Analyst Jobs

About The Position

Requirements

• Bachelor’s degree in Information Systems, Business, Computer Science, or related field; or equivalent experience.
• 0-2 years of experience as a Business Systems Analyst, functional consultant, or related role, ideally within a SaaS or CPG/trade finance environment.
• Proficiency with SQL for querying and analyzing large datasets
• Demonstrated experience conducting client-facing discovery, process analysis, or requirements gathering engagements.
• Strong analytical and problem-solving skills, with the ability to synthesize complex operational processes into structured, communicable findings.
• Excellent communication and presentation skills, with comfort presenting findings and recommendations to both technical and non-technical stakeholders.

Nice To Haves

• Experience working within Agile/Scrum environments.
• Familiarity with APIs, data structures, or system integrations.
• Experience with BI or analytics tools (e.g., Power BI, Tableau).
• Experience using issue tracking tools such as Jira or Azure DevOps.

Responsibilities

• Conduct discovery sessions, observing and documenting specific data processing workflows from invoice receipt through resolution.
• Analyze client data administration processes to identify pain points, inefficiencies, and gaps in current tools and workflows.
• Use SQL to query and validate client data, supporting deeper analysis of data volumes, aging, dispute rates, and resolution patterns.
• Compile and present structured findings from client engagements back to the Product team, including process maps, gap analyses, and prioritized feature recommendations.
• Develop detailed process documentation, workflow diagrams, and use case narratives that inform product specifications
• Partner with Product Managers to translate client insights into clear, actionable requirements and functional specifications throughout the product development lifecycle.
• Build and maintain strong client relationships during engagements, ensuring a consultative and professional experience throughout each discovery project.
• Contribute to defining success metrics, validation criteria, and acceptance standards for new features as they move through development.
• Provide clarification on system behavior and expected functionality to internal teams.
• Assist the Product Manager with requirements clarification, functional documentation, and refinement of specifications as needed.

Benefits

• Various Health Care Plans you can choose from to best fits your needs (Medical, Dental & Vision)
• Retirement Plan with company match (401k, IRA)
• Generous Paid Time Off package that grows with seniority (Vacation, Sick, and Public Holidays)
• Paid Maternity leave
• Paid Parental bonding leave
• One month paid sabbatical after five continuous years of work at UpClear
• Hybrid work model
• Competitive Salary ($65K - $85K)