Sales Enablement - CRM Business Analyst

Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow.  

While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment — investing the time and resources to understand our clients’ immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships. 

Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). 

Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com. 

Overview:

We are seeking a strategic, data-driven Business Analyst to join our Sales Enablement CRM team, with a focus on Salesforce and Financial Services Cloud (FSC). This role supports cross-functional initiatives across Investment Banking, Commercial Banking, Retail Banking, Private Wealth, and Treasury.

You will play a critical role in translating business needs into functional and data requirements, driving CRM and reporting enhancements, and ensuring alignment between technology solutions and business goals.

Responsibilities:

• Partner with stakeholders across banking verticals to gather, document, and prioritize business and data requirements.
• Translate complex business processes into user stories and functional specifications for Salesforce and FSC.
• Collaborate with Product Owners, Developers, and QA to ensure successful delivery of CRM and reporting capabilities.
• Design and support dashboards, reports, and data visualizations using Salesforce Reports, CRM Analytics, and other tools.
• Conduct data analysis to identify trends, gaps, and opportunities for process improvement.
• Support UAT planning, execution, and defect resolution.
• Maintain documentation including process flows, data mappings, and training materials.
• Serve as a subject matter expert on Salesforce, FSC, and CRM reporting best practices.
• Monitor CRM adoption, data quality, and user feedback to inform future enhancements.

Qualifications:

Required

• 3+ years of experience as a Business Analyst, preferably in financial services or CRM-focused roles.
• Strong knowledge of Salesforce, with hands-on experience in Financial Services Cloud.
• Experience with reporting and analytics tools such as Salesforce Reports, Dashboards, and CRM Analytics (formerly Tableau CRM).
• Strong analytical skills with the ability to interpret data and translate insights into actionable recommendations.
• Excellent communication, facilitation, and documentation skills.
• Experience with Agile methodologies and tools (e.g., Jira, Confluence).

Preferred:

• Salesforce certifications (e.g., Salesforce Administrator, FSC Accredited Professional).
• Familiarity with banking products and services across multiple verticals.
• Experience with data integration tools (e.g., MuleSoft) and data governance practices.

Environment:

This is a 100% on-site role based in Richardson, Dallas, or Houston, TX. Candidates must be able to work in-office full-time to collaborate closely with business and technology teams.

The duties listed above are the essential functions, or fundamental duties within the job classification.  The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.