The Onboarding Business Lead Analyst is a senior-level position responsible for liaising between business users and technologists to exchange information in a concise, logical and understandable way in coordination with the Technology team. The overall objective of this role is to contribute to continuous iterative exploration and investigation of business performance and other measures to gain insight and drive business planning.

The CRM – Onboarding platform apart from the original workflow/deal management process is also enhanced to build and integrate the various workflows around submitting various TTS Cash products/Account opening requests by sales on CRM, manage the approvals of the workflows, communicate with the TTS Product processor (Pricing/Billing, Cash products etc), manage alerts and notifications to all stakeholders of the process and provide a modeling workbench for new deals / repricing existing relationships. The CRM Onboarding platform enables the Citi  to move from disconnected manual methods and systems to a STP integration with various product process / Account opening platform, providing improved revenue capture through leakage elimination, business growth , common customer experience globally and standardized Product, Operations and Technology processes.  

The CRM Onboarding business analyst will act as a liaison between the business users and technologists possessing a good understanding of both business requirements and of technology and are able to explain the business needs to the technologist and can "translate" technological terms and concepts to the business users/clients. The analyst is expected to be part of workflow business requirements gathering, writing, reviewing and finalizing functional requirement with all stakeholders and participate in solutions design across the global franchise

• The role is to help businesses implement technology solutions in a cost-effective way by determining the requirements, and communicating them clearly to all stakeholders, facilitators and partners.
• The candidate will use his/her experience to conduct business and in-depth data analysis for capturing the pricing flow requirements
• The candidate will understand the customizations required for Citi by the vendor / in-house solution and  document the requirements for each region while striving for standardization.
• In this position the candidate must be able to facilitate discussions, elicit requirements and orchestrate solutions working with the TTS Cash products teams and Sales / Account Manager teams
• The Business Analyst is to work with development team in helping them understand requirements, create test plans, analyze QC and UAT defects, tracks and manages and fully documents changes for functional and business specifications.

Responsibilities:

• Candidate is to perform at the Senior Business Analyst level and should have about 8+ years of experience within the financial services environment
• Candidate must have experience in TTS cash products, Account opening/maintainence understand the financial reports, Revenue management etc.
• Experience in Core Banking/Financial Services industry in the areas of Cash Management is desired.
• Proven experience in System Configurations, Conversions, Fit/Gap analysis, documenting functional specifications are required.
• Has excellent writing, oral and organizational skills.
• Solid experience in creating business requirements, functional requirements, test plan documents, process flows, and fit/gap analysis is required.
• Has excellent writing, communication skills, and organizational skills, work simultaneously on various projects, and take ownership of engagements, strong influencing and negotiating skills.
• Proven ability to drive solutions, work with Business and Operations and various technology partners to ensure success of the product.
• Experience in data analysis using  software/tools is required
• MS Office tools proficiency required - Excel proficiency is required

Qualifications:

• 6+ years of experience
• Proficiency in MS Office (Word, Excel, Visio, PowerPoint) with extensive experience using Excel for data analysis
• Experience with all phases of Software Development Life Cycle
• Comprehensive knowledge of the principles of business analysis

Education:

• Bachelor's degree/University degree or equivalent experience
• Master's degree preferred

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Grade :All Job Level - All Job FunctionsAll Job Level - All Job Functions - US

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