Agile Business Analyst

Job Locations US-UT-Salt Lake City | US-CA-Pleasanton
Posted Date 5 days ago(3/13/2018 11:26 AM)
# of Openings
Information Technology


iPipeline is a leading provider of cloud-based software solutions for the life insurance and financial services industry. Through our SaaS solutions, we accelerate and simplify insurance sales, compliance, operations, and support. We provide process automation and seamless integration between every participant in the life insurance industry including carriers, agents (such as financial advisors and independent insurance agents), distributors (such as banks, broker-dealers, and general agencies) and consumers. Our innovative solutions enable automated processing for pre-sales, point-of-sale execution of applications, post-sale support, reporting, consumer delivery and agency management.


iPipeline makes it easier for people to purchase investment and insurance products that secure their financial future. With headquarters in Exton, Pennsylvania, iPipeline has locations in Cheltenham (UK), Fort Lauderdale, Atlanta, Ontario (CA), Philadelphia, and Salt Lake City. Visit


We are currently looking for an Agile Business Analyst in either our Salt Lake City (UT), Ontario (CA), or Pleasanton (CA) offices.


Position Description:    

The Agile BA is a key member of a Scrum team.  This individual is goal-oriented and seeks to understand business problems and define software solutions with a strong desire to delight the customers.  The Agile BA ensures the team is developing the right solution for the customer’s problems.  They have the ability to articulate both detailed requirements at a granular level as well as at an overarching business goal.  They possess a high degree of business acumen and are completely aware of the problem domain so that they can work efficiently to make decisions that impact the team.  They have excellent communication and facilitation skills and have experience being a team collaborator.

Within every sprint, they work closely with the scrum team to ensure they understand the business problem, who the targeted users are and the potential impact of user stories on the product as a whole.   They share in the Product Owner role responsibilities by clarifying requirements questions, prioritizing work and doing acceptance testing. 



  • Communicate customer value found in user stories to the Agile team in a manner that sparks innovative thought.
  • Interpret customer business needs and translate them into application and operational requirements.
  • Serve as a conduit between the customer community (internal and external) and the technology team through which requirements flow.
  • Collaborate with product managers, designers and software architects and subject matter experts to define the technical vision and scope
  • Elicit requirements using face-to-face, collaborative elicitation techniques, prototypes, wireframes, mockups, interviews, document analysis, requirements workshops, surveys, site visits, and task/process/workflow analysis
  • Critically evaluate information gathered from multiple sources, reconcile conflicts, decompose high-level information into details, abstract up from low-level information to a general understanding, and distinguish user requests from the underlying true needs
  • Write concise and effective user stories with precise and accurate acceptance criteria that effectively capture stakeholder needs and intent.
  • Work with Product Management to validate and accept or reject completed features.
  • Manage change throughout the lifecycle of projects.
  • During iteration planning, together with the rest of the team, write down the needed tasks to deliver each user story, and estimate how many hours they will take.
  • Facilitate rapid and meaningful releases.
  • Proactively communicate and collaborate with internal customers to analyze information needs and functionality requirements.
  • Ensure delivery of Analyst artifacts as agreed to by the project/domain team.
  • Participate in daily scrum meetings and take the initiative to organize other necessary meetings and ceremonies.
  • Answer ad hoc questions and provide clarification/direction to development and support teams regarding user stories and functions.
  • Support day to day processing, incident triage, and address questions about current products.
  • Coordinate with the product/process owner to inspect the development progress at the end of each iteration to accept or reject completed work.
  • Review and approve test plans and test cases.
  • Partner with product/process owner to educate end-users and processors regarding new enhancements.
  • Review and approve test plans and test cases.
  • Contribute to continuous improvement and proactively support knowledge-sharing within the domain/project team.
  • Work to define and improve team processes.
  • Test delivered code against the spirit of the user story validating that the customer experience is captured and value is delivered.
  • Determine fulfillment of acceptance criteria and offer advice to the Product Owner regarding acceptance of stories.
  • Share actual time usage information with your team so that the team can track progress via visual graphs ("information radars") such as burndown, burn up, or cumulative flow diagrams.
  • Create user acceptance tests or sample input and output data for each story.
  • Determine the form and format of documentation that is necessary and sufficient for requirements-related work-in-progress, handover, or product documentation.
  • Participate in iteration demonstrations and listen to stakeholder feedback on the delivered requirements to learn the customer's real needs and determine how to adapt the evolving product.
  • Design, manage, and execute on Salesforce configuration assignments.
  • Prepare dashboards, reports, and workflows.
  • Communicate/Collaborate with developer on implementing solutions that require Apex Language, Classes, Triggers/Controllers or Visual Force Pages.
  • Reports to Director, CRM RD


Skills & Experience:

  • 3+ years of Business Analysis experience in software development creating User Stories in a true Agile / Scrum
  • Proven skill and effectiveness in requirements gathering, definition, business planning, data analysis, process analysis, business and functional requirements analysis, testing implementation and change management
  • Exceptional soft skills, including the ability to speak to both technical and business concerns
  • Detail-oriented with excellent follow through on requests and commitments
  • Ability to think logically, critically, and constructively about complex problems and propose solutions that address expressed needs.


  • Ability to facilitate negotiation and build consensus amongst competing parties, ultimately driving teams to decision.
  • Experience and passion for facilitating requirements gathering sessions and designing customer facing interfaces (navigation, look, and feel) for complex web applications and websites.
  • Ability to operate independently and effectively, making progress on tasks while dealing with process and project ambiguity.

Nice to Haves:

  • CRM or ERP experience
  • Salesforce CRM Experience
  • Insurance domain and technology experience



Contact us with your resume and a writing sample (preferably a requirements document / user stories)



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