Business Analyst - Customer Delivery
Company: Valid8 Financial, Inc.
Location: San Jose
Posted on: November 8, 2024
Job Description:
At Sureify we're helping a large and critical industry -- life
insurance -- modernize and innovate. We have built a platform,
enabling a core suite of digital solutions for some of the world's
leading insurance companies. We're passionate about enhancing
customer experiences and driving growth through cutting-edge
technology. We are seeking a motivated and detail-oriented Business
Analyst to join our Customer Delivery team.Position Overview:The
Business Analyst will be critical in ensuring that our insurance
solutions are delivered seamlessly to our customers. You will work
closely with the delivery team, product managers, and clients to
gather and analyze requirements, optimize delivery processes, and
enhance customer satisfaction. Your insights and recommendations
will directly contribute to the successful deployment and adoption
of our solutions.Key Responsibilities:
- Customer Requirements Analysis: Collaborate with clients and
internal stakeholders to gather and document detailed customer
requirements and expectations. Translate these requirements into
actionable specifications for the delivery team.
- Data Analysis: Analyze customer data from core systems such as
policy administration, compensation, and agent management systems.
Support the delivery team in their effort to integrate these core
systems with Sureify's platform.
- Solution Delivery Support: Work with the delivery team to
ensure that solutions are implemented according to customer
requirements and within agreed timelines. Monitor progress and
address any issues or deviations promptly.
- Issue Resolution: Act as a point of contact for resolving any
issues or challenges that arise during the delivery process. Work
with cross-functional teams to find and implement solutions
promptly.
- Stakeholder Communication: Maintain clear and effective
communication with clients and internal teams throughout the
delivery process. Ensure that all stakeholders are informed and
aligned on project status, changes, and updates.
- Quality Assurance: Collaborate with the quality assurance team
to develop and execute test plans, ensuring that delivered
solutions meet customer requirements and quality standards.
- Customer Training & Support: Assist in creating and delivering
training materials and documentation for customers. Provide support
to clients during the implementation phase and address any
questions or concerns.Qualifications:
- Bachelor's degree in Business Administration, Information
Technology, or a related field. Relevant certifications (e.g.,
CBAP, PMI-PBA) are a plus.
- Proven experience as a Business Analyst, with a focus on
customer delivery or client-facing roles.
- Experience in the life & annuity industry is a must.
- Proficiency in data analysis tools and software: SQL and Excel
is a must.
- Experience with project management methodologies and tools
(e.g., Agile, Scrum) is preferred.
- Strong analytical skills and the ability to translate customer
needs into actionable requirements and solutions.
- Excellent communication and interpersonal skills, with the
ability to interact effectively with clients and internal
teams.
- Strong problem-solving skills and the ability to manage
multiple priorities in a fast-paced startup environment.
- A customer-centric mindset with a passion for delivering
exceptional service and solutions.What We Offer:
- Competitive salary with equity options
- Comprehensive health, dental, and vision insurance
- Flexible work hours and remote work
- Professional development opportunities and career growth
- A collaborative and inclusive team culture
- The chance to make a significant impact in a rapidly evolving
industrySureify is an equal opportunity employer. We celebrate
diversity and are committed to creating an inclusive environment
for all employees.Apply for this job
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Keywords: Valid8 Financial, Inc., Lodi , Business Analyst - Customer Delivery, Professions , San Jose, California
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