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At Terafina, we believe in doing our best and focusing on the work to build an environment that is set up for success. We are committed to helping financial institutions thrive with innovative omnichannel sales solutions.
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Business Analyst

Product Management & Customer Success

Full Time         San Ramon,CA

As Terafina’s client base continues to expand, Terafina is seeking an ambitious, driven business analyst who will play a key role in supporting the growth of our business by supporting client expansion efforts. We do this through strong post-sale customer engagement including development of customized goals, detailed tracking of key performance indicators and regular assessments of their sales and process performance relative to peer institutions.

Terafina Inc. based in San Ramon, CA unifies the digital onboarding and sales experience for banks and credit unions across the digital, branch, and call-center channels. Terafina offers the broadest spectrum of products digitally to your customers including all consumer deposits, consumer lending, mortgage, small business deposits, small business lending and commercial deposits on one single platform.

Terafina helps financial institutions turn their online and mobile engines into strong conversion tools that drive growth by strategically leveraging and positioning product offerings - all while building a collaborative and seamless experience across your channels. By maximizing sales opportunities at every touchpoint and interaction, Terafina reduces friction and moves more applications to completion.

What differentiates Terafina from other BaaS providers is our deep subject matter experience in bank product management, acquisition sales management and the financial services software space. We view our industry-leading platform as an enabler to our clients’ long term success to achieve their top-line business growth, profitability and customer engagement goals. Our mission is to be an active partner with clients before, during and after delivery of our platform.

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Are you ready to synchronize your branch, call center and digital channels in a way like never before?

Our sales team is ready to help you. Call us at 510-573-6210 or email us at sales@terafinainc.com.