client services analyst

Hire Hangar

<div><p>Join Hire Hangar and work with fast-growing global companies while building a long-term, remote career.</p><p>
Client Implementation &amp; Operations Analyst (B2B / BPO)</p><h2 class="jobSectionHeader"><b>
Location</b></h2><p>
Remote</p><h2 class="jobSectionHeader"><b>
Time Zone</b></h2><p>
US Time Zones (EST&ndash;PST)</p><h2 class="jobSectionHeader"><b>
Role Overview</b></h2><p>
We are looking for a detail-oriented and tech-savvy Client Implementation &amp; Operations Analyst to support the successful setup, configuration, and launch of new B2B client accounts within a BPO/outsourcing environment. This is a full-time, high-accountability role that bridges client onboarding and internal operations, ensuring that all systems, workflows, and reporting are accurately configured before and after go-live.</p><p>
The ideal candidate is analytical, process-driven, and highly comfortable navigating multiple platforms and tools to deliver a smooth client implementation experience.</p><h2 class="jobSectionHeader"><b>
Key Responsibilities</b></h2><ul><li><p>
Support the technical and operational setup of new B2B client accounts, including system configurations, workflow builds, and tool integrations</p></li><li><p>
Coordinate with onboarding, IT, and operations teams to ensure all client requirements are accurately captured and implemented</p></li><li><p>
Build and maintain implementation trackers, status reports, and client-facing documentation</p></li><li><p>
Conduct pre-launch audits and quality checks to verify that all configurations meet client specifications</p></li><li><p>
Monitor post-launch performance data and flag anomalies or gaps to the relevant internal teams</p></li><li><p>
Maintain accurate records of client setups, configurations, and change requests in internal systems</p></li><li><p>
Document implementation processes and contribute to the continuous improvement of onboarding playbooks and SOPs</p></li><li><p>
Provide data-driven reporting to leadership on implementation timelines, bottlenecks, and outcomes</p></li></ul><h2 class="jobSectionHeader"><b>
Required Qualifications</b></h2><ul><li><p>
Proven experience in a Client Implementation, Operations Analyst, or Technical Onboarding role within a BPO, outsourcing, or managed services environment</p></li><li><p>
Strong analytical skills with the ability to work across multiple systems and data sources simultaneously</p></li><li><p>
Experience building reports, trackers, and documentation to support client implementations</p></li><li><p>
Proficiency in Google Sheets or Excel, including formulas and data organization</p></li><li><p>
Excellent written and spoken English with a professional communication style</p></li><li><p>
Must have prior remote work experience, be fluent with remote collaboration tools and platforms (such as Slack, Zoom, Google Workspace, Asana, or similar), and have ideally worked with US- or UK-based companies. Applications without this experience will not be considered.</p></li></ul><h2 class="jobSectionHeader"><b>
Preferred Qualifications</b></h2><ul><li><p>
Experience supporting B2B client implementations in a BPO or outsourcing context</p></li><li><p>
Familiarity with CRM platforms, workflow automation tools, or system integration processes</p></li><li><p>
Exposure to QA processes, pre-launch audits, or compliance documentation</p></li><li><p>
Experience working alongside client-facing onboarding or account management teams</p></li></ul><h2 class="jobSectionHeader"><b>
Tools &amp; Technology</b></h2><ul><li><p>
Google Workspace (Sheets, Docs, Slides)</p></li><li><p>
CRM platforms (Salesforce, HubSpot, or similar)</p></li><li><p>
Project management tools (Asana, Monday.com, or similar)</p></li><li><p>
Reporting and dashboard tools (Google Looker Studio or similar)</p></li><li><p>
Remote collaboration tools (Slack, Zoom, or similar)</p></li></ul><h2 class="jobSectionHeader"><b>
Please NOTE</b></h2><p>
It is crucial that you complete the application form in full. As part of the application process, you will be required to record a video. If your application is successful, you will receive an email confirming next steps&mdash;the video is the first step of the interview process. If you do not record a video, we will not be able to consider you for ANY open roles.</p><p></p><p><br>
We connect top talent with vetted employers, competitive pay, and real growth opportunities.</p></div>

