Analyst, Business Tools

Dimensional Fund Advisors•Charlotte, NC

About The Position

The Analyst, Business Tools supports the development and operation of sales enablement products at Dimensional, including the 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 partners with internal business users and Technology teams to support firm and department priorities, while helping maintain and improve the quality of critical business data across the sales technology ecosystem. The position is part of the Global Client Group (GCG) Operations’ Business Tools team. The team’s mission is to enable the CRM ecosystem to support the business processes and insights needed to create a holistic view of Dimensional’s global client relationships. GCG Operations supports the Sales group’s day-to-day operational needs across business insights, technology product management, intermediary relationships, client onboarding, reporting, and administrative support.

Requirements

Bachelor’s degree required.
1–2 years of 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 who can also work independently and build trust with business partners.

Nice To Haves

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

Responsibilities

Triage and provide product support to global users of sales tools within the CRM ecosystem.
Partner with Technology teams and vendors to identify root causes, conduct functional analyses, and provide sensible solutions to users.
Maintain and improve critical client data across sales systems; proactively identify and resolve data quality issues and ensure information is accurate, consistent, and compliant with data governance and privacy standards.
Perform large-scale data activities, including bulk 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.