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About the role
Key responsibilities & impact- Collect and assess customer requirements pertaining to network, software application, environment information and custom requirements.
- Facilitate discovery meeting(s) with customer and internal Deluxe resources develop and review the RD.
- Lead and/or support SOW creation to ensure that client requirements are properly captured so that accurate estimates can be created; estimates should be within 10% of the actual costs, not including changes in scope.
- Create RD for the complete defined solution as proposed to define configuration, modification and deployment of Deluxe -proposed solutions and modify document throughout the discovery process.
- Understand the documentation requirements for each engagement and satisfactorily defines those requirements for the project team and the client.
- Include the necessary custom documentation effort in the estimate of work to be done.
- Acquire client signoff as appropriate.
- Organize and facilitate transition meeting with implementation team to review product set-up requirements and ensure understanding of the solution.
- Can continue to serve in a QA role to ensure that solution is delivered in accordance with the RD.
- Leverage modern tools and emerging technologies, including AI‑enabled solutions, to innovate and improve requirements gathering, analysis, and documentation processes.
Requirements
What you’ll need- Bachelors in Computer Science, Business Analytics or Technical writing and 3 years experience or HS/GED and 7 years experience working in multiple financial and/or remittance check processing systems.
- Two or more years leading discovery for financial technology projects.
- Proficiency in MS Office (MS Word, Excel, PowerPoint).
Benefits
Comp & perks- Healthcare (Medical, Dental, Vision)
- Paid Time Off, Volunteer Time Off, and Holidays
- Employer-Matched Retirement Plan
- Employee Stock Purchase Plan
- Short-Term and Long-Term Disability
- Infertility Treatment, Adoption and Surrogacy Assistance
- Tuition Reimbursement
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
requirements gatheringdocumentationSOW creationestimationQA processesfinancial technologyremittance check processingAI-enabled solutionsanalysisconfiguration
Soft Skills
leadershipcommunicationorganizationfacilitationcollaborationclient managementproblem-solvingadaptabilityattention to detailinnovation