Client Senior Jobs in Usa

Life360's mission is to keep people close to the ones they love. Our category-leading mobile app and Tile tracking devices empower members to protect the people, pets, and things they care about most with a range of services, including location sharing, safe driver reports, and crash detection with emergency dispatch. Life360 serves approximately 88 million monthly active users (MAU), as of June 2025 across more than 180 countries.

Life360 delivers peace of mind and enhances everyday family life with seamless coordination for all the moments that matter, big and small. By continuing to innovate and deliver for our customers, we have become a household name and the must-have mobile-based membership for families (and those friends that basically are family).

Life360 has more than 500 (and growing!) remote-first employees and has recently announced the acquisition of Nativo, an advertising technology company specializing in native advertising. For more information, please visit .

Candidates must be located in the NYC metro area.

Life360 Ads is actively recruiting for a driven and client-focused Senior Client Partner (account executive/sales) to support our revenue growth by cultivating strong relationships with clients and agencies. This role is essential in helping the newly integrated Life360 and Nativo advertising team evangelize the power of native and content marketing while providing strategic, customized solutions that meet client objectives.

As an individual contributor, you will be responsible for achieving revenue goals through the development and execution of go-to-market strategies, managing a pipeline of opportunities, and translating client needs into high-impact content marketing programs using Nativo's platform.

• Consistently meet or exceed monthly and quarterly revenue quotas through proactive outreach and consultative selling
• Identify new business opportunities with media buying agencies and direct clients
• Serve as a trusted advisor to clients, understanding their marketing goals and crafting tailored native/content marketing programs that leverage the full capabilities of Nativo's platform
• Build and manage a strong sales pipeline by generating a high volume of client engagement, including outreach, calls, meetings, presentations, and proposals
• Lead strategic conversations and ideation with clients and agencies to create impactful, results-driven campaigns
• Respond to RFPs and collaborate with internal stakeholders to deliver compelling proposals and media plans
• Travel as needed to meet with clients, attend industry events, and deepen relationships
• Represent Life360 at industry events and conferences, promoting our differentiated value in the marketplace

• 3-5 years of digital media or advertising sales experience, ideally with a focus on native advertising, content marketing, or adtech
• Proven ability to sell to both brands and agencies with a mix of managed and programmatic deals
• Familiarity with brand storytelling, audience targeting, optimization strategies, and digital advertising technologies
• Strong ability to prospect, manage a full sales cycle, and build long-term client relationships
• Excellent communication, negotiation, and presentation skills
• High level of comfort working independently in a fast-paced environment
• Proficient in MS Office, Google Workspace & Salesforce

As an early member of the newly integrated advertising team from Life360 and Nativo, you will have agency to shape how our platform evolves to address the outcomes advertisers are seeking. You will also be a passionate advocate for improving everyday family life and the role that brands can play to reduce friction and deliver value. You must possess an entrepreneurial, client-centric mindset that will foster market responsiveness as agency client needs shift. Your responsibilities will include driving the growth of existing business, identifying and cultivating new opportunities, meeting and exceeding quotas, as well as ensuring smooth cross-team collaboration to deliver client outcomes.

Your responsibilities will include driving the growth of existing business with the help of our broader team, identifying and cultivating new opportunities, while managing quotas and budgets. We are seeking a highly qualified candidate with a demonstrated track record of success in driving revenue in the agency channel, with a strong ability to establish and maintain strategic relationships with key accounts.

The US-based salary range for this position is $100,000 - $145,000 ($200,000 - $290,000 OTE). We take into consideration an individual's background and experience in determining final salary - therefore, base pay offered may vary considerably depending on job-related knowledge, skills, and experience. The compensation package will also include quarterly bonuses based on target achievement, equity and a wide range of medical, dental, vision, financial, and other benefits.

