Business Analyst
SquarePeg
IT, Sales & Business Development
Carlsbad, CA, USA
Posted on May 4, 2025
Key Responsibilities
We are seeking a Business Analyst to join our Implementation Team and play a key role in onboarding clients to our software platform. This client-facing role requires strong communication skills, a proactive mindset, and a passion for working with data. The ideal candidate will be responsible for reviewing complex data sets and mapping client data into our system, validating system data, visually documenting current and future state workflows, and helping clients successfully on-board to our platform. This position blends analytical thinking with relationship-building to support seamless data integration and drive continuous improvement in onboarding and product implementation.
Client Onboarding & Data Mapping
Qualifications & Experience
ProScore Technologies is a leader in AI-powered workforce compliance solutions, specializing in helping organizations navigate the complexities of compliance under frameworks like the Inflation Reduction Act (IRA). Our platform streamlines compliance processes, offering innovative, end-to-end solutions that empower businesses across various industries.
Join Us!
If you are a detail-oriented, client-focused professional who enjoys working with data, mapping processes, and guiding clients through successful software onboarding, we want to hear from you!
How to Apply:
Submit your resume and a cover letter detailing your experience and why you’re the ideal candidate for this role to careers@proscore.ai.
ProScore Technologies is an Equal Opportunity Employer.
We are seeking a Business Analyst to join our Implementation Team and play a key role in onboarding clients to our software platform. This client-facing role requires strong communication skills, a proactive mindset, and a passion for working with data. The ideal candidate will be responsible for reviewing complex data sets and mapping client data into our system, validating system data, visually documenting current and future state workflows, and helping clients successfully on-board to our platform. This position blends analytical thinking with relationship-building to support seamless data integration and drive continuous improvement in onboarding and product implementation.
Client Onboarding & Data Mapping
- Serve as a primary point of contact for new clients during onboarding, building strong, professional relationships.
- Review client-provided data (primarily financial) for completeness and quality, and map it into ProScore’s standardized data import templates.
- Collaborate with clients to ensure data is understood, formatted correctly, and ready for seamless migration into our system.
- Proactively communicate timelines, expectations, and progress with both internal teams and clients.
- Interview clients to understand their current business processes and system workflows.
- Create clear visual representations of current state and proposed state workflows using diagramming tools (e.g., Lucidchart, Visio, or similar).
- Work closely with the product and implementation teams to align client needs with platform capabilities.
- Estimate and communicate time requirements for data review, validation, and transformation.
- Participate in implementation meetings and status updates, ensuring alignment between internal teams and client expectations.
- Identify potential roadblocks early and help troubleshoot data or workflow-related issues during onboarding.
- Analyze and validate data sets to identify issues or gaps prior to system import.
- Collaborate with engineering and product teams to ensure smooth data migration and accurate workflow setup.
- Recommend improvements in internal processes based on onboarding feedback and data trends.
Qualifications & Experience
- 3+ years in a Business Analyst, Implementation Analyst, or Data Analyst role within a software/SaaS environment.
- Experience working directly with clients during software onboarding or implementation.
- Background in data mapping, data review, or data migration (especially financial data sets).
- Experience visualizing business workflows and process documentation.
- Strong written and verbal communication skills; ability to clearly explain data and workflows to non-technical clients.
- Detail-oriented with excellent problem-solving and time estimation abilities.
- Comfortable working with Excel, CSV data files, and common data formats.
- Proficiency with process mapping tools (Lucidchart, Miro, Visio, etc.).
- Familiarity with SQL is a plus but not required.
- Strong interpersonal skills — collaborative, friendly, and reliable under pressure.
- Bachelor’s degree in Business, Information Systems, Data Science, or a related field preferred.
- Google Data Analytics, Microsoft Certified: Data Analyst Associate, or related certifications.
ProScore Technologies is a leader in AI-powered workforce compliance solutions, specializing in helping organizations navigate the complexities of compliance under frameworks like the Inflation Reduction Act (IRA). Our platform streamlines compliance processes, offering innovative, end-to-end solutions that empower businesses across various industries.
Join Us!
If you are a detail-oriented, client-focused professional who enjoys working with data, mapping processes, and guiding clients through successful software onboarding, we want to hear from you!
How to Apply:
Submit your resume and a cover letter detailing your experience and why you’re the ideal candidate for this role to careers@proscore.ai.
ProScore Technologies is an Equal Opportunity Employer.
