Business Analyst

Doxim is a leading provider of SaaS-enabled Customer Engagement Software and provider of the Processing and Delivery of Mail and Electronic Documents for Financial Service Organizations. Our software has proven to address key digitization challenges for our clients, from automated client onboarding and improved, personalized communications to anytime, anywhere content access, tailored to a clients’ channel preferences. Our processing arm provides members of the Financial Organizations with timely delivery of statements, notices, and other communications in both print and electronic formats.
With offices throughout Canada and several locations across the United States, the Doxim team is expanding quickly, and seeking a Business Analyst to help reach the next level and accomplish corporate goals.
We have an opportunity for the right candidate to become a key member of our Professional Services team. We are seeking a Business Analyst to assist in large and small scale professional service project implementations for diverse clients in the financial services industry. You will be responsible for assisting in project scoping, information gathering, data analysis, documentation and customer training.

Job Summary
To be responsible with minimal supervision the overall direction, coordination, implementation, execution, control and completion of specific projects ensuring consistency with company strategy, commitments and goals. Technical liaison to customers (internal and external) and provide needs assessment, education, resolve questions and make recommendations to ensure the highest quality product is available.


  • Works with the Project Managers on setting up new and existing customers with new products
  • Develops a strong understanding of customer objectives and assesses their business strategies and needs in relation to their objectives.
  • Work with the standardized methods in which work will be accomplished.
  • Meet or exceed operational standards by contributing information to strategic plans and reviews; implementing production, productivity, quality, and customer-service standards; resolving problems; identifying service and system improvements.
  • Work closely with other departments, communicating via email/phone/in person regarding any questions/changes/requests to the billing.
  • Attends and participates in meetings, conference calls, and seminars as required.
  • Create documentation as needed for project delivery success as well as on going technical and support documentation for any given product
  • Escalate any errors or missed steps to Department Director.
  • Keeps management well informed of area activities and of any significant problems.
  • Keep accurate records of discussions or correspondence with customers, partners and internal resources
  • Train customers on new services such as I.D. Platform® and I.D. Connect®, etc.
  • Uphold all security standards in place with files, emails, passwords, web sites, any and all confidential information both internally and externally.
  • Acquiring and maintaining customer approval on all changes, samples, and overall satisfaction.
  • Create and maintain QuickBase Ticket Desk as required
  • Attends and participates in meetings, conference calls, and seminars as required.


  • Tracks and resolves problems effectively and with a sense of urgency.
  • Promotes goodwill and positive image of the Company.
  • Works to foster a cooperative team environment.
  • Completes assigned documentation in an accurate and timely manner.
  • Keeps work area clean, secure, and well maintained.
  • Completes special projects as assigned.
  • Track project deliverables using appropriate tools
  • Provide support to project team and client/ partner
  • Assist with technical support and root cause analysis

Experience and Qualifications:

  • 5+ years’ experience working in a Financial Services environment
  • Exceptional verbal and written communication skills
  • Highly motivated, self-directed individual
  • Excellent organization skills
  • Proficient in Microsoft products
  • Proficient communications skills (both verbal and written/ clear and concise)
  • Proficient customer service skills
  • Ability to establish priorities, work independently, and proceed with objectives with minimal supervision.
  • Ability to prioritize and handle multiple clients/ partners, tasks and projects concurrently
  • Ability to handle and assist in resolution to recurring problems.
  • Critical thinking and problem-solving skills
  • Conflict management
  • Ability to communicate and interact with all levels of internal and external personnel
  • Ability to take direction from management
  • Attention to detail and extremely quality focused
  • Team work
  • Positive attitude
  • Stress tolerant
  • Ability and willingness to go above and beyond

If this sounds like you, please send your application to:

Please indicate job title in subject heading of email

Doxim company encourages applications from all qualified individuals. Applicants with disabilities may notify us of any accommodations needed to support your participation in the recruitment process. We wish to thank all applicants for their interest and effort in applying. Please be aware that only candidates selected for interviews will be contacted for this position.