Senior Financial Systems Analyst - CRM, SaaS & Service

Role overview

Support the CRM systems, automations, reporting, and integrations used by sales and service teams. You will translate operational needs into maintainable system changes, lead scoped initiatives, and provide production support while helping teams use their tools consistently and securely.

Responsibilities

- Administer CRM users, permissions, data structures, pipelines, workflows, reports, dashboards, and data-quality controls. - Gather requirements, map current and future processes, identify control or data gaps, and define acceptance criteria. - Configure workflows, low-code tools, and integrations using APIs, webhooks, JSON, authentication, and scheduled or event-driven automation. - Use SQL and cloud data platforms to investigate issues, validate records, reconcile outputs, and check system behavior. - Own support for assigned systems, including triage, root-cause analysis, stakeholder updates, corrective action, and follow-through. - Plan and coordinate testing, user acceptance, release checks, rollback preparation, monitoring, documentation, and user training.

Requirements

- At least five years in CRM, business systems, systems administration or analysis, revenue operations, SaaS operations, or a related technical role. - At least five years of SQL experience for analytical problem-solving. - Ability to turn ambiguous operational requests into process maps, requirements, test plans, and production changes. - Experience with production support and releases, including incident communication, root-cause analysis, user acceptance testing, and monitoring. - Strong documentation, training, and communication skills for both technical and business audiences. - Sound judgment around sensitive data, access controls, audit records, and repeatable processes; able to manage concurrent work and raise risks early.

Nice to have

A relevant bachelor’s degree or equivalent practical experience is preferred. Experience supporting customer-facing SaaS teams, CRM certification, low-code development, cloud data platforms, APIs, integration tools, scripting, or enterprise AI workflow tools is valued.

Benefits and work setup

The role is based at a corporate headquarters in Columbia, Missouri. Listed benefits include medical, dental, and vision coverage, paid time off and holidays, a 401(k) with company match, wellness programs, and a gym stipend. The work requires prolonged periods sitting at a desk and using a computer.