Business Analyst Senior [PyME Origination - Persona Moral]

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📍 Mexico

About this role

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

Frequently Asked Questions

Is the salary disclosed for the Business Analyst Senior [PyME Origination - Persona Moral] position at platacard?
The salary for this Business Analyst Senior [PyME Origination - Persona Moral] role at platacard is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Business Analyst Senior [PyME Origination - Persona Moral] position at platacard located?
This Business Analyst Senior [PyME Origination - Persona Moral] role at platacard is based in Mexico. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Which team or department does the Business Analyst Senior [PyME Origination - Persona Moral] at platacard belong to?
This Business Analyst Senior [PyME Origination - Persona Moral] position is part of the HQ department at platacard. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Business Analyst Senior [PyME Origination - Persona Moral] position at platacard?
Click the "Apply Now" button on this page. You will be redirected to platacard's official application portal hosted on greenhouse where you can submit your application directly.
When was the Business Analyst Senior [PyME Origination - Persona Moral] job at platacard posted?
This Business Analyst Senior [PyME Origination - Persona Moral] position at platacard was posted on Jul 28, 2026. Apply as soon as possible — early applications are often reviewed first.
Business Analyst Senior [PyME Origination - Persona Moral]
platacard
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