Employee Applicant Privacy Notice
Who we are:
Shape a brighter financial future with us.
Together with our members, we're changing the way people think about and interact with personal finance.
We're a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we're at the forefront. We're proud to come to work every day knowing that what we do has a direct impact on people's lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world.
The role:
We are seeking a Platform Transformation Analyst to lead and support our platform vision of providing the best user experience for our customers. This role involves system configuration, feature enhancements to drive efficiency and effectiveness, developing design process maps, providing administration and production support, gathering requirements documentation, change management, performing UAT testing and much more. The successful candidate will build productive relationships with Operations, Fraud Operations, Risk Strategy, Business, Program Management, Product Management, Analytics, Technology, and vendors.
What you'll do:

• Collaborate with Cross-Functional Teams: Understand business needs and enhance platform user experience by optimizing views, layouts, system configurations, navigation, logic, functionality and enhancements.
• Project Management: Organize and facilitate discussions to assist in project planning, driving project momentum, implementation and ensuring deliverables are met with quality standards and on time.
• Subject Matter Expert: Be the go-to person for the platform while providing expert knowledge and support.
• Documentation and Visualization: Develop project plans, user guides, requirements documentation, and visualize design flows, including user interactions, data flows, and system responses.
• User Account Management: Manage user accounts, permissions, and roles to ensure appropriate access levels and security.
• Issue Management: Log, track, and resolve system issues, bugs, and customer-reported issues.User Support: Provide guidance and troubleshooting for users encountering issues or needing assistance with the system.
• Change Management: Review and prioritize system change requests and enhancements based on business needs and impact. Ensuring changes are documented and communicated to appropriate teams.
• Scoping and Estimation: Estimate effort, resources, and timelines for implementing new features and enhancements.
• User Acceptance Testing (UAT): Assist in UAT, provide guidance, troubleshooting, and verify requirements are met before deployment. Obtain appropriate approvals before deploying changes to production.
• Reporting and Visualization: Design and generate reports to track key metrics and configure dashboards for real-time insights.

What you'll need:

• 3 years of relevant experience as a business analyst or in a similar role, preferably in financial services.
• Experience in end-to-end project management with the ability to organize, prioritize, and manage multiple priorities.
• Comfort with ambiguity and ability to thrive in a dynamic, fast-paced environment.
• Strong communication and interpersonal skills, with the ability to build collaborative partnerships across teams and levels.

We are looking for a proactive, detail-oriented individual who can effectively manage and optimize our platforms, ensuring an exceptional experience for our business users. If you meet the qualifications and are excited about this opportunity, we encourage you to apply.
Compensation and Benefits
The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate's experience, skills, and location.
To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!
SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.
The Company hires the best qualified candidate for the job, without regard to protected characteristics.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
New York applicants: Notice of Employee Rights
SoFi is committed to embracing diversity. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com.
Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.
Internal Employees
If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.