Client Implementation & Operations Analyst

BOK Financial

<div><div>Req ID: 77885</div>
<div>Location: Tulsa -TUL</div>
<div>Areas of Interest: Customer Service/Call Center</div>
<div>Pay Transparency Salary Range: Not Available</div>
<div>Application Deadline: 05/07/2026</div>
<div>BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial&reg;.</div>
<div><div><div><h2 class="jobSectionHeader">
Bonus Type</h2>
</div><div><div>BOKF Performance Plan (D02)</div></div></div><div><div><h2 class="jobSectionHeader">
Summary</h2>
</div><div><p>
If you are looking for a role that combines a passion for innovation, an opportunity for growth, and a culture of teamwork, then you've come to the right place. We have an exciting opportunity awaiting someone like you!
</p></div></div><div><div><h2 class="jobSectionHeader">Job Description</h2>
</div><div><p>
The TransFund Client Solutions Analyst II is primarily responsible for providing mid-level operational and technical support for TransFund customers (350+ Financial Institutions); troubleshoot technical problems working with a variety of resources, including ATM vendors, Card vendor, Third Party Processors, ATM switch provider, TransFund Relationship Managers/Project Managers, other networks and various contacts within the customer organizations; supplies training and assistance to entry level TF Client Solutions Analyst I.
</p></div></div><div><div><h2 class="jobSectionHeader">Team Culture</h2>
</div><div><div>
All work is completed as a team, and each function is interdependent on the others. We are a close-knit, diverse group that works toward a common goal and is committed to each other&rsquo;s success. We build relationships with subject matter experts across the organization to gain a greater appreciation for their role and the service they provide to our communities.
</div><div>We&rsquo;ve created a space for us to brainstorm, ask questions, and find solutions during our weekly one on one meetings. Group learning and idea sharing are encouraged for positive change, regardless of one&rsquo;s role or level.
</div><div>We achieve more together by being involved, committed, and collaborative. We respect, honor and praise one another for a job well done. We celebrate each other's wins, big and small.
</div></div></div><div><div><h2 class="jobSectionHeader">How You'll Spend Your Time</h2>
</div><div><ul><li>You will conduct training to Financial Institutions for multiple applications, Fraud Monitoring and Fraud Prevention services (7 different services) and Electronic Equipment to include card printers and ATM machines.</li>
<li>You will coordinate resolutions to operational, technical and accounting problems with TransFund clients, Card vendors, Third Party Processors, ATM Switch providers, TransFund Relationship Managers/Project Managers and internal staff. You will respond to ATM terminal problems and provide support for balancing and dispute issues.
</li><li>You will be accountable for mitigating loss of business risk by being professional, courteous and accurate with all information provided. You will be knowledgeable and able to provide detailed information regarding TransFund products and services to help generate sales; and participate in ongoing education specific to the EFT industry including, but not limited to, EMV, tokenization and Federal Regulations.</li>
<li>You will provide hands-on support for TF Client Representatives I to include systems, products and customer service support skills.</li>
<li>You will maintain integrity of quality control systems by identifying operational problems/trends with TransFund services and products and ensure follow up/resolution of reported problems communicating root cause of issue.</li>
<li>You will recognize, analyze and suggest solutions to recurring problems and report those issues to TF Client Services Representative III.
</li></ul></div></div><div><div><h2 class="jobSectionHeader">Education &amp; Experience Requirements</h2>
</div><div><p>
This level of knowledge is normally acquired through completion of a Bachelor&rsquo;s Degree and 4+ years of EFT operations experience or 8+ years equivalent experience in bank operations or customer service.</p>
<ul><li>Thorough knowledge of TransFund products and various computer software and online applications including TransFund Connect and Fidelity System.</li>
<li>Thorough knowledge of Electronic Funds Transfer (EFT) industry regulations/practices (VISA, MasterCard, Cirrus, Plus and applicable federal regulations)</li>
<li>Thorough knowledge of basic accounting practices and principles to assist clients in reconciling ATM and Point of Sale transactions.</li>
<li>Excellent ability to analyze data to facilitate troubleshooting and resolve problems for clients.</li>
<li>Excellent interpersonal, verbal and written communication skills.</li>
<li>Thorough knowledge of telephone customer service.</li>
<li>Ability to handle multiple tasks simultaneously in competent and professional manner.
</li></ul></div></div><div><div><h2 class="jobSectionHeader">Working Conditions &amp; Physical Requirements</h2>
</div><div><div>Office - Occasional Travel</div></div></div></div><div>
BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!<br>
Apply today and take the first step towards your next career opportunity!<br>
<br>
The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.</div>
<div>Please contact recruiting_coordinators@bokf.com with any questions.</div></div>

