The Fountain Group · 17 hours ago
HYBRID ROLE: M&A Business Analyst
Santa Clara, CA
Contract
Hybrid
Mid, Senior Level
$70/hr - $75/hrThe Fountain Group is a nationwide staffing firm recognized for its excellence since 2001. They are seeking an M&A Business Analyst to lead discovery and analysis sessions, define integrated operating models, and manage data migration strategies for merging entities.
ConsultingRecruitingStaffing Agency
No H1B
Responsibilities
Lead detailed discovery and analysis sessions to map the "as-is" processes, organizational structures, and data flows within Professional Services (Clarizen) and Customer Success (Gainsight) for both merging entities
Define the "to-be" integrated operating model, creating standardized, unified processes for critical handoffs (e.g., Sales → PS → CS) across SFDC, Clarizen, and Gainsight, ensuring optimal service delivery
Elicit, analyze, and document detailed functional and non-functional requirements for the configuration and integration of Clarizen, Gainsight, and SFDC to support the new combined entity
Systems Integration & Data Flow Design: Document bi-directional data synchronization requirements and field mapping specifications to ensure accurate, automated data exchange between Clarizen, Gainsight, and the core Salesforce CRM (SFDC)
Develop the comprehensive data migration plan and strategy, including data dictionaries, definitive data mapping documents, and transformation logic for all critical data objects from source systems to the consolidated Clarizen and Gainsight instances
Conduct data profiling and analysis to identify quality issues in source data, defining necessary cleansing and transformation requirements to ensure data integrity prior to and post-migration
Translate approved processes and data requirements into detailed user stories, epics, and acceptance criteria for the IT development team for efficient, agile execution
Lead the creation of integration and data validation test plans, manage the User Acceptance Testing (UAT) process, and coordinate sign-off to validate that integrated systems and migrated data meet all business requirements
Proactively identify, track, and manage integration risks, system issues, and functional dependencies, serving as the primary functional liaison to resolve conflicts between business owners and technical teams
Partner with change management teams to develop training materials, communication plans, and updated Standard Operating Procedures (SOPs) based on the newly integrated Clarizen, Gainsight, and SFDC platform
Qualification
Required
Bachelor's degree in Business Administration, Information Technology, Computer Science, or a related quantitative field
Proven experience supporting Professional Services and Customer Success functions, with a strong understanding of service delivery lifecycles, resource management, customer health scoring, and renewal processes
Hands-on functional and configuration knowledge of Clarizen (or similar PSA tool like OpenAir/FinancialForce) and Gainsight (or similar CSM tool like ChurnZero/Catalyst)
Expert understanding of Salesforce (SFDC) architecture, including data models, object relationships, and the technical requirements for integrating external systems (Clarizen, Gainsight) with the core CRM
Demonstrated ability to perform comprehensive gap analysis, process modeling, and requirements definition specifically within a post-M&A integration context
Advanced skill in developing data migration strategies, creating complex data mapping documents, defining transformation logic, and leading data cleansing efforts for critical business applications
Highly proficient in translating complex business processes and strategic goals into detailed functional requirements, user stories, and acceptance criteria in an iterative (Agile) environment
Proven ability to lead User Acceptance Testing (UAT), coordinate cross-functional stakeholders (PS, CS, IT), and manage expectations throughout the integration lifecycle
Preferred
Master's degree (MBA or equivalent) or relevant professional certifications, such as a Certified Business Analysis Professional (CBAP) or Project Management Professional (PMP) preferred
Certification or demonstrated coursework in M&A integration methodologies, or formal training in Agile/Scrum methodologies (e.g., Certified ScrumMaster or Product Owner) is highly beneficial
Specific vendor certifications for enterprise-level applications (e.g., Gainsight Admin, Clarizen Certified Professional, or Salesforce Administrator) are a strong advantage
Benefits
Health, vision, dental, life and disability insurance
Company
The Fountain Group
The Fountain Group is a staffing firm that specializes in rendering contingent workforce solutions to various industries.
Founded in 2001
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Jahnavi Patel
Finance Business Partner
Recent News
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