Business Analyst - Workflow Automation

job summary:

Randstad Digital is seeking an experienced Business Analyst for an opportunity in Kansas City, MO. The Senior Business Analyst is responsible for leading the implementation and delivery of workflow automation initiatives, including more than 20 workflow implementations and related Business Unit Workflows within Salesforce. This role serves as the primary business lead and is responsible for workflow discovery, requirements definition, solution design, document generation and output requirements, backlog management, testing, user acceptance activities, pilot execution, training delivery support, deployment readiness, and business adoption.

Working closely with business stakeholders, subject matter experts, Salesforce resources, vendors, and project leadership, the analyst will own the planning, coordination, and execution of workflow initiatives from concept through implementation. The role is responsible for ensuring workflow solutions align with business objectives, integrate effectively across platforms, and deliver measurable improvements to operational efficiency, transparency, and user experience.

This position requires a highly engaged and accountable professional who can organize complex initiatives, drive teams toward delivery commitments, facilitate productive stakeholder discussions, and adapt quickly to changing priorities and challenges. The successful candidate will combine strong business analysis expertise with project leadership, strategic thinking, communication, and problem-solving skills to ensure successful execution of workflow automation initiatives and adoption across the organization. Experience within wealth management, trust administration, investment management, or related financial services environments is strongly preferred.

location: Kansas City, Missouri

job type: Permanent

salary: $40 - 50 per year

work hours: 9am to 5pm

education: Bachelors



responsibilities:

Take ownership of workflow initiatives and drive them from planning through implementation.

Develop and maintain actionable plans, priorities, and backlogs.

Lead requirements gathering, workflow design, testing, pilot programs, and user acceptance efforts.

Communicate effectively with project teams, business leaders, vendors, and stakeholders at all levels of the organization.

Proactively identify risks, dependencies, and challenges, adjusting plans and priorities as needed.

Foster collaboration while confidently challenging assumptions and driving informed decision-making.

Ensure workflow implementations deliver business value and support long-term operational goals.

Establish trusted partnerships across business and technology teams through accountability, responsiveness, and execution.

qualifications:

- Bachelor's degree in Business or equivalent combination of education and experience required

- 5+ years of experience in a business analyst or similar role required

- Financial Services Background: Strongly preferred experience within wealth management, trust administration, investment management, or related financial services environments.

- Technical Familiarity: Strong preference for a background working with Salesforce ecosystems.

- Core Functions: Experience dealing with workflows related to cash disbursements and opening accounts is highly desirable.

- Business Analysis & Agile Skills: End-to-End Delivery: Proven ability to own workflow initiatives from initial discovery, planning, and requirements gathering through to solution design, testing, pilot execution, and implementation.

- Agile/Scrum Capabilities: Must be able to write clear user stories and possess a strong understanding of how to pass and independently accept user stories.

- Complex Thinking: Ability to understand complex dependencies and how more than 20 parallel workflows interact and integrate across platforms.

- Ownership Mentality: Act as a proactive "project owner" or "product owner" type, confidently serving as the voice of the project team to steering committees and stakeholders.

- Strategic Communication: Exceptional communication skills to facilitate discussions, manage backlogs, and collaborate effectively with business leaders, subject matter experts, tech teams, and third-party vendors.

- Adaptability & Drive: Highly engaged, accountable professional who can drive teams toward delivery commitments and adapt quickly to shifting priorities.

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

At Randstad Digital, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad Digital offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).

This posting is open for thirty (30) days.