• Competitive pay and benefits
• Medical, dental, vision, life and disability insurance plans (100% paid for employees)
• 401(k) plan with company matching program
• Mental Wellness Program & Employee Assistance Program (EAP) for mental well-being
• Flexible PTO, 13 company wide days off throughout the year
• Winter and Summer Week-long Synchronized Company Shutdowns
• Learning & Development programs
• Equipment, tools, and reimbursement support for a productive remote environment
• Free Life360 Platinum Membership for your preferred circle
• Free Tile Products

Our company's mission-driven culture is guided by our shared values to create a trusted work environment where you can bring your authentic self to work and make a positive difference

• Be a Good Person - We have a team of high integrity people you can trust.
• Be Direct With Respect - We communicate directly, even when it's hard.
• Members Before Metrics - We focus on building an exceptional experience for families.
• High Intensity, High Impact - We do whatever it takes to get the job done.

We believe that different ideas, perspectives and backgrounds create a stronger and more creative work environment that delivers better results. Together, we continue to build an inclusive culture that encourages, supports, and celebrates the diverse voices of our employees. It fuels our innovation and connects us closer to our customers and the communities we serve. We strive to create a workplace that reflects the communities we serve and where everyone feels empowered to bring their authentic best selves to work.

We are an equal opportunity employer and value diversity at Life360. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status or any legally protected status.

About the Role

We are seeking a seasoned Senior Client Advisor to manage and grow relationships with ultra-high-net-worth clients for our client, a well-known and respected MFO in Los Angeles. You'll play a pivotal role in overseeing diverse financial needs, including trust administration, fiduciary services, tax coordination, and investment performance. With a focus on both retention and growth, you'll work collaboratively across departments to provide holistic wealth management solutions tailored to clients' unique situations.

**This role does not require a portable book of established business. There are clients ready for you to work with and expand upon!

Key Responsibilities

• Client Relationship Management: Oversee trusts, estates, and investment accounts, ensuring compliance with fiduciary regulations and seamless white-glove client service.
• Legal and Financial Expertise: Apply a working knowledge of legal documents and fiduciary laws, including trust agreements, powers of attorney, and community property issues.
• New Business Development: The ability to leverage your network of legal, accounting, and other professionals to cultivate new client relationships in a very organic way to meet revenue goals.
• Collaboration Across Teams: Partner with investment, tax, real estate, and operations teams to deliver comprehensive client solutions.
• Client Engagement: Conduct regular client meetings, performance reviews, and account updates to provide personalized financial advice.
• Leadership: Supervise and mentor junior colleagues to ensure exceptional service delivery and shape the advisors of tomorrow.

Ideal Candidate Profile

• Education: Bachelor's degree required; advanced degrees (JD, MBA) or certifications (CTFA, CFP, CFA, CPA) strongly preferred.
• Experience: 10-15+ years in wealth management.
• Skills: Exceptional knowledge of trust administration, estate planning, and the custom financial needs of high-net-worth clients. Strong leadership and interpersonal skills.
• New Business Development Experience: We're looking for professionals who understand the long, relationship-driven sales cycle required to attract and engage UHNW individuals and families.
• Mindset: Driven by collaboration, client-centric solutions, and a passion for excellence.

What We Offer

• A collaborative, supportive environment with a strong focus on client success.
• Opportunities to work with an exclusive clientele and expand your professional network.
• The ability to make a tangible impact on clients' long-term financial legacies.

Helton Law Group is a boutique healthcare litigation firm focused exclusively on disputes involving healthcare reimbursement, managed care, and revenue cycle matters. For more than 30 years, we have represented hospitals—day in and day out—advocating for fair payment for the care they provide.

Our practice is mission driven and built around advocacy. Our attorneys solve real-time, real-world problems for our clients and use their litigation skills and strategy to have meaningful impact. As healthcare reimbursement issues grow increasingly complex, we are expanding our bench and our tools to better serve our clients and support a healthy healthcare system.

The Role:

We are seeking Trial Attorneys at the Associate to Senior level to handle complex healthcare litigation matters from strategy through resolution. Depending on experience, attorneys in this role will manage discrete matters or lead litigation teams while working closely with firm leadership, clients, and opposing counsel on cases that matter.

This role is ideal for attorneys who value trial advocacy, enjoy complex subject matter, and want to use—or continue to build—their litigation skills in ways that have a real and lasting impact on healthcare providers.

