Business Analyst (Monday.com)

Posted 2 Days Ago
Dallas, TX
In-Office
Mid level
Financial Services
The Role
The Business Analyst will optimize operational processes using Monday.com, design workflows, provide training, and enhance productivity through integrations, ensuring smooth adoption and data integrity.
Summary Generated by Built In
Merit Advisors is a team of expert consultants committed to delivering exceptional customer service and adding value to our clients. We do so by crafting holistic solutions that improve cash flow and add profit back to the bottom line for our clients. With a record of accomplishment spanning over 25 years, Merit offers deep experience in the energy industries. 
We have a collaborative, high performing culture that cherishes our core values: Building relationships. Team First. Take Accountability. Getting better every day. Merit provides a thriving, supportive work environment where employees are set up for success and provided with the tools and training for them to thrive and grow. 
What We Seek
We’re looking for a versatile and detail-oriented Business Analyst (Monday.com) to join our Technology team. This role is critical in optimizing our operational processes through effective use of Monday.com, integrations, and automations. You’ll work closely with stakeholders across the organization to design workflows, streamline architecture, and ensure smooth adoption of new processes. If you enjoy solving problems, improving efficiency, and leveraging technology to drive business outcomes, this is the role for you. 
 
Key Responsibilities 
  • Develop and maintain Monday.com workflows and automations to optimize business processes. 
  • Customize Monday.com dashboards and boards to meet the specific needs of various departments. 
  • Streamline architecture to ensure efficient and scalable solutions. 
  • Define and implement operational processes to enhance productivity and efficiency. 
  • Obtain feedback on operational processes and make necessary adjustments. 
  • Assist with change management initiatives to ensure smooth transitions and adoption of new processes. 
  • Provide technical support and training to team members on Monday.com functionalities. 
  • Collaborate with stakeholders to gather requirements and implement solutions that enhance productivity. 
  • Monitor and troubleshoot Monday.com integrations to ensure seamless operation. 
  • Stay updated with Monday.com updates and new features to continuously improve system performance. 
  • Administer Monday.com accounts, including user management, permissions, and security settings. 
  • Ensure data integrity and compliance with company policies within Monday.com. 
  • Generate reports and analytics to track performance and identify areas for improvement. 
  • Support general Business Analyst activities for the Technology Department as needed. 

Qualifications 
  • Proven experience as a Business Analyst or in a similar role. 
  • Excellent understanding of Monday.com’s features and capabilities. 
  • Ability to analyze business processes and translate them into effective workflows. 
  • Strong problem-solving skills and attention to detail. 
  • Excellent communication and stakeholder management abilities. 
  • Ability to work independently and as part of a team. 
  • Ability to translate complex ideas into clear, structured documentation. 
  • Experience writing user stories and managing product backlogs for technical teams. 
  • Comfort working in a fast-paced, iterative environment. 
  • Experience collaborating with developers and cross-functional teams. 
  • Bachelor’s degree in Management Information System, Business Analytics, Information Technology, Engineering, or related field (Masters or advanced degree is optional). 
  • 3 years of experience in product ownership, user experience, and or business processes. 

Preferred (Nice to Have):
 
  • Experience with Make.com for creating APIs and integrations. 
  • Familiarity with automation tools and system integrations. 
  • Exposure to change management practices. 
  • Background in process optimization or operational efficiency roles. 
 
Why Join Us? 
  • Play a key role in shaping how our organization leverages Monday.com for operational excellence. 
  • Work closely with leadership and cross-functional teams on high-impact projects. 
  • Join a collaborative environment where your ideas and solutions will make a real difference. 
  • Grow your expertise in workflow automation and process optimization. 

What We Provide
At Merit, we ask a lot of our employees, which is why we give so much in return. In addition to your competitive salary, PTO program, medical/dental/vision plan, and matching 401(k), you’ll enjoy company-sponsored events, continuous learning opportunities, and the flexibility to manage your work/life balance.
 

Top Skills

Make.Com
Monday.Com
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The Company
Addison, TX
81 Employees
Year Founded: 1998

What We Do

Merit Advisors provides our partners in the energy industry with the best financial solutions and vision to uncover overlooked savings. The team at Merit is built on decades of experience and insight throughout the entire energy value chain. Our strategic approach combined with our expertise, proprietary technology and data makes Merit Advisors the best at extracting trapped value and improving cash flow for our partners. When you partner with Merit Advisors, you get experienced energy professionals who are focused on delivering results so you can stay focused on your business.

Initially founded in 1998 as an appraisal and property tax consulting firm based in Gainesville, TX, Merit is constantly evolving to better serve its clients. This client-focused nature is demonstrated by various service lines and offices in geographically strategic locations (Dallas and Houston, TX and Oklahoma City and Tulsa, OK).

Our 350+ clients range from publicly traded corporations to individual small business owners and are serviced by a team that combines engineers, appraisal and valuation experts and seasoned tax and consulting professionals that bring together the perfect balance of high quality and diverse solutions of a larger firm while not foregoing the “high level touch” customer service of a boutique firm.

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