Transfund Client Solutions Analyst II

Transguard Workforce Solutions

<div>
 <p>
  Transguard Workforce Solutions continues to lead the UAE market as a trusted partner for innovative and fully integrated HR services. With more than a decade of experience and a highly skilled team, we are proud to support organizations across the region with tailored workforce solutions.
 </p>
 <p>
  We are currently hiring a
  <strong>
   Analyst Invoicing - 6 Months Contract Role
  </strong>
  on behalf of a prestigious client, based in their Dubai office.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Job Purpose:
  </strong>
 </p>
 <ul>
  <li>
   Manage day-to-day Accounts Payable (AP) activities such as supplier invoice processing, debit/ credit memo processing, petty cash,reconciliations, reimbursement of expenses, etc. accurately and on a timely basis.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Job Responsibilities:
  </strong>
 </p>
 <p>
  Process all supplier/ vendor invoices on a regular basis (e.g. invoice receipt and check, invoice entry, validation, etc.).
 </p>
 <p>
  Coordinate with the relevant business units (Supply Management) or the supplier/ vendor for any clarifications or issues identified on the invoice.
 </p>
 <p>
  Process supplier/ vendor credit/ debit memo and obtain approval from the relevant authorities prior to posting of the transaction in the system.
 </p>
 <p>
  Ensure that all outstanding AP transactions (e.g. invoices for accruals, adjustments, etc) are processed and posted in the system during the period end closing process.
 </p>
 <p>
  Prepare supplier balance reconciliation reports against the General ledger balance and ensure that any variances or discrepancies are
 </p>
 <p>
  properly resolved.
 </p>
 <p>
  Prepare and generate reports and statistics detailing AP transactions as and when required.
 </p>
 <p>
  Execute petty cash activities such as petty cash establishment and petty cash replenishment.
 </p>
 <p>
  Ensure accuracy and validity of transactions processed in the petty cash fund.
 </p>
 <p>
  Provide timely and accurate information to external and internal auditors as and when required.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Skills &amp; Requirements:
  </strong>
 </p>
 <ul>
  <li>
   The job holder will have knowledge of processing supplier invoices, petty cash, and AP period end closing activities.
  </li>
  <li>
   The job holder will also have knowledge of IFRS, payment terms and conditions and statutory laws and regulations/implications.
  </li>
  <li>
   Certification is required in any area for ongoing professional development or for mandatory purposes.
  </li>
 </ul>
 <p>
 </p>
</div>


