M&A Business Analyst III

Overview
Lead the integration of Professional Services (Clarizen) and Customer Success (Gainsight) systems post-merger. Map current processes, design future-state models, and ensure seamless data flows with Salesforce (SFDC). Drive requirements, migrations, testing, and change management for optimal service delivery across Sales PS CS handoffs.

Key Responsibilities

• Current State Assessment & Process Mapping: Conduct discovery sessions to document "as-is" processes, org structures, and data flows in Clarizen (PS) and Gainsight (CS) for both entities.
• Future State Operating Model Design: Define "to-be" unified processes for key handoffs (e.g., Sales PS CS) across SFDC, Clarizen, and Gainsight.
• Requirements Elicitation & Documentation: Gather and document functional/non-functional requirements for Clarizen, Gainsight, and SFDC configurations/integrations.
• Systems Integration & Data Flow Design: Specify bi-directional syncs, field mappings, and automated data exchange between systems.
• Data Migration Strategy: Create data dictionaries, mappings, and transformation logic for migrating critical data to consolidated Clarizen/Gainsight instances.
• Data Quality and Cleansing: Profile source data, identify issues, and define cleansing/transformation rules for integrity.
• User Story Development & Prioritization: Convert processes/requirements into epics, user stories, and acceptance criteria for Agile IT teams.
• UAT Planning and Execution: Develop test plans, lead UAT, and secure stakeholder sign-off on integrations and data.
• Issue Resolution & Risk Management: Track risks, issues, and dependencies; act as liaison between business and IT.
• Change Enablement: Collaborate on training, communications, and SOPs for the integrated platform.

Required Skills & Experience

• Domain Expertise: Proven track record in PS/CS functions, including service lifecycles, resource management, customer health scoring, and renewals.
• Tool Proficiency: Hands-on with Clarizen (or OpenAir/FinancialForce) and Gainsight (or ChurnZero/Catalyst).
• SFDC/CRM Integration: Expert in Salesforce architecture, data models, objects, and external system integrations.
• M&A Integration: Experience with gap analysis, process modeling, and requirements in post-merger contexts.
• Data Management: Skilled in migration strategies, data mapping, transformations, and cleansing for enterprise apps.
• Requirements & Agile: Proficient in turning business needs into user stories/acceptance criteria in Agile settings.
• UAT & Communication: Track record leading UAT and managing cross-functional stakeholders (PS, CS, IT).

Education & Certifications

• Required: Bachelor's in Business Administration, IT, Computer Science, or related quantitative field.
• Preferred:
• Master's (MBA or equivalent).
• Certifications: CBAP, PMP, M&A integration, Agile/Scrum (e.g., Certified ScrumMaster/Product Owner).
• Vendor-specific: Gainsight Admin, Clarizen Certified Professional, Salesforce Administrator.