Business Consultant/Analyst - Software-as-a-Service (SaaS)
About HuLoop Automation
HuLoop Automation, headquartered in Auburn, California, is an AI-Powered Work Optimization company redefining how work gets done across community and regional banking, credit unions, collections and revenue recovery, retail/wholesale, and CPG.
At the heart of our Human-in-the-Loop (HuLoop) ethos, our Intelligent Agents (digital workers) collaborate with people — eliminating repetitive “BS work” and empowering employees to focus on higher-value, cognitive activities.
Our unified, no-code platform delivers five integrated capabilities:
- Productivity Discovery – Reveals inefficiencies and automation opportunities through process and task mining.
- Work Orchestration – Optimizes human-driven processes through compliance, guidance, and automation.
- Process Automation – Automates multi-application tasks to improve productivity and scalability.
- Content Processing – Uses AI to extract, validate, and manage data from documents and images with human oversight.
- Test Automation – Ensures workflow and software reliability through no-code, AI-powered testing.
HuLoop’s AI-based Work Optimization Platform unifies automation, workflow orchestration, document processing, and testing — delivering radically simple, fast, and affordable solutions that help customers grow without growing headcount.
Job Location:
- Sacramento, California area (preferred)
- San Diego, California area
Job Type:
- Full Time, Permanent
Compensation:
- Base salary plus bonus
Job Description:
As a Business Consultant/Analyst for our Software-as-a-Service (SaaS) company, you will play a pivotal role in helping our clients leverage our SaaS platform to achieve their business objectives. You will work closely with clients to understand their unique needs, analyze their business processes, and provide strategic guidance and solutions to drive value and maximize ROI. This is a dynamic and client-facing role that requires a combination of business acumen, analytical skills, and a deep understanding of SaaS technology.
Job Responsibilities:
Client Engagement and Requirements Gathering:
- Engage with clients to understand their business goals, challenges, and requirements.
- Conduct workshops, interviews, and discovery sessions to gather and document requirements and processes.
- Collaborate with clients to define project scope, objectives, and success criteria, ensuring alignment with business goals and priorities.
Business Analysis and Process Improvement:
- Analyze client business processes and workflows to identify inefficiencies and opportunities for improvement.
- Develop business cases, cost-benefit analyses, and ROI calculations to quantify the value of solutions.
- Recommend process improvements and workflow optimizations to drive efficiency and productivity.
Solution Design and Implementation:
- Work with cross-functional teams to design customized solutions and configurations of our SaaS platform to meet client requirements.
- Develop functional specifications, user stories, and acceptance criteria to guide the development and implementation process.
- Provide ongoing support and guidance to clients throughout the implementation process, ensuring successful adoption and integration of the SaaS platform into their operations.
Data Analysis and Reporting:
- Collect, analyze, and interpret data to provide insights and recommendations to clients on business performance, trends, and opportunities.
- Develop dashboards, reports, and KPIs to track key metrics and measure the impact of our SaaS platform on client business objectives.
- Collaborate with clients to establish data-driven decision-making processes and leverage data analytics to drive continuous improvement.
Client Relationship Management:
- Build and maintain strong relationships with clients, acting as a trusted advisor and advocate for their business.
- Serve as the primary point of contact for client inquiries, escalations, and feedback, ensuring timely and effective resolution of issues.
- Proactively identify opportunities for upselling, cross-selling, and expanding our services to meet evolving client needs and objectives.
Job Requirements:
- Bachelor’s degree in business, Management, Economics, or related field (or equivalent experience).
- Proven experience in business consulting, business analysis, or a related role.
- Strong analytical and problem-solving skills, with the ability to gather, analyze, and interpret complex info.
- Excellent communication skills, with the ability to build rapport, influence stakeholders, and present ideas.
- Experience with SaaS platforms, CRM systems, or other business software solutions is preferred.
- Familiarity with project management methodologies (e.g., Agile, Scrum) and tools (e.g., JIRA, Asana) is a plus.
- Ability to work independently and collaboratively in a fast-paced, dynamic environment, managing multiple projects and priorities simultaneously.
Reports To:
- TBD
Equal Employment Opportunity Company:
- HuLoop is an Equal Employment Opportunity company that offers an excellent benefit package that includes Medical, Dental, and Vision. The company also offers paid vacation, holidays, and sick time.
- Potential candidates must be authorized to work in the United States.
