Business Systems Analyst at TAO Solutions engaged in client account management and product development support. Act as primary liaison ensuring customer satisfaction and product evolution.
Responsibilities
Lead regular client status meetings, tracking open bugs, backlog items, enhancement requests and professional services opportunities.
Analyze, document, and manage all client requests including: support items, bugs and performance issues, backlog enhancements, larger scoped features requiring Statements of Work (SOW)
Act as Tier 1 support and primary point of contact for client stakeholders.
Respond to support requests in accordance with contractual SLAs.
For Severity 1 production issues, maintain continuous client communication and coordinate directly with Engineering and QA until resolution.
Provide daily internal status updates during standups, including proactive tracking of all active Kanban/TFS items.
Deliver client training during implementations or upon request.
Coordinate with the Release Team on upcoming releases.
Prepare and distribute release notes, including client deployment steps.
Serve as the owner of assigned tickets (bugs, backlog items, enhancements).
Create clear, detailed, and actionable tickets within approved tracking tools (TFS/Azure DevOps/DeskPro).
Ensure all documentation is written to a standard that enables cross-team clarity and release readiness.
Develop Functional Specifications for larger initiatives, including process documentation and workflows, data descriptions, and screen mockups.
Continuously build expertise across product lines through documentation, internal SME sessions, and regulatory updates.
Contribute to SDLC improvements and Agile best practices.
Provide input into ongoing product roadmap initiatives.
Lead full SDLC lifecycle for new implementations, including: requirements gathering, SOW development, project planning and tracking, coordination with Development for release alignment, release management, client training and post-go-live support.
Apply a “Whatever It Takes” mindset to ensure successful launches and on-time delivery.
Maintain a high standard of professionalism and customer satisfaction throughout implementation phases.
Act as lead secondary tester for assigned work items and helpdesk owned tickets.
Assist with broader testing efforts as needed.
Lead release package validation including deployment verification, report validation, and regression testing.
Identify opportunities to evolve the product while maximizing long-term value for the client.
Collaborate with clients on change requests and additional value-add services (external systems integration, new module adoption, custom reporting, training, and more).
Requirements
2-5 years of experience in a Business Analyst, Product Analyst, or similar role within a SaaS or technology-driven environment
Bachelor’s degree in Business, Information Systems, Finance, Computer Science, or equivalent practical experience
Strong experience eliciting and documenting business and functional requirements
Hands-on experience with ticketing systems such as TFS, Azure DevOps, Jira, and/or DeskPro
Project Management experience using Celoxis would be considered an asset
Experience working within Agile or Kanban SDLC frameworks
Proven ability to lead client-facing meetings and manage stakeholder communication
Experience triaging and coordinating high-severity production incidents
Ability to develop functional specifications including mockups and structured documentation
Experience in functional, regression, and release testing
Familiarity with release processes and deployment coordination
Strong written and verbal communication skills
Ability to manage multiple client priorities in a deadline-driven environment
Understanding of professional services concepts and billing structures
Strong analytical and problem-solving skills with high attention to detail
Experience in financial services, fintech, or other regulated industries is considered an asset.
Benefits
3 weeks base vacation
employer paid benefits
profit sharing
bonus program participation
Yearly learning & professional development allowance
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