Analyst, Business Tools

Dimensional Fund Advisors; Austin (TX); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Dimensional Fund Advisors, a leading global investment firm, seeks an Analyst, Business Tools to support CRM, email marketing, and secure digital experiences. You will analyze data, collaborate with Technology and business partners, and help maintain data quality across the sales technology ecosystem.

This role sits in GCG Operations’ Business Tools team with hybrid office support. Responsibilities include triage support, data updates in Snowflake, campaign automation support, and building

Qualifications

• Bachelor's degree required.
• 1–2 years in business analysis, operations, or tech support.
• Advanced Excel and data querying/validation experience.
• Ability to handle large datasets with accuracy.
• Strong analytical, problem-solving, and communication skills.
• Curiosity, initiative and willingness to learn.
• Team player who can work independently with stakeholders.
• Experience with CRM systems (MS Dynamics) and JIRA a plus.
• Familiarity with Agile principles and finance industry a plus.

Responsibilities

• Triage and provide product support for global CRM, email marketing, and client tech platforms.
• Partner with Technology and vendors to analyze root causes and implement solutions.
• Maintain and improve critical client data across sales systems with governance standards.
• Execute large-scale data activities and SQL-like data querying using Snowflake.
• Support campaign automation and data flows for the sales marketing platform.
• Collaborate with stakeholders on requirements, testing, and enhancements.
• Create runbooks and communicate product updates to partners.
• Build partnerships across Sales, Technology, Marketing and other departments.

Skills

Advanced Excel

Data analysis

CRM knowledge

JIRA

Communication

Attention to detail

Agile

Education

Bachelor's degree

Tools

Snowflake

Microsoft Dynamics

Job description

Job Description: The Analyst, Business Tools is responsible for supporting the development and operation of several sales enablement products at Dimensional, including the global CRM system, email marketing and automation platform, and secure digital experiences. As a process and project contributor, Analysts interface with internal business users and Technology partners to meet firm and department priorities. The role also plays an important part in maintaining and improving the quality of critical business data across the sales technology ecosystem. This position sits within the Global Client Group (GCG) Operations’ Business Tools team, whose mission is to enable the CRM ecosystem to drive the business processes and insights needed to create a holistic view of Dimensional’s global client relationships. The GCG Operations division supports the day-to-day operational needs of the Sales group in the areas of business insights, technology product management, intermediary relationships, client onboarding, reporting, and administrative support.

Responsibilities:

• Triage and provide product support for global users across CRM, email marketing, secure site, and related client technology platforms
• Partner with Technology and vendors to determine root causes, perform functional analyses, and deliver sensible solutions to users
• Maintain and enhance critical client data across sales systems, proactively identifying and resolving data quality issues while ensuring information remains accurate, consistent, and compliant with data governance and privacy standards
• Execute large-scale data activities, including bulk data updates and querying and analyzing data using tools such as Excel and Snowflake, to support data maintenance, analysis and evolving business needs
• Support the sales email marketing and automation platform, including building, maintaining and troubleshooting campaign automations, integrations, and related data flows
• Support the secure site and other digital initiatives by partnering with Technology, Marketing, and business stakeholders on requirements, testing, implementation, and ongoing enhancements
• Create and maintain runbooks, identify opportunities to enhance existing business processes, and effectively communicate product updates to stakeholders
• Build strong partnerships across global Sales, Technology, Marketing, and other departments to understand business processes, data, and client service needs and effectively deliver solutions

Qualifications:

• Bachelor's degree required
• 1-2 years’ experience in business analysis, operations, or technology support, including internships
• Strong computer skills, including advanced Excel skills and experience querying, manipulating and validating data
• Demonstrated ability to work with large datasets with a high degree of accuracy and attention to detail
• Strong analytical, problem-solving, and communication skills
• Intellectual curiosity, initiative, and a desire to learn
• Collaborative team player with the ability to work independently and build trust with business partners
• Experience with Microsoft Dynamics or similar CRM software and testing tools (e.g. JIRA) a plus
• Understanding of Agile principles and/or experience in the financial services industry a plus
• This role is not eligible for immigration sponsorship #LI-Hybrid

Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.

It is the policy of the Company to provide equal opportunity for all employees and applicants. The Company recruits, hires, trains, promotes, compensates, and administers all personnel actions without regard to actual or perceived race, color, religion, religious practice, creed, sex, sex stereotyping, pregnancy (which includes pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), caregiver status, gender, gender identity, gender expression, transgender identity, national origin, age, mental or physical disability, ancestry, medical condition, marital status, familial status, domestic partnership status, military or veteran status or service, unemployment status, citizenship status or alienage, sexual orientation, status as a victim of domestic violence, status as a victim of stalking, status as a victim of sex offenses, genetic information, political activities or recreational activities, arrest or conviction record, salary history, natural hairstyle or any other status protected by applicable law except as otherwise required or permitted by law or regulation applicable to the Company or its affiliates.

At Dimensional, we want to change the way the world thinks about investing. As a leading global investment firm, we offer systematic, value-added investment solutions based on robust science and thoughtful implementation. Our global team includes more than 1,600 passionate people with diverse experiences, education, strengths, and talents. With a learning mindset rooted in academia and powered by the great ideas in finance, we pursue what we believe are the strongest investment solutions, while providing a world-class client experience. Every employee plays a role in delivering these experiences, and we know we can achieve the most when we work as a team to endeavor to help improve investors’ lives.

Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.

Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach: We are together on our campuses Tuesdays, Wednesdays, and Thursdays and have the choice to work in the office or remotely, depending on what is best for that work day, on Mondays and Fridays. This approach maximizes in-person collaboration and interaction while simultaneously providing flexibility and applies to most roles globally with a few exceptions that require more or less time in the office.