Key Responsibilities:

• Handle healthcare arbitrations and litigation matters from early strategy through resolution
• Take and defend depositions; participate in mediations and settlement discussions
• Draft motions, briefs, and other advocacy-focused filings
• Collaborate with clients, expert witnesses, and colleagues to develop effective case strategies
• Use litigation technology and AI-driven tools to support trial preparation and case management
• For senior attorneys: lead case teams and mentor developing attorneys
• Contribute to the firm’s collaborative, trial-focused culture

Qualifications:

• Active California bar license in good standing
• Litigation experience commensurate with level
• Associate-level candidates: prior litigation experience preferred
• Senior-level candidates: significant trial and/or hearing experience, typically 10+ years
• Strong writing, oral advocacy, and analytical skills
• Strong desire to advocate for healthcare providers and contribute meaningfully to cases that impact the delivery of care
• Personal drive to grow professionally and personally, with a commitment to developing trial and advocacy skills
• Comfortable working with technology, complex subject matter, and evolving litigation tools
• Self-starter with interest in building deep expertise and contributing to the thoughtful use of AI and technology in modern trial advocacy
• Ability to work collaboratively while taking ownership of assigned matters

Preferred Experience:

• Healthcare litigation, managed care disputes, or revenue cycle matters
• Trial or arbitration experience across the case lifecycle

Why Helton Law Group:

• A focused healthcare litigation practice with decades of institutional knowledge
• Meaningful responsibility and hands-on advocacy experience at all levels
• Access to modern litigation technology and AI tools
• An environment that supports professional growth, skill development, mentorship, and collaboration

Join the team now and you can have direct involvement with our growth and make an impact on how we shape our future and the future of healthcare. Apply now for immediate and confidential consideration.

*The actual base is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future.

Senior Commodity Broker - Derivatives (Listed Futures, Options & OTC Swaps)

Energy | Oil & Products | Natural Gas & Power | Metals | Base & Precious | Agriculture | Softs | Freight | Environmental | Carbon

Location: Chicago | Miami | Dallas | Midwest | Other US locations considered

Imperium Commodity Search has been exclusively mandated by a globally established clearing and execution group to support the build-out of its US Commodity Brokerage platform.

Backed by a strong international balance sheet and significant global infrastructure, the firm is now investing aggressively in the expansion of a direct-to-client brokerage business across all commodity asset classes.

This growth is being led by a highly respected industry veteran with a proven track record of building successful brokerage franchises. Importantly, this is a leader who builds, mentors and empowers — not someone who simply manages headcount. The mandate is clear: provide brokers with the tools, platform, support and commercial freedom required to maximise revenue and long-term success.

Why This Opportunity Stands Out

This is not a replacement hire. It is a strategic build.

• A globally capitalised platform committed to US expansion
• Leadership that actively supports revenue producers
• Infrastructure already in place across clearing, execution and global markets
• Appetite to invest properly in front-office talent
• A genuine growth story rather than a mature, capped platform

The hiring lead is known for backing his team — whether that means competitive compensation, better clearing solutions, technology investment, marketing support, cross-selling opportunities or strategic hires around key producers.

For senior brokers in specific asset classes, there is a clear pathway into leadership roles with responsibility for building and scaling teams.

The firm is also open to on-boarding established teams and, where strategically appropriate, acquiring or integrating Introducing Brokers into the broader platform.

The Role

We are seeking experienced Commodity Brokers with transferable client relationships across:

Energy:

Crude Oil (WTI, Brent), Refined Products, Natural Gas, LNG, Power, Emissions

Metals:

Base Metals (Copper, Aluminium, Zinc, Nickel), Precious Metals (Gold, Silver, PGMs), Steel

Agriculture & Softs:

Corn, Wheat, Soybeans, Oilseeds, Sugar, Coffee, Cocoa, Cotton

Freight & Shipping Derivatives

Environmental & Carbon Markets

Other physical and financial commodity derivatives markets

Execution coverage includes:

• Exchange-listed Futures & Options (CME, ICE, NYMEX, COMEX, CBOT and global exchanges)
• OTC Swaps & Bilateral Derivatives
• Structured Commodity & Hedging Solutions
• Physical-linked risk management products

Clients may include producers, refiners, trading houses, commercial hedgers, funds, asset managers and institutional participants.

