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OneVest is a fast-growing fintech company revolutionizing wealth management for financial institutions. Backed by Salesforce Ventures, Allianz Life Ventures, TIAA Ventures, and other notable investors, the company is listed on the WealthTech100 and Forbes's best startup employers.
The Business Analyst will join the Implementation team, serving as a key bridge between OneVest and enterprise customers during product deployment. You'll own the full lifecycle of customer implementations, from project kickoff through go-live and transition to business-as-usual operations.
Key responsibilities include:
• Lead discovery sessions to capture and validate customer requirements for workflows, user roles, permissions, data integration, and configurations
• Conduct solution analysis collaborating with Solutions Architects, Project Managers, and Product Managers to translate requirements into implementation plans
• Perform data analysis and mapping, working with CSV, JSON, and spreadsheets to align customer data with OneVest's data dictionary
• Design and configure customer organization structures, user roles, permissions, and page layouts
• Execute functional testing, validation, and support quality assurance and user acceptance testing
• Deliver customer demos showcasing configurations and integrations, gathering feedback to refine the experience
• Act as subject matter expert throughout implementation, supporting project managers with planning, risk mitigation, and issue resolution
• Lead end-user training and train-the-trainer sessions
• Develop customer-facing documentation including training materials, knowledge base articles, and FAQs
• Manage multiple concurrent projects in a fast-paced environment
• Identify and document change requests as part of formal change management
You'll work cross-functionally with presales, solutions architects, engineers, product managers, and customers to ensure seamless implementations and drive continuous improvement of internal processes.
