Partner with business stakeholders and agency teams to understand workflows, challenges, and priorities
Serve as a primary liaison between business teams, IT, and software vendors
Help define and prioritize technology initiatives aligned with business goals
Clearly communicate business needs to vendors and evaluate proposed solutions
Gather and document business requirements through interviews, workshops, and process reviews
Evaluate software applications and vendor solutions for business fit, usability, and scalability
Assess how new tools would integrate with existing systems using APIs, automation (RPA), or AI-based solutions
Document current-state and future-state processes and integration approaches at a high level
Coordinate and support delivery of system implementations and enhancements
Collaborate with IT and vendors on implementation plans, dependencies, and timelines
Participate in testing, validation, and rollout activities
Help manage scope, risks, and expectations throughout delivery
Support communication, training, and adoption of new tools and processes
Gather user feedback and support continuous improvement
Help ensure solutions are practical, well understood, and effectively adopted

Requirements

Bachelor’s degree in Business, Information Systems, Computer Science, or related field (or equivalent experience)
4–8 years of experience in technology analysis, product management, business systems analysis, or similar roles
Experience working directly with software vendors and evaluating third-party applications
Ability to understand and discuss technical concepts such as APIs, integrations, automation, and AI at a practical level
Strong communication, organization, and problem-solving skills
Preferred experience in insurance, financial services, or professional services
Familiarity with SaaS platforms, system integrations, or automation tools
Experience supporting system implementations or digital transformation initiatives

Benefits

Medical, dental, and vision insurance
401(k) with employer match
HSA and FSA options
Paid vacation and sick leave
Wellness program and professional development opportunities

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

technology analysisproduct managementbusiness systems analysisAPIsautomationAIsystem implementationsdigital transformationsoftware evaluationrequirements gathering

Soft Skills

communicationorganizationproblem-solvingcollaborationstakeholder managementuser feedbackcontinuous improvementtrainingprioritizationrisk management