Compensation & Growth

The firm has explicitly committed to being aggressive and competitive on compensation.

For brokers with demonstrable transferable revenues, both base salary and bonus structures can be improved upon versus current arrangements. Packages are designed to reward production, incentivise growth and provide meaningful long-term upside.

Beyond compensation, this platform offers:

• The ability to scale revenue with strong balance sheet backing
• Leadership opportunities for senior producers
• The chance to build and grow teams within specific commodity verticals
• A collaborative, growth-oriented culture rather than a restrictive corporate environment

Location Flexibility

Primary focus locations include:

• Chicago
• Miami
• Dallas
• Midwest United States

However, compelling individual brokers or teams may be supported in establishing operations in alternative US locations where there is a clear commercial rationale.

Candidate Profile

We are interested in speaking with:

• Established Commodity Brokers with portable client relationships
• Producers across listed futures, options and OTC commodity markets
• Individuals motivated by growth, leadership and long-term franchise building
• Teams seeking a stronger capital base and global infrastructure
• Introducing Brokers exploring integration into a larger clearing platform

A Different Type of Brokerage Build

Many firms claim to be "growing." Few combine genuine capital backing, international scale, leadership credibility and a mandate to invest properly in talent.

This is an opportunity to join early, shape the direction of a US commodity brokerage franchise, and work under leadership that understands what revenue producers need to succeed.

For a confidential discussion, please contact the hiring team at Imperium Commodity Search: ,

Job Title: Senior BI Developer

Duration: 6 months contract – possibility to convert to full-time

Location: (Onsite, open to hybrid after) Alpharetta, Georgia

Project Overview

• Our client's data analytics team is undertaking a major platform modernization, migrating all client-facing and internal reporting from legacy SQL, Tableau, and Excel environments into Power BI.
• This Senior BI Developer will play a central role in that transition — building executive-quality financial dashboards, optimizing the SQL layer that powers them, and ensuring the reporting infrastructure meets the needs of the client's IntegraLink and Affinity clients.

Why Join This Team

• You'll be joining a large, established analytics team (~10+ professionals) that delivers high-volume, mission-critical reporting — roughly 86 client reports per day.
• This is a mature organization with real infrastructure, not a startup scrambling for direction.
• You'll have the autonomy to modernize dashboards and optimize queries with meaningful impact, and if the fit is right, there's a pathway to a permanent role.
• The work sits at the intersection of finance and technology, making it ideal for someone who wants their technical skills to drive real business decisions.

Core Responsibilities

• Design, develop, and maintain advanced Power BI dashboards and reports for executive and client-facing audiences
• Migrate and rewrite existing legacy reports (SQL, Tableau, Excel) into modern, interactive Power BI dashboards
• Write and optimize complex SQL queries, including joins and performance tuning, to support reporting and analytics
• Translate complex financial data — KPIs, SLAs, financial statements — into clear, intuitive visualizations
• Collaborate with finance, business, and technology stakeholders to gather requirements and deliver analytical solutions
• Support internal reporting needs, including annual employee review data
• Ensure data accuracy, consistency, and governance across all reports and data models
• Apply critical thinking to identify trends, surface insights, and recommend data-driven actions

Technical Requirements

Must-Have:

• 12+ years of hands-on experience designing and developing dashboards and reports
• Strong Power BI development experience (migration/modernization projects preferred)
• Advanced SQL proficiency — complex queries, joins, stored procedures, and performance optimization
• Solid financial background with the ability to interpret financial statements, KPIs, and business drivers
• Bachelor's degree (Finance preferred)
• Executive-friendly dashboard design with strong UI/UX and data visualization principles
• Excellent communication and stakeholder management skills

Bonus / Highly Preferred:

• Commercial insurance industry experience
• Experience at a Big Four financial firm (Deloitte, PwC, EY, KPMG) or equivalent
• Demonstrated experience migrating legacy reporting platforms to Power BI
• Tableau and advanced Excel expertise

The projected hourly range for this position is $45-50/hr.

