M&A Business Analyst

Overview

PAY: $70-75/hour W2. Our company offers our consultants a suite of benefits after a qualification period including health, vision, dental, life and disability insurance.

Hybrid role, onsite work required 3 days/week. W2 Candidates only.

• 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.
• 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.
• 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).
• 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.
• 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.
• Translate approved processes and data requirements into detailed user stories, epics, and acceptance criteria for the IT development team for efficient, agile 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.
• 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.
• 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.

• Bachelor's degree in Business Administration, Information Technology, Computer Science, or a related quantitative field.
• Master's degree (MBA or equivalent) or relevant professional certifications, such as a Certified Business Analysis Professional (CBAP) or Project Management Professional (PMP) preferred
• Certification or demonstrated coursework in M&A integration methodologies, or formal training in Agile/Scrum methodologies (e.g., Certified Scrum Master or Product Owner) is highly beneficial.
• Specific vendor certifications for enterprise-level applications (e.g., Gainsight Admin, Clarizen Certified Professional, or Salesforce Administrator) are a strong advantage.
• Proven experience supporting Professional Services and Customer Success functions, with a strong understanding of service delivery life cycles, resource management, customer health scoring, and renewal processes.
• Hands-on functional and configuration knowledge of Clarizen (or similar PSA tool like Open Air/Financial Force) and Gainsight (or similar CSM tool like Churn Zero/Catalyst).
• 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.
• Demonstrated ability to perform comprehensive gap analysis, process modeling, and requirements definition specifically within a post-M&A integration context.
• Advanced skill in developing data migration strategies, creating complex data mapping documents, defining transformation logic, and leading data cleansing efforts for critical business applications.
• Highly proficient in translating complex business processes and strategic goals into detailed functional requirements, user stories, and acceptance criteria in an iterative…