Job Description
Our client, a financial services organization based in Waltham, MA, is seeking a Business Systems Analyst (BSA) to support its Business Solutions Partner (BSP) team. This role focuses on CRM and marketing technology initiatives, with a strong emphasis on Salesforce Marketing Cloud, email marketing, and marketing automation within a B2B financial services environment.
The BSA will act as a critical liaison between business stakeholders and an externally partnered Salesforce Marketing Cloud development team, translating business needs into clear, actionable requirements. This is a functional and analytical role, not a hands‑on development position.
Elicit, analyze, and document business, functional, and technical requirements related to CRM, email marketing, and marketing automation initiatives.
Serve as a primary BSA on the sales and marketing side of the business, supporting B2B engagement and customer lifecycle initiatives.
Translate business needs into detailed requirements for Salesforce Marketing Cloud, ensuring external development partners clearly understand scope and expectations.
Collaborate with Sales, Marketing, and cross‑functional stakeholders to support:
Email marketing content and campaign execution
Marketing automations and journey design
CRM data usage and segmentation strategies
Partner with external Salesforce Marketing Cloud developers to clarify requirements, review deliverables, and ensure solutions align with business intent.
$45-60/hr
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 HR@insightglobal.com.To 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/.
Required Skills & Experience
- Bachelor’s degree with 4+ years of experience in a related field (Business Systems Analyst experience, preferably in B2B and/or financial services.)
-Strong experience with CRM and marketing technologies, including Salesforce Marketing Cloud, email marketing, and marketing automation (journeys, triggers, segmentation); HubSpot exposure is a plus.
-Proven ability to translate business requirements into clear deliverables for external technical teams (no hands‑on development).
-Excellent analytical, communication, and relationship‑building skills across business and technical stakeholders.
-Experience supporting UAT and project planning activities, including estimation, prioritization, and dependencies.
Nice to Have Skills & Experience
- local to Waltham and able to came 1-2 days a week or 1-2 days biweekly!
Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.