Fintech Systems & Process Analyst

Plenti

Sydney

Hybrid

AUD 90,000 - 120,000

Full time

6 days ago
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Job summary

Plenti is seeking a hands-on Business & Systems Analyst to improve the systems and processes supporting our loan lifecycle. You’ll partner with Operations, Sales, Product and Technology to solve problems, streamline workflows and deliver better ways of working across platforms like Zoho CRM, Amazon Connect, n8n and Zapier.

You’ll run discovery workshops, translate business needs into practical solutions, and develop automation and data-driven insights.

Qualifications

  • 2+ years’ experience in business analysis, systems analysis, operations or a similar role.
  • Strong experience with a CRM such as Zoho, Salesforce, HubSpot or similar.
  • Strong SQL skills and confidence working with data.
  • Experience with APIs, integrations and JSON.
  • Experience with automation tools such as n8n, Zapier or similar.
  • A track record of improving processes and implementing system changes.
  • Experience with telephony or contact centre platforms such as Amazon Connect is a bonus.

Responsibilities

  • Own and improve operational processes and workflows across the loan lifecycle.
  • Turn business needs into practical system and process solutions.
  • Work across platforms including Zoho CRM, Amazon Connect, n8n and Zapier.
  • Run workshops and discovery sessions to understand problems and identify opportunities.
  • Partner with Product and Technology to design operational workflows for new products and initiatives.
  • Build and manage integrations between systems using APIs, JSON and data.
  • Automate manual processes using low-code and no-code tools.
  • Write SQL queries to support reporting, analysis and data validation.
  • Test, implement and release system and process changes.
  • Investigate and resolve system issues, bottlenecks and operational problems.
  • Create clear process documentation and help teams adopt new ways of working.
  • Build reports and dashboards that help teams understand performance and make better decisions.
  • Use data and feedback to continuously improve our systems and customer experience.

Skills

Business analysis
Systems analysis
SQL
APIs & JSON
Automation tools
CRM proficiency
Data analysis
Process improvement

Tools

Zoho CRM
Amazon Connect
n8n
Zapier

Job description

Plenti is seeking a hands-on Business & Systems Analyst to improve the systems and processes supporting our loan lifecycle. You’ll partner with Operations, Sales, Product and Technology to solve problems, streamline workflows and deliver better ways of working across platforms like Zoho CRM, Amazon Connect, n8n and Zapier.

You’ll run discovery workshops, translate business needs into practical solutions, and develop automation and data-driven insights.

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