On-Demand Group (ODG) provides employee benefits which includes healthcare, dental, and vision insurance. ODG is an equal opportunity employer that does not discriminate on the basis of race, color, religion, gender, sexual orientation, age, national origin, disability, or any other characteristic protected by law.

Overview

MSI is seeking an experienced Senior A&F Recruiter to join our growing team in Boca Raton. This role will focus on permanent placement recruiting within Accounting & Finance, partnering with companies across South Florida to identify and place top talent.

The ideal candidate has experience recruiting within the Accounting & Finance vertical, thrives in a fast-paced agency environment, and enjoys building long-term relationships with both clients and candidates. This individual will work on a range of searches including Controllers, Accounting Managers, Senior Accountants, FP&A professionals, and Finance leadership roles.

Key Responsibilities

Full-Cycle Recruiting

• Manage the full lifecycle recruiting process for permanent Accounting & Finance roles
• Source, screen, interview, and present qualified candidates to clients
• Coordinate interviews, manage candidate feedback, and guide candidates through the hiring process
• Assist in offer negotiations and support successful candidate placements

Candidate Sourcing & Pipeline Development

• Develop and execute sourcing strategies using LinkedIn Recruiter, job boards, referrals, and professional networks
• Build and maintain a strong pipeline of Accounting & Finance professionals across multiple industries
• Maintain consistent communication with candidates regarding opportunities and market trends

Client & Market Partnership

• Partner with hiring managers and leadership teams to understand hiring needs and position requirements
• Provide insight on compensation trends, talent availability, and hiring strategies
• Deliver high-quality candidate shortlists and maintain strong client communication throughout the search process

ATS & Recruiting Operations

• Maintain accurate candidate records and recruiting activity within the Bullhorn ATS system
• Track candidate pipelines and recruiting metrics across multiple active searches
• Collaborate with internal team members to support client searches and candidate engagement

Experience

• 3+ years of recruiting experience within Accounting & Finance in a staffing or agency environment preferred
• Proven success managing multiple searches and placing professionals in permanent roles

Skills

• Strong sourcing, candidate engagement, and relationship-building abilities
• Excellent communication and client management skills
• Ability to manage competing priorities in a fast-paced recruiting environment
• Experience with recruiting tools such as LinkedIn Recruiter, Indeed, and ATS platforms

Education

• Bachelor's degree in Business, Finance, Human Resources, or a related field preferred

Client Success Executive – Employee Benefits (Post-Sale)

Senior Individual Contributor | Field-Based / Remote | Northern New Jersey

Local client travel + NYC office access

The Opportunity

• True Benefit is hiring a Client Success Executive to own employer client relationships after implementation within an established ADP TotalSource PEO partnership.
• This is a post-sale, post-implementation role—no prospecting, no selling, and no people management.
• Your responsibility begins once the client is live and continues through the life of the account.
• You’ll work closely with ADP TotalSource HR Business Partners (HRBPs) embedded with clients, serving as the primary benefits expert and relationship owner focused on service excellence, retention, and long-term client health.
• This role is designed for an experienced benefits professional who values ownership, autonomy, and impact.

What You’ll Do

• Serve as the primary post-sale point of contact for assigned employer clients
• Partner closely with ADP HRBPs supporting clients at their locations
• Own the client relationship with a focus on:
• Retention and renewals
• Service quality and escalation management
• Proactive issue identification and resolution
• Manage benefit changes, ongoing service needs, and carrier coordination
• Identify and address at-risk accounts before issues escalate
• Travel locally to client sites in Northern NJ with periodic travel to ADP’s NYC office

What We’re Looking For

• 5–10+ years of experience in employee benefits account management, client success, or post-sale service
• Strong, hands-on knowledge of group health insurance (small group experience preferred)
• Proven ability to own client relationships independently
• Comfortable in a field-based, client-facing role
• Experience working with PEO, HCM, or employer-facing environments is a plus
• Life & Health license (or ability to obtain within 90 days)

What This Role Is Not

• No prospecting
• No sales quotas
• No people management

This role is about judgment, accountability, and follow-through.

