Partner with business leaders to analyze, document, and improve business processes through automation initiatives.
Identify and prioritize automation opportunities by assessing ROI, complexity, and alignment with business goals.
Design, test, and deploy automated workflows using tools such as Power Automate, Workato, or UiPath StudioX.
Create and maintain detailed process documentation, SOPs, and automation governance guidelines.
Collaborate with IT and Engineering to ensure automations meet security, compliance, and integration standards.
Monitor, measure, and report on automation performance, adoption, and process improvements.
Train and support end users and business teams on automation best practices and process improvement tools.

Requirements

3–5 years of experience in business analysis, process improvement, or operational excellence.
Hands-on experience with one or more process automation platforms such as Power Automate, UiPath StudioX, Workato, or Zapier.
Certifications in relevant platforms (e.g., Zapier Expert).
Strong understanding of business process modeling, workflow design, and change management principles.
Ability to analyze complex processes, identify inefficiencies, and develop data-driven recommendations.
Experience gathering and documenting requirements from multiple business stakeholders.
Excellent communication, facilitation, and stakeholder management skills.
Strong problem-solving, analytical, and critical-thinking abilities.
Proficiency with Microsoft Office Suite, Jira, and Lucid Chart (or equivalent tools).
Lean Six Sigma Green Belt or Black Belt certification (preferred).
Familiarity with CRM, ERP, or ticketing systems such as Salesforce or ServiceNow.
Experience working in financial services, fintech, or operations-heavy environments.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills

business analysisprocess improvementoperational excellenceprocess automationbusiness process modelingworkflow designchange managementdata-driven recommendationsrequirements gatheringautomation performance monitoring

Soft skills

communicationfacilitationstakeholder managementproblem-solvinganalytical skillscritical-thinkingtrainingsupportcollaborationdocumentation

Certifications

Zapier ExpertLean Six Sigma Green BeltLean Six Sigma Black Belt