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Job Description

Our commcerical Real Estate client is seeking a strategic and technically adept Business Systems Analyst to lead transformation initiatives focused on enhancing our CRM platform and advancing data-driven projects. The Business Systems Analyst will partner with the Chief Product Owner – Debt, cross-functional teams, and stakeholders to deliver high value solutions that enhance our borrower relationship management processes and data initiatives.

This is a hybrid position located in their Dallas office.

Key Responsibilities

• Lead requirements, discovery, and solution design for borrower relationship management and debt data projects, partnering with stakeholders to define and prioritize business needs.

• Develop deep understanding of system data integrations and architect solutions to enhance connectivity between CRM platform and other systems.

• Provide technical guidance on CRM protocols and compliance requirements.

• Build strong knowledge of real estate debt data and data modeling to design tailored datasets for analytics.

• Support requirements gathering and design for dashboard development and analytics, ensuring solutions meet business needs.

• Develop, track, and implement minimum viable products (MVPs) for borrower relationship management and data projects.

• Partner with system administrators and technical teams to ensure data integrity, compliance, and operational efficiency.

• Identify quick wins to drive operational efficiency and adoption across platforms.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

Skills and Requirements

- 4-5+ years of business analyst or business data analyst experience

- Experience managing data infused solutions with Salesforce CRM

- Proficient with SQL querying and ability to pull data, write select statements, etc

- Experience taking in business requirements, translating to technical teams, creating BDRs, etc

- Excellent communication and ability to work with stakeholders

- Bachelors degree in IT or related field - Commercial Real Estate of Financial Services industry

- Salesforce Certified