Strategic Hybrid Client Ops Transformation Analyst

Triple Point

Greater London

On-site

GBP 55,000 - 85,000

Full time

14 days+

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Benefits offered by this job

Contributory pension

Hybrid/flexible working

Learning & development opportunities

Job summary

Triple Point in London is seeking a Client Operations Transformation Analyst to drive the SPD transformation programme and oversee the client operations change and reporting agenda. You will triage requests, translate needs into clear requirements, run UAT with business users, and maintain Jira/Confluence governance while building automation with Power Automate and AI tools.

You will also own interim regulatory submissions, coordinate with Sales, Client Services, and Marketing, and report on

Qualifications

Business or transformation analysis on a CRM or systems change programme, ideally Salesforce.
Salesforce – Hands-on literacy across objects, permissions, reports and flows.
UAT & Testing – Planned and coordinated UAT with business users, including test scripts, sign‑off and defect tracking.
Jira & Confluence – Hands-on administration, including building reporting dashboards and maintaining the governance record.
Data Skills – Advanced Excel and Power BI; comfortable handling and interpreting data (SQL an advantage).
Business Analysis – Strong requirements elicitation and process mapping skills.
Communication & Organisation – Excellent written communication; highly organised; able to run several workstreams at once.
Automation (desirable) – Power Automate, VBA, and exposure to AI or automation tools.

Responsibilities

Triaging incoming project and change requests.
Validate and score requests against the prioritisation model.
Keep the master request list and Jira backlog accurate and up to date.
Produce shortlists for governance and prioritisation forums.
Run requirements sessions with the business; turn vague requests into clear, testable requirements and user stories.
Define acceptance criteria and definition of done for each piece of work.
Plan and organise testing of builds with business owners; coordinate test scripts and sign-off.
Track and chase defects through to release.
Administer Jira and Confluence boards; maintain tickets and the change log.
Build reporting dashboards that support governance and delivery tracking.
Spot automation opportunities and build the smaller ones using Power Automate.
Work with tools such as EverWorker and AI assistants to extend what the team can automate.
Coordinate across Sales, Client Services, Client Operations, Reporting and Marketing.
Prepare materials for meetings and governance sessions.
Capture notes and actions, and keep trackers current between sessions.
Support the annual CRS, FATCA and HMRC filings accurately and within statutory deadlines.
Support the annual VCT and ISA filings.
Support the team’s audit and regulator engagement, including responses to auditor and DDQ requests (e.g. Loopio).
Support the production of recurring MI and KPI reporting (e.g. Compliance MI, Quarterly Raise figures, Product Quarterly MI, adviser firm reporting) accurately and on schedule.
Pull and quality-check Salesforce MI and data extracts feeding departmental reporting and the wider KPI dashboard.
Flag data quality issues or unusual patterns rather than reporting straight through them.
Move to an oversight role as reporting is automated by the Data team, supporting directly only as required.