Why True Benefit & Amwins

• True Benefit is an operating company of Amwins Group, the largest wholesale insurance brokerage and group benefits firm in the world, placing over $45B in annual premium.
• Amwins is privately held and employee-owned, offering stability, scale, and long-term career growth without unnecessary bureaucracy. & Benefits
  • Base salary: $135,000–$160,000
  • Target 30% bonus
  • Immediate, comprehensive benefits (no waiting periods)
  • Generous and flexible PTO
  • Long-term growth potential

  
  

  If you’re a senior benefits professional who prefers post-sale ownership and meaningful client relationships over sales activity, we’d welcome a conversation.

About the Role

Worthington Design & Remodel is seeking an experienced and driven Senior Project Developer to join our growing team. This individual will play a key role in helping homeowners bring their renovation visions to life — from the initial design concept through project proposal and handoff to production.

The ideal candidate has a balance of sales acumen, construction/design expertise, and client relationship skills. You’ll guide clients through the remodeling process, present creative design solutions, and drive profitable project wins that reflect Worthington’s reputation for craftsmanship and excellence.

Key Responsibilities

Serve as the primary point of contact for clients from initial consultation through signed contract.

Meet with clients in their home to evaluate design needs and desired outcomes.

Collaborate with design team to develop layouts, material selections, and budget estimates.

Present project proposals, handle revisions, and close sales in alignment with company goals.

Manage project pipeline to ensure timely follow-up and strong customer communication.

Coordinate with project managers and production staff to ensure a seamless handoff from design to build.

Maintain a high level of product knowledge on current remodeling trends, materials, and vendor options.

Achieve or exceed monthly and quarterly sales goals based on project volume and profitability.

Qualifications

3–5+ years of experience in residential remodeling, design-build, or construction sales.

Strong understanding of home remodeling processes, materials, and construction terminology.

Proven record of closing design or construction-related projects.

Excellent interpersonal and communication skills with a customer-first approach.

Ability to read floor plans and basic construction drawings.

Proficiency with CRM software and Microsoft Office (experience with CoConstruct, Buildertrend, or similar tools preferred).

Self-motivated, organized, and capable of managing multiple client projects simultaneously.

What We Offer

High-earning potential total compensation ranging from $70K-$110K+.

Ongoing training and development opportunities.

Collaborative, design-focused culture with an emphasis on quality and integrity.

Career growth within a reputable, family-owned remodeling company.

About Worthington Design & Remodel

Worthington Design & Remodel is a premier residential remodeling firm specializing in kitchens, bathrooms, basements, full-home renovations, and additions. We combine craftsmanship, creativity, and exceptional service to transform spaces that enhance how our clients live every day.

Senior Business Analyst – Professional Services

(Enterprise Digital Enablement Program)

Location: New York City (Hybrid: in-person + remote days)

Type: Full-Time

We’re looking for a Senior Business Analyst to support large-scale digital transformation and SaaS implementation projects. You’ll work closely with business stakeholders, product teams, and technical squads to translate business goals into clear requirements, workflows, user stories, and solution designs.

This role is perfect for someone who thrives in fast-paced environments, loves bringing clarity to complexity, and has strong experience across enterprise programs.

•            Lead discovery sessions with business owners, SMEs, and end-users to gather requirements.

•            Analyze business processes, pain points, and operational workflows to identify improvements.

•            Translate business needs into detailed functional specifications, user stories, and acceptance criteria.

•            Map current-state and future-state processes and create the documentation that supports them.

•            Ensure traceability between business requirements, functional specifications, and delivery tasks.

•            Work with product managers, architects, and developers to shape feasible, scalable solutions.

•            Clarify requirements during design and build; remove ambiguity and ensure alignment.

•            Participate in sprint planning, backlog prioritization, and refinement ceremonies.

•            Review functional deliverables, test scenarios, and validate that solutions meet requirements.

