28 days old

Business Operations Analyst

Charlotte, NC 28202
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Position: Business Operations Analyst

Goals & Responsibilities

Intapp is looking to hire an Operations Analyst with primary responsibility as the DealCoud Pipeline Administrator. This individual will support the internal usage of the DealCloud Pipeline (DCP) application. This individual will be responsible for responding to end user questions, troubleshooting issues, engage with stakeholders, interpret business scenarios to system requirements as well as the execution of system changes. Sixty percent (60%) of this role will be maintaining the existing environment with 40% associated with building net new functionality. For this 40%, the individual will work alongside business representatives to:

  • Develop and document requirements
  • Build and test workflows, dashboards, and new objects in the system
  • Coordinate roll-out communications and documentation
  • Continually provide stakeholders status updates and feedback on project status

We are looking to onboard a team member who has an interest in the Intapp Business Operations (BizOps) team and would be excited to work cross-functionally across the organization. The BizOps team works to enhance and enable processes involving multiple stakeholders on projects requiring individuals to understand & document existing processes, manage necessary data transformation, develop applicable system requirements, communication and roll-out to impacted stakeholders or team members.


  • Manage user tickets through FreshService portal
  • Manage user management requests
  • Respond to end user tickets in timely manner
  • Troubleshoot system notifications and automations
  • Escalate product issues to DealCloud Support
  • Coordinate with Support on open tickets and report weekly on unresolved issues
  • Engage the business to:
    • Identify root cause of issues or process changes
    • Identify downstream impacts of process changes (system or otherwise)
    • Develop thorough documentation of process roll-out
  • Develop system requirements to address business needs
  • Communicate project plans & status updates to the business
  • Handle functional team reporting requests, data loads and data cleanup when necessary
  • Complete testing in UAT environments for impactful changes
  • Complete documentation of changes, testing procedure, and move to production

Education & Experience Requirements

  • 1+ years of hands-on experience with DealCloud, Salesforce, or similar configurable CRM platforms
  • Experience with project management in either a formal project manager role or informally through weekly implementation project work
  • Proven ability to be detail oriented, organized, and a critical thinker

Additional Nice to Have Skills

  • Experience managing work queues in a ticketing system
  • 3+ years of work experience in Technology or Operations space

Posted: 2021-02-04 Expires: 2021-03-08

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Business Operations Analyst

Charlotte, NC 28202

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