xpate

Business Analyst

xpate

full-time

Posted on:

Location Type: Remote

Location: United States

Visit company website

Explore more

AI Apply
Apply

About the role

  • Conduct user research to understand real pain points in onboarding, portal usage, and internal operations.
  • Own the B2B onboarding journey - define and map user flows, create wireframes and detailed specifications, identify automation opportunities, and work with all teams to embed regulatory requirements seamlessly.
  • Own the client portal strategy - design workflows that reduce support tickets through self-service and automation.
  • Design the internal operations portal - dashboards, workflows, efficiency tools that make your team faster.
  • Design workflows that leverage AI and automation to handle routine work.
  • Define success metrics, analyze user behavior and bottlenecks, and continuously iterate based on data.
  • Work closely with Product, Engineering, Design, Compliance, and Operations teams to ensure all systems work together as one coherent experience.

Requirements

  • 3+ years of experience as a Business Analyst or Systems Analyst in B2B fintech, BaaS, payments companies, card issuance, or B2B banking platforms.
  • Deep domain expertise in B2B onboarding, compliance, identity verification, and payment flows.
  • Ability to create wireframes, user flows, and detailed process documentation that guide teams to build exceptional solutions.
  • Proficiency in design software (Figma, Framer), analytics platforms, automation tools, and AI assistants.
Benefits
  • Flexible working hours to support work–life balance.
  • Generous paid time off giving you the balance you need to perform at your best.
  • Extra personal time off for rest and recharge: 12 additional days per year, plus your birthday off.
  • Private health insurance and wellness benefits.
  • Apple hardware and modern work tools to support your workflow.
  • Opportunities to grow, lead, and shape xpate’s future-proof compliance ecosystem.
Applicant Tracking System Keywords

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

Hard Skills & Tools
user researchB2B onboardingwireframesuser flowsprocess documentationautomationsuccess metricsdata analysisAIcompliance
Soft Skills
collaborationproblem-solvingcommunicationcritical thinkingadaptability