Lead Technical Implementation Analyst

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee the coordination of requirements and delivery across multiple simultaneous initiatives, business units, and integrations with distribution partners, including changes to the Distribution API.

• Establish and uphold standards for requirements documentation, user acceptance testing (UAT), and communication with stakeholders.

• Mentor analysts and play a role in onboarding and the development of the team.

• Collaborate with leadership on team capacity, prioritization, and alignment across functions.

• Identify common issues across business units and suggest systemic solutions.

• Evaluate the effects of system and API changes on compatibility, downstream dependencies, and workflows with partners.

• Provide leadership in delivery management across a portfolio of projects.

• Advocate for solutions that align strategically with business goals.

• Balance direct delivery responsibilities with team empowerment and process definition.

• Assess risks, escalate unresolved issues, and enhance the domain knowledge and testing skills of others.

• Collaborate with internal business units and external distribution partners to organize concepts, collect and structure requirements, and drive projects forward.

• Act as the primary point of contact for both internal and external stakeholders.

• Manage communication, UAT coordination, and ensure the quality of requirements provided to engineering.

• Maintain engagement through the delivery process and the final stages of release.

⛳️ Requirements

• A bachelor's degree in Business, Technology, Insurance, or a related discipline, or equivalent experience.

• Over 6 years of experience in business analysis, product ownership, implementation, or delivery roles.

• Proven experience in leading cross-functional initiatives, managing timelines, and handling multiple initiatives concurrently across various stakeholder groups.

• Knowledge of commercial insurance products, with substantial exposure to SME insurance products, market dynamics, and workflows.

• Technical experience in software engineering, software testing, product management or ownership, or similar delivery tools, and/or familiarity with Coterie business operations.

• Proficient in crafting engineering-ready requirements that include context, acceptance criteria, and clearly defined out-of-scope items.

• Capable of designing and executing UAT with traceability, defect triage, and formal acceptance documentation.

• Familiarity with at least one partner business area, such as Salesforce-based revenue workflows, claims, billing and payments, compliance, or distribution partner integrations and the Distribution API.

• Working knowledge of Jira, Confluence, APIs, and Postman.

• Experience in defining requirements, UAT, or communication standards that are widely adopted.

• Significant experience mentoring analysts or project coordinators, influencing team roadmaps, and gaining support from executive stakeholders and cross-functional teams.

• Ability to bridge the gap between technical and business language, functioning effectively in a fast-paced, high-growth environment.

• Meet expectations for team-wide mindset and domain/technical fluency.

• Must have authorization to work in the United States without current or future visa sponsorship.

• Preferred: Extensive knowledge of Property & Casualty insurance distribution and agency operations.

• Preferred: Experience with Agile Scrum methodology.

• Preferred: Strong aptitude for producing detailed documentation.

• Preferred: Experience in an integrations manager or similar partner-facing technical role, guiding external partners through API integrations.

🏝️ Benefits

• 100% remote work environment.

• Health insurance provided through Aetna (100% of premiums covered).

• Dental and vision insurance through Guardian (100% of premiums covered).

• Basic life insurance (100% of premiums covered).

• Access to flexible spending accounts (FSA) or health savings accounts (HSA).

• 401K plan with up to a 4% match and immediate vesting.

• Flexible PTO policy offering up to 4 weeks in the first year; typically up to 5 weeks per calendar year thereafter.

• 12 company-paid holidays each year.

• Annual stipend for continuing education.