Technical Business Analysis Consultant

iPipeline•Radnor Township, PA
•Onsite

About The Position

The Expert Technical Business Analysis Consultant partners with clients, end users, and business stakeholders to design, deliver, and support solutions for complex business needs. The consultant learns clients’ business structures, policies, operations, objectives, and current-state processes; translates these into detailed functional and technical specifications; evaluates platform capabilities and technology options; and aligns solutions with client operations. The role leads analysis, design, and implementation of complex technical projects using platform functionality, configurable components, custom solutions, and system integrations, with ownership from initial requirements through production support. This senior-level individual contributor is accountable for billable client outcomes, exercises independent judgment, and may support less experienced analysts while serving as a key technical decision contact for client engagements. The role includes client discovery and requirements feasibility, solution design and implementation on a low-code platform, technical and client documentation, stakeholder collaboration, Agile delivery support, and production support and continuous improvement. It also involves assessing potential uses of AI and machine learning, including natural language processing, predictive analytics, and intelligent automation, and using AI-assisted tools in analysis and documentation workflows. This is an office-based position.

Requirements

  • Typically 6 or more years of experience in solution analysis, design, and implementation focused on complex business problems using configuration and development of low-code/no-code platform solutions, or equivalent related experience.
  • In-depth knowledge of client discovery, requirements definition, solution assessment, system architectures, integrations, implementation support, and the software development lifecycle.
  • Expertise eliciting, analyzing, modeling, documenting, and validating requirements in complex, multi-stakeholder environments; ability to independently produce comprehensive functional and non-functional specifications with clear acceptance criteria.
  • Expertise in business analysis methodologies, process analysis, needs assessment, and evaluation of solution options.
  • Deep knowledge of system architecture, platform capabilities, integrations, APIs, and data flows; ability to lead multi-system integration projects, assess constraints, recommend approaches, and design and document comprehensive solutions.
  • Ability to create clear requirements models, process maps, solution documentation, data flows, user guides, and training materials for business and technical audiences.
  • Ability to define test scenarios from specifications, analyze test results and defects, support integration and user acceptance testing, and verify that solutions meet client requirements.
  • Advanced knowledge of SQL or querying tools, including SQL and NoSQL, for data extraction, analysis, troubleshooting, validation, and advanced querying; strong understanding of relational databases, table relationships, and data structures.
  • Proficiency with requirements and backlog management tools such as Jira or Azure DevOps; process-modeling and diagramming tools such as Lucidchart, Microsoft Visio, or Miro; documentation platforms such as Confluence or SharePoint; and testing tools such as Zephyr for Jira or TestRail. Experience with AI-assisted documentation, diagramming, and analysis tools.
  • Foundational understanding of AI/ML concepts, including supervised and unsupervised learning, NLP, and generative AI, sufficient to evaluate applicability, communicate with AI engineering teams, and assess AI-driven business analysis tools.
  • Proficiency reading, debugging, and discussing code logic with developers; ability to write targeted scripts or basic SQL queries to validate requirements, test solutions, or perform ad hoc data analysis.
  • Expert analytical and consulting skills, including structuring ambiguous problems, identifying root causes, evaluating options, and recommending practical solutions.
  • Demonstrated experience in an Agile environment, preferably on a SCRUM team.
  • In-depth understanding of data security, privacy regulations, and compliance standards such as GDPR and HIPAA and their application to technical solutions.
  • Ability to communicate requirements, options, findings, and recommendations to end users, technical teams, clients, and senior stakeholders.
  • Ability to support less experienced team members on requirements approaches, platform concepts, and technical project work.
  • Strong organization and accountability; ability to manage multiple tasks, prioritize workload, drive work to resolution, and deliver commitments with minimal direction.
  • Strong negotiation and stakeholder-management skills and ability to align business goals with technical capabilities.
  • Proactively identifies adjustments and challenges existing approaches to improve effectiveness.
  • A background in financial services, including general and life insurance, is encouraged.

