Remote opportunity at
First AmericanSenior Functional Analyst - Client Management
First American Trust is seeking a Senior Functional Analyst for Client Management to join its remote Agile product team. First American is a federal savings bank…
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About This Role
First American Trust is seeking a Senior Functional Analyst for Client Management to join its remote Agile product team. First American is a federal savings bank providing banking, trust, and wealth management solutions on a national level, and is part of the First American family of companies established in 1889. In this role, you will act as a bridge between business stakeholders and technical teams to design practical technology solutions…
Job Description
First American Trust is seeking a Senior Functional Analyst for Client Management to join its remote Agile product team. First American is a federal savings bank providing banking, trust, and wealth management solutions on a national level, and is part of the First American family of companies established in 1889. In this role, you will act as a bridge between business stakeholders and technical teams to design practical technology solutions for customer relationship management, sales, and client onboarding. You will independently lead complex workflow analyses, troubleshoot API integrations, manage software updates, and participate in Agile product delivery. The technology ecosystem includes Salesforce CRM, Prelim, DocuSign, and the Fiserv DNA core banking platform.
This position is suited for a proactive problem solver with strong technical fluency, critical thinking, and communication skills who can take ownership of delivering meaningful outcomes. First American offers a people-first work culture recognized for its inclusiveness and employee support.
Responsibilities
- Partner with business and technology stakeholders to discover and document current and future state workflows.
- Translate business objectives and operational challenges into functional and technical requirements.
- Evaluate solution alternatives and collaborate with developers, product owners, and vendors to balance technical feasibility and business value.
- Analyze and troubleshoot APIs, system integrations, data mappings, and vendor configurations across platforms like Salesforce, Prelim, DocuSign, and Fiserv DNA.
- Lead functional analysis for complex features, define acceptance criteria, and refine product backlog items.
- Conduct functional validation, support quality assurance, and assist business users with user acceptance testing.
- Investigate production issues, participate in root-cause analysis, and collaborate on incident resolution.
- Create and maintain functional documentation, integration requirements, user guides, and training materials.
Requirements
- Bachelor's degree in a related discipline or equivalent relevant professional experience.
- At least 5 years of experience working as a Functional Analyst, Business Systems Analyst, Product Analyst, or in a similar role supporting enterprise applications.
- Proven background working directly with stakeholders to gather requirements and translate them into technical solutions.
- Demonstrated experience in process mapping, workflow optimization, and requirements analysis within Agile software delivery environments.
- Technical familiarity with SaaS platforms, vendor software configurations, system integrations, and published APIs.
- Experience handling incident management, root-cause investigations, and issue triage.
- Intermediate proficiency in Microsoft Excel and working knowledge of cloud application fundamentals like Microsoft Azure.
Qualifications
- Experience utilizing Salesforce CRM for business workflows, reporting, configuration, and integrations.
- Familiarity with digital customer onboarding, account opening, workflow automation, or document management tools such as Prelim, DocuSign, or Fiserv DNA.
- Background working in financial services, banking, trust services, real estate, mortgage lending, or related sectors.
- Working knowledge of SQL, data analysis, API testing tools, and Azure fundamentals including AZ-900.
- Experience applying AI-assisted tools like Cursor, Codex, ChatGPT, or Microsoft Copilot during analysis and testing.
- Familiarity with Scaled Agile Framework methodologies and tools such as Jira, Confluence, or Productboard.
- Professional business analysis certification such as CBAP.
Core Skills
Frequently Asked Questions
Answers are based only on the employer’s listing; where it doesn’t say, neither do we.
Is this position remote?
Yes, the source posting specifies that this is a remote role within a remote Agile product team.
What is the salary range for this role?
The annual base pay range is estimated between USD 112,400 and USD 149,800, depending on factors such as experience, skills, and geographic location.
What technologies will I work with in this position?
You will work with a technology ecosystem that includes Salesforce CRM, Prelim, DocuSign, and the Fiserv DNA core banking platform, along with cloud application fundamentals.
How many years of experience are required?
The role requires at least 5 years of experience working as a Functional Analyst, Business Systems Analyst, Product Analyst, or in a comparable position.
Sample Interview Questions
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