Overview
As a global market leader, iPipeline combines technology, innovation, and expertise to deliver ground-breaking, award-winning software solutions that transform the life insurance, financial services, and protection industries. With one of the industry’s largest data sets, we help advisors/advisers and agents to transform paper and manual operations into a secure, seamless digital experience – from proposal to commission– so they can help better secure the financial futures of their clients.
At iPipeline, you’ll play a major role in helping us to provide best-in-class, transformative solutions. We’re passionate, creative, and innovative, and together as a team, we continually strive to advance, accelerate, and expand the reach of our technology. We value different perspectives and are committed to creating an environment that embraces diverse backgrounds and fosters inclusion.
We’re proud that we’ve been recognized as a repeat winner of various industry awards, demonstrating our excellence and highlighting us as a top workplace in both the US and the UK. We believe that the culture we’ve built for our nearly 900 employees around the word is exceptional -- and we’ve created a place where our employees love to come to work, every single day.
Come join our team!
About iPipeline
Founded in 1995, iPipeline operates as a business unit of Roper Technologies (Nasdaq: ROP), a constituent of the Nasdaq 100, S&P 500®, and Fortune 1000® indices. iPipeline is a leading global provider of comprehensive and integrated digital solutions for the life insurance and financial services industries in North America, and life insurance and pensions industries in the UK. We couple one of the most expansive digital and automated platforms with one of the industry’s largest data libraries to accelerate, automate, and simplify various applications, processes, and workflows – from quote to commission – with seamless integration. Our vision is to help everyone achieve lasting financial security by delivering innovative solutions that connect, simplify, and transform the industry.
iPipeline is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to gender, race, color, religious creed, national origin, age, sexual orientation, gender identity, physical or mental disability, and/or protected veteran status. We are committed to building a supportive and inclusive environment for all employees.
This is an office-based position.
Responsibilities
The Expert Technical Business Analysis Consultant partners directly with clients, end users, and business stakeholders to design, deliver, and support solutions that address complex business needs. This role consults with customers to understand business structure, policies, operations, and objectives; translates them into detailed functional and technical specifications; evaluates core platform capabilities and available technology options; and aligns technology solutions with client operations. The Expert TBA leads the analysis, design, and implementation of complex technical projects using a combination of product functionality, configurable platform components, custom solutions, and system integrations, maintaining full ownership of solutions from initial requirements through production support. This senior-level individual contributor demonstrates deep expertise in business processes, system integration, back-office workflows, troubleshooting, and enterprise solution design, operating with wide latitude for independent judgment and accountability for billable client outcomes. The role may assist and support less experienced analysts and serves as a key point of contact for technical decisions within client engagements.
Client Engagement & Requirements Feasibility:
- Work with clients to understand their structure, policies, operations, business objectives, and current-state processes; identify opportunities for improvement; and validate requirements with unambiguous acceptance criteria.Lead the elicitation, documentation, analysis, modeling, and refinement of complex client business and technical requirements. Conduct needs assessments, evaluate technical feasibility and available technology options, define recommended approaches, and develop preliminary effort estimates to support client decisions.
- Leverage AI-powered tools (e.g., natural language processing) to accelerate requirements extraction, identify patterns across requirement sets, and detect gaps or conflicts in specifications.
- Translate business requirements and user needs into functional specifications, process flows, solution documentation, user stories, acceptance criteria, and other supporting artifacts.
- Apply advanced knowledge of platform functionality, configuration capabilities, integration patterns, and solution analysis practices to assess available technology options, identify constraints, and provide well-supported recommendations that align with client business objectives, maintainability, and delivery constraints.
- Identify and recommend process improvements when proposed solutions do not align with platform capabilities, maintainability, or business objectives.
Solution Design & Implementation:
- Design, configure, build, test, deploy, and support solutions directly within the low-code platform, evaluating configuration and integration options, recommending maintainable approaches, and maintaining full ownership of solutions throughout their lifecycle from requirements through production support.
- Translate client business objectives and requirements into actionable solution designs, functional specifications, technical specifications, platform configurations, and implementation specifications.
