instance remains a world-class engine for mortgage production.
A Typical Day
- Product Owner Partnership: Act as a primary advisor to the Product Owner, assisting in roadmap prioritization, grooming the product backlog, and ensuring that business requirements are technically feasible within the Salesforce ecosystem.
- Strategic Solutioning: Lead discovery sessions with executive stakeholders to translate vague business needs into precise technical requirements, prioritizing declarative configuration (Flows, Dynamic Forms) over custom code.
- Process Optimization: Identify manual bottlenecks in the loan lifecycle and design automated workstreams using advanced Flow logic and integrated third-party applications.
- Release Management: Actively monitor Salesforce's tri-annual release cycles to identify new features (AI, Data Cloud, etc.) that can be leveraged to retire technical debt or enhance user productivity.
- Org Health & Governance: Oversee system performance and data integrity, managing complex data migrations and ensuring our security model (Profiles, Permission Sets, Sharing Rules) scales safely.
- Cross-Functional Collaboration: Partner with Salesforce Developers to define technical specifications for Apex or LWC components when declarative solutions reach their limits.
- Mentorship: Provide guidance and peer reviews for Level I and II Analysts, fostering a culture of best practices and "Configuration First" design.
What you'll Bring:
- Platform Expertise: 5+ years of experience as a Product or Business Analyst within the Salesforce ecosystem, with deep knowledge of Sales Cloud, Service Cloud, and preferably Financial Services Cloud (FSC).
- Agile Leadership: Proven track record of managing a Salesforce backlog, writing "ready-for-dev" User Stories, and leading comprehensive User Acceptance Testing (UAT) cycles.
- Communication: Exceptional ability to explain complex technical Salesforce limitations or possibilities to non-technical leadership in a way that influences business strategy.
- Data & Analytics Rigor: Proficiency with Data Loader and CRM Analytics to drive data-led decision-making and maintain high-integrity reporting.
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Product Analyst in Cary, NC vacancy
- Job Title 4-yr Degree (Bachelors) 4 yrs IT/Engineering in Agile/Scrum/Kanban/Jira environment (no more than 5 yrs) 3+ yrs of BI and Data visualization tools, including Tableau, Sigma, and Power BI 3+ yrs of data warehousing (Snowflake) and SQL, experienced with BI analytics...Suggested
Saxon Global
Cary, NC4 days ago $48.07 per hour
A technology consulting firm based in Cary, NC, is seeking a Business Analyst for a 5-month onsite contract with potential to go permanent. The ideal candidate will have 4-6 years of relevant experience and strong skills in Agile methodologies. Responsibilities include...SuggestedHourly payPermanent employmentContract work- A technology solutions provider seeking a Product Analyst II to partner with Product Owners and Scrum Teams in Cary, NC. This role involves translating strategic goals into actionable product requirements, analyzing data for insights, and ensuring successful feature delivery...Suggested
- ...experience 4-6 years of relevant experience in business analysis, product analysis, or related roles, with strong, demonstrated Agile... ...teamwork mentality, including formal/informal mentorship of junior analysts Highly proficient in the G-Suite (Docs, Sheets, Slides, etc.)...SuggestedPermanent employmentContract workWork experience placement
- iSpace, Inc. is looking for a Senior Production Analyst in Cary, NC. In this role, you will coordinate organizational analysis efforts and work closely with Product Owners to define product strategies. The position emphasizes Agile methodologies and requires excellent...Suggested
- ...authentic self to the table.We're experts who speak like humans. Ready to build what's next? #JoinTheBandWhat We Are Looking For:A Product Support Analyst will be the first point of contact for customers experiencing technical issues with SMS/MMS services, focusing on basic...Shift workAfternoon shift
- Principal, Product Commercialization for Channels- Hybrid, Cary, North Carolina or Hybrid, Scotland or Remote in EST time zoneWe’re a... ...differentiation and new innovations both internally and externally (industry analysts, innovation awards). Leads Channel innovation updates and...Remote workWork visa
- The Eliassen Group is seeking a Principal Data Analyst, Data Products to lead enterprise data governance, quality, reporting and analytics. Hybrid onsite as needed for leadership meetings in Raleigh, NC or Charlotte, NC or Tempe, AZ. You will mentor consultants, drive...
- Job Description Must Have Technical/Functional Skills Minimum 2-4 years of experience in marketing automation, Martech operations, or CRM execution Hands-on experience with Cordial required; Familiarity with other next-generation ESPs is a plus Strong...Full time
Northern Base
Cary, NC2 days ago $185k - $237.5k
...encouraged and everyone is a stakeholder.What you’ll be responsible for:Support the day-to-day management and operation of Circle’s Product Risk Management function. The goal of this function is to partner closely with Product Managers to identify, assess, prioritize,...Flexible hours- ...and fee revenue. The team develops and drives deposit and debit product strategy, design, development, launch, execution, and ongoing... ...business meet appropriate standards. The Deposit Product Senior Analyst is responsible for working collaboratively to develop solutions...Full timePart timeWork experience placementWork at officeShift workNight shiftDay shift
- Sprout AI is seeking a hands-on AI Product Analyst to dive into building AI systems across multiple ventures. You'll be the go-to expert for prompt engineering, evaluations, and performance optimization, crafting prompts, testing tools, and designing evaluation pipelines...
