Analyst, Business Tools

Responsibilities

• Triage and provide product support for global users across CRM, email marketing, secure site, and related client technology platforms
• Partner with Technology and vendors to determine root causes, perform functional analyses, and deliver sensible solutions to users
• Maintain and enhance critical client data across sales systems, proactively identifying and resolving data quality issues while ensuring information remains 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
• Support the sales email marketing and automation platform, including building, maintaining, and troubleshooting campaign automations, integrations, and related data flows
• Support the secure site and other digital initiatives by partnering with Technology, Marketing, and business stakeholders on requirements, testing, implementation, and ongoing enhancements
• Create and maintain runbooks, identify opportunities to enhance existing business processes, and effectively communicate product updates to stakeholders
• Build strong partnerships across global Sales, Technology, Marketing, and other departments to understand business processes, data, and client service needs and effectively deliver solutions

Qualifications

• 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, manipulating, and validating data
• Demonstrated ability to work with large datasets with a high degree of accuracy and attention to detail
• Strong analytical, problem-solving, and communication skills
• Intellectual curiosity, initiative, and a desire to learn
• Collaborative team player with the ability to work independently and build trust with business partners
• Experience with Microsoft Dynamics or similar CRM software and testing tools (e.g. JIRA) a plus
• Understanding of Agile principles and/or experience in the financial services industry a plus

Benefits

Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.