Business Analyst

Senior Business Analyst – Workflow Automation The Senior Business Analyst is responsible for leading the implementation and delivery of the clients workflow automation initiatives, including more than 20 workflow implementations and related Business Unit Workflows within Salesforce. This role serves as the primary business lead and is responsible for workflow discovery, requirements definition, solution design, document generation and output requirements, backlog management, testing, user acceptance activities, pilot execution, training delivery support, deployment readiness, and business adoption. Working closely with business stakeholders, subject matter experts, Salesforce resources, vendors, and project leadership, the analyst will own the planning, coordination, and execution of workflow initiatives from concept through implementation. The role is responsible for ensuring workflow solutions align with business objectives, integrate effectively across platforms, and deliver measurable improvements to operational efficiency, transparency, and user experience. This position requires a highly engaged and accountable professional who can organize complex initiatives, drive teams toward delivery commitments, facilitate productive stakeholder discussions, and adapt quickly to changing priorities and challenges. The successful candidate will combine strong business analysis expertise with project leadership, strategic thinking, communication, and problem‑solving skills to ensure successful execution of workflow automation initiatives and adoption across the organization. Experience within wealth management, trust administration, investment management, or related financial services environments is strongly preferred. Responsibilities Lead workflow discovery, requirements definition, and solution design. Develop and maintain actionable plans, priorities, and backlogs. Manage testing, pilot programs, and user acceptance efforts. Provide training delivery support and ensure deployment readiness. Coordinate with business stakeholders, subject matter experts, Salesforce resources, vendors, and project leadership. Facilitate stakeholder discussions and adjust plans as needed. Identify risks, dependencies, and challenges and drive informed decision‑making. Ensure workflow implementations deliver business value and support long‑term operational goals. Establish trusted partnerships across business and technology teams. Qualifications & Skills Requirements gathering, business analysis, project management, business requirements, Agile, testing. Proficiency with Salesforce in a wealth‑management or related financial services environment. Strong communication, strategic thinking, and problem‑solving skills. Ability to work on complex initiatives, manage competing priorities, and adapt to change. Experience with workflow automation and related business unit processes. Experience Level Expert Level Job Type & Location Job Type: Permanent Location: Kansas City, MO (Hybrid) Pay & Benefits Pay Range: $90,000.00 – $105,000.00 per year. Medical, dental & vision coverage. Critical Illness, Accident and Hospital coverage. 401(k) retirement plan – pre‑tax and Roth post‑tax contributions. Life Insurance (Voluntary Life & AD&D for employee and dependents). Short‑term and long‑term disability. Health Spending Account (HSA). Transportation benefits. Employee Assistance Program. Time Off/Leave (PTO, vacation, sick leave). Equal Employment Opportunity The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. #J-18808-Ljbffr TEKsystems