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Plata

Business Analyst Senior [PyME Origination - Persona Moral]

Mexico

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hirly's read of this role

Seniority
Senior
Country
MX
Work mode
Remote-friendly
First seen by hirly
1 Sept 2026

Derived automatically from the posting. Upload your resume above to see how the role scores against it.

the posting

We are looking for a Senior Business Analyst to join the PyME Origination team.

The team is responsible for building digital onboarding products for business customers. One of its key areas is account opening for persona moral — the Mexican legal entity classification for incorporated businesses — one of the most technically complex products in our portfolio. It combines corporate document processing, KYB verification, electronic signature with e.firma, regulatory requirements for remote onboarding, and integrations with internal systems and external data providers.

The product has already been launched and is entering its next stage of growth. In this role, you will take ownership of the end-to-end onboarding funnel for persona moral , continuously improving conversion, customer experience, and operational efficiency. You will work at the intersection of product, analytics, engineering, compliance, risk, legal, and operations, combining business analysis with strong product thinking and data-driven decision making.

Challenges that await you:

Owning the end-to-end onboarding funnel for legal entities, from landing page to the customer's first successful transaction

Identifying bottlenecks in the customer journey, analyzing drop-off points, and prioritizing initiatives to improve conversion

Working directly with data using SQL and BI tools to evaluate opportunities and measure product performance

Designing and running experiments to optimize onboarding flows, including A/B testing and funnel improvements

Gathering and documenting business requirements, user stories, process models, and integration specifications

Driving complex cross-functional initiatives involving Engineering, Compliance, Risk, Legal, Operations, and external vendors

Defining and monitoring operational metrics, dashboards, and SLAs for the onboarding process

Supporting the development of new capabilities, including document processing, electronic signature flows, account upgrades, and additional business banking products

Collaborating closely with System Analysts and Engineering teams throughout the full product development lifecycle

What makes you a great fit:

5+ years of experience as a Business Analyst, Product Owner, or Product Manager

Proven experience owning and optimizing customer acquisition or onboarding funnels, with measurable business results

Strong analytical skills and hands-on experience with SQL, BI tools, and product metrics

Practical experience designing and analyzing A/B tests and product experiments, including metric decomposition, cohorts, sample size estimation, and result interpretation

Experience leading cross-functional initiatives involving multiple teams, external vendors, and regulatory stakeholders

Strong understanding of customer journeys, process optimization, and conversion improvement

Ability to translate business needs into clear requirements and collaborate effectively with Engineering teams

Excellent communication and stakeholder management skills

B2 or higher English level for effective communication with an international team

Your bonus skills:

Experience with B2B or SME banking products

Experience with OCR, document processing, or ML-based document verification

Familiarity with electronic signature solutions, certification providers, or regulated digital onboarding

Experience launching regulated financial products from scratch

Understanding of KYC, KYB, AML, or other regulated onboarding processes

Strong technical understanding of APIs, integrations, asynchronous processes, and process modeling

Experience in fintech, banking, or another highly regulated industry

Our ways of working:

Innovative Spirit: A commitment to creativity and groundbreaking solutions

Honest Feedback: valuing open, transparent communication

Supportive Team: a strong, collaborative community

Celebrating Achievements: recognizing our wins together

High-Tech Environment: a team full of smart and revolutionary people who date to challenge the status quo of incumbent finances

Our benefits:

Relocation support to Mexico with assistance for the employee and their family

Flexible work from our office

Healthcare Coverage

Education Budget: Language lessons, professional training and certifications

Wellness Budget: Mental health and fitness activity reimbursements

Vacation policy: 20 days of annual leave and paid sick leave

Original posting on Plata's site ↗

Listed on hirly, a job board. hirly is not the employer: Plata is hiring for this role.

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