IntraFi

Analyst

• You would be a key technical member of our Integration Team, working collaboratively with departments across the company to automate business processes between IntraFi and its member institutions.
• You will interface directly with financial institutions (large and small), banking technology providers, fintechs, and other financial services providers.
• Assist in evaluating financial and technology companies to identify synergies for opportunities to grow and expand IntraFi’s services.
• Present technology offerings to customers, including C-Level executives.
• Analyze complex problems, interpret business needs, and formulate creative technical solutions.
• Serve as the technical liaison between IT, clients, and internal business units.
• Work with the Application Development and Product Management Teams to build and enhance IntraFi’s integration capabilities to meet current and future business needs.
• Design, develop, test, and implement solutions using commercial and custom integration tools to facilitate participation in our services.
• Develop complex data integration solutions using SQL.
• Independently perform functional analysis for new projects; document functional and system requirements and solution designs.
• Be able to operate across multiple projects simultaneously and perform a variety of tasks, from addressing production issues to working with new customers.
• Provide exceptional customer support to existing clients to ensure seamless participation in IntraFi’s services. In some cases, support will be outside of normal business hours.

IT Integration Analyst

Director

• Leveraging your experience and results-oriented mindset, you will be a key member of our sales team. Specifically, you will focus on developing and maintaining relationships that will drive revenue growth and expand opportunities. You will play a pivotal role in promoting our market presence and achieving ambitious sales targets.
• Cultivating and maintaining strong, synergistic client relationships so as to understand client needs and challenges and provide solutions that leverage and grow the value of IntraFi’s services.
• Identifying and energetically pursuing new market opportunities, target segments, and potential clients to expand market penetration.
• Collaborating with our product and service teams to tailor the use of IntraFi’s product suite for specific client objectives and needs.
• Working closely with cross-functional teams to ensure seamless execution of sales initiatives.
• Staying abreast of industry trends, competitor activities, and emerging technologies to ensure IntraFi remains nimble and responsive to client demands and market opportunities.
• Leveraging market insights to refine sales strategies and stay ahead of the curve.
• Monitoring sales performance metrics, including conversion rates and pipeline growth, to meet established performance goals.
• Sharing regular updates with senior management on sales progress and market trends.

Managing Director

Business Analyst

• You will be a key member of IntraFi Sweep Team, leading the team’s development efforts to support our existing applications and develop new solutions to meet the diverse needs of a growing network of customers.
• You will act as a liaison between functional/technical stakeholders and your development team, and you will lead the analysis on how IntraFi’s Sweep product and other processes can be enhanced to meet current and future business needs.
• You will also provide agile and project management best practices to enhance team performance and delivery.
• Collaborate with high-performing IT teams in a dynamic, entrepreneurial environment where automation and technical craftsmanship are a top priority.
• Guide development activities from initial concept through successful deployment, ensuring alignment with business goals and user needs.
• Plan and coordinate initiatives ranging from minor enhancements to large-scale, complex projects by defining scope, setting timelines, and establishing key deliverables in close collaboration with stakeholders and technical teams.
• Monitor progress, manage changes, adapt to shifting priorities, mitigate risks, and address issues to ensure timely and successful delivery, while keeping stakeholders and senior management informed of project status.
• Perform business analysis activities for new initiatives, translating complex business and technical needs into clear functional and system requirements.
• Develop user stories, define acceptance criteria, and maintain a product backlog within an Agile environment.
• Partner with architects, developers, and quality assurance engineers throughout the software development lifecycle to ensure solutions meet business needs and align with technical standards.
• Facilitate discussions to drive consensus, resolve conflicts, align stakeholders, and foster cross-team collaboration.
• Manage multiple concurrent initiatives, including conducting discovery activities for new projects, supporting ongoing development efforts, and resolving production issues.
• Provide on-call production support to ensure that our services are available and operating correctly.

Senior Business Analyst

Account Manager

• You would be a key member of our team, responsible for providing financial institutions the highest quality operational support in the sweep-processing business.
• Working with a collaborative team to onboard new banks and custodial agents. Working within a Salesforce based workflow process to manage and support various operational based tasks.
• Managing the pipeline for new customers that includes updating and maintaining a contractual term tracking system used to support various reporting and analytical downstream functions
• Modeling and building data queries. Involvement in cross-functional Data Lake based projects.
• Analyzing and preparing data to present to our clients. Developing, documenting, and implementing procedures that are focused on transactional processing, cash settlement and reconciliation.
• Working with third-party vendors and partners to resolve operational issues with the ability to communicate key information in a timely manner

IT Integration Analyst

Managing Director

Senior Business Analyst

Senior Operations Analyst, Client Account Management