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Business Analyst

Confluence’s most important asset is its clients.  The mission of the Business Analyst is to ensure that all clients are receiving the maximum value out of Confluence solutions and act as the voice of clients to the rest of Confluence, and the voice of Confluence to clients. 

About Regulatory Reporting Operations (RRO)
As part of the Alternative Investments team, your greatest assets are your teammates.  Our platform requires both an excellent understanding of client business challenges and the ability to translate this need into applied software solutions; each member of the RRO team brings unique expertise based on industry experience in financial services and/or information technology.  Creative thinking, adaptability, and the desire to serve – both clients and one another – are critical to success.  If you are looking for a highly collaborative environment where the first question is, “How will this improve our client experience?” RRO at Confluence is the team for you.

Essential Responsibilities
Responsible for all clients/products post-sale

  • Manage client loyalty to Confluence by knowing the client and the key contacts
  • Understand and ensure high level of overall loyalty
  • Know the customer’s products purchased/implemented, product usage/entrenchment, opportunities and issues
  • In-depth knowledge of regulatory solutions to provide consultation to new clients

Responsible for day-to-day client relationships and implementations

  • Be an escalation point for junior members of our team
  • Manage multiple deliverables across support, implementation and support functions
  • Facilitate client calls
  • Resolve client issues with Confluence software solutions
  • Escalate issues to other Confluence teams as appropriate
  • Communicate progress on issues, Service Release items, and product changes to clients
  • Educate clients on best practices for most effective use of Confluence software solutions
  • Communicate opportunities to sales
  • Ensure that all client opportunities and issues are addressed in a timely manner
  • Provide first-tier support via phone, email or on-site
  • Prepare for, manage, and document routine status calls with clients to discuss outstanding issues, upcoming releases, training classes, consulting opportunities
  • Maintain records of client configurations and installed applications etc.
  • Act as project manager on small consultation projects

Provide business and subject matter expertise

  • Provide thought leadership to management in regards to regulatory reporting
  • Translate business problems for technical resources
  • Elicit requirements for mapping updates
  • Test and measure Confluence software solutions in alignment with user’s workflow
  • Ensure solutions are compliant with regulations
  • Knowledge of US and European regulatory market place
  • Train internal and external parties on our services

Other duties as assigned


  • Bachelor degree required in Business, Information Systems or equivalent work experience
  • Four or more years of business support and client relationship experience required; experience in the financial services or data governance preferred

Essential Skills

  • High creativity with the ability to solve complex business problems
  • Ability to learn independently and work with a high degree of autonomy
  • Proficiency with Confluence software solutions
  • Excellent organizational and communication skills
  • Ability to multitask, strong attention to detail, self-motivated willingness to take initiative
  • Ability to work more than 40 hours per week based on client demands
  • Ability to travel as needed
  • Knowledge of all company policies and procedures
  • Increased level of responsibilities, as value-added team member
  • Collaborative working style that values team success over personal accomplishments
  • Act in accordance with and is an ambassador of our company values - Integrity, Imagination, Discipline and Service
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