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Agent guide: [/agents.md](https://www.wearedevelopers.com/agents.md). --- # Business & CRM Support Sr Analyst - **Company:** Bank of America - **Location:** Miami, FL, United States (Remote available) - **Experience:** Expert - **Salary:** $85,500 - $120,600 - **Contract:** Permanent contract - **Skills:** Artificial Intelligence, Business Analytics Applications, Data Analysis, Data Integration, Data Visualization, Decision Support Systems, Python (Programming Language), Power BI, Salesforce.Com, SQL Databases, Systems Integration, Tableau (Software), Performance Monitor, Tools for Reporting, Alteryx - **Published:** November 11, 2026 - **Apply:** https://www.careerbuilder.com/job-details/business-crm-support-sr-analyst-miami-fl--6873d58c-811a-416e-b023-c9eac03d33b9 ## About the Role Customer Relationship Management (CRM), Analysis Skills, Talent Management, Military, Leadership, Career Development, Customer Relationship Management (CRM), Salesforce.com, Brokerage, Analysis Skills, * 2-5 years of industry experience. * High performer in a fast-paced environment with attention to detail and ability to manage and prioritize multiple responsibilities. * Self-starter that is able to work independently and collaborate across teams with all appropriate stakeholders. * Experience developing or supporting reporting, analytics, and data visualization solutions, using tools such as Tableau, Salesforce CRM Analytics, Power BI, or similar platforms. * Familiarity with data sourcing, transformation, and workflow automation, including tools or technologies such as SQL, Alteryx, Salesforce Flow, or comparable solutions. * Strong process orientation and problem-solving skills, with the ability to understand business needs, identify opportunities for improvement, and translate requirements into scalable processes, reporting, or technology solutions. * Ability to partner effectively across business, data, and technology teams, manage multiple priorities, support solution implementation and user adoption, and quickly learn new platforms and emerging technologies. Desired Qualifications: * Bachelors degree. * Experience supporting business processes, CRM platforms, reporting solutions, or workflow technologies, with Salesforce experience. * Salesforce Administrator Certification. * Experience supporting Salesforce Agentforce, AI-enabled Salesforce capabilities, or conversational AI solutions. * Experience with SQL, Python, Alteryx, Tableau, or other reporting and analytics platforms. Skills: * User Experience Design * Reporting & Analytics * Stakeholder Management * Critical Thinking * Problem Solving * Innovative Thinking ## Description The Investment Solutions Group (ISG) Specialist team provides advisors and clients with support across a broad range of products and solutions for both brokerage and fee-based accounts. The Business & CRM Support Sr Analyst will be part of the Specialist COO Team responsible for supporting and enhancing the Salesforce ecosystem used by Specialists and leadership teams. We are seeking an enthusiastic, intellectually curious, and self-motivated professional to join a small team focused on driving innovation and continuous improvement of the team's operating model with a focus on the team's Salesforce platform. This role will serve as a key liaison between business stakeholders and technology teams, helping to translate business needs into scalable Salesforce solutions that improve productivity, reporting, and data-driven decision making. The role will help administer and enhance Salesforce capabilities including user experience improvements, CRM Analytics dashboards, workflow automation, data integration, user templates, and reporting solutions. The individual will also support the team in other business enablement, reporting, and governance routines as needed., * Manages and enhances the Salesforce platform, including Lightning pages, layouts, components, navigation, templates, quick actions, and other user-facing capabilities to support evolving business requirements and deliver an effective user experience. * Designs and implements scalable Salesforce solutions and workflow automation, including flows, validation rules, notifications, screen flows, and business processes, partnering with stakeholders to translate requirements into effective platform enhancements. * Develops and maintains CRM Analytics and reporting solutions, including dashboards, datasets, lenses, and reports that support Specialist activities, sales initiatives, advisor engagement, campaigns, business performance measurement, and leadership reporting. * Supports Salesforce releases, including testing and deployments, and partnering with technology and data teams on data feeds, integrations, and synchronization. * Drives Salesforce adoption and platform innovation by serving as a subject matter expert, analyzing user feedback and platform usage, developing training and best-practice documentation, and supporting emerging capabilities including Agentforce, SF Mobile and Linkpoint, AI-enabled workflows, and other Salesforce technologies. * Supports various performance reporting, business enablement and governance routines across the teams.