About Upwell
Upwell is transforming revenue operations with cutting-edge software that simplifies and optimizes financial processes for businesses. We are growing rapidly and seeking a Business Analyst to help drive our product vision, execution, and impact. If you thrive in a fast-paced environment and want to shape the future of our products, we'd love to hear from you!
About the Role
As Business Analyst, you'll play a key role in bridging the gap between business needs and technical solutions. You'll work cross-functionally to analyze processes, gather requirements, and drive data-driven insights that inform strategic decisions. This role requires strong analytical thinking, problem-solving skills, and a passion for optimizing business operations.
What You'll Do
- Requirements Gathering & Documentation – Collaborate with stakeholders to elicit, analyze, and document detailed business requirements and functional specifications
- Process Analysis & Optimization – Map current business processes, identify inefficiencies, and recommend improvements to streamline operations
- Data Analysis & Reporting – Analyze business data, create comprehensive reports, and develop dashboards to support decision-making across the organization, leveraging AI tools for advanced analytics and insights
- Stakeholder Management – Facilitate meetings, workshops, and requirements sessions with various teams including product, engineering, sales, and operations
- Solution Design & Validation – Work with technical teams to design solutions that meet business needs and validate that implementations align with requirements
- Business Case Development – Create detailed business cases, cost-benefit analyses, and ROI projections to support strategic initiatives
- Cross-functional Collaboration – Partner with product managers, engineers, and other teams to translate business needs into actionable technical requirements
- Quality Assurance – Review deliverables, test functionality, and ensure solutions meet defined acceptance criteria and business objectives
- Documentation & Training – Create user guides, process documentation, and training materials to support successful solution adoption
- AI-Enhanced Analysis – Utilize AI tools for data pattern recognition, process automation recommendations, predictive analytics, and streamlining requirements documentation
What You Bring
- 3-5 years of experience in business analysis, process improvement, or related analytical roles
- Strong analytical and problem-solving skills with ability to break down complex business problems into manageable components
- Proficiency in data analysis tools such as Excel, SQL, Tableau, Power BI, Thoughtspot or similar analytics platforms
- Experience with requirements gathering techniques, process mapping, and documentation best practices
- Knowledge of project management methodologies and tools
- Excellent written and verbal communication skills with ability to present findings to various stakeholders
- Experience with business process modeling and workflow optimization
- Strong attention to detail and ability to manage multiple projects simultaneously
- Understanding of software development lifecycle and ability to work effectively with technical teams
- Experience creating business cases and cost-benefit analyses
- Familiarity with AI and automation tools for data analysis, process optimization, and documentation enhancement
- Bachelor's degree in Business, Finance, Economics, Information Systems, or related field preferred
- Previous experience in Logistics or Freight tech is a plus
Why Join Upwell?
- Be part of a high-growth, mission-driven company
- Work with a collaborative and passionate team
- Competitive salary and benefits package
- Opportunity to make a significant impact on the company's success
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What We Do
Upwell uses artificial intelligence to automate and transform accounts receivable for transportation and logistics companies. Every dollar counts in this industry, but today’s landscape is too complex for companies to rely on back-office superheroes using manual processes and dated technologies. Many companies have thousands of dollars locked up in invoicing exceptions, and many don’t have reliable systems for knowing what’s been paid. Now there’s a better way. Upwell’s AI-powered platform empowers accounting and finance teams by improving cash flow, automating legacy processes, and enhancing the customer experience. Reinvent your accounts receivable and start the journey toward getting paid faster at upwell.com.
