

Lorven Technologies Inc.
Business Analyst (Banking & MARTECH)
β - Featured Role | Apply direct with Data Freelance Hub
This role is for a Business Analyst (Banking & MARTECH) in New York City, NY, with a contract length of "X months" and a pay rate of "$X/hour." Key skills include data analysis, SFMC proficiency, and business systems analysis. A Bachelor's and Master's degree are required.
π - Country
United States
π± - Currency
$ USD
-
π° - Day rate
Unknown
-
ποΈ - Date
May 1, 2026
π - Duration
Unknown
-
ποΈ - Location
On-site
-
π - Contract
Unknown
-
π - Security
Unknown
-
π - Location detailed
New York, United States
-
π§ - Skills detailed
#Automation #Business Analysis #Compliance #Data Integrity #Documentation #Salesforce Marketing Cloud #Strategy #CRM (Customer Relationship Management) #UAT (User Acceptance Testing) #Data Analysis #Cloud #Data Ingestion #Deployment
Role description
Hello Professional,
Our client is looking Business Analyst (Banking & MARTECH) project in New York City, NY below is the detailed requirements.
Role: Business Analyst (Banking & MARTECH)
Locations: New York City, NY
Job Description:
β’ Collaborate with internal teams and external clients to gather and document business and technical requirements for email marketing campaigns.
β’ Create detailed Technical Specification Documents (TSDs) that serve as the foundation for campaign execution across multiple workstreams and teams.
β’ Analyze incoming data files from both bank and merchant partners to identify required data points and segmentation logic.
β’ Define audience segmentation criteria and exclusion rules based on campaign goals and business requirements.
β’ Design and document campaign workflows, including data ingestion, segmentation, dynamic content mapping, and suppression logic.
β’ Coordinate with cross-functional teams including database engineers, developers, QA analysts, and SFMC architects to ensure alignment on campaign requirements.
β’ Interface directly with clients to clarify requirements, present documentation, and respond to inquiries with professionalism and accuracy.
β’ Develop and execute test cases and use cases for dynamic content scenarios to ensure campaign accuracy.
β’ Manage User Acceptance Testing (UAT) and email proofing processes, including internal and client-facing approvals.
β’ Create and manage data extensions within Salesforce Marketing Cloud (SFMC) for testing and deployment purposes.
β’ Manipulate and validate data to support campaign testing and ensure data integrity.
β’ Deploy UAT and proofs through SFMC, ensuring readiness for final campaign launch.
β’ Develop audit plans and maintain documentation for campaign launches to ensure compliance and traceability.
LEVEL OF RESPONSIBILITY
β’ Serve as a critical team member in a long-term strategic initiative, supporting a major financial institutionβs co-branded credit card program.
β’ Act as the central liaison between business stakeholders, technical teams, and external clients, ensuring seamless communication and execution.
β’ Own the creation and accuracy of technical documentation that informs the work of all downstream teams involved in campaign execution.
β’ Influence strategic outcomes by ensuring campaigns are built and launched based on accurate, complete, and approved specifications.
β’ Maintain a high level of autonomy and accountability for deliverables that directly impact client satisfaction, customer response, and campaign performance.
β’ Engage directly with client stakeholders, demonstrating strong communication skills and the ability to translate complex technical concepts into accessible language.
β’ Ensure quality and compliance through rigorous testing, documentation, and audit planning.
β’ Possess strong technical proficiency in data analysis, marketing automation platforms (especially SFMC), and dynamic content logic.
β’ Holds a Bachelorβs degree in Business Administration and a Master of Science in Accounting.
β’ Demonstrate professional experience in business systems analysis within a data-driven marketing or technology environment.
TECHNICAL KNOWLEDGE & SKILLS
β’ Has extensive experience in business Analysis, enterprise process mapping and documentation, as well as client and stakeholder management.
β’ Is proficient in Business knowledge, Credit Card Marketing and Banking Analysis and Strategy, Change Management.
β’ Is proficient in business knowledge of financial products and services; ability to translate financial concepts into actionable business insights.
β’ Has extensive Functional Architecture Design and Knowledge skills with CRM and email marketing technology (MARTECH) platforms like Salesforce Marketing Cloud
Hello Professional,
Our client is looking Business Analyst (Banking & MARTECH) project in New York City, NY below is the detailed requirements.
Role: Business Analyst (Banking & MARTECH)
Locations: New York City, NY
Job Description:
β’ Collaborate with internal teams and external clients to gather and document business and technical requirements for email marketing campaigns.
β’ Create detailed Technical Specification Documents (TSDs) that serve as the foundation for campaign execution across multiple workstreams and teams.
β’ Analyze incoming data files from both bank and merchant partners to identify required data points and segmentation logic.
β’ Define audience segmentation criteria and exclusion rules based on campaign goals and business requirements.
β’ Design and document campaign workflows, including data ingestion, segmentation, dynamic content mapping, and suppression logic.
β’ Coordinate with cross-functional teams including database engineers, developers, QA analysts, and SFMC architects to ensure alignment on campaign requirements.
β’ Interface directly with clients to clarify requirements, present documentation, and respond to inquiries with professionalism and accuracy.
β’ Develop and execute test cases and use cases for dynamic content scenarios to ensure campaign accuracy.
β’ Manage User Acceptance Testing (UAT) and email proofing processes, including internal and client-facing approvals.
β’ Create and manage data extensions within Salesforce Marketing Cloud (SFMC) for testing and deployment purposes.
β’ Manipulate and validate data to support campaign testing and ensure data integrity.
β’ Deploy UAT and proofs through SFMC, ensuring readiness for final campaign launch.
β’ Develop audit plans and maintain documentation for campaign launches to ensure compliance and traceability.
LEVEL OF RESPONSIBILITY
β’ Serve as a critical team member in a long-term strategic initiative, supporting a major financial institutionβs co-branded credit card program.
β’ Act as the central liaison between business stakeholders, technical teams, and external clients, ensuring seamless communication and execution.
β’ Own the creation and accuracy of technical documentation that informs the work of all downstream teams involved in campaign execution.
β’ Influence strategic outcomes by ensuring campaigns are built and launched based on accurate, complete, and approved specifications.
β’ Maintain a high level of autonomy and accountability for deliverables that directly impact client satisfaction, customer response, and campaign performance.
β’ Engage directly with client stakeholders, demonstrating strong communication skills and the ability to translate complex technical concepts into accessible language.
β’ Ensure quality and compliance through rigorous testing, documentation, and audit planning.
β’ Possess strong technical proficiency in data analysis, marketing automation platforms (especially SFMC), and dynamic content logic.
β’ Holds a Bachelorβs degree in Business Administration and a Master of Science in Accounting.
β’ Demonstrate professional experience in business systems analysis within a data-driven marketing or technology environment.
TECHNICAL KNOWLEDGE & SKILLS
β’ Has extensive experience in business Analysis, enterprise process mapping and documentation, as well as client and stakeholder management.
β’ Is proficient in Business knowledge, Credit Card Marketing and Banking Analysis and Strategy, Change Management.
β’ Is proficient in business knowledge of financial products and services; ability to translate financial concepts into actionable business insights.
β’ Has extensive Functional Architecture Design and Knowledge skills with CRM and email marketing technology (MARTECH) platforms like Salesforce Marketing Cloud





