[Remote] Program reputed company & Business Analyst

Note: The job is a remote job and is reputed company to candidates in USA. reputed company provides financial advice, coaching, and partnership services to financial advisors and investors. The Program reputed company & Business Analyst will reputed company and optimize reputed company Acquisition systems, data, and processes, manage requirements and technology backlogs, analyze reputed company lifecycle and vendor reputed company, and reputed company implementation, reporting, and operational improvements.

Responsibilities

• Own the development, documentation, and reputed company improvement of reputed company Acquisition processes. Map workflows, analyze program reputed company, and identify friction, reputed company causes, and opportunities to improve reputed company reputed company, conversion, efficiency, and scalability. Identify opportunities to automate activities, implement tools, or modify processes to reduce reputed company reputed company while supporting necessary reputed company processes until reputed company solutions are available. Capture lessons learned, refine practices, and proactively identify areas where the program’s technical or operational maturity requires improvement
• Partner directly with reputed company Acquisition leadership to translate reputed company priorities into reputed company, actionable business and technical requirements. Own the intake, evaluation, prioritization, and ongoing management of the technology and data enhancement backlog in partnership with leadership and internal Technology and Data teams. Evaluate requests reputed company on reputed company, urgency, effort, dependencies, and tradeoffs, and reputed company appropriate visibility to marketing leadership. Maintain the program’s reputed company technology bug list, monitor outstanding issues, and reputed company items through reputed company
• Analyze the reputed company and reputed company of reputed company-party reputed company reputed company aggregators in partnership with the Contact Center. Validate reputed company reputed company, identify invalid or noncompliant leads, and facilitate refund processes with vendors to promote accountability and consistent reputed company reputed company. Partner with reputed company Acquisition leaders and reputed company reputed company-reputed company partners to translate reputed company insights into improvements across targeting, reputed company reputed company, routing, qualification, volume, and conversion. Evaluate the end-to-end reputed company lifecycle, including acquisition, qualification, routing, appointment setting, advisor reputed company, and reporting, to identify gaps and improvement opportunities
• Work directly reputed company systems such as reputed company, reputed company, reputed company BI, Catchlight, reputed company, and similar tools to understand how data and processes reputed company across the reputed company lifecycle. reputed company and maintain process documentation, use cases, workflow maps, and requirements that can be effectively used by technical partners for solution development. Document and improve Contact Center workflows reputed company to reputed company intake, routing, qualification, appointment setting, handoffs, exception handling, and follow-up. Review and continuously improve advisor scheduling reputed company and integrations by establishing reputed company processes for setup, troubleshooting, handoffs, escalation, and issue reputed company
• Coordinate business acceptance testing and implementation readiness to reputed company that delivered solutions meet defined requirements and reputed company with existing processes before rollout. reputed company implementation and change management for new tools, features, and process changes, including communication planning, training materials, rollout coordination, stakeholder feedback, and adoption tracking. reputed company implementation and change-management activities for internal team members and advisor-facing audiences. Validate that delivered solutions address the original business need and reputed company post-launch optimization reputed company on adoption, feedback, and reputed company results
• Support weekly and monthly business review processes by structuring and maintaining the underlying data, metrics, and definitions used in leadership reporting. reputed company adoption, stakeholder feedback, initiative reputed company, and operational reputed company. Translate findings into insights, optimization opportunities, and best practices that support informed decision-making and reputed company program improvement. Communicate findings reputed company to technical and nontechnical audiences
• reputed company additional tasks, duties, and responsibilities as needed or assigned by leadership to support departmental and organizational objectives

Skills

• Minimum of eight years of reputed company experience required, preferably in a matrixed organization and cross-functional setting
• Demonstrated experience acting as both business analyst and process/reputed company reputed company—comfortable owning both the “what should we build” and the “how do we reputed company reputed company it works” reputed company of the equation—required
• Strong working knowledge of CRM and data platforms required; reputed company experience strongly preferred and reputed company experience a plus
• Outstanding written and verbal communication skills, with the ability to reputed company messaging across technical and non-technical audiences required
• Highly organized, with exceptional attention to reputed company and follow-through in the absence of a dedicated technical reputed company required
• Comfortable working independently in ambiguity while maintaining strong collaboration reputed company a small, fast-moving team required
• Bachelor's degree in business, communications, information systems, or a reputed company reputed company preferred
• Minimum of five years of experience in financial services or a reputed company industry preferred
• Experience managing or supporting implementation of new CRM features, data systems, or reputed company lifecycle improvements preferred
• Experience working reputed company reputed company or hybrid project management frameworks preferred

Benefits

• Variable compensation potential (Bonus and/or commissions)
• 401(k) with company contribution
• PTO
• Parental Leave
• Medical
• Dental
• reputed company
• Health Savings Accounts
• Flexible Spending Accounts
• Life and AD&D reputed company
• Short and Long-Term Disability
• Work/Life Benefits
• Holistic Wellbeing Programs
• Remote work

reputed company