M&A Business Analyst III

M&A Business Analyst - Technical Services

• Current State Assessment & Process Mapping: Lead detailed discovery and analysis sessions to map the "as-is " processes, organizational structures, and data flows within Professional Services (Clarizen) and Customer Success (Gainsight) for both merging entities.
• Future State Operating Model Design: Define the "to-be " integrated operating model, creating standardized, unified processes for critical handoffs (e.g., Sales PS CS) across SFDC, Clarizen, and Gainsight, ensuring optimal service delivery.
• Requirements Elicitation & Documentation: Elicit, analyze, and document detailed functional and non-functional requirements for the configuration and integration of Clarizen, Gainsight, and SFDC to support the new combined entity.
• Systems Integration & Data Flow Design: Document bi-directional data synchronization requirements and field mapping specifications to ensure accurate, automated data exchange between Clarizen, Gainsight, and the core Salesforce CRM (SFDC).
• Data Migration Strategy: Develop the comprehensive data migration plan and strategy, including data dictionaries, definitive data mapping documents, and transformation logic for all critical data objects from source systems to the consolidated Clarizen and Gainsight instances.
• Data Quality and Cleansing: Conduct data profiling and analysis to identify quality issues in source data, defining necessary cleansing and transformation requirements to ensure data integrity prior to and post-migration.
• User Story Development & Prioritization: Translate approved processes and data requirements into detailed user stories, epics, and acceptance criteria for the IT development team for efficient, agile execution.
• UAT Planning and Execution: Lead the creation of integration and data validation test plans, manage the User Acceptance Testing (UAT) process, and coordinate sign-off to validate that integrated systems and migrated data meet all business requirements.
• Issue Resolution & Risk Management: Proactively identify, track, and manage integration risks, system issues, and functional dependencies, serving as the primary functional liaison to resolve conflicts between business owners and technical teams.
• Change Enablement: Partner with change management teams to develop training materials, communication plans, and updated Standard Operating Procedures (SOPs) based on the newly integrated Clarizen, Gainsight, and SFDC platform.

Skills:

• Deep Domain Expertise: Proven experience supporting Professional Services and Customer Success functions, with a strong understanding of service delivery lifecycles, resource management, customer health scoring, and renewal processes.

• Clarizen & Gainsight Proficiency: Hands-on functional and configuration knowledge of Clarizen (or similar PSA tool like OpenAir/FinancialForce) and Gainsight (or similar CSM tool like ChurnZero/Catalyst).

• SFDC/CRM Integration Mastery: Expert understanding of Salesforce (SFDC) architecture, including data models, object relationships, and the technical requirements for integrating external systems (Clarizen, Gainsight) with the core CRM.

• M&A Integration & Analysis: Demonstrated ability to perform comprehensive gap analysis, process modeling, and requirements definition specifically within a post-M&A integration context.

• Data Migration & Quality Management: Advanced skill in developing data migration strategies, creating complex data mapping documents, defining transformation logic, and leading data cleansing efforts for critical business applications.

• Requirements Management & Agile: Highly proficient in translating complex business processes and strategic goals into detailed functional requirements, user stories, and acceptance criteria in an iterative (Agile) environment.

• UAT Leadership & Stakeholder Communication: Proven ability to lead User Acceptance Testing (UAT), coordinate cross-functional stakeholders (PS, CS, IT), and manage expectations throughout the integration lifecycle.

Education:

• Required: Bachelor's degree in Business Administration, Information Technology, Computer Science, or a related quantitative field.

• Preferred: Master's degree (MBA or equivalent) or relevant professional certifications, such as a Certified Business Analysis Professional (CBAP) or Project Management Professional (PMP).

• M&A/Agile Certification: Certification or demonstrated coursework in M&A integration methodologies, or formal training in Agile/Scrum methodologies (e.g., Certified ScrumMaster or Product Owner) is highly beneficial.

• Systems Certification: Specific vendor certifications for enterprise-level applications (e.g., Gainsight Admin, Clarizen Certified Professional, or Salesforce Administrator) are a strong advantage.