Analyst Invoicing - 6 Months Contract Role

Visa

<div><b>Company Description</b><p><br>
Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid.</p><p>
At Visa, you'll have the opportunity to create impact at scale &mdash; tackling meaningful challenges, growing your skills and seeing your contributions impact lives around the world. Join Visa and do work that matters &mdash; to you, to your community, and to the world.</p><p>
Progress starts with you.</p><b><br>
Job Description</b><p><br>
Team Summary</p><p>
Client Services provides industry-leading operational support to Visa&rsquo;s clients around the world. With our deep knowledge and expertise, we bring the voice of the customer into the design, development and successful deployment of Visa products and services. We are trusted partners to Visa&rsquo;s clients, providing expertise to support and successfully grow their business.</p><p>
What the Project Manager - CS Implementation does at Visa:</p><p>
This position serves as Visa Project Manager for implementation services provided to Clients (Banks, Fintech, Payment service providers). This is an individual contributor responsible for identifying and resolving issues of moderate complexity. This role serves to gather and document project requirements while providing client consultative guidance on Visa regulations, fees, features and functionality. This position is at an intermediate professional level and requires strong execution and analytical abilities. This role works independently and receives minimal guidance.</p><p>
In this role, you are expected to:</p><ul><li>
Provide project management support to Visa clients and processors to ensure client expectations are exceeded</li><li>
Coordinate directly with client to analyze card program setup requirements to implement Visa products and services to support the business and formulate implementation solutions</li><li>
Report client project accomplishments and deliverables to management on weekly or monthly basis</li><li>
Confidently manage client projects in parallel to product developments and a changing landscape</li><li>
Manage non-routine, complex processing requests, as well as short term tactical and strategic customer initiatives</li><li>
Proactively identify opportunities for process improvement to improve team efficiencies and project delivery to clients</li><li>
Build and enhance positive working relationships with key Visa client institutions, processors and internal stakeholders</li><li>
Build a cohesive global workgroup and involve those global workgroups in communications and decision-making.</li><li>
Prepare and maintain detailed project plans, status reports, and issues logs</li><li>
Represent client system and operational requirements to internal Visa organizations. Constantly create good functional collaboration with internal and external stakeholders, by being able to speak confidently and having a professional demeanor</li><li>
Be accountable for delivering agreed objectives. Be responsible for own workflow assignments and must be able to take the initiative to resolve problems and ensure delivery on commitments</li><li>
Assume appropriate decision-making authorities to ensure flawless execution of project objectives</li><li>
Coordinate internal Visa resources to ensure delivery on commitments</li></ul><p>
Why this is important to Visa:</p><p>
The role works across a breadth of internal and external stakeholders to achieve the stated project objectives. If required, this role escalates projects that are in jeopardy and works with line management within Visa and the Client organization to make decisions that bring needed resources to resolve any issues. The role serves as a technical/functional specialist and works independently with guidance only in the most complex situations.</p><p>
Projects that you will be a part of:</p><p>
This role manages the efforts of Visa technical and business resources, leads project discussions with Visa Clients (banks) to achieve a timely and error free implementation of new Visa products and services and/or add-on of Visa programs.</p><p><i>
This is a hybrid position. Expectation of days in the office will be confirmed by your Hiring Manager.</i></p><b><br>
Qualifications</b><p><br>
Basic Qualifications:</p><ul><li>
2 or more years of work experience with a Bachelor&rsquo;s Degree or an Advanced Degree (e.g. Masters, MBA, JD, MD, or PhD)</li><li>
Preferred Qualifications:</li><li>
3 or more years of work experience with a Bachelor&rsquo;s Degree or more than 2 years of work experience with an Advanced Degree (e.g. Masters, MBA, JD, MD)</li><li>
What you will need: We are looking for an individual who brings breadth of experience, a curiosity about payments, is results-driven and client focused.</li><li>
As a candidate, you should have: Bachelor&rsquo;s degree in Computer Science, Information Technology or equivalent work experience in a business analyst role in software or financial services Requires a minimum of 5+ years&rsquo; of Information Technology system knowledge with good understanding of project management, technology and applications.</li><li>
Hands-on experience with API onboarding, testing, and troubleshooting issues in both staging and production environments Candidate is required to interact with stakeholders in US / India / Singapore, hence the ability to speak/write</li><li>
English fluently is a must</li><li>
Project management of retail banking, card schemes or new technologies that are applicable to the payment industry.</li><li>
Good working knowledge of Visa&rsquo;s payment processing systems including message routing, authorization, clearing &amp; settlement and client connectivity a plus French Language is necessary</li><li>
What will also help: Excellent time management, organization and planning skills a must</li><li>
Ability to comprehend and translate complex technical issues and apply to business solutions</li><li>
Able to set priorities, influence others and manage client expectations</li><li>
Demonstrated success in client relationship management Self-starter with a demonstrated ability to achieve results as part of an effective team, and ability to effectively prioritize and multi-task under deadlines Good verbal, written, presentation and interpersonal skills are required</li><li>
Team collaboration demonstrated by desire and willingness to share knowledge with a broader team, be receptive to new ideas and changes to the standard operational procedures</li><li>
Be able to learn and acquire knowledge in new technologies in keeping step with market developments</li><li>
Good analytical skills, not just for problem analysis, but to use technical acumen for reviewing appropriateness of technical or project documents and in integrating systems solutions</li><li>
Willingness to take on new challenges, explore new ideas and be flexible with changing priorities Orientation towards quality enhancement and process improvement</li></ul><br>
<b>
Additional Information</b><p><br>
Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.</p></div>