•            Support UAT planning, test execution, defect validation, and readiness sign-off.

•            Serve as a bridge between business teams and technical teams, ensuring smooth communication.

•            Build strong relationships with leaders, champions, and operational teams.

•            Facilitate workshops, demos, and review sessions with cross-functional stakeholders.

•            Prepare clear documentation, diagrams, and presentations tailored for executive or operational audiences.

•            Analyze data to validate assumptions, identify gaps, and refine business requirements.

•            Define KPIs and success metrics that align with business goals.

•            Support reporting and dashboards by specifying data needs and validation rules.

•            Contribute to roadmap planning and dependency assessment.

•            Help ensure timelines, scope, and quality standards are respected.

•            Flag risks, issues, and design decisions early and clearly.

•            Maintain and structure the functional backlog, including prioritization and documentation.

•            Work under the direction of the PM/Proxy Product Owner to align delivery priorities, sprint scope, and backlog sequencing with project timelines and client commitments.

•            Partner with the PM/Proxy PO during solution design reviews to validate feasibility, assess impact, and flag risks or dependencies early in the process.

•            Support the PM/Proxy PO in specification review and validation cycles, ensuring JIRA user stories comply with specification templates and are delivery-ready.

•            Coordinate with the PM/Proxy PO on client-facing specification validation sessions, ensuring alignment between technical architecture, KPI logic, and final UI/UX.

•            Provide the PM/Proxy PO with clear, timely inputs on sprint readiness, effort estimation, and delivery risks to enable informed planning decisions.

•            Collaborate with the PM/Proxy PO and delivery leads on go-live readiness, production release validation, and post-deployment support coordination.

•            Execute functional configurations within the platform based on validated specifications and user stories.

•            Configure workflows, business rules, KPI logic, gamification parameters, and user-facing experiences aligned with the solution design.

•            Collaborate with Data Integrators and TAMs during the technical and functional implementation phase to ensure delivery quality and completeness.

•            Own the end-to-end functional setup of delivery packages, ensuring configurations match approved specifications before moving to QA.

•            Lead internal QA/UAT cycles by cross-validating delivery outputs against functional specifications and acceptance criteria.

•            Perform peer-review QA on user stories delivered by other Business Analysts to ensure compliance, consistency, and production readiness.

•            Define and execute test scenarios, validate defect resolution, and document QA outcomes for internal and client sign-off.

•            Support client UAT execution by coordinating test plans, facilitating validation sessions, and ensuring delivery compliance with client expectations.

•            Ensure production-readiness of delivery packages before go-live, partnering with the PM/Proxy PO and delivery leads on release validation.

•            5–8+ years of experience as a Business Analyst in consulting, SaaS, digital transformation, or enterprise programs.

•            Strong experience gathering and documenting business requirements.

•            Demonstrated ability to analyze complex processes and translate them into clear specifications.

•            Experience working in Agile or hybrid delivery environments.

•            Comfortable facilitating workshops and presenting to diverse stakeholders.

•            Excellent clarity in writing requirements, diagrams, and functional documentation.

•            Strong analytical mindset with the ability to make data-driven recommendations.

•            Experience with CRM (Salesforce, Dynamics, or ServiceNow) or SaaS platforms.

•            Experience in large transformation programs with multiple business units.

•            Familiarity with KPIs, reporting, dashboards, or data workflows.

•            Exposure to change management, enablement, or user adoption initiatives.

•            Hands-on experience with functional configuration of SaaS platforms, including workflow setup, business rules, and UI/UX parameterization.

•            Experience owning QA/UAT processes, including test planning, defect tracking, and production readiness validation in enterprise delivery environments.

•            Requirements are crystal clear and enable smooth delivery.

•            Stakeholders feel aligned, supported, and understood.

•            Technical teams receive high-quality inputs and guidance.

•            Solutions meet business expectations without unnecessary rework.

•            Documentation, backlog, and processes are structured, consistent, and reliable.

•            Functional configurations are accurate, thoroughly tested, and production-ready with minimal rework cycles.

•          QA processes are rigorous, and delivery passes internal and client validation with high confidence.