Analyst, Business Tools (Financial Services)

Location: Hybrid role in Charlotte, United States of America

Company

hirify.global provides investment and financial services, with the role supporting sales technology and client relationship operations.

What you will do

• Support global users across CRM and related sales enablement tools, including email automation, business process flows, and sales data tools.
• Partner with Technology and vendors to identify root causes, perform functional analysis, and deliver user solutions.
• Maintain accurate, consistent, compliant client data and proactively resolve data quality issues.
• Perform bulk data updates and query and analyze large datasets using Excel and Snowflake.
• Create process documentation and runbooks and communicate product activities and updates to stakeholders.
• Contribute to business analysis projects by documenting requirements, testing functionality, and supporting new capabilities and process improvements.

Requirements

• Bachelor's degree required.
• 1–2 years of experience in business analysis, operations, or technology support, including internships.
• Strong computer skills, including advanced Excel skills and experience querying and validating data.
• Experience working with large datasets with high accuracy and attention to detail.
• Strong analytical, problem-solving, and communication skills.
• Intellectual curiosity, initiative, willingness to learn, and the ability to collaborate independently and build trust with business partners.
• This role is not eligible for immigration sponsorship.

Nice to have

• Experience with Microsoft Dynamics or similar CRM software and testing tools such as JIRA.
• Understanding of Agile principles and/or experience in the financial services industry.

Culture & Benefits

• Hybrid work arrangement.
• Comprehensive benefits supporting employees, their families, and careers.
• Educational initiatives and programs focused on career development.
• Special celebrations recognizing the company’s history, culture, and growth.
• Equal opportunity employment policy.