Analyst, Business Tools

Dimensional•Charlotte, NC

About The Position

The Analyst, Business Tools supports the development of sales enablement products at Dimensional, including its global CRM system and integrations such as email automation, business process flows, and sales data tools. Working as a process and project contributor, the Analyst interfaces with internal business users and Technology partners to advance firm and department priorities, while helping maintain and improve the quality of critical business data across the sales technology ecosystem. The role is part of the Global Client Group (GCG) Operations’ Business Tools team. The team enables the CRM ecosystem to support business processes and insights that provide a holistic view of Dimensional’s global client relationships. GCG Operations supports the Sales group’s day-to-day operational needs in business insights, technology product management, intermediary relationships, client onboarding, reporting, and administrative support.

Requirements

Bachelor’s degree required.
1–2 years’ experience in business analysis, operations, or technology support, including internships.
Strong computer skills, including advanced Excel skills and experience querying and validating data.
Demonstrated ability to work with large datasets accurately and with attention to detail.
Strong analytical, problem-solving, and communication skills.
Intellectual curiosity, initiative, and a desire to learn.
Collaborative team player able to work independently and build trust with business partners.

Nice To Haves

Experience with Microsoft Dynamics or similar CRM software and testing tools such as JIRA.
Understanding of Agile principles and/or experience in the financial services industry.

Responsibilities

Triage and provide product support for global users across sales tools in the CRM ecosystem.
Partner with Technology and vendors to determine root causes, conduct functional analyses, and deliver sensible solutions to users.
Maintain and enhance critical client data across sales systems; identify and resolve data quality issues while ensuring information is accurate, consistent, and compliant with data governance and privacy standards.
Execute large-scale data activities, including bulk data updates and querying and analyzing data using tools such as Excel and Snowflake, to support data maintenance, analysis, and evolving business needs.
Create and maintain process documentation and runbooks, and communicate product activities and updates to stakeholders.
Contribute to projects in a business analysis capacity by documenting requirements, testing functionality, and supporting implementation of new capabilities and process improvements.
Build partnerships across global Sales, Technology, Marketing, and other departments to understand business processes, data, and client service needs and deliver solutions.