Senior Business Analyst

*PLEASE NOTE: This role requires full-time residence in Charlotte, NC and an in-office presence is required three days a week. Additionally, this position does not offer visa sponsorship.*

 

The Senior Business Analyst serves as a liaison between business stakeholders and technical teams, translating operational needs into functional requirements, improving processes, and ensuring systems (especially Salesforce) support scalable sales operations and enablement initiatives.

 

RESPONSIBILITES:

Business Requirements Gathering

• Elicit, analyze, and document business requirements from LendingTree internal stakeholders across Business Enablement, Sales Operations, and Salesforce teams.
• Conduct stakeholder interviews, workshops, and discovery sessions.
• Translate business needs into clear functional and technical requirements.
• Create and maintain:
  • Business Requirements Documents (BRDs)
  • Functional Requirements Documents (FRDs)
  • User stories and acceptance criteria.

Process Analysis & Improvement

• Analyze existing sales, enablement, and operational workflows.
• Identify inefficiencies, bottlenecks, and automation opportunities.
• Document current state (AS-IS) and future state (TO-BE)
• Recommend improvements that enhance productivity, data quality, and reporting.

Salesforce Requirements & Support: Partner with Salesforce administrators, developers, and architects to define system enhancements, document Salesforce configuration needs, prioritize backlog items, and write detailed Salesforce user stories, including: object updates, workflow automation, validation rules, reporting requirements, and assist with UAT (User Acceptance Testing) and release validation.

Sales Operations Support: Work with Sales Operations to define requirements for: lead management, opportunity pipeline tracking, forecasting processes, territory management, sales performance reporting, ensure Salesforce flows support operational processes, and analyze sales data to identify operational improvements.

Business Enablement Alignment: Collaborate with Business Enablement teams to ensure tools and processes support: sales onboarding, training initiatives, sales content delivery, performance tracking, and gather feedback from enablement programs to inform system or process improvements.

Documentation & Communication: Maintain clear documentation for: process maps, system workflows, requirement specifications, project updates and requirement changes to stakeholders, and act as the bridge between business teams and technical teams.

Testing & Implementation Support

• Define acceptance criteria for development work.
• Create and execute UAT test plans and scripts.
• Validate solutions meet business needs before deployment.
• Support change management and adoption for new features or processes..

 

REQUIRED SKILLS & EXPERIENCE:

• 3–6+ years experience in Business Analysis, Sales Operations, or CRM-related roles.
• Experience working with Salesforce-based organizations.
• Experience supporting sales, revenue operations, or enablement teams.
• Proven experience delivering process improvements or system implementations

Business Analysis Skills

• Requirements elicitation and documentation
• Process mapping (BPM, flow diagrams)
• Stakeholder management
• Gap analysis
• Root cause analysis
• Agile / Scrum / Salesforce user story/case creation

Salesforce Knowledge

• Leads, Accounts, Contacts, Opportunities
• Reports & dashboards
• Automation tools (Flows, Process Builder)
• Experience documenting Salesforce enhancements and working with admins/developers.

Data & Reporting

• Ability to analyze sales performance data
• Experience with:
• Salesforce reporting
• Excel / Google Sheets
• Data validation and quality management

Communication Skills

• Ability to translate technical concepts for business stakeholders
• Facilitate cross-functional meetings
• Write clear documentation and requirements.

Tools & Systems (Preferred)