Business Analyst

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Job Summary:

The Business Analyst partners with business stakeholders and technical teams to identify business needs, analyze processes, and deliver solutions that enhance operational efficiency and overall business performance. This role leads requirements gathering, conducts in-depth data analysis, and drives alignment across departments to ensure technology and process solutions support strategic objectives. The Business Analyst plays an active role in revenue operations across sales, marketing, and customer success functions, owning key analyses and contributing to improved reporting, pipeline visibility, and process optimization.

By translating data into actionable insights, supporting system enhancements, and driving continuous improvement initiatives, this role helps enable informed decision-making and measurable business outcomes.

Essential Functions:

Duties and Responsibilities

* Own the gathering, analysis, and documentation of business requirements by working directly with stakeholders to support project initiatives and operational improvements.

* Lead process analysis efforts, documenting current and future-state workflows and proactively identifying opportunities for efficiency and optimization.

* Develop and maintain detailed documentation, including process maps, user guides, and standard operating procedures, ensuring clarity and usability for business stakeholders.

* Facilitate cross-functional meetings and working sessions to elicit requirements, align on business needs, and support solution design discussions.

* Support and contribute to system-related projects, including coordinating user acceptance testing (UAT), validating results, and ensuring business requirements are met.

* Manage CRM system activities (e.g., Salesforce, Hub Spot), including configuring basic elements, maintaining data integrity, generating reports, and providing user support.

* Take ownership of data quality initiatives, monitoring data across systems, driving data hygiene processes, and addressing inconsistencies in partnership with stakeholders.

* Design, build, and maintain dashboards and reports (e.g., Power BI) to provide actionable insights and support business performance tracking.

* Analyze sales pipeline, conversion metrics, and performance trends, translating data into meaningful insights and recommendations for decision-making.

* Produce and present recurring and ad hoc analyses, delivering clear insights and narratives tailored to stakeholder needs.

* Utilize SQL and other tools to independently extract, manipulate, and analyze data from multiple sources to support reporting and business questions.

* Define and document data definitions, sources, and reporting methodologies, ensuring consistency and governance across analytics assets.

* Perform and oversee data validation and quality checks, ensuring accuracy, reliability, and consistency in reporting outputs.

* Identify opportunities for automation and process improvement, and contribute to implementing workflow enhancements and scalable solutions.

* Develop and maintain automated reporting, alerts, and workflows to improve efficiency and reduce manual effort across business functions.

* Troubleshoot system and data issues independently, serving as a key liaison with IT and escalating complex issues…