Analyst - Project Manager Client Services

WEC Energy Group

<div><p>WBS, a subsidiary of WEC Energy Group, is seeking a Customer Billing Operations Analyst in our Milwaukee, Wisconsin location. This position offers flexibility for a hybrid work arrangement (remote/on-site).</p><p></p><p><b><br>
About Us</b></p><p></p><p><br>
WEC Energy Group is one of the nation&rsquo;s largest electric generation and distribution and natural gas delivery holding companies serving 4.7 million customers across the Midwest. We are committed to providing clean, reliable, and affordable energy in an environmentally sustainable manner. Customers are the heart of our business, and we work every day to help grow and support communities where we provide vital energy services.</p><p></p><p><br>
As a Fortune 500 company, we value and develop our employees who are making a difference in a mission that matters. We don&rsquo;t just offer a job; we provide fulfilling careers where safety and well-being are paramount. Join our team and experience first-hand our commitment to your success. We offer competitive pay and benefits to recognize your hard work and dedication.</p><p></p><p><br>
If you&rsquo;re talented, energetic and ready for a career with a future, we want you on our team. We are powered by a diverse and inclusive workforce fueled by the pride in what we do. If you're driven by the passion to change lives, this is the place for you.</p><div><div><div><h2 class="jobSectionHeader"><b>
Job Summary</b></h2></div><div><p>
The Business Analyst (Associate/Analyst/Senior) position is responsible for providing business analyst and technical support for the Customer Services Meter to Bill Team across multiple utilities and jurisdictions. This includes performing critical controls and activities related to the Open-cIS Customer information System to ensure timely and accurate billing for customers including monthly billing rate entry/verification and Test Billing support. This role supports Meter-to-Bill operational processes, including billing accuracy, rate implementation, and system configuration within the Customer Information System. The position also applies business process and technical expertise to gather and business requirements, develop solutions, coordinate project-related activities, and author and execute test cases for system releases. Responsibilities may vary based on experience level, with senior roles providing increased leadership in requirements development, testing coordination, project support and cross-functional influence.</p><p></p><p><br>
This is a job family posting (Associate Business Analyst, Business Analyst, Senior Business Analyst) where the experience will determine the level offered.</p></div></div><div><div><h2 class="jobSectionHeader"><b>
Job Responsibilities</b></h2></div><div><ul><li>
Perform analysis on large amounts of complex data to provide the business with fact-based insights.</li><li>
Provide an internal process and user/customer perspective of simplicity, efficiency, and effectiveness into design and analysis.</li><li>
Support departmental reporting, metrics, budgets, dashboards, and analytics.</li><li>
Make recommendations and present alternatives to address business needs or resolve impediments.</li><li>
Perform system configuration and administration within the Customer Information System</li><li>
Develop functional, process, and system documentation.</li><li>
Monitor system and process performance and escalate issues as appropriate.</li><li>
Influence stakeholders and gather, define, and document complex business requirements and processes.</li><li>
Serve as subject matter expert on systems, process, and user/customer impact.</li><li>
Identify change management implications of business processes and system changes.</li><li>
Support billing accuracy by assisting with rate implementation, validation, and testing within the Customer Information System.</li><li>
