Technical Services Business Analyst
About The Position
The Technical Services Business Analyst serves as a trusted consultant at the intersection of business strategy and technical software design. The role works directly with enterprise construction clients to understand business goals and needs, then develops tailored software solutions on the Viewpoint Spectrum platform to improve financial and operational efficiency. The position leads intake and analysis for Spectrum and related-product customization projects, develops proposed solutions, and prepares Rough Order of Magnitude (ROM) estimates and Work Orders. It defines project delivery strategies and proposals, coordinates handovers to Technical Services Specialists, and contributes to internal feedback and documentation. The analyst is expected to maintain expert knowledge of the products, deliver high-quality solutions, manage competing priorities, and communicate effectively with customers and colleagues. The position is onsite in Lake Oswego, Oregon, or Westminster, Colorado, with a 5% travel requirement.
Requirements
- Bachelor’s degree in business, training, or technology, plus at least three years of software consulting experience or two years of custom solution delivery experience; an equivalent combination of education and experience is also acceptable.
- Demonstrated expertise across Viewpoint Spectrum Software modules and disciplines, including Accounting, Operations, and Service Management.
- Ability to analyze SQL data.
- Strong relationship-building, requirements-gathering, and negotiating skills.
- Demonstrated ability to drive multiple projects in parallel.
- Subject matter expertise in accounting principles and practices, such as payroll, accounts payable, accounts receivable, inventory, purchase orders, and general ledger.
- Subject matter expertise in construction project management principles and practices, such as project setup via estimate, project buy-out, project documents, change orders, job costing, and job billing.
- Strong organization, self-direction, teamwork, problem-solving, communication, professionalism, discretion, judgment, and adaptability.
Nice To Haves
- Professional services or software consulting experience managing billable projects using tools such as NetSuite, FinancialForce, or Kimble.
- Practical familiarity with Viewpoint Field Management, Human Resources Management, or Financial Controls solutions.
- Background knowledge or direct operational experience in the construction industry.
- Experience with a PSA or similar software tool, such as NetSuite, FinancialForce, or Kimble.
Responsibilities
- Complete case intake for Spectrum and related product software customization projects by analyzing customer business goals, objectives, and needs.
- Develop proposed solutions and prepare related Rough Order of Magnitude (ROM) estimates and Work Orders.
- Consult with customers to define needs, determine a strategy, and develop a project delivery plan or proposal; this may include recommending that future performance shift to a third party.
- Provide approved project scope details to assigned Technical Services Specialists and assist with customer handover activities as appropriate.
- Drive internal feedback cycles to refine future scoping efforts and maintain related documentation.
- Maintain a high level of knowledge of software products and current product capabilities from both internal and user perspectives.
- Analyze problems systematically, anticipate and mitigate risks, identify key issues, and design effective solutions.
- Monitor work to ensure quality solution delivery.
- Prioritize and plan work, use time efficiently, manage multiple projects, and adapt to changing demands and interruptions.
- Communicate professionally and effectively with customers, coworkers, vendors, and other parties.
- Perform other miscellaneous duties as assigned.
Benefits
- Medical, dental, vision, life, and disability benefits.
- Time-off plans and retirement plans.
- Tax savings plans for health, dependent care, and commuter expenses (offered by most businesses).
- Paid parental leave.
- Employee Stock Purchase Plan.
- Collaborative and supportive team culture.
- Opportunities to take initiative and ownership.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
