M&A Business Analyst

M&A Business Analyst

Lead current-state discovery and process mapping across Professional Services and Customer Success platforms, including Clarizen, Gainsight, and Salesforce.

Define the future-state operating model with standardized end-to-end workflows across Sales, PS, and CS to support post-merger service delivery.

Elicit, analyze, and document functional and non-functional requirements for system configuration, integration, and reporting.

Design bi-directional system integrations and data flows between Salesforce, Clarizen, and Gainsight.

Develop comprehensive data migration strategies, including data mapping, transformation logic, and validation plans.

Perform data quality assessments and define cleansing requirements to ensure data integrity pre- and post-migration.

Translate business processes into detailed user stories, epics, and acceptance criteria for Agile delivery teams.

Lead UAT planning, execution, defect management, and business sign-off for integrated systems and migrated data.

Proactively manage integration risks, dependencies, and issue resolution as the primary liaison between business and IT teams.

Support change enablement through training materials, SOP updates, and stakeholder communication for the integrated platforms.