Lead customer journey mapping and gather, analyze, and document business and user requirements for a financial services client. Translate needs into functional requirements, align CRM and Martech teams with business objectives, and support workshops, stakeholder interviews, and documentation throughout a 4-month engagement.
About Octopus by RTG
Octopus by RTG is the tech hiring and outsourcing arm of Robusta Technology Group, dedicated to connecting exceptional tech talent with top-tier organizations across the MENA, GCC, Europe, the US, and Canada. We specialize in building strong, long-term partnerships between skilled professionals and innovative companies. Our mission is to empower growth, innovation, and excellence by matching the right talent with the right opportunities.
Key Responsibilities- Lead and support customer journey mapping exercises for a financial services client.
- Collaborate with senior stakeholders to gather, analyze, and document business and user requirements.
- Translate business needs into clear functional requirements and actionable insights.
- Work closely with CRM and Martech teams to align business objectives with technical capabilities.
- Support workshops, stakeholder interviews, and documentation efforts throughout the engagement.
Requirements
Experience
- 5–7 years of solid, relevant experience as a Business Analyst.
Industry Knowledge
- Strong familiarity with the financial services industry.
Technical Exposure
- Hands-on experience working with CRM and Martech platforms.
Soft Skills
- Proactive, collaborative, and approachable.
- Strong stakeholder management and communication skills.
- Ability to work effectively in fast-paced, client-facing environments.
Similar Jobs
Fintech • Legal Tech • Software • Financial Services • Cybersecurity • Data Privacy
Oversee private equity fund accounting, NAV calculations, financial reporting, transaction accounting, audits, investor reporting, and compliance with accounting standards. Lead fund accountants, manage stakeholder relationships, review controls, and drive process improvements and system implementations. The role requires strong knowledge of private equity accounting, carried interest, capital activity, complex investment structures, and fund accounting systems.
Top Skills:
GenevaInvestranExcel
Fintech • Software • Financial Services
Provides operational and client support for investment accounting and financial reporting matters. Manages complex client inquiries, validates investment data, performs account setup and reconciliation activities, uses internal tools and documentation to resolve issues, and prioritizes work against quality and productivity metrics. Builds client relationships, supports cross-functional projects, and trains and oversees junior staff.
Top Skills:
MS Office
Cloud • Computer Vision • Information Technology • Sales • Security • Cybersecurity
Sells enterprise cybersecurity software to new and existing customers across assigned accounts. Responsibilities include prospecting, qualification, negotiation, closing, cross-selling, upselling, renewals, forecasting, account planning, CRM documentation, customer onboarding coordination, and collaboration with internal teams and channel partners. The role also requires promoting products, communicating customer feedback, and using AI technologies to improve decision-making and business outcomes.
Top Skills:
Ai TechnologiesCRMCybersecurityEnterprise Security SoftwareFalcon FlexMarketing SoftwareSaaS
What you need to know about the Pune Tech Scene
Once a far-out concept, AI is now a tangible force reshaping industries and economies worldwide. While its adoption will automate some roles, AI has created more jobs than it has displaced, with an expected 97 million new roles to be created in the coming years. This is especially true in cities like Pune, which is emerging as a hub for companies eager to leverage this technology to develop solutions that simplify and improve lives in sectors such as education, healthcare, finance, e-commerce and more.
