Business Analyst (Banking & MARTECH)

About the Role

Our client is looking for a Business Analyst (Banking & MARTECH) for a project in New York City, NY.

Responsibilities

• Collaborate with internal teams and external clients to gather and document business and technical requirements for email marketing campaigns.
• Create detailed Technical Specification Documents (TSDs) that serve as the foundation for campaign execution across multiple workstreams and teams.
• Analyze incoming data files from both bank and merchant partners to identify required data points and segmentation logic.
• Define audience segmentation criteria and exclusion rules based on campaign goals and business requirements.
• Design and document campaign workflows, including data ingestion, segmentation, dynamic content mapping, and suppression logic.
• Coordinate with cross-functional teams including database engineers, developers, QA analysts, and SFMC architects to ensure alignment on campaign requirements.
• Interface directly with clients to clarify requirements, present documentation, and respond to inquiries with professionalism and accuracy.
• Develop and execute test cases and use cases for dynamic content scenarios to ensure campaign accuracy.
• Manage User Acceptance Testing (UAT) and email proofing processes, including internal and client-facing approvals.
• Create and manage data extensions within Salesforce Marketing Cloud (SFMC) for testing and deployment purposes.
• Manipulate and validate data to support campaign testing and ensure data integrity.
• Deploy UAT and proofs through SFMC, ensuring readiness for final campaign launch.
• Develop audit plans and maintain documentation for campaign launches to ensure compliance and traceability.

Level of Responsibility

• Serve as a critical team member in a long-term strategic initiative, supporting a major financial institution’s co-branded credit card program.
• Act as the central liaison between business stakeholders, technical teams, and external clients, ensuring seamless communication and execution.
• Own the creation and accuracy of technical documentation that informs the work of all downstream teams involved in campaign execution.
• Influence strategic outcomes by ensuring campaigns are built and launched based on accurate, complete, and approved specifications.
• Maintain a high level of autonomy and accountability for deliverables that directly impact client satisfaction, customer response, and campaign performance.
• Engage directly with client stakeholders, demonstrating strong communication skills and the ability to translate complex technical concepts into accessible language.
• Ensure quality and compliance through rigorous testing, documentation, and audit planning.
• Possess strong technical proficiency in data analysis, marketing automation platforms (especially SFMC), and dynamic content logic.

Qualifications

• Holds a Bachelor’s degree in Business Administration and a Master of Science in Accounting.
• Demonstrate professional experience in business systems analysis within a data-driven marketing or technology environment.

Technical Knowledge & Skills

• Has extensive experience in business Analysis, enterprise process mapping and documentation, as well as client and stakeholder management.
• Is proficient in Business knowledge, Credit Card Marketing and Banking Analysis and Strategy, Change Management.
• Is proficient in business knowledge of financial products and services; ability to translate financial concepts into actionable business insights.
• Has extensive Functional Architecture Design and Knowledge skills with CRM and email marketing technology (MARTECH) platforms like Salesforce Marketing Cloud