Plata Card

Financial Services

BusinessAnalystMiddle[Origination-PyME]

$480–720k ~AI est. Mexico City, Mexico Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid candidates.

The Brief

“Business Analyst Middle [Origination - PyME] at Plata Card. Skills: Origination processes, Customer onboarding, Business requirements. Design onboarding flows. Optimize onboarding flows”

What You'll Achieve.

Improve conversion; Improve customer experience; Increase conversion; Increase process efficiency

Industry & Context.

Financial Services
Problems you'll solve

Analytical thinking; Structured thinking

What They're Looking For.

Must Have

3+ years Business Analyst experience, Experience gathering requirements, Experience documenting requirements, Experience managing requirements, Experience describing business processes, Experience optimizing business processes, Experience working with Engineering, Experience working with Design, Experience working with QA teams, Experience preparing development tasks, Experience supporting delivery through release, Manage multiple initiatives, Manage multiple contexts, B2 or higher English level

Nice to Have

Experience with business banking products, Experience with current accounts, Experience with payments, Experience in onboarding, Experience in acquisition, Experience in servicing, Experience in customer journey design, Experience collaborating with Compliance, Experience collaborating with Legal teams, Experience building processes from scratch, Experience scaling processes from scratch, Experience in fintech, Experience in banking, Experience in financial services

What You'll Do.

Design onboarding flows

Optimize onboarding flows

Coordinate cross-functional teams

Improve customer experience

Design onboarding processes

Service business current accounts

Gather business requirements

Analyze business requirements

Document business requirements

Translate business needs

Prepare development tasks

Improve customer journeys

Identify conversion opportunities

Identify process efficiency opportunities

Support existing processes

Evolve existing processes

How You'll Work.

Team & Collaboration

Cross-functional teams; Product Managers; Engineering; Design; QA; Compliance; Legal; Marketing teams

Communication Scope

Stakeholder management; English communication

Full Job Description

The PyME team is responsible for building banking products and services for small and medium-sized businesses, helping entrepreneurs manage their daily financial operations and grow their businesses. We are looking for a Business Analyst to join the Origination stream and help design and scale customer acquisition and onboarding processes for business clients.The primary focus of the role will be building and improving origination journeys for business current accounts, ensuring sole proprietors and small business customers can seamlessly open and start using their accounts. You will be responsible for designing and optimizing onboarding flows, gathering requirements, coordinating cross-functional teams, and continuously improving conversion and customer experience. This role sits at the intersection of product, business, operations, and technology, offering the opportunity to shape how entrepreneurs experience the bank from their very first interaction. Challenges that await you: Designing and developing onboarding and servicing processes for business current accounts for sole proprietors Gathering, analyzing, and documenting business requirements from stakeholders Translating business needs into clear specifications, user stories, and development tasks Working closely with Product Managers, Engineering, Design, QA, Compliance, Legal, and Marketing teams Supporting delivery throughout the full development lifecycle, from discovery to release Participating in prioritization and planning within the business banking domain Improving customer journeys and identifying opportunities to increase conversion and process efficiency Supporting and evolving existing onboarding and servicing processes for business clients What makes you a great fit: 3+ years of experience as a Business Analyst Experience gathering, documenting, and managing business requirements Experience describing and optimizing business processes Experience working closely with Engineering, Design, and QA t

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