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Lead Technical Implementation Analyst
Coterie. Lead requirements and delivery coordination across multiple concurrent initiatives, business units, and distribution partner integrations, including Distribution API changes .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in leading cross-functional initiatives and managing stakeholder communication while ensuring high-quality requirements documentation and UAT processes. Possesses strong commercial insurance product knowledge and technical experience in software engineering and delivery tooling.
Highest-signal resume keywords
Business AnalysisCommercial Insurance Product KnowledgeUAT CoordinationCross-Functional Initiative LeadershipAgile Scrum Methodology
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Requirements DocumentationSoftware TestingProduct ManagementAPI IntegrationDefect TriageAcceptance Criteria DesignStakeholder CommunicationDocumentation StandardsTechnical WritingProcess Definition
Soft Skills
MentoringCollaborationInfluencingProblem-SolvingCommunication
Tools & Technologies
JiraConfluencePostmanDistribution APISalesforce
Industry Keywords
Property & Casualty InsuranceAgency OperationsSME Insurance ProductsMarket DynamicsCompliance
About the role
Key responsibilities & impact- Lead requirements and delivery coordination across multiple concurrent initiatives, business units, and distribution partner integrations, including Distribution API changes
- Define and enforce standards for requirements documentation, UAT, and stakeholder communication
- Mentor analysts and contribute to onboarding and team development
- Collaborate with leadership on team capacity, prioritization, and cross-functional alignment
- Identify pervasive issues across business units and propose systemic solutions
- Assess the impact of system and API changes on compatibility, downstream dependencies, and partner workflows
- Provide delivery leadership across a portfolio of work
- Promote solutions with strong strategic fit
- Balance hands-on delivery with team enablement and process definition
- Evaluate risks, escalate unresolved decisions, and build others' domain knowledge and testing skills
- Partner with internal business units and external distribution partners to organize ideas, gather and structure requirements, and move projects forward
- Serve as the single point of contact for internal and external stakeholders
- Own communication, UAT coordination, and the quality of requirements handed to engineering
- Stay engaged through delivery and the final mile of release
Requirements
What you’ll need- Bachelor's degree in Business, Technology, Insurance, or a related field, or equivalent experience
- 6+ years of experience in business analysis, product ownership, implementation, or delivery roles
- Experience leading cross-functional initiatives, managing timelines, and running several initiatives in parallel across different stakeholder groups
- Commercial insurance product knowledge, including deep exposure to SME insurance products, market dynamics, and workflows
- Technical experience in software engineering, software testing, product management or ownership, or similar delivery tooling, and/or Coterie business familiarity
- Ability to write engineering-ready requirements with context, acceptance criteria, and explicit out-of-scope items
- Ability to design and run UAT with traceability, defect triage, and documented acceptance
- Working knowledge of 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 defining requirements, UAT, or communication standards adopted by others
- Extensive experience mentoring analysts or project coordinators, influencing team roadmaps, and winning support from executive stakeholders and cross-functional teams
- Ability to bridge technical and business language and operate effectively in a fast-paced, high-growth environment
- Meet team-wide mindset and domain/technical fluency expectations
- Must be authorized to work in the United States without current or future visa sponsorship
- Preferred: extensive Property & Casualty insurance distribution and agency operations knowledge
- Preferred: Agile Scrum methodology experience
- Preferred: aptitude for producing detailed documentation
- Preferred: experience in an integrations manager or similar partner-facing technical role guiding external partners through API integrations
Benefits
Comp & perks- 100% remote
- Health insurance through Aetna (100% of premiums paid)
- Dental and vision insurance through Guardian (100% of premiums paid)
- Basic life insurance (100% of premiums paid)
- Flexible spending account (FSA) or health savings account (HSA) access
- 401K plan with up to 4% match and immediate vesting
- Flexible PTO policy offering up to 4 weeks in the first 12 months; thereafter typically up to 5 weeks per calendar year
- 12 company-paid holidays each year
- Continuing education annual stipend