Job Description:

The Role

Fidelity Charitable, specifically the Data and Shared Services (DSS) business unit, is seeking a talented Senior System Analyst/Quality Software Engineer who is experienced in the Xtrac Application or similar workflow application. In this role, you will work with the existing Principle Xtrac Admin, POs, technology Agile Teams, business users, and the DSS Quality Team to roll out a QA Strategy for Xtrac. This role requires a combination of both analyst/Xtrac product administration and quality assurance skill sets.

The XTRAC System Analyst works closely with clients to automate and optimize operational processes resulting in increased scalability, reduced cycle times, and improved management information for Client business functions. The XTRAC Analyst effectively documents requirements, develops, tests, and deploys operational workflow solutions utilizing the XTRAC solution set. Post implementation maintenance and improvement are required elements of the client relationship. The XTRAC Analyst must have or quickly develop a broad understanding of supported business functions, which primarily includes various financial service and supporting functions. This position requires a solid combination of technical skills and business knowledge. The successful candidate will also have a clear client service ethic and ability. This position has a significant impact on the client's overall satisfaction with XTRAC Solutions and adoption of preferred workflow platforms, and has frequent client interactions.

This role will also elevate the current QA Strategy for Xtrac, ensuring full end to end testing, regression and data best practices are in place.

Configuration, Implementation and Support:

Primarily work with XTRAC Admin configuration and documentation tools. Directly responsible for successful assigned client implementations, smooth client transitions to production, and ongoing maintenance of delivered solutions. Will work independently and as a team to define an optimal solution. Work with client SMEs to understand and document processes. Collect process, document management, systems integration, and other requirements necessary to implement the solution in XTRAC. Assist client users in testing and roll-out of the solution in the client environment. Provide on-going support and enhancement services to existing clients.

• Document requirements and recommend specific workflow automation solutions to clients

• Design, develop, test, deploy and maintain XTRAC workflows/application

• Participate in sprint and quarterly planning in an Agile environment

• Participate in and facilitate conference calls as needed

• Identify product and infrastructure dependencies relative to assigned projects or clients

• Collaborate with other XTRAC associates or functions as needed to support client needs

• Write test cases

• Cross Train and may provide some informal training

• Work with various Business Unit teams, attend client meetings to understand the requirements, and craft proofs of concept.

The Expertise and Skills You Bring

Education and Experience

• Bachelor degree required (preferably in business administration, finance, computer information systems or related fields)

• 5+ years of business experience required; Financial Services experience desired

• 3+ years of Client engagement/management experience preferred

• 2+ years of information systems experience is preferred

• Practical experience with process design, BPM, workflow, or business process analysis is highly desirable

Skills and Knowledge

• Knowledge of BPM, workflow, analytic and related tools is highly desirable

• XTRAC admin configuration or similar experience is desirable

• Sufficient aptitude to continually adapt to changing technology is required

• Proven problem solving and troubleshooting ability is required

• Proven client communications skills using various mediums is highly desirable

• Working knowledge of MS Word, Excel, PowerPoint, and Visio is required

• Ability to effectively document requirements, test plans, incident reporting, and other necessary artifacts is required

• Ability to write SQL queries and perform data analysis, a plus.

• Good communication skills with team and stakeholders

• Continuous improvement mindset where mistakes and failure are viewed as opportunities to learn and improve.

The Team

Fidelity Charitable is the brand name for the Fidelity® Charitable Gift Fund, an independent public charity, established in 1991 with the mission to foster the American tradition of philanthropy by providing programs that make charitable giving simple and effective. Since 1991, Fidelity Charitable has helped donors support over 180,000 nonprofit organizations with more than $18 billion in grants.

The mission of Fidelity Charitable Services (FCS) is to be the provider of charitable solutions, offering innovative ways to make giving easy and satisfying for our customers. FCS operates the Fidelity Charitable Gift Fund. At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "Dynamic Working". Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, all business days, every four weeks. These requirements are subject to change

Certifications:

Category:

Information Technology