- Create, analyze, and validate detailed specifications using formal methodologies including Use Case, Sequence, Activity Flow, Class Diagrams, and process flow diagrams.
- Evaluate where AI/ML capabilities (e.g., predictive analytics, intelligent automation, NLP) and other emerging technologies can be incorporated into solution designs to enhance client outcomes; document benefits, risks, and feasibility to support implementation decisions and inform collaboration with technical teams on more complex applications.
- Utilize AI-assisted documentation and diagramming tools to draft, review, and maintain specification accuracy and consistency across projects.
- Align technology solutions with client operations by analyzing current-state processes, identifying gaps, and recommending practical improvements.
- Maintain awareness of architectural and platform standards; actively identify deviations or risks in proposed solutions and raise them with the appropriate architecture, product, or development stakeholders to ensure alignment.
- Use development and solution specifications to define test scenarios and acceptance criteria; execute and support functional, integration, and user acceptance testing; analyze results and defects; document findings; and coordinate corrective actions through resolution.
- Provide requirements clarification and functional guidance during configuration, development, testing, and deployment; to ensure solutions are built to documented client requirements.
Documentation:
- Design and deliver comprehensive client and technical documentation, including requirements models, functional and technical specifications, process flows, system architecture diagrams, data models, integration specifications, decision records, end-to-end data flows, user guides, release materials, and training content, ensuring accuracy, completeness, and traceability to client needs.
Stakeholder Collaboration & Communication:
- Develop and present solution designs, solution options, functional and technical specifications, process flow diagrams, and recommendations that address client and business requirements to the customer.
- Engage product and development teams when platform limitations or enhancement requests require custom solutions beyond configurable capabilities.
- Facilitate client meetings, discovery sessions, requirements reviews, solution walkthroughs, and training; clarify requirements and answer functional questions throughout the engagement.
- Provide technical leadership in workshops and meetings with stakeholders.
- Articulate ideas and viewpoints to senior management with confidence.
- Use appropriate analysis and visualization tools to communicate findings, compare solution options, and support evidence-based client recommendations.
- Act as a key point of contact for understanding gaps and high-impact technical and business decisions within assigned engagements, ensuring alignment with long-term business goals strategies.
- Coordinate across multiple internal departments, including Professional Services, Marketing, Business Insight, IT Operations, DBAs, and Delivery.
- Collaborate with Product and R&D Development teams when modifications to the underlying platform code or core application functionality are required.
- Raise risks, issues, and dependencies to the Business Owner in a timely manner, offering mitigating actions and taking ownership of individual items.
- Establish and maintain organizational methods for managing, tracking, and sharing work and information across teams. Ensure dependencies, risks, decisions, and outstanding actions remain visible and are actively coordinated through completion.
Agile Delivery Support:
- Assist scrum teams with managing sprint backlogs, creating, defining and monitoring stories.
- Facilitate discovery and design sessions with the sprint team against the prioritized backlog.
- Assist with Jira backlog administration.
- Production Support & Continuous Improvement
- Provide ongoing production support, including system maintenance, issue investigation and resolution, and incident response; continuously enhance existing solutions to meet evolving business needs and improve functionality, efficiency, and user experience. Identify recurring themes in client issues and recommend targeted process or product improvements.
- Guide and support clients through issue resolution by evaluating solution options, implementing or coordinating corrective actions, communicating status, and validating that resolutions meet documented client requirements and acceptance criteria.
- Investigate complex client business-process, application, integration, and data issues; document current and expected behavior, assess business impact, identify root causes and corrective actions, and coordinate with technical teams as needed to support efficient resolution.
- Drive continuous improvement initiatives in system architecture, business processes, and client workflows, including identifying opportunities to apply AI-driven process mining, intelligent automation, and predictive analytics to reduce manual effort and improve decision-making.
- Review existing and future processes within the business analysis function and across development teams, with the aim of improving efficiencies and defining standards.
- Take responsibility for ensuring all solution components are aligned and that the delivered solution functions as a cohesive end-to-end process.
Qualifications
Typically requires 6+ years of experience in solution analysis, design, and implementation with a focus on complex business problems through configuration and development of low-code/no-code platform solutions, or equivalent related experience.
