Systems and Business Analyst, Client Operations

Wrapbook

Systems & Business Analyst focusing on processes and systems within Client Operations at Wrapbook. Collaborating with teams and AI Ops partners to optimize workflows and requirements.

Posted 7/29/2026full-timeRemote • 🇨🇦 CanadaMid-LevelSenior💰 $137,000 - $198,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in business analysis and project management, with a strong focus on Salesforce configuration and automation solutions. Capable of clear communication with senior leaders and adept at managing cross-functional roadmaps and stakeholder expectations.

Highest-signal resume keywords

Salesforce ConfigurationBusiness AnalysisProject ManagementAutomation SolutionsClear Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Salesforce FluencyAutomationIntegrationScriptingAI Solutions

Soft Skills

Discovery InstinctsStakeholder InterviewingRisk ManagementAlignment Facilitation

Tools & Technologies

Zoom Contact CenterCalendlyZapier

Certifications & Qualifications

Salesforce Admin Certification

Industry Keywords

High-Volume OperationsRequirements GatheringWorkflow ObservationAI-First Mindset

About the role

Key responsibilities & impact

You become the expert in how Support, Customer Success, and Operations actually work, then turn that into clear requirements and well-scoped projects mapped to our business goals.
From there you either make the light changes yourself or build the fix with your AI Ops partner. You own requirements end to end, and you push back when a request isn't grounded in a real problem or when today's systems can't support it.
Light Salesforce configuration within the published data model (reports, dashboards, simple flows, field updates), triage, and roadmap ownership for your pod's non-Salesforce tools (Zoom Contact Center, Calendly, Zapier, etc). Increasingly, AI-built solutions with your AI Ops partner.
Coordination, communication, and roadmap management.

Requirements

What you’ll need

6+ years in a business analyst, ops, or systems role, ideally high-volume, with the seniority to hold your ground with senior leaders.
High Salesforce fluency, specifically experience building in the platform. Admin certification preferred.
Evidence you build beyond a CRM: an automation, an AI agent, a scripting habit, an integration. You treat Salesforce as one system among several.
Strong discovery instincts. You interview stakeholders, observe workflows, and don't take a doc at face value.
You get productive in an unfamiliar system or domain quickly, and you don't wait for a map.
Real project management. You own timelines, surface risk early, and keep everyone aligned when they all think their thing is top priority.
Clear, direct communication. You can tell a senior leader their requirement isn't ready and explain why.
An AI-first, automation-first mindset with disciplined judgment.

Benefits

Comp & perks

Unlimited Paid Time Off
Work from anywhere in Canada and USA
Health and Dental benefits
Up to $1,500 USD/ $2,025 CAD towards IT set up for your home
Up to 2% matching RRSP / 401K
Learning and Development opportunities
Up to $50 USD/ $67.50 CAD towards Internet/Cell phone service