Support project initiatives by gathering, defining, and coordinating business requirements, developing and maintaining project plans or tracking templates, coordinating testing activities, and supporting implementation and release tasks across business and technical teams.</li><li>
Support system releases by coordinating testing activities, validating results, and assisting with defect tracking and resolution.</li></ul></div></div><div><div><h2 class="jobSectionHeader"><b>
Minimum Qualifications</b></h2></div><div><ul><li>
Bachelor's Degree in Business Administration, Information System/Technology or related discipline (May 2026 grads eligible to apply)</li><li>
Strong analysis, decision making and problem solving skills</li><li>
Excellent interpersonal and communication skills (both written and verbal)</li><li>
Ability to work as part of a team and interact effectively with others</li><li>
Excellent organizational skills with the ability to balance multiple tasks under time constraints</li><li>
Experience working with project management methodology preferred</li><li>
Proficient in standard office software (MS Excel, Visio, Word)</li></ul></div></div><div><div><h2 class="jobSectionHeader"><b>
Preferred Qualifications
</b></h2></div><div><ul><li>2+ years&rsquo; experience with SQL Server.</li><li>
Experience with Power BI or similar data visualization and reporting tools.</li><li>
Experience working with large datasets and performing data analyses to support business decisions.</li><li>
Knowledge of utility billing processes and Meter-to-Bill operations.</li><li>
Strong analysis, decision-making and problem-solving skills.</li><li>
Excellent interpersonal and communication skills (both written and verbal).</li><li>
Ability to work as part of a team and interact effectively internally or virtually with others.</li><li>
Excellent organizational skills with the ability to balance multiple tasks under time constraints.</li><li>
Experience working with Customer Information Systems or utility billing systems.</li><li>
Experience supporting project management activities, including gathering and documenting business requirements, developing project plans or tracking templates, coordinating testing activities, and supporting implementation and release efforts.</li><li>
Ability to work effectively in a complex and evolving operational environment.</li><li>
Proficient in standard office software (MS Excel, Word, and PowerPoint).</li></ul></div></div></div><p><b>
End Date:</b> 04/23/2026</p><p></p><p><b><br>
Pay Range Minimum</b>: $68,436.68</p><p><b>
Pay Range Maximum</b>: $135,761.08</p><p></p><p><br>
The pay range reflects the minimum and maximum for the position at the time of posting and may be modified in the future. The starting salary/pay within the pay range will be based on several factors, as applicable, but not limited to, relevant education, qualifications, certifications, experience, skills, geographic location, shift, travel requirements, collective bargaining agreements, and business and organizational needs. At WEC Energy Group, it is not typical for an individual to be hired at or near the top of the range for their role.</p><p></p><p><br>
WEC Energy Group benefits</p><p>
We reserve the right to modify the application deadline or discontinue accepting applications for any position if deemed necessary.</p><p></p><p><b><br>
WEC Energy Group will only employ those who are legally authorized to work in the United States. Individuals with temporary visas such as E, F-1 with OPT or CPT, H-1, H-2, L-1, B, J or TN, or who need sponsorship for work authorization now or in the future, are not eligible for hire.</b></p><p></p><p><br>
WEC Energy Group and its subsidiaries are Equal Opportunity Employers. As a result, all qualified applicants will receive equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status. The Company also complies with all applicable federal, state and local laws that require it to take affirmative action.</p><p><br>
EEO/AA policies and statements</p></div>

