Business Analyst, Content Management Platform

The PMO Squad; Sacramento (CA); Hybrid; USD 110,000 - 140,000; Full time

Job summary

The PMO Squad is guiding a national client through a multi-year initiative to replace legacy shared drives with a governed cloud content platform. You will own discovery, formalize requirements, and lead a vendor-neutral evaluation to produce a delivery plan and migration strategy.

You will work with Legal, Risk, and IT stakeholders to ensure governance, retention, and access controls are embedded in the platform selection and transition plan.

Qualifications

• 5+ years of business analysis on enterprise technology programs.
• Experience leading a platform selection or end-to-end RFP process.
• Translate stakeholder input into baselined requirements and governance criteria.
• Knowledge of Microsoft 365 and SharePoint governance, retention, and records management.
• Strong writing and verbal communication; ability to facilitate workshops for senior leadership.
• Experience with requirements management tools and Excel-based scoring models.

Responsibilities

• Facilitate requirements workshops across stakeholder groups.
• Consolidate findings into a single traceable requirements package.
• Surface and document governance requirements and business rules.
• Document current-state content taxonomy and define archive use cases.
• Build the evaluation framework and scoring model for platform assessment.
• Prepare RFI/RFP materials and coordinate vendor demos.
• Produce selection recommendations and supporting analysis for leadership.
• Translate retention, legal hold, and governance needs into approved requirements.
• Validate role-based access and metadata structure ahead of migration.
• Convert platform and requirements into a delivery plan and migration sequence.
• Create user-facing enablement material and contribute to status reporting.

Skills

Business analysis

Requirements workshops

Stakeholder interviews synthesis

SharePoint governance

RFP / vendor evaluation

Excel scoring models

Traceability matrices

Communication

Education

CBAP or PMI-PBA

Tools

Microsoft 365 / SharePoint

Excel

SharePoint migration tooling

Purview

Autodesk Construction Cloud

Job description

Our client, a national commercial construction and development firm, is undertaking a multi-year initiative to replace its legacy shared-drive environment with a governed cloud content platform - bringing role-based permissions, records retention, legal hold, and defensible archiving to decades of project, legal, finance, and marketing content. Microsoft SharePoint will serve as the interim platform while a vendor-neutral evaluation selects the long-term solution.

This role is remote-based but requires you to live near one of our client's office locations, with occasional travel expected. We're open to candidates based near any of the following areas: Atlanta, GA; Austin, TX; Concord, CA; Dallas, TX; Denver, CO; Los Angeles, CA; New York, NY; Portland, OR; Sacramento, CA; San Diego, CA; San Francisco, CA; Santa Ana, CA; Santa Clara, CA; or Seattle, WA. Candidates near Sacramento, Concord, or Denver are especially encouraged to apply.

You'll own the discovery, formalization, and delivery of requirements, business rules, and governance criteria - turning input from a wide range of stakeholder groups into a baselined, traceable requirements package, leading a platform evaluation, and converting the selected solution into the delivery plan that follows. You'll work alongside a Technical Project Manager who leads the program and a solutions team from the client's business technology group.

Key Responsibilities

• Facilitate requirements workshops and validation sessions across stakeholder groups, capturing decisions and open questions
• Consolidate findings into a single, traceable requirements package covering collaboration, records management, permissions, integrations, archive search, and migration
• Surface and document business rules, policies, and governance requirements that are currently undocumented or inconsistently applied
• Document current-state content taxonomy and usage patterns; define archive use cases and access models across business functions
• Build the evaluation framework and scoring model for a vendor-neutral platform assessment, weighted by stakeholder priority and compliance need
• Prepare RFI/RFP materials, coordinate vendor demos and proof-of-concept scenarios, and score responses against baselined requirements
• Produce selection recommendations and supporting analysis for steering committee and executive review
• Partner with Legal and Risk to translate retention, legal hold, and governance needs into documented, approved requirements
• Validate role-based access, permission principles, and folder/metadata structure ahead of migration
• Convert the selected platform and requirements into a delivery plan and migration sequencing, maintaining traceability through implementation
• Produce user-facing enablement material (guidance, FAQs) and contribute requirements, decisions, and risks to program status reporting

Required Qualifications

• 5+ years of business analysis experience on enterprise technology programs, including at least one platform selection or RFP led end-to-end from requirements through recommendation
• Demonstrated ability to synthesize stakeholder interviews and workshops into a baselined, traceable requirements package
• Working knowledge of Microsoft 365 and SharePoint governance, including permissions, retention, and records management
• Familiarity with enterprise content management concepts: taxonomy/metadata design, retention and legal hold, archive and search, content migration
• Experience translating legal, risk, or compliance policy needs into system requirements
• Strong written and verbal communication skills, with experience facilitating workshops and presenting findings to senior leadership
• Proficiency with requirements management and analysis tools, including Excel-based scoring models and traceability matrices

Nice-to-Have Qualifications

• CBAP or PMI-PBA certification
• Experience in construction, engineering, or another project-based industry with distributed teams
• Prior involvement in a shared drive/file server replacement, SharePoint migration, or document management platform implementation
• Familiarity with Microsoft Purview, SharePoint migration tooling, and Autodesk Construction Cloud
• Experience supporting organizational change management for a technology rollout
• Experience with structured program governance - stage gates, steering committees, monthly status reporting

Tools & Environment

• Microsoft 365 / SharePoint (governance, permissions, retention)
• Excel-based scoring models and traceability matrices
• Microsoft Purview, SharePoint migration tooling (a plus)
• Autodesk Construction Cloud (a plus)

Ideal Candidate Profile

You're comfortable operating in ambiguity, applying sound analytical judgment to frame decisions and surface trade-offs rather than dictate outcomes. You know how to right-size your analysis to the decision at hand instead of defaulting to heavy process, and you're willing to surface an uncomfortable finding or gap even when it introduces friction. You build trust through neutral, skilled facilitation across technical and business stakeholders - from project teams to legal and risk - and you keep a wide group aligned on what the platform needs to do without needing formal authority over them.

This position will require a pre-employment background check and drug test to be administered by the clients preferred partners. All screening is required to be completed prior to start but will not be conducted until an offer has been made.