Business Analyst, Technical Enablement

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $75k - $95k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

📞 Support Engineer

👻 Ghost score 0%

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Practifi

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2013

💼 Consulting

🛡️ Insurance

☁️ SaaS

💰 $16.4M Series B - Practifi on 2020-01

Consulting • Insurance • SaaS

Practifi is an intelligent, AI‑powered CRM platform purpose-built for wealth management firms and registered investment advisors (RIAs). It delivers enterprise-grade, customizable CRM functionality on Salesforce infrastructure, with native AI assistants, deep integrations with custodians and wealth‑tech systems (e. g. , Orion, Black Diamond, Addepar, Schwab), workflow automation for compliance and client servicing, and mobile access to streamline advisor operations and scale firms of all sizes.

📋 Description

• Serve as the primary point of contact for client MSP accounts • Manage ongoing client communication, timelines, and deliverables • Lead discovery sessions and client meetings • Gather, clarify, and document requirements • Translate business needs into clear, actionable specifications for technical teams • Advise clients on standard Practifi functionality versus custom builds • Guide clients toward best-practice solutions that maximize value • Coordinate with Technical Consultants, Client Success, and leadership • Keep projects on track and resolve issues before escalation • Work in a paired model with Technical Consultants • Report to the Manager, Technical Consulting • Collaborate with cross-functional teams and contribute to discussions across teams

🎯 Requirements

• 3–5 years of experience in a business analyst, requirements analyst, or client-facing consulting role within SaaS, fintech, or professional services • Ability to lead client meetings independently and demonstrate the value of technical projects • Ability to translate business needs into actionable plans • Experience managing multiple concurrent client engagements • Strong organizational and prioritization skills • Familiarity with CRM platforms, Salesforce preferred • Comfortable being authentic and collaborative • Curiosity about how things work and how they could work better • Appreciation for transparency

🏖️ Benefits

• 20 days paid vacation • 10 days paid sick leave • 3 paid personal days • 3 paid volunteering days • Comprehensive benefits package • Annual Learnbucks stipend for continued education • Practibuddy dedicated to helping you succeed from day one • Flexible work-life integration • Bi-annual Chicago summits • Internal celebrations • Cross-team collaboration • Transparent pay scales • Promotion pathways and encouraged skill development • Fully remote work