Gestalt · 3 weeks ago
Product Analyst
Gestalt Tech is a dynamic and innovative SaaS data warehouse company in the financial services industry, dedicated to harnessing the power of data to drive strategic decisions and enhance services. They are seeking a highly curious, execution-oriented Product Analyst to bridge the gap between Customer Success and Engineering, ensuring business needs are clearly understood and translated into actionable requirements. The role involves understanding complex workflows, improving operational efficiency, and leveraging AI to enhance productivity.
Artificial Intelligence (AI)DatabaseEnterprise SoftwareInternet
Responsibilities
Partner closely with Customer Success to deeply understand customer needs, goals, and constraints
Translate business problems into clear, actionable requirements for Engineering
Ensure requirements clearly convey the desired outcome, not just the requested solution
Act as the connective tissue that keeps context from getting lost between teams
Support new customer onboardings, documenting requirements needed to deliver successfully
Contribute to product features and enhancements, from ideation through delivery
Identify gaps, inefficiencies, and ambiguities in existing processes—and help fix them
Continuously refine how requirements are gathered, documented, and communicated
Use AI tools to accelerate requirement creation, refinement, and validation
Experiment with AI-driven workflows to streamline analysis, documentation, and handoffs
Bring new ideas to the team on how AI can improve speed, quality, and consistency
Rapidly build fluency in financial services concepts, data, and workflows
Ask smart questions until you fully understand how and why things work
Become a trusted partner who can anticipate needs, not just react to them
Qualification
Required
Strong analytical thinking and written communication skills
Exceptional curiosity—you don't stop at surface-level understanding
Comfort working between technical and non-technical stakeholders
Ability to move fast without sacrificing accuracy
Demonstrated ability (or strong interest) in using AI tools to increase productivity
Interest in or exposure to financial services (lending, payments, fintech, banking, etc.)
Preferred
Prior experience or education in financial services, fintech, or data-driven environments
Exposure to software delivery, data platforms, or analytics tools
Familiarity with writing requirements, user stories, or functional specifications
Experience supporting customer onboarding or implementations
Company
Gestalt
Gestalt is a data warehousing and organization platform for financial institutions, automating data management to activate AI quickly.
H1B Sponsorship
Gestalt has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
Funding
Current Stage
Early StageTotal Funding
$6MKey Investors
Turbostart
2024-09-12Seed· $5.9M
2024-02-01Seed
2023-12-07Pre Seed· $0.1M
Leadership Team
Recent News
2025-04-28
Company data provided by crunchbase