Analyst, Business Tools

Dimensional Fund Advisors; Florida; Hybrid; USD 65,000 - 90,000; Full time

Job summary

Dimensional Fund Advisors is seeking an Analyst, Business Tools to support the CRM ecosystem and related sales data tools. You will collaborate with Technology and business teams to improve data quality and implement new capabilities that drive sales processes and insights.

The role emphasizes data governance, cross-functional collaboration, and hands-on data work using Excel and CRM platforms. A 1–2 year track record in business analysis or operations is preferred, with a hybrid office setup in

Qualifications

• Bachelor's degree required with 1–2 years’ experience in business analysis, operations, or technology support.
• Strong Excel skills and ability to query/validate data.
• Demonstrated accuracy with large datasets and attention to detail.
• Excellent analytical, problem-solving, and communication abilities.
• Collaborative team player who can work independently with business partners.

Responsibilities

• Triage and provide product support for global users across CRM tools.
• Partner with Technology and vendors to analyze root causes and deliver solutions.
• Maintain and improve critical client data across sales systems while ensuring data governance.
• Execute large-scale data activities using Excel and Snowflake to support needs.
• Create process documentation and communicate product updates to stakeholders.
• Document requirements, test functionality, and support implementation of new capabilities.
• Build partnerships across Sales, Technology, Marketing and other departments to deliver solutions.

Skills

Advanced Excel

Data querying

Analytical thinking

Communication skills

Team collaboration

Education

Bachelor's degree

Tools

Microsoft Dynamics

JIRA

Job description

Job Description: The Analyst, Business Tools is responsible for supporting the development of several sales enablement products at Dimensional, including the global CRM system and key integrations like email automation, business process flows, and sales data tools. 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 various sales tools within the CRM ecosystem
• 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
• Create and maintain process documentation and runbooks, and effectively communicate product activities and updates to stakeholders
• Contribute to projects in a business analysis capacity by documenting requirements, testing functionality, and supporting implementation of new capabilities and process improvements
• 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 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.

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.

For more information about Dimensional and our current opportunities, please visit our Careers site. 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.

Here at Dimensional, we strive to be an inclusive workplace for all. Even if you do not match every qualification listed, if you are interested in who we are, what we do, and why we do it, we suggest and encourage you to apply. The use of Artificial Intelligence during interviews and skill testing is prohibited, unless Dimensional Fund Advisors has authorized such use. If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.