Associate, Business Tools

Dimensional Fund Advisors; Town of Charlotte (NY); On-site; USD 70,000 - 100,000; Full time

Job summary

Dimensional Fund Advisors seeks an Associate, Business Tools to support development of sales enablement products, including the global CRM system and integrations like email automation and data tools. You will partner with stakeholders across departments to translate requirements into scalable solutions and drive enhancements across the sales technology ecosystem.

The role sits in the Global Client Group Operations, focusing on enabling CRM-driven processes and insights to support Dimensional’s

Qualifications

• Bachelor's degree required.
• 2-4 years’ experience in business analysis, operations, or technology support, including internships.
• Experience gathering requirements, analyzing processes, and translating needs into technology solutions.
• Experience coordinating projects/workstreams across multiple stakeholders.
• Strong analytical skills with advanced Excel and data querying/manipulation/validation.
• Ability to work with large datasets with high accuracy and business context.
• Strong problem-solving, critical thinking, and communication skills.
• Ability to manage multiple priorities with limited direction.
• Strong interpersonal skills to partner with business and technology stakeholders.
• Intellectual curiosity and desire to learn the business processes.
• Experience with Microsoft Dynamics or similar CRM software and testing tools (e.g., JIRA) a plus.
• Experience in sales/sales operations or financial services a plus.
• Understanding of Agile principles a plus.
• This role is not eligible for immigration sponsorship #LI-Hybrid.

Responsibilities

• Serve as a business analyst for CRM and related sales technology platforms, developing understanding of processes and data.
• Gather requirements from stakeholders, translate to user stories and design requirements, and communicate between business and Technology.
• Manage small-to-medium projects from discovery through implementation, coordinating timelines, testing, and rollout.
• Develop partnerships with sales channels to provide product support and identify opportunities to improve UX and platform capabilities.
• Maintain and enhance client data across sales systems with data governance and privacy standards.
• Execute and oversee data activities including bulk updates and querying using Excel and Snowflake.
• Create and maintain runbooks, process docs, and communications to support product activities.
• Contribute to roadmaps and prioritization balancing value, user needs, risk and technical considerations.

Skills

Analytical thinking

Communication skills

Project coordination

Interpersonal skills

Problem solving

Attention to detail

Ability to learn quickly

Stakeholder collaboration

Business acumen

Education

Bachelor's degree

Tools

Microsoft Dynamics

JIRA

Excel

Snowflake

Job description

Job Description

The Associate, 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. The Associate partners with business stakeholders across departments to understand business needs, translate requirements into scalable solutions, and drive enhancements 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

• Serve as a business analyst for CRM and related sales technology platforms, developing a strong understanding of business processes, user workflows and underlying data.
• Gather business requirements from various stakeholders, translate them into user stories and design requirements, and effectively communicate between the business and Technology to deliver scalable solutions that meet business needs.
• Manage small-to-medium projects and workstreams from discovery through implementation, coordinating stakeholders, timelines, dependencies, testing, communications, and rollout activities.
• Develop strong partnerships with sales channels to provide product support and identify opportunities to improve user experience, processes, and platform capabilities; build a strong understanding of the sales business needs and strategy to inform recommendations.
• Maintain and enhance critical client data across sales systems, proactively identifying data quality issues and supporting solutions that ensure accurate, consistent, and compliant data governance and privacy standards.
• Execute and oversee complex data activities, including bulk data updates and querying/analyzing data using tools such as Excel and Snowflake, to support business analysis, data maintenance, and decision-making.
• Create and maintain runbooks, process documentation, and communications to support product activities and ongoing enhancements.
• Contribute to product roadmaps and prioritization, balancing business value, user needs, risk and technical considerations.

Qualifications

• Bachelor's degree required.
• 2-4 years’ experience in business analysis, operations, or technology support, including internships.
• Demonstrated experience gathering business requirements, analyzing processes, and translating business needs into technology solutions.
• Experience independently coordinating projects or workstreams across multiple stakeholders.
• Strong analytical skills, including advanced Excel skills and experience querying, manipulating and validating data.
• Ability to work with large datasets with a high degree of accuracy and attention to detail while also understanding the broader business context.
• Strong problem-solving, critical thinking, and communication skills.
• Demonstrated ability to manage multiple priorities, exercise judgement and drive work forward with limited direction.
• Strong interpersonal skills with the ability to build trust, facilitate discussions and effectively partner with business and technology stakeholders.
• Intellectual curiosity and desire to learn, with an ability to develop a deep understanding of business processes and the "why" behind them.
• Experience with Microsoft Dynamics or similar CRM software and testing tools (e.g.. JIRA) a plus.
• Experience in sales/sales operations or the financial services industry a plus.
• Understanding of Agile principles 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.

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. Please discuss with your Recruiter to confirm the details for this specific role.

Resumes and portfolios (when applicable) are required as part of your application.

When applying from a mobile device or tablet, you may not be able to attach a resume. If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer.

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.