Nice To Haves

  • Background in financial services, including general and life insurance.
  • Experience working within an Agile environment, preferably within a SCRUM team.

Responsibilities

  • Work with clients to understand their structure, policies, operations, objectives, and current-state processes; identify improvement opportunities; and validate requirements with clear acceptance criteria.
  • Lead elicitation, documentation, analysis, modeling, and refinement of complex business and technical requirements; assess needs, technical feasibility, technology options, and preliminary effort estimates.
  • Use AI-powered tools to accelerate requirements extraction, identify patterns, and detect gaps or conflicts in specifications.
  • Translate business requirements and user needs into functional and technical specifications, process flows, solution documentation, user stories, acceptance criteria, and supporting artifacts.
  • Assess platform functionality, configuration capabilities, integration patterns, constraints, maintainability, and delivery considerations; recommend solutions aligned with client objectives and identify process improvements where appropriate.
  • Design, configure, build, test, deploy, and support low-code platform solutions, maintaining ownership throughout the solution lifecycle.
  • Create and validate specifications using methodologies such as Use Case, Sequence, Activity Flow, Class Diagrams, and process-flow diagrams.
  • Evaluate potential uses of AI/ML and emerging technologies in solution designs; document benefits, risks, and feasibility and collaborate with technical teams on complex applications.
  • Use AI-assisted documentation and diagramming tools to draft and maintain accurate, consistent specifications.
  • Monitor architectural and platform standards, identify deviations or risks, and raise them with architecture, product, or development stakeholders.
  • Define test scenarios and acceptance criteria; execute and support functional, integration, and user acceptance testing; analyze results and defects; and coordinate corrective actions.
  • Provide requirements clarification and functional guidance during configuration, development, testing, and deployment.
  • Create and maintain client and technical documentation, including requirements models, specifications, process flows, architecture diagrams, data models, integration specifications, decision records, data flows, user guides, release materials, and training content.
  • Present solution designs, options, specifications, process diagrams, and recommendations to customers and business stakeholders.
  • Engage product and development teams when platform limitations or enhancement requests require custom solutions beyond configurable capabilities.
  • Facilitate client meetings, discovery sessions, requirements reviews, solution walkthroughs, and training; provide technical leadership and answer functional questions.
  • Serve as a key contact for gaps and high-impact technical and business decisions within assigned engagements, keeping decisions aligned with long-term business goals.
  • Coordinate across Professional Services, Marketing, Business Insight, IT Operations, DBAs, Delivery, Product, and R&D Development teams.
  • Raise risks, issues, and dependencies to the Business Owner promptly, recommend mitigations, and take ownership of assigned items through resolution.
  • Establish and maintain methods for managing, tracking, and sharing work and information across teams; keep dependencies, risks, decisions, and actions visible and coordinated.
  • Assist Scrum teams with sprint backlogs, story creation and monitoring, and discovery and design sessions; assist with Jira backlog administration.
  • Provide production support, including system maintenance, issue investigation and resolution, and incident response; enhance existing solutions as business needs evolve.
  • Guide clients through issue resolution by evaluating options, implementing or coordinating corrective actions, communicating status, and validating outcomes against requirements and acceptance criteria.
  • Investigate complex business-process, application, integration, and data issues; document current and expected behavior, assess impact, identify root causes and corrective actions, and coordinate with technical teams.
  • Identify recurring client issue themes and recommend process or product improvements; drive improvements to architecture, business processes, and client workflows, including opportunities for AI-driven process mining, automation, and predictive analytics.
  • Review business analysis and development processes to improve efficiency and define standards; ensure solution components work together as a cohesive end-to-end process.
  • Assist and support less experienced analysts as needed.

Benefits

  • Competitive compensation and benefits package
  • Opportunities for career growth
  • Employee stock purchase plan
  • 401(k)
  • Generous time off
  • Flexible work/life balance
  • Company-matched retirement packages
  • Employee wellness program
  • Awards and recognition program
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