Denise Wojick

Business Analyst | Technical Support, Forecasting

Role
Business Analyst at Cetera Financial Group
Location
Charleston, SC, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Denise Wojick

As a Business Analyst with a passion for customer success, I bring a unique blend of analytical thinking and relationship-building to every client interaction. With experience in translating complex data into actionable insights, I’ve helped teams improve customer satisfaction, streamline operations, and align product offerings with real-world needs.Now pivoting into a Customer Success Manager role, I’m focused on driving value for clients through proactive engagement, strategic onboarding, and continuous support. I thrive in cross-functional environments, collaborating with Sales, Product, and Support teams to ensure customer goals are met and exceeded.

Experience

  1. Business Analyst

    Cetera Financial Group

    Dec 2023 — Present

    I effectively defined business needs and collaborated with teams to enhance operational efficiency. • Mapped current workflows to identify and address inefficiencies within the organization. • Analyzed business data to support decision-making and improve platform performance. • Developed comprehensive Business Requirements Documents (BRD) utilizing Agile and Waterfall methodologies.Delivery & Testing: Manage backlog items, support Agile ceremonies, coordinate testing (functional, UAT, integration)

Education

  • Endicott College

    AAS

    1991 — 1993

Skills

  • Business Process Improvement
  • Hp Quality Center
  • Business Analysis
  • Product Management
  • Salesforce.com
  • Sales Management
  • Sales Operations
  • Customer Service
  • Financial Services
  • Crm
  • Competitive Analysis
  • Proposal Writing
  • Training
  • Customer Relationship Management (Crm)
  • Leadership
  • Team Building
  • Management
  • Account Management
  • Microsoft Office
  • Sales
  • Process Improvement

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Denise Wojick — Business Analyst at Cetera Financial Group in Charleston, SC, US | Unifers