- Senior Product Analyst‑Agile | Truist Location: Raleigh, NC The Senior Product Analyst role will play a vital part in shaping the future of our innovative virtual assistant platform supporting the Product Management team. The Senior Product Analyst will be responsible...Work experience placementWork at office
- A financial services firm is seeking a Senior Product Analyst to enhance its virtual assistant platform. This role involves analyzing data, trends, and client behavior to inform product decisions. Candidates should have a Bachelor’s degree and at least three years of relevant...
- Truist is seeking a Deposit Product Senior Analyst to manage deposit and debit product strategies. The role involves analyzing client needs and performance trends, recommending product enhancements, and collaborating with cross-functional teams. The ideal candidate will...
$100k - $120k
...business and functional requirements for Financial Crime & Compliance products. Work closely with Product Managers, Compliance, AML... ...Finance, or a related field. 5+ years of experience as a Product Analyst, Business Analyst, or Product Owner in the Banking or Financial...- Tata Consultancy Services is seeking an experienced Product Analyst to gather and translate business requirements for Financial Crime & Compliance products. You will work with Product Managers, Compliance, AML Operations, and Tech teams to define features and enhancements...
- A leading tech company in Cary, NC, is seeking a Product Analyst III to analyze business needs and provide technology solutions. The role requires 4-6 years of experience in business analysis with a strong emphasis on Agile methodologies. Responsibilities include conducting...Remote work
- ...individuals to join our team focused on Delivering Solutions and Improving Lives.ResponsibilitiesNV5 is seeking a detail-oriented Project Analyst to support project managers through project setup, financial management, contract administration, billing, and reporting. This role...Full timeContract workLocal area
- Bandwidth is seeking a Product Support Analyst for the second shift (11am-8pm EST). You will be the first contact for customers, troubleshooting SMS/MMS issues and assisting with NNID provisioning, working with senior team members to resolve complex cases. You will monitor...Afternoon shift
- ...Hybrid - Mebane, NC (#LI-Hybrid).This role is contributing to the MV SWG business in NAM. Main stakeholders are Customers, Sales, Product Managers, Marketing, Proposals.You will be mainly accountable for:Understanding and following global or assigned area standards, market...Monday to Friday
- Senior Product Commercialization Specialist (Migration & Legacy Products) - Hybrid, Cary, North Carolina or Glasgow, Scotland or Remote... ...Evangelize product differentiation through marketing, industry analysts, and advisory boards. Required Qualifications Bachelor’s...Remote work
- We're seeking a hands-on AI Product Analyst who's excited to dive deep into building AI systems across multiple ventures. As a core member of our studio team, you'll be the hands-on specialist managing prompt engineering, evaluations, and AI performance optimization across...
- Principal, Product Commercialization for Channels (Hybrid, Cary, NC / Hybrid, Scotland / Remote, EST Time Zone) We’re a leader in data... ...qualifications. Expert product knowledge with external audiences (press, analysts, trade shows). Deep domain/market understanding of channel/...Remote work
- ...Job Description We are seeking a Marketing Analyst to support the execution, optimization, and analysis of marketing campaigns across multiple business units. This individual will serve as a key liaison between marketing stakeholders and campaign operations, helping...
Insight Global
Raleigh, NC4 days ago - ...Initio Capital in the United States is seeking a Growth Strategy Research Analyst to identify promising markets, companies, products, operators, and opportunities. You will translate ambiguous information into clear research, structured analysis, prioritized target lists...Remote workFlexible hours
Initio Capital
Raleigh, NC5 days ago - ...Product Support Specialist I The Product Support Specialist I combines customer support with data analysis to resolve complex issues across Railinc's product suite. This role goes beyond ticket management — you investigate data, analyze system behavior, and translate...Work at office
Railinc
Cary, NC3 days ago - ...Railinc Corp. in Cary, NC seeks a Product Support Specialist I who blends customer support with data analysis to resolve complex issues across Railinc's product suite. You will investigate data, analyze system behavior, and translate findings into actionable insights for...
Railinc
Cary, NC5 days ago - Public Consulting Group LLC (PCG) Education team is seeking a Technical Business Analyst, Product to bridge product management and technical analysis, handling incidents, defects, and translating client needs into actionable requirements for the development team. The role...Remote job
- ...Senior Analyst If you are motivated and believe in the credit union philosophy of "People Helping People," join our team! Position Overview: The Senior Analyst will act as a liaison to Product Managers, implementing assigned initiatives and swiftly resolving potential...Live in
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Product Analyst. Be the first to apply!
