Remote - US & Canada Remote (Country) Employment

Wrapbook is hiring a Systems & Business Analyst, Client Operations

Responsibilities

  • Business immersion: In team meetings and learning workflows before anything touches a system.
  • Problem intake: You surface problems instead of waiting for them, and push back on requests that aren't grounded in a real problem, including from people senior to you.
  • Requirements authorship: You write and own the requirements.
  • Light Salesforce configuration: Reports, dashboards, simple flows, field updates, and basic config within the published data model.
  • Solutioning with your pod: You and your AI Ops partner decide together whether a fix is a Salesforce change, an automation, or an AI agent. You own the workflow context and requirements, build the light pieces, and partner on the AI-led pieces.
  • Non-Salesforce systems: You own the roadmap and prioritization for your pod's tools, like Zoom Contact Center, Calendly, and Zapier.
  • Roadmap visibility: A transparent roadmap of your builds, shared broadly.
  • Systems enablement: You own onboarding, refreshers, and adoption for your function, and getting people using the systems well.

Requirements

  • High agency: You decide what needs doing and drive it to shipped without waiting to be told.
  • 6+ years in a business analyst, ops, or systems role, ideally high-volume, with the seniority to hold your ground with senior leaders.
  • High Salesforce fluency, specifically experience building in the platform.
  • Evidence you build beyond a CRM: an automation, an AI agent, a scripting habit, an integration. You treat Salesforce as one system among several.
  • Strong discovery instincts: You interview stakeholders, observe workflows, and don't take a doc at face value.
  • You get productive in an unfamiliar system or domain quickly, and you don't wait for a map.
  • Real project management: You own timelines, surface risk early, and keep everyone aligned when they all think their thing is top priority.
  • Clear, direct communication: You can tell a senior leader their requirement isn't ready and explain why.
  • An AI-first, automation-first mindset with disciplined judgment.

Nice to Have

  • Admin certification preferred.

Benefits

  • Unlimited Paid Time Off
  • Work from anywhere in Canada and USA
  • Health and Dental benefits
  • Up to $1,500 USD/ $2,025 CAD towards IT set up for your home
  • Up to 2% matching RRSP / 401K
  • Learning and Development opportunities
  • Up to $50 USD/ $67.50 CAD towards Internet/Cell phone service

Team

Team size: 350+. Structure: Reports to Director, AI & Operational Transformation. Closest working relationship is AI Ops partner in a two-person pod. Also works closely with Systems Architect and Support, Customer Success, and Operations leadership.

How you'll spend your time

  • 40% discovery, requirements, and business immersion. The core of the job. In team meetings, learning workflows, writing specs, pushing back on requests that aren't ready.
  • 40% light system work and ownership. Light Salesforce configuration within the published data model (reports, dashboards, simple flows, field updates), triage, and roadmap ownership for your pod's non-Salesforce tools (Zoom Contact Center, Calendly, Zapier, etc). Increasingly, AI-built solutions with your AI Ops partner.
  • 20% coordination, communication, and roadmap management.

What you don't do

  • Build without scoping or take build orders directly from the business.
  • Heavy Salesforce development, the object model, and integration contracts.

What great looks like

  • You define scope, requirements, and a clear definition of done for every build.
  • You find the problems worth solving before anyone files them, and teams trust you to shape the fix.
  • You and your AI Ops partner ship what neither of you could alone.
  • You set the foundation and process; they optimize and scale it, so the output is a multiple of either input.
  • You know your function's workflows and available tools well enough to push back and provide clear guidance on paths forward.
Your first international client?

Don't lose them over invoicing

Clients ghost freelancers with unprofessional invoicing. Glopay gives you a real EU company partnership so they take you seriously from invoice #1.

Instant EU company partnership
Invoice builder with your branding
Automated payment reminders
Real-time payment tracking
Get EU company now
Ready in 24 hours
About company
Wrapbook
Wrapbook is a smart, intuitive platform that makes production payroll and accounting easier, faster, and more secure. It provides a unified payroll platform that connects production, accounting, cast, and crew, empowering teams to manage projects, pay cast and crew, track expenses, and generate data-driven insights.
All jobs at Wrapbook Visit website
Job Details
Department Client Operations
Category other
Posted a month ago