M&A Business Analyst

Rootshell Enterprise Technologies•Santa Clara, CA

2d•Onsite

About The Position

Rootshell Enterprise Technologies Inc. is seeking an M&A Business Analyst for a client. The role is onsite in Santa Clara, California, and is listed as long term. The analyst will support post-merger integration of Professional Services and Customer Success platforms, including Clarizen, Gainsight, and Salesforce. Responsibilities span current-state discovery, future-state operating-model definition, requirements documentation, system integrations, data migration, Agile delivery, UAT, risk management, and change enablement.

Responsibilities

Lead current-state discovery and process mapping across Professional Services and Customer Success platforms, including Clarizen, Gainsight, and Salesforce.
Define a future-state operating model with standardized end-to-end workflows across Sales, Professional Services, and Customer Success to support post-merger service delivery.
Elicit, analyze, and document functional and non-functional requirements for system configuration, integration, and reporting.
Design bidirectional system integrations and data flows between Salesforce, Clarizen, and Gainsight.
Develop data migration strategies, including data mapping, transformation logic, and validation plans.
Perform data quality assessments and define cleansing requirements to ensure data integrity before and after migration.
Translate business processes into detailed user stories, epics, and acceptance criteria for Agile delivery teams.
Lead UAT planning and execution, defect management, and business sign-off for integrated systems and migrated data.
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 communications for the integrated platforms.