Background in financial services (general and life insurance) encouraged.
Client Consulting & Delivery Lifecycle Knowledge: In-depth knowledge of client discovery, requirements definition, solution assessment, system architectures, integrations, implementation support and the software development lifecycle.
Requirements Engineering & Modeling: Expertise in elicitation, analysis, modeling, documentation, and validation techniques applied to complex, multi-stakeholder client environments; ability to independently produce comprehensive functional and non-functional specifications with clear acceptance criteria.
Business Analysis & Needs Assessment: Expertise in business analysis methodologies, process analysis, needs assessment, and evaluation of solution options.
System Architecture & Integration: Deep knowledge of system architecture, platform capabilities, integrations, APIs, and data flows; ability to lead integration projects involving multiple systems, platforms, and APIs; ability to assess available technologies, identify constraints, and recommend integration approaches; and design and document comprehensive solutions.
System Architecture & Integration: Deep knowledge of system architecture, platform capabilities, integrations, APIs, and data flows; ability to lead integration projects involving multiple systems, platforms, and APIs; ability to assess available technologies, identify constraints, and recommend integration approaches; and design and document comprehensive solutions.
Client Documentation & Process Modeling: Strong ability to create clear requirements models, process maps, solution documentation, data flows, user guides, and training materials for business and technical audiences.
Solution Validation & Testing: Ability to define test scenarios from specifications, analyze test results and defects, support integration and user acceptance testing, and confirm that delivered solutions meet client requirements.
Data Analysis: Advanced knowledge of SQL or querying tools for data extraction and analysis, troubleshooting, and solution validation and advanced querying (SQL, NoSQL). Strong understanding of relational database concepts, table relationships, and data structures used to support platform configuration and client solutions.
Analysis & Documentation Tools: Proficiency with tools used across the client engagement lifecycle, including requirements and backlog management tools (e.g., Jira, Azure DevOps), process-modeling and diagramming tools (e.g., Lucidchart, Microsoft Visio, Miro), collaborative documentation platforms (e.g., Confluence, SharePoint), and testing management tools (e.g., Zephyr for Jira, TestRail); experience with AI-assisted documentation, diagramming, and analysis tools.
Emerging Technology Literacy: Foundational understanding of AI/ML concepts (e.g., supervised/unsupervised learning, NLP, generative AI) sufficient to evaluate AI applicability, communicate with AI engineering teams, and assess AI-driven tools for business analysis workflows.
Technical Fluency: Proficiency in reading, debugging, and discussing code logic with developers; able to write targeted scripts or basic SQL queries to validate requirements, test solutions, or support ad hoc data analysis, complementing the advanced querying competency described separately.
Problem Solving: Expert analytical and consulting skills; able to structure ambiguous client problems, identify root causes, evaluate options, and recommend practical solutions.
Agile Experience: Demonstrated experience working within an Agile environment, preferably within a SCRUM team.
Security & Compliance: In-depth understanding of data security, privacy regulations, and compliance standards (e.g., GDPR, HIPAA) and how they apply to technical solutions.
Stakeholder Communication: Ability to create documentation and communicate requirements, options, findings, and recommendations to end users, technical teams, clients, and senior stakeholders.
Peer Guidance: Ability to assist and provide support to less experienced team members on requirements approaches, platform concepts, and technical project work as needed.
Organization & Accountability: Well organized with the ability to manage multiple tasks and prioritize workload effectively; demonstrates strong ownership and accountability to drive work to resolution and deliver on commitments with minimal direction.
Stakeholder Management: Strong negotiation and stakeholder management skills; ability to ensure alignment between business goals and technical capabilities.
Continuous Improvement Mindset: Proactively identifies needed adjustments in own area of responsibility; challenges existing approaches and sets priorities to improve effectiveness.
Benefits
We offer a competitive compensation and benefits package, opportunities for career growth, an employee stock purchase plan, 401(k), generous time off and flexible work/life balance, company-matched retirement packages, an employee wellness program, and an awards and recognition program – all in a creative, fast-growing, and innovative company.