Overview A fully remote Systems & Business Analyst, Client Operations role based in the United States. This position bridges business operations and technology by designing scalable processes and optimizing systems that support client-facing teams.

Responsibilities - Partner with Client Operations, Customer Success, Support, and other stakeholders to understand workflows, identify operational challenges, and define scalable business processes. - Gather, document, and own business requirements from discovery through implementation, ensuring solutions address genuine business needs. - Perform light Salesforce administration, including reports, dashboards, workflows, field updates, and other approved configurations. - Collaborate with AI and technical specialists to determine effective solutions, including automation, or AI-powered capabilities. - Manage and prioritize the roadmap for operational tools beyond Salesforce, driving continuous improvements across multiple business systems. - Lead project coordination by managing timelines, communicating progress, identifying risks, and maintaining alignment across cross-functional teams. - Support user adoption by creating system documentation, delivering training, and promoting best practices to maximize efficiency. - Continuously evaluate processes to identify opportunities for automation and operational transformation.

Overview A fully remote Systems & Business Analyst, Client Operations role based in the United States. This position bridges business operations and technology by designing scalable processes and optimizing systems that support client-facing teams.

Responsibilities - Partner with Client Operations, Customer Success, Support, and other stakeholders to understand workflows, identify operational challenges, and define scalable business processes. - Gather, document, and own business requirements from discovery through implementation, ensuring solutions address genuine business needs. - Perform light Salesforce administration, including reports, dashboards, workflows, field updates, and other approved configurations. - Collaborate with AI and technical specialists to determine effective solutions, including automation, or AI-powered capabilities. - Manage and prioritize the roadmap for operational tools beyond Salesforce, driving continuous improvements across multiple business systems. - Lead project coordination by managing timelines, communicating progress, identifying risks, and maintaining alignment across cross-functional teams. - Support user adoption by creating system documentation, delivering training, and promoting best practices to maximize efficiency. - Continuously evaluate processes to identify opportunities for automation and operational transformation.