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
