Systems & Business Analyst, Client Operations

Posted 2 Days Ago
Hiring Remotely in Canada
Remote
137K-198K Annually
Senior level
Software
The Role
Drive discovery and requirements for Client Operations, author specs, perform light Salesforce configuration and simple automations, own pod tool roadmaps, enable system adoption, and partner with AI Ops to build AI-driven solutions and integrations.
Summary Generated by Built In

About Us:

Wrapbook is the AI platform for production finance. We’re building a system of action that puts finance teams in control of their whole production, from payroll, to spend, to accounting.

Built for feature films, TV, and commercials, Wrapbook is trusted by teams at Netflix, Paramount, Anonymous Content, and more. With backing from Andreessen Horowitz, Bessemer Venture Partners, and Jeffrey Katzenberg's WndrCo, our team of 350+ is using AI to transform how finance teams work and empower them to do more with less.

The Opportunity: Systems & Business Analyst, Client Operations - Remote (USA / Canada)

If you set a strong foundation before anyone reaches for a tool, then move fast to build toward it, this role is for you. You'll sit inside Client Operations, close to the teams doing the work, owning the space between the business and its systems. You define how the work should run, then build toward it.

Day to day, you become the expert in how Support, Customer Success, and Operations actually work, then turn that into clear requirements and well-scoped projects mapped to our business goals. From there you either make the light changes yourself or build the fix with your AI Ops partner. You own requirements end to end, and you push back when a request isn't grounded in a real problem or when today's systems can't support it. Most of that build lives in Salesforce now; over time you'll own more systems beyond it and build more with AI.

You'll report to the Director, AI & Operational Transformation. Your closest working relationship is your AI Ops partner in a two-person pod: you bring the workflow context and own the requirements and light build, they bring the AI build. You'll also work closely with the Systems Architect on core-system governance and with Support, Customer Success, and Operations leadership.

How you'll spend your time:

  • 40% discovery, requirements, and business immersion. The core of the job. In team meetings, learning workflows, writing specs, pushing back on requests that aren't ready.

  • 40% light system work and ownership. Light Salesforce configuration within the published data model (reports, dashboards, simple flows, field updates), triage, and roadmap ownership for your pod's non-Salesforce tools (Zoom Contact Center, Calendly, Zapier, etc). Increasingly, AI-built solutions with your AI Ops partner.

  • 20% coordination, communication, and roadmap management.

What you own:

  • Business immersion. In team meetings and learning workflows before anything touches a system.

  • Problem intake. You surface problems instead of waiting for them, and push back on requests that aren't grounded in a real problem, including from people senior to you.

  • Requirements authorship. You write and own the requirements.

  • Light Salesforce configuration. Reports, dashboards, simple flows, field updates, and basic config within the published data model.

  • Solutioning with your pod. You and your AI Ops partner decide together whether a fix is a Salesforce change, an automation, or an AI agent. You own the workflow context and requirements, build the light pieces, and partner on the AI-led pieces.

  • Non-Salesforce systems. You own the roadmap and prioritization for your pod's tools, like Zoom Contact Center, Calendly, and Zapier.

  • Roadmap visibility. A transparent roadmap of your builds, shared broadly.

  • Systems enablement. You own onboarding, refreshers, and adoption for your function, and getting people using the systems well.

What you don't do:

  • Build without scoping or take build orders directly from the business.

  • Heavy Salesforce development, the object model, and integration contracts.

What great looks like:

  • You define scope, requirements, and a clear definition of done for every build.

  • You find the problems worth solving before anyone files them, and teams trust you to shape the fix.

  • You and your AI Ops partner ship what neither of you could alone. You set the foundation and process; they optimize and scale it, so the output is a multiple of either input.

  • You know your function's workflows and available tools well enough to push back and provide clear guidance on paths forward.

What you'll have:

  • High agency. You decide what needs doing and drive it to shipped without waiting to be told.

  • 6+ years in a business analyst, ops, or systems role, ideally high-volume, with the seniority to hold your ground with senior leaders.

  • High Salesforce fluency, specifically experience building in the platform. Admin certification preferred.

  • Evidence you build beyond a CRM: an automation, an AI agent, a scripting habit, an integration. You treat Salesforce as one system among several.

  • Strong discovery instincts. You interview stakeholders, observe workflows, and don't take a doc at face value.

  • You get productive in an unfamiliar system or domain quickly, and you don't wait for a map.

  • Real project management. You own timelines, surface risk early, and keep everyone aligned when they all think their thing is top priority.

  • Clear, direct communication. You can tell a senior leader their requirement isn't ready and explain why.

  • An AI-first, automation-first mindset with disciplined judgment.


Why Join Us

At Wrapbook, creativity meets technology — and not just in the product.

In addition to a competitive salary and all the benefits you can expect from a fast-growing technology company, you’ll get access to a team of creative problem solvers and the chance to see your contributions make large impacts. Benefits include:

  • Unlimited Paid Time Off

  • Work from anywhere in Canada and USA

  • Health and Dental benefits

  • Up to $1,500 USD/ $2,025 CAD towards IT set up for your home

  • Up to 2% matching RRSP / 401K

  • Learning and Development opportunities

  • Up to $50 USD/ $67.50 CAD towards Internet/Cell phone service

Our Pledge to Fostering an Inclusive and Safe Workplace:

Wrapbook pledges to be a harassment- and discrimination-free space for everyone, regardless of age, disability, ethnicity, gender identity or expression, nationality, neurotype, personal appearance, political affiliation, professional background, race, religion, or sexual identity or orientation.

Apply Now

Have we got your attention? Submit your application today and a member of our Talent team will be in touch with you shortly!

#LI-Remote

Skills Required

  • 6+ years in a business analyst, operations, or systems role (high-volume preferred)
  • High Salesforce fluency; experience building in the Salesforce platform
  • Salesforce Admin certification
  • Evidence of building beyond a CRM (automation, AI agent, scripting habit, or integrations)
  • Strong discovery instincts; stakeholder interviews and workflow observation
  • Ability to get productive quickly in unfamiliar systems or domains
  • Real project management experience; owning timelines and surfacing risk
  • Clear, direct communication and ability to push back with senior leaders
  • AI-first, automation-first mindset with disciplined judgment
  • Familiarity with non-Salesforce tools (Zoom Contact Center, Calendly, Zapier)
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The Company
HQ: New York, NY
197 Employees
Year Founded: 2018

What We Do

Employers in media production and the entertainment industry are constantly hiring. Freelance employees move between projects and could get onboarded 30 or more times in a single year. And yet, much of the industry uses physical paperwork with no easy way to track payments, often struggling with compliance (due to ever-changing laws and union rules), and has few automation processes in place when it comes time to send payroll reports to their accountants. Wrapbook is an intuitive payroll and insurance solution for those balancing multiple projects. With digital solutions, simplified compliance, and comprehensive reporting, we take the stress away so employers and project-based workers can focus on the big picture. Commercial producers, filmmakers, and anyone creating media deserve robust solutions to meet their unique demands. With Wrapbook, you only have to ask for documents from cast and crew once. Our platform lets you move all the onboarding forms associated with any crew from a project to any future ones, giving you back hours. By swapping out paper timecards with digital ones, approving payroll is now a piece of cake. Crew can log into Wrapbook from any device to enter their hours and expenses. Providing producers with the right tools to onboard crew and process payments helps them put routine work on auto-pilot. That way, they can focus on more compelling tasks. Let us tackle paperwork, payroll, and insurance, so you can continue creating the work that matters.

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