Business Analyst, Sales Enablement

2 months ago


Austin, Texas, United States Dimensional Fund Advisors Full time

Job Summary:

The Global Client Group at Dimensional Fund Advisors is seeking a highly skilled Business Analyst to join our Business Tools team. As a key member of our team, you will be responsible for the development and support of several sales enablement products, including our global CRM system and email automation tool.

Key Responsibilities:

  • Triage and provide product support for global users across various sales tools within the CRM ecosystem.
  • Partner with Technology and vendors to determine root causes of problems and perform functional analyses, providing sensible and deliberate solutions to users.
  • Create, update, and follow process runbooks as needed.
  • Effectively communicate product activities, presenting in small forums and team meetings.
  • Proactively identify data gaps and eliminate discrepancies, while ensuring compliance with data privacy regulations.
  • Liaise between business partners and technology, understanding how to collaborate with various groups effectively.
  • Contribute to projects in a business analysis function by documenting and testing functional requirements.
  • Build relationships with global sales teams and other departments to develop a robust understanding of business processes, data, and client service offerings.

Requirements:

  • Bachelor's degree required.
  • 1-2 years' experience in business analysis, operations, or technology support, including internships.
  • Strong analytical mindset and creative problem-solving skills.
  • Effective communicator, both in writing and verbally.
  • Display extreme attention to detail.
  • Intellectual curiosity and desire to learn.
  • Dedicated team player with the ability to work independently.
  • Focused on customer needs, with the ability to build trust and confidence.
  • Excellent computer skills: Microsoft Office, Excel (pivot tables, vlookups), etc.
  • Experience with Microsoft Dynamics (or similar CRM software) and testing tools (ex. JIRA) a plus.
  • Understanding of Agile principles and experience in the Financial Services Industry a plus.

About Dimensional Fund Advisors:

Dimensional Fund Advisors is a leading investment management firm that offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.



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