Xtrac Workflow Systems Admin / Analyst

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:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at .

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling 800-835-5099, prompt 2, option 3.

We welcome those with experience in jobs such as General, General, and General and others in the General to apply.