Implementation Business Analyst
Sagent
full-time
Posted on:
Location Type: Remote
Location: United States
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About the role
- Collaborate across teams in a fast-paced and dynamic environment, including Customer Success, Product, and Engineering to ensure successful client implementations
- Conduct discovery sessions with clients to understand business needs
- Document functional and non-functional requirements
- Translate business requirements into SaaS solution capabilities
- Collaborate with product and implementation teams to tailor configurations
- Serve as the liaison between the customer and internal teams
- Provide regular updates, manage expectations, and facilitate decision-making
- Analyze current customer workflows and identify gaps
- Recommend process improvements aligned with SaaS capabilities
- Assist in creating user guides and training materials
- Support onboarding and training sessions for end-users
- Validate system configurations against business requirements
- Define UAT scenarios and success criteria
- Coordinate UAT execution, triage issues, and provide feedback
- Help customers adapt to new workflows and system changes
- Identify and mitigate adoption risks
- Ensure all implementation tasks are completed before launch
- Support cutover planning and execution
- Triage and resolve post-launch issues
- Coordinate with support and engineering teams as needed
- Maintain accurate records of requirements, decisions, and configurations
- Ensure knowledge transfer to support and account management teams
Requirements
- Bachelor’s Degree (or equivalent experience) in business, computer science, finance and/or related fields
- 5+ years Mortgage Servicing experience in loan boarding, account services, escrow, loss mitigation, bankruptcy, foreclosure, investor reporting, customer services, or servicing compliance oversight
- 5+ years of software industry experience is highly desired; experience working with a large enterprise solution desired
- 3+ years of hands-on business analyst, development, project management, or testing experience
- Knowledge of mortgage servicing regulatory climates and its impacts on the lending process
- Experience creating business designs, test plans, testing scripts, and system requirements
- Excellent written and verbal communication skills
- Experience working with content management systems
- Experience working with on and offshore teams is required
- Experience with the entire PDLC process
- You are a self-starter and can manage multiple activities and priorities
- Experience with Claims or Invoice solutions and processes
- Experience with loan data and servicing conversions
- Experience with APIs and system integrations
Benefits
- Remote/Hybrid workplace options
- Health Benefits
- Unlimited Flexible Time Off
- Family Planning Services
- Tuition Reimbursement
- Paid Family Leave
- 401(k) Matching
- Pet Insurance
- In-person and Virtual Social Experiences
- Career Pathing
- Focus Time Fridays
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
SaaS solutionsbusiness analysisUAT executiontest planssystem requirementsAPIssystem integrationsloan data conversionsmortgage servicingproject management
Soft skills
collaborationcommunicationproblem-solvingdecision-makingadaptabilityself-starterorganizational skillsfacilitationclient managementtraining