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Practifi

Business Analyst, Technical Enablement

RemoteUnited States only
Published
Experience
Senior
Employment
Full-time
$75k–$95k/yr
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Open to US only. Set where you work from to check your eligibility.

No BS summary

Client-facing Business Analyst with 3-5 years of experience in SaaS, fintech, or professional services. Must be able to lead client meetings, translate business needs into technical specs, and manage multiple engagements. Familiarity with CRM platforms (Salesforce preferred) is required.

Required skills

CRM platformsSalesforce

Required languages

English

What you'll do

  • Serve as the primary point of contact for client MSP accounts, managing ongoing communication, timelines, and deliverables so clients always know where things stand.
  • Lead discovery sessions and client meetings to gather, clarify, and document requirements—translating business needs into clear, actionable specs for the technical team.
  • Advise clients on standard Practifi functionality versus custom builds, guiding them toward best-practice solutions that maximize value.
  • Coordinate with Technical Consultants, Client Success, and leadership to keep projects on track and resolve issues before they escalate.

What they require

  • 3–5 years of experience in a business analyst, requirements analyst, or client-facing consulting role within SaaS, fintech, or professional services.
  • Demonstrated ability to lead client meetings independently and demonstrate value of technical projects, translating business needs into actionable plans.
  • Experience managing multiple concurrent client engagements with strong organizational and prioritization skills.
  • Familiarity with CRM platforms (Salesforce preferred).
  • Someone who’s comfortable being themselves (pets bombing Zoom calls welcome).
  • Curiosity about how things work and how they could work better.
  • Appreciation for transparency (we share everything—pay, challenges, wins).
  • Collaborative spirit (our Slack channels cover everything from work projects to reality TV).

Benefits

  • Annual Learnbucks stipend for continued education.
  • Transparent, real promotion pathways—we grow from within.
  • Direct exposure to leadership and multiple departments.
  • Space to experiment, fail fast, and innovate.
  • Competitive salary: $75,000 – $95,000 (yes, we’re transparent about pay).
  • 20 days paid vacation, 10 days paid sick, 3 paid personal days, 3 paid volunteering days (all annual from day one).
  • Comprehensive benefits package.
  • Annual Learnbucks for continued education.
  • Your Practibuddy: Someone dedicated to helping you succeed from day one.
  • Real Work-Life Integration: Not just a buzzword—we actually mean it with flexibility.
  • Bi-annual Summits: Chicago gatherings for connection, collaboration, and yes, celebration (trust falls optional).
  • Genuine Connections: What you see on video calls is what you get in person.
  • Internal Celebrations: We celebrate big and small wins in Slack and IRL.
  • Cross-Team Collaboration: Talk to anyone, contribute anywhere.

At Practifi, we build financial technology, but more importantly, we build a place where people enjoy working and genuinely care about each other. In a crowd of fintechs preaching culture, we actually live it—what you see in interviews is what you’ll experience every day. You’ll join a team that solves real problems for real people, together.

FintechMid-size
$75k–$95k/yr