Lead Technical Implementation Analyst

Coterie

6d • $120,000 - $150,000 • Remote

About The Position

The Lead Technical Implementation Analyst leads requirements and delivery coordination across a portfolio of concurrent initiatives spanning internal business units and external distribution partners, including changes to the Distribution API. The role establishes standards for the track and mentors other analysts. It is primarily an individual-contributor position focused on identifying systemic issues across business units, promoting strategically aligned solutions, and collaborating with leadership on capacity, prioritization, and cross-functional alignment.

Analysts in the Feature Delivery track partner with business units across Coterie, including Revenue, Salesforce, Claims, Care/Payments, and Compliance, as well as external distribution partners and the APIs they consume. They organize ideas, gather and structure requirements, and advance projects that may involve partner integrations or Distribution API changes. Analysts serve as the single point of contact for internal and external stakeholders and own communication, UAT coordination, and the quality of requirements delivered to engineering. They remain engaged throughout delivery, including the final mile of release.

The role provides delivery leadership across a portfolio of work while balancing hands-on delivery with team enablement and process definition. It requires sound judgment in evaluating risk and escalating unresolved decisions, and a collaborative approach to building others' domain knowledge and testing skills.

Requirements

• Bachelor's degree in Business, Technology, Insurance, or a related field, or equivalent experience.
• At least 6 years of experience in business analysis, product ownership, implementation, or delivery roles, including leading cross-functional initiatives, managing timelines, and running several initiatives in parallel across different stakeholder groups.
• Meet at least two of the three team-wide baseline qualifications: Coterie business experience; technical experience such as software engineering, software testing, product management or ownership, or similar delivery tooling; or commercial insurance product knowledge.
• Meet the stated team-wide mindset expectations, including curiosity and self-motivation, ownership, audience-appropriate storytelling, and scope awareness.
• Meet the stated team-wide domain and technical fluency expectations, including familiarity with the SME insurance market and Coterie's position, distribution relationships, APIs, demonstrable use of AI tools for requirements, UAT, and development, benefit measurement, and stakeholder management.
• Write engineering-ready requirements with context, acceptance criteria, and explicit out-of-scope items.
• Design and run UAT with traceability, defect triage, and documented acceptance.
• Have working knowledge of at least one Coterie partner business area, such as Salesforce-based revenue workflows, claims, billing and payments, compliance, distribution partner integrations, or the Distribution API.
• Have working knowledge of Jira, Confluence, APIs, and Postman.
• Have experience defining requirements, UAT, or communication standards that others adopted.
• Have extensive experience mentoring analysts or project coordinators, influencing team roadmaps, and winning support from executive stakeholders and cross-functional teams.
• Bridge technical and business language confidently with developers and business leaders and operate effectively in a fast-paced, high-growth environment.
• Be authorized to work in the United States without current or future visa sponsorship.

Nice To Haves

• Extensive knowledge of Property & Casualty insurance distribution and agency operations.
• Experience with Agile Scrum methodology.
• Aptitude for producing detailed documentation.
• Experience in an integrations manager or similar partner-facing technical role, guiding external partners through API integrations.

Responsibilities

• Lead requirements and delivery coordination across multiple concurrent initiatives, business units, and distribution partner integrations, including Distribution API changes.
• Define and enforce standards for requirements documentation, UAT, and stakeholder communication.
• Mentor analysts and contribute to onboarding and team development.
• Collaborate with leadership on team capacity, prioritization, and cross-functional alignment.
• Identify pervasive issues across business units and propose systemic solutions.
• Assess the impact of system and API changes on compatibility, downstream dependencies, and partner workflows.
• Serve as the single point of contact for internal and external stakeholders, owning communication, UAT coordination, and requirements quality through delivery and release.
• Evaluate risks, escalate unresolved decisions, and help build others' domain knowledge and testing skills.

Benefits

• 100% remote work.
• Health insurance through Aetna, with 100% of premiums paid by the company.
• Dental and vision insurance through Guardian, with 100% of premiums paid by the company.
• Basic life insurance, with 100% of premiums paid by the company.
• Access to a flexible spending account (FSA) or health savings account (HSA) for employees using HSA-eligible plans.
• 401(k) plan with up to 4% company match and immediate vesting; participation requires employees to be at least 21 years old.
• Flexible PTO policy offering up to 4 weeks in the first 12 months; thereafter, PTO usage aligns with company standards and typically does not exceed 5 weeks per calendar year.
• 12 company-paid holidays each year.
• Annual continuing education stipend.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior