Job Description – Business Analyst
Role overview
We are hiring a Business Analyst to own how our systems, data and processes work together — from gathering requirements to building, automating, reporting and training, with AI used as a core part of how the work gets done.
Key responsibilities
AI-led delivery (day to day)
- Use AI tools (e.g. Claude, ChatGPT, Copilot, Zia) daily to speed up requirements, documentation, analysis, testing and build work.
- Design and deploy AI-powered workflows: agents, assistants, classification, summarisation, data enrichment and AI-generated content inside business systems.
- Write, test and maintain prompts and prompt templates; evaluate AI output for accuracy, tone and risk before it reaches staff or customers.
- Connect AI models to business systems through APIs, MCP servers and automation platforms.
- Proactively identify where AI can replace manual tasks, and measure time saved.
- Keep up with new AI tools and features, run quick pilots and recommend what to adopt.
- Apply responsible AI practice: data privacy, access control, human review and clear usage guidelines.
Business analysis (functional and technical)
- Run stakeholder workshops and interviews to capture requirements, pain points and success criteria.
- Map current-state and future-state processes; identify gaps, waste, automation and AI opportunities.
- Write clear BRDs, functional specs, user stories, acceptance criteria and technical specs (data models, field mappings, API and integration logic).
- Translate business needs into system configuration and build-ready designs, and validate delivered work against requirements.
Data analysis and business intelligence
- Clean, audit and maintain data quality across CRM and operational systems (duplicates, picklists, field hygiene, ownership).
- Build and maintain dashboards, KPIs and recurring reports for leadership and operational teams.
- Use AI-assisted analysis to surface trends, insights and recommended actions.
- Write queries and data transformations to support reporting and decision-making.
Project management
- Plan and deliver system and process projects end to end: scope, timeline, risks, dependencies and sign-off.
- Run sprints, stand‑ups and status updates; keep tasks, priorities and blockers visible.
- Manage multiple concurrent workstreams and re-prioritise quickly as business needs change.
Automation and integration
- Design and build workflow automations, blueprints and custom functions (e.g. Zoho Deluge, Make.com scenarios, GoHighLevel workflows).
- Build and maintain integrations between platforms using APIs, webhooks and connectors.
- Identify and implement AI and automation opportunities that remove manual work.
- Monitor automations for failures and fix them quickly.
Tech stack management and system administration
- Administer core platforms: users, roles, profiles, permissions, modules, layouts, fields and templates.
- Maintain the tech stack inventory, licences, access and vendor relationships; recommend tools to add, consolidate or retire.
- Own change management: test in sandbox, document changes and release safely.
- Handle tier‑2 system support and troubleshooting for internal users.
Training, documentation and best practice
- Create SOPs, user guides, process maps and training materials for every system or process change, using AI to produce and maintain them faster.
- Deliver onboarding and refresher training to staff, live and recorded.
- Define and enforce system, data and AI standards, naming conventions and governance; train staff to use AI tools effectively and safely.
Team management
- Lead, guide and review the work of junior analysts, admins or offshore support staff.
- Allocate tasks, set priorities and quality-check output.
- Coach team members and contribute to hiring and onboarding new team members.
Requirements
Must have
- 3–5 years in a business analyst, systems analyst or business systems role, covering both functional and technical BA work.
- Demonstrated daily use of AI tools (Claude, ChatGPT, Copilot or similar) to accelerate analysis, documentation and build work, with examples to show.
- Hands‑on experience building AI-powered automations: calling LLM APIs, prompt engineering, and embedding AI steps into workflows (e.g. via Make.com, Zoho Flow or n8n).
- Sound judgement on AI output quality, data privacy and when human review is needed.
- Hands‑on administration of at least one major CRM (Zoho CRM strongly preferred; Salesforce or HubSpot considered).
- Proven experience building workflow automations and integrations (APIs, webhooks, JSON, low‑code tools such as Make.com, Zapier or Zoho Flow).
- Strong data skills: Excel / Google Sheets (advanced), SQL or similar query language, and a BI tool (Zoho Analytics, Power BI, Looker Studio or Tableau).
- Experience managing projects with defined scope, timelines and stakeholders, using tools such as Zoho Projects, Jira or Asana.
- Experience writing requirements, user stories, process maps (BPMN or swimlane) and SOPs.
- Experience delivering user training and supporting adoption of new systems.
- Excellent written and spoken English.
Nice to have
- Scripting experience (Zoho Deluge, JavaScript or Python).
- Advanced AI experience: building AI agents, MCP servers, RAG / knowledge‑base assistants or multi‑step AI workflows.
- Experience across the wider Zoho One suite (Desk, Recruit, Creator, Sprints, Learn, Cliq).
- Google Workspace and Microsoft 365 administration.
- Prior experience leading or mentoring a small team.
- Experience supporting Australian businesses or working with remote teams across time zones.
What we're looking for
- AI-first mindset.
- Your default question is "how can AI make this faster or better?", and you back it with working solutions.
- Strong communicator.
- You explain technical ideas in plain language, write clearly, ask the right questions and keep stakeholders informed without being chased.
- Highly organised.
- You juggle many requests, prioritise by impact and urgency, and keep your work documented and traceable.
- Fast turnaround.
- You move quickly, deliver in iterations and don't let small tasks sit.
- Multi-dimensional problem solver.
- You consider the process, the people, the data and the system together, not just the immediate symptom.
- Solution- and process-driven.
- You bring a recommended fix, not just a problem, and you design repeatable processes rather than one-off workarounds.
- Ownership mindset.
- You take responsibility end to end, from requirement to adoption, and work well with limited supervision.