Customer Billing Operations Analyst

Workwear Outfitters

<div><p>Workwear Outfitters has a strong legacy of building innovative and authentic market-right products and is a leading supplier of work apparel and footwear for diverse occupations in industries such as automotive, manufacturing, oil and gas, utilities, government, food services, telecommunications, hospitality, and many more. Workwear Outfitters is based in Nashville, Tennessee with over $800 million in sales and we employ more than 5,800 people in facilities spanning the globe.
</p><p></p><p>Brands under the Workwear Outfitters umbrella include Red Kap&reg;, Bulwark&reg;, Image Authority&reg;, Kodiak&reg;, Terra&reg;, Liberty &reg;, Work Authority&reg;, Workrite&reg; Fire Service, Chef Designs&reg;, and Horace Small&reg;. Workwear Outfitters is also the exclusive licensee for Dickies&reg; apparel in the B2B channel.
</p><p></p><p>Our Purpose: &ldquo;We champion and empower workers who make our world work better&rdquo;
</p><p></p><p>Major benefits include medical, vision and dental, Life and Disability coverage.
</p><p>Other benefits included: 401K, Tuition reimbursement, Employee Assistance Program, Flexible Spending Accounts, and many others.
</p><p></p><p><b>What You Will Do as a CRM Analyst: </b>The CRM Analyst role is responsible for the WWOF Customer Relationship Management (CRM) system, acting as a strategic partner with internal stakeholders to help produce solutions to drive revenue, increase overall efficiencies, drive data integrity through processes/routines and help solve business problems.
</p><p></p><p><b>How You Will Make a Difference:
</b></p><ul><li>Serve as a senior-level system administrator for the Salesforce Lightning environment managing fields/objects, record types, data validation, content/visuals, integrations (both internal and external), and other features as needed.
</li><li>Lead continuous analysis of Salesforce.com platform features, releases, upgrades, and best practices that align with organizational vision and strategy and that achieve the greatest business impact.
</li><li>Maintain proper documentation of processes, policies, and configurations (including functional and technical designs) made to the system in accordance with ISO requirements and in preparation for releases and upgrades.
</li><li>Interpret communications between technical process, business stakeholders, and users.
</li><li>Develop and execute comprehensive Salesforce CRM training for sales teams and end users, including creating materials, leading sessions, and supporting ongoing adoption and best practices.
</li><li>Build and maintain reports/dashboards that monitor sales activity, revenue, and opportunity pipeline.
</li><li>Create materials (trainings, resources, videos, etc.), supporting user adoption and best practices to socialize key learnings for broader enablement.
</li><li>Work with WWOF&rsquo;s SFDF team and stakeholders to establish suitable processes to support administrative, development, and change management activities.
</li><li>Qualify and evaluate vendors and applications to present business use cases for system improvement and implementation.
</li><li>Engage with brand managers, merchandisers, marketing, and other departments to define and document development requirements and identify modifications to impact business processes.
</li></ul><p></p><p><b>Skills for Success:
</b></p><ul><li>Bachelor&rsquo;s degree and 3-5 years of experience; or relevant experience
</li></ul><ul><li>Current Salesforce Certified and Certified Advance Administrator Certifications required
</li></ul><ul><li>Salesforce Certified Platform App Builder and Salesforce Certified Business Analyst preferred
</li></ul><ul><li>Experience in sales with an understanding of different sales methodologies, sales cycles, and customer journeys in a multi-branded organization.
</li></ul><ul><li>Hands on experience &amp; functional understanding of core Salesforce features including, custom objects, page layouts, profiles, permissions, approval processes, and automation plus and understanding of the relationship between core platform and other Salesforce clouds.
</li></ul><ul><li>Proven experience training sales teams and users on Salesforce, including developing training materials, delivering in-person and virtual sessions, and driving user adoption and best practices.
</li></ul><ul><li>Strong presentation, communication (written and verbal), and interpersonal skills
</li></ul><ul><li>A team player with a positive and flexible attitude
</li></ul><ul><li>Problem solving skills to support business outcomes
</li></ul><ul><li>High energy level. Self- starter; willing to take initiative.
</li></ul><ul><li>Passionate about technology and solving web-focused problems.</li></ul></div><p></p>

CRM Analyst (Remote)

