Senior Business Analyst with Sales and Marketing experience
About the Position
We are looking for a Senior Business Analyst who can bridge business needs and technical execution for a content automation initiative. You will partner closely with investor relations, marketing, sales, data, and technology teams to design and implement scalable automation solutions for content production and approval workflows.
About the Project
This initiative focuses on automating the creation, approval, and distribution of investor relations materials for sales and marketing purposes. The goal is to streamline manual processes, improve data accuracy, and ensure compliance across all content outputs.
About the Team
You will work in a cross-functional team consisting of business analysts, platform specialists, developers, and stakeholders from investor relations, sales, marketing, and data management. The team collaborates closely with offshore delivery resources and operates in an iterative, delivery focused environment.
Responsibilities
- Collaborate with investor relations, marketing, sales, data, and technology stakeholders to gather and clarify business requirements
- Translate business needs into structured documentation including user stories, data mappings, workflow definitions, and acceptance criteria
- Design automation solutions for investor relations materials including pitchbooks, fund factsheets, and reporting outputs
- Break down manual content creation processes into repeatable automation components with clear data inputs, business rules, and exception handling
- Define template logic, content personalization rules, tagging structures, and approval workflows
- Coordinate with offshore developers and configuration teams by providing clear specifications and ongoing support during implementation
- Validate system outputs and ensure alignment with business expectations and compliance requirements
- Support quality assurance activities including data validation, version control, and audit readiness
- Drive continuous improvement of automation processes and identify opportunities for further optimization
Requirements
- Experience as a business analyst in a business-facing environment
- Experience in financial services environments - private or public markets
- Ability to work directly with investor relations, marketing, sales, data, and technology stakeholders
- Knowledge of sales lifecycle
- Knowledge of investor relations materials such as pitchbooks, fund factsheets, LP reporting, fundraising materials, and performance reporting
- Experience translating business requirements into functional and technical specifications including workflows and data mappings
- Understanding of content automation platforms and dynamic template configuration
- Experience working with offshore delivery teams and managing handoffs
- Strong attention to detail with focus on data accuracy, compliance, and quality control
- Ability to document processes clearly and support validation and testing activities
Nice to Have
- Experience with Seismic, LiveDocs, Highspot, Showpad, Mindtickle or Mediafly or similar content enablement tools
- Experience in workflow optimization and process reengineering
- Understanding of data governance and audit requirements
