Business Analyst, Technology Operations

Job Responsibilities and Requirements

The Business Analyst is responsible for optimizing service performance across existing systems and new development initiatives within the Retirement Services function. This role partners closely with Product Owners and agile teams to define requirements, document user stories, and ensure delivery of high-quality, scalable solutions aligned to strategic priorities.

Key Responsibilities

• Define and document user stories and acceptance criteria aligned to business needs
• Support Product Owners by ensuring accurate, actionable data is available for prioritization decisions
• Translate business requirements into functional specifications for development teams
• Maintain integrity and traceability of requirements across the product backlog hierarchy
• Identify gaps, risks, or inconsistencies in requirements and proactively resolve
• Ensure functional and non-functional requirements are clearly documented and represented
• Partner with stakeholders to deliver solutions that meet or exceed expectations
• Lead User Acceptance Testing (UAT) planning and coordinate execution, including test data definition
• Support testing efforts through defect tracking, documentation, and issue resolution
• Create and maintain business and system documentation for end users
• Assist with production support, including triage and root cause analysis
• Evaluate third-party capabilities and recommend solutions aligned to business needs
• Identify opportunities to enhance process efficiency and effectiveness

Required Qualifications

• Bachelor’s degree or equivalent relevant experience
• 2+ years of experience as a Business Analyst in an Agile environment
• Hands-on experience with Azure DevOps
• Proficiency in SQL and Excel
• Strong analytical, problem-solving, and critical thinking skills
• Excellent written, verbal, and interpersonal communication skills
• Ability to work independently and collaborate cross-functionally
• Self-motivated, results-oriented, and adaptable in a fast-paced environment

Preferred Qualifications

• Insurance or financial services experience (Retirement Services a plus)
• Experience working with clients and producers
• Demonstrated planning and project management skills
• Additional experience with data analysis tools
• Proven ability to drive process improvements and contribute innovative ideas

 

The expected hiring range for this position is $66,660.00 - $96,100.00 annually. This expected hiring range covers only base pay and excludes any other compensation components such as commissions or incentive awards. The successful candidate’s starting base pay will be based on several factors including work location, job-related skills, experience, qualifications, and market conditions. These ranges may be modified in the future.

Work location may be flexible if approved by the Company.

What We Offer

At Reliance Matrix, we believe that fostering an inclusive culture allows us to realize more of our potential. And we can’t do this without our most important asset—you.

That is why we offer a competitive pay package and a range of benefits to help team members thrive in their financial, physical, and mental wellbeing.  

Our Benefits:

• An annual performance bonus for all team members
• Generous 401(k) company match that is immediately vested
• A choice of three medical plans (that include prescription drug coverage) to suit your unique needs.  For High Deductible Health Plan enrollees, a company contribution to your Health Savings Account
• Multiple options for dental and vision coverage
• Company provided Life & Disability Insurance to ensure financial protection when you need it most
• Family friendly benefits including Paid Parental Leave & Adoption Assistance 
• Hybrid work arrangements for eligible roles
• Tuition Reimbursement and Continuing Professional Education
• Paid Time Off – new hires start with at least 20 days of PTO per year in addition to nine company paid holidays.  As you grow with us, your PTO may increase based on your level within the company and years of service. 
• Volunteer days, community partnerships, and Employee Assistance Program
• Ability to connect with colleagues around the country through our Employee Resource Group program

Our Values:

• Integrity
• Empowerment
• Compassion
• Collaboration
• Fun

EEO Statement

Reliance Matrix is an equal opportunity employer. We adhere to a policy of making employment decisions without regard to race, color, religion, sex, national origin, citizenship, age or disability, or any other classification or characteristic protected by federal or state law or regulation. We assure you that your opportunity for employment depends solely on your qualifications.

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