Business Analyst

Product Management & Customer Success

FullTime      San Ramon,CA.USA

About Position

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.

This ideal candidate will directly support the Head of Product and Customer Success by: 

  • Creating and maintaining a client database containing background on each institution including financial performance, relevant financial and strategic news, key competition, and product sales performance using Terafina.

  • Performing Return on Investment (ROI) analyses to estimate the business return for clients by using the full capability of the Terafina platform.

  • Preparing and compiling quarterly client assessments and commentary.

  • Supporting client goal setting sessions and compiling assumptions for further business analysis.

  • Interacting directly with clients to clarify and capture essential data to support financial analyses as well as to respond to questions about Terafina sourced reporting metrics.

  • Performing cross-client portfolio analyses. 

  • Supporting CEO and leadership team in generating client performance metrics, as required.

Success in the role will be based, in part, on Terafina’s success in deepening our ongoing engagement with our clients through meaningful analytic insights and recommendations that help identify opportunities to more fully leverage the Terafina platform’s capabilities to realize their institutions’ goals. 

Position Qualifications

Required Experience:  

  • 5+ years in the retail banking in a business or financial analytics role

  • Bachelors of Business, Accounting or Quantitative Study

  • Knowledge of retail banking and channel structure

  • Strong business acumen, analytical thinking skills

  • Clear and concise written and verbal communication skills

  • Mastery of Microsoft Excel, PowerPoint, Google Collaboration Suite

Preferred Experience:

  • Masters of Business Degree 

  • Familiarity with retail banking sales management and metrics 

  • Experience in developing business cases and ROI analysis

Characteristic of Ideal Candidate:

  • Being a highly effective partner and team player 

  • Self motivated with a drive to succeed

  • Have a passion for learning and asking questions 

  • Ability to focus on details but also see the fuller picture

  • Willingness to go above and beyond 

Apply Now!


What We Value:

  • Respect:  Value others.  Treat others how they want to be treated.  Welcome feedback.  Listen, seek to understand.  Be on time.

  • Accountability:  Look in the mirror.  Do what you say you are going to do.  Take responsibility.  Own your mistakes.  Take action.

  • Professionalism:  Communicate constructively.  Be open and honest.  Be inclusive.

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