Business Analyst, CRM Systems
4 weeks ago
Job Title: Analyst, Business Tools
Job Summary:
The Global Client Group (GCG) at Dimensional Fund Advisors leads the firm's efforts to acquire long-term client relationships and increase its reach in the marketplace. Team members work closely with institutions and financial advisors to offer focused, specialized support and ensure a consistently impeccable client experience.
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 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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