North AmericaFull TimeSales
Remotely
crmfintechsalesforcesaasstakeholder managementbusiness & management
Job Description
📋 Description
- Serve as primary point of contact for client accounts, managing communication, timelines
- Lead client discovery sessions and meetings to gather, clarify, document, and validate business
- Translate complex business needs into clear, actionable specifications for technical teams.
- Advise on standard platform functionality vs. custom development to maximize business value.
- Coordinate delivery with Technical Consultants, Client Success, leadership, and cross-functional
- Manage multiple client engagements, track priorities, dependencies, risks, and next steps.
🎯 Requirements
- 3–5 years of experience in a Business Analyst, Requirements Analyst, client-facing consulting, or
- Ability to lead client meetings, facilitate discovery, understand business challenges, and
- Proven experience translating business requirements into actionable specs and coordinating with
- Experience managing multiple engagements with strong organizational and time-management skills.
- Familiarity with CRM platforms; Salesforce experience preferred.
- Strong communication and presentation skills with business and technical stakeholders.
🎁 Benefits
- Competitive annual salary of $75,000–$95,000.
- Fully remote position within the United States.
- 20 days of paid vacation, 10 days of paid sick leave, 3 paid personal days annually from day one.
- 3 paid volunteering days each year.
- Comprehensive benefits package.
- Annual Learnbucks education and professional development stipend.
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