Senior Functional Analyst – Client Management

This is a fully remote position, open to applicants in California, +2 more states.

📋 Description

• Establish and cultivate relationships with business and technology stakeholders across Sales, Relationship Management, Banking Operations, New Accounts, Client Services, Compliance/Risk, Information Security, and technology teams.

• Grasp business objectives, processes, policies, and operational challenges, translating these into functional and technical requirements.

• Lead the discovery and analysis of intricate business processes.

• Document both current-state and future-state workflows.

• Propose solutions that streamline customer onboarding, minimize manual efforts, enhance data quality, and improve customer experiences.

• Assess alternative solutions, challenge existing assumptions, recognize dependencies, and recommend strategies that balance business value with technical feasibility, operational efficiency, and risk.

• Acquire a comprehensive understanding of cloud-native applications and vendor platforms, including Salesforce, Prelim, DocuSign, and Fiserv DNA.

• Analyze and resolve issues related to APIs, system interfaces, data mappings, vendor configurations, and integration behaviors.

• Clarify integration needs, evaluate solution designs, troubleshoot problems, and ensure system interoperability.

• Coordinate application enhancements, vendor updates, and configuration modifications.

• Conduct functional analysis for complex features and workflows.

• Refine backlog items, clarify requirements, define business rules and acceptance criteria, and identify scenarios, edge cases, and dependencies.

• Execute functional validation and quality assurance tasks.

• Assist in integration, regression, and user acceptance testing.

• Evaluate release impacts, manage dependencies, support implementation readiness, and validate delivered solutions.

• Investigate production incidents and support root-cause analysis and resolution efforts.

• Identify opportunities to enhance onboarding workflows, automate repetitive tasks, increase reliability, and prevent recurring issues.

• Maintain functional and technical documentation, including workflow diagrams, system and data-flow mappings, integration requirements, user guides, and training materials.

• Support both internal and external audit requests with relevant process documentation, system information, and control evidence.

• Facilitate discussions with stakeholders, clarify solution options and trade-offs, and drive decisions and action items to completion.

• Manage analysis deliverables, identify risks, coordinate dependencies, and keep stakeholders informed.

• Collaborate within a remote, cross-functional Agile team environment.

• Share knowledge, mentor colleagues, embrace new technologies, and enhance team practices and delivery effectiveness.

⛳️ Requirements

• Bachelor's degree in Business, Information Systems, Computer Science, or a related field, or equivalent relevant professional experience.

• Over 5 years of experience as a Functional Analyst, Business Systems Analyst, Product Analyst, or a similar role supporting enterprise applications and business technology solutions.

• Experience in comprehending complex business processes and translating business requirements into actionable technical solutions.

• Strong analytical, critical-thinking, and problem-solving abilities.

• Proven experience in process mapping, workflow optimization, requirements analysis, and evaluating solution alternatives.

• Technical expertise with internally developed applications and SaaS platforms.

• Familiarity with vendor software configurations, system integrations, published APIs, data mapping, troubleshooting, and application enhancements.

• Experience working within Agile software delivery environments.

• Proficient with functional and non-functional requirements, backlog refinement, user stories, acceptance criteria, quality assurance, and user acceptance testing.

• Experience in incident management, issue triage, root-cause investigation, and coordinating the implementation and validation of solutions.

• Excellent written and verbal communication, facilitation, and interpersonal skills.

• Ability to independently manage complex assignments, anticipate risks, and follow through on commitments.

• Intermediate proficiency in Microsoft Excel.

• Working knowledge of cloud application fundamentals, such as Microsoft Azure or a comparable cloud platform.

• Preferred: Experience with Salesforce CRM.

• Preferred: Experience with digital customer onboarding, account opening, workflow automation, or document management solutions.

• Preferred: Familiarity with Prelim, DocuSign, or Fiserv DNA.

• Preferred: Experience within financial services or related industries.

• Preferred: Working knowledge of SQL, data analysis, API testing tools, or Microsoft Azure technologies, including Azure Fundamentals (AZ-900).

• Preferred: Experience using AI-assisted tools such as Cursor, Codex, ChatGPT, or Microsoft Copilot.

• Preferred: Experience with Scaled Agile Framework (SAFe) methodologies and tools such as Jira, Confluence, or Productboard.

• Preferred: Business Analysis certification, such as CBAP, or a comparable professional certification.

🏝️ Benefits

• Medical insurance.

• Dental insurance.

• Vision insurance.

• 401k.

• PTO/paid sick leave.

• Employee stock purchase plan.

• Inclusive workplace culture.

• Equal opportunity employment.