Lincoln Financial Group

<p></p><div><p><b>Date: </b>Apr 13, 2026
</p><p><b>Primary Location:</b> Fort Wayne, IN, US
</p><p><b>Company: </b>Lincoln Financial
</p><div><div><b>Alternate Locations:</b> Fort Wayne, IN (Indiana); Charlotte, NC (North Carolina); Greensboro, NC (North Carolina); Hartford, CT (Connecticut); Radnor, PA (Pennsylvania)</div><br>
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Work Arrangement:</b></div>
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Remote : Work at home employee residing outside of a commutable distance to an office location.</div><br>
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Relocation assistance:</b> is not available for this opportunity.</div><br>
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Requisition #:</b> 75963</div><div></div><div><div><div><div><b><br>
The Role at a Glance</b></div>
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We are excited to bring on a <b>Client Communications Business Analyst</b> to support the Business Technology Solutions team as part of the Retail Solutions organization. This will be a Hybrid role with Fort Wayne, IN being the preferred key city location (open to others).</div><br>
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Background Details</i><br>
Lincoln has progressively improved their project delivery with an adaptive approach utilizing both agile and waterfall project delivery methodologies. In this role, you will have the opportunity to further enhance Lincoln's delivery across all lines of business.</div><br>
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As the Client Communications Business Analyst, you will work alongside Business SME(s) in identifying opportunities to implement systems, automation solutions and processes that enable stakeholders in achieving goals. You will develop business requirements, document processes, and assist with and/or contribute to the development of user acceptance testing scripts and testing. As part of your success in this role, you should possess a natural analytical way of thinking, have strong attention to detail, and act as liaison between Technical and Business teams in articulating complex concepts. If this sounds like the role for you, please read on!</div></div></div><div><div><div><b>
What you'll be doing</b></div>
</div><div><ul><li>You will analyze and document detailed requirements and/or user stories, along with creating mock-ups for our technical teams</li>
<li>You will evaluate existing processes, uncover areas for improvement, and develop and implement efficient solutions</li>
<li>You will perform User Acceptance Testing where required</li>
<li>You will facilitate requirements communication, manage expectations, be responsive with customer communication and build sustainable relationships</li>
<li>You will ensure Operations is ready for implementation with examples/materials</li>
<li>You will provide technical research and production support</li>
<li>You will assist with ad-hoc mailings by creating letters, obtaining appropriate approvals, and coordinating timing of mailings</li>
</ul></div></div><div><div><div><b>What we&rsquo;re looking for</b></div>
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Must-have experience (required)</i>:</div>
<ul>
<li>4 Year/bachelor&rsquo;s degree or equivalent work experience (4 years of experience in lieu of bachelor's)</li>
<li>Proven ability to analyze, document business / functional requirements and validate solution</li>
<li>Excellent organization skills with ability to prioritize workload and multi-task while maintaining attention to detail</li>
<li>Strong communication, negotiation, relationship building, and interpersonal skills</li>
<li>Ability to understand the implications of how technology is used/applied in the current business environment</li></ul><br>
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Nice-to-have experience (preferred)</i>:</div>
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<li>Financial Services background</li>
<li>Knowledge of Annuity products, administrative systems and processes</li>
<li>Annuity New Business systems experience</li>
<li>Agile and/or Waterfall delivery experience</li>
</ul></div></div><div><div><div>Application Deadline</div>
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Applications for this position will be accepted through May 1, 2026, subject to earlier closure due to applicant volume.</div></div></div></div><br>
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What&rsquo;s it like to work here?</b></div>
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At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.</div><br>
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What&rsquo;s in it for you:</b></div>
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<li><div>Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes</div>
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<li><div>Leadership development and virtual training opportunities</div>
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<li><div>PTO/parental leave</div>
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<li><div>Competitive 401K and employee benefits</div>
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<li><div>Free financial counseling, health coaching and employee assistance program</div>
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<li><div>Tuition assistance program</div>
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<li><div>Work arrangements that work for you</div>
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<li><div>Effective productivity/technology tools and training</div></li></ul><br>
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</div><div>The pay range for this position is $72,900 - $131,600 with <b>anticipated pay for new hires between the minimum and midpoint of the range</b> and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln&rsquo;s total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln&rsquo;s standard benefits package.</div><br>
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About The Company</b></div>
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Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.</div><br>
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With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.</div><br>
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Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life &amp; Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.</div><br>
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Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.</div><br>
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Follow us on Facebook, X, LinkedIn, Instagram, and YouTube. For the latest company news, visit our newsroom.</div><br>
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Be Aware of Fraudulent Recruiting Activities</b></div>
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If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.</div><br>
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Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at fraudhotline@lfg.com if you encounter a recruiter or see a job opportunity that seems suspicious.</div><br>
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Additional Information</b></div>
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This position may be subject to Lincoln&rsquo;s Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln&rsquo;s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.</div><br>
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Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.</div><br>
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Lincoln Financial (&quot;Lincoln&quot; or &quot;the Company&quot;) is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.</div></div></div><p></p>

Client Communications Business Analyst

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