Meet with clients to understand business processes, technical needs, and desired outcomes.
Translate client needs into clear requirements and practical solution recommendations.
Support template-based implementation projects involving connected business systems.

Qualifications:

Experience in business analysis, data analytics, SaaS implementation, or similar client-facing role.
Exposure to CRM platforms like Salesforce or ERP systems like QuickBooks.
Ability to use AI tools to improve workflows and automate tasks.

What Success Looks Like:

Client needs are understood and translated into actionable solution requirements.
Strong client relationships are built through effective communication and problem-solving.
AI and automation opportunities are consistently identified to improve efficiency.