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Senior Business Analyst

Charlotte, NC, United States

*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)

• Salesforce
• AI Platforms/Prompt Building
• Jira
• Confluence
• Lucidchart/Figma or similar
• Microsoft Excel & PowerPoint

COMPANY

LendingTree is the nation's largest online lending marketplace. That means we connect customers with multiple lenders so they find the best deals on loans, credit cards, savings accounts and insurance. Our goal is to help people save money, and we believe the best way to do that is by giving them a way to shop for loans and compare lenders so they make their best financial choices.

Our CEO Doug Lebda founded the company in 1996 after a frustrating house-hunting experience. In those days, we mostly helped people find good mortgage deals. Now, we help consumers find their best in personal loans, auto loans, business loans, student loans, credit cards, savings accounts, home equity loans and more.

What else you should know:

• We're a publicly-traded company (TREE).
• We've welcomed several other companies into the LendingTree family to augment our efforts at helping borrowers make their most sensible financial choices.
• We've built the LendingTree app and My LendingTree dashboard to give consumers tools to manage and monitor their financial health.

The pay range for this position in Colorado/New York is $70,000-100,000 however, base pay offered may vary depending on job-related knowledge, skills, and experience.

Incentive Compensation: Eligible for annual performance bonus

Benefits: Medical, dental, vision insurance and 401(k) matching

CULTURE

We're a fast-paced company with an entrepreneurial bend. We work hard and test our products often. We're collaborative, ambitious, candid and high-energy. Our teammates are some of the brightest, most talented people you'll ever work with. We care more about your smarts than we do about the kinds of clothes you wear (but please, do wear clothes to work!), and we're pretty good about rewarding innovation, creativity and the knack for just getting stuff done (we even have an award for employees called the GSD, "Get Stuff Done").

Come work with us!

LendingTree is the kind of company that not only promotes diversity and inclusion; we thrive because of these values. We do not discriminate based on race, color, religion (or creed), gender, gender expression, age, national origin, disability, marital status, sexual orientation or military status.

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