Business Analyst, Technical Enablement

Triwill Group; United States; Remote; USD 75,000 - 95,000; Full time

Benefits offered by this job

Annual Learnbucks

Remote work with in-person summits

Promotions from within

Job summary

Practifi is seeking a Business Analyst to bridge client needs with our platform, translating complex requirements into clear specs for our technical teams. You’ll guide discovery sessions, document requirements, and advise on standard versus custom Practifi functionality.

In a paired model with Technical Consultants, you’ll influence project scopes, manage multiple client engagements, and help drive measurable client outcomes while maintaining strong organizational discipline.

Qualifications

• 3–5 years of experience in a business analyst, requirements analyst, or client-facing consulting role within SaaS, fintech, or professional services.
• Demonstrated ability to lead client meetings independently and demonstrate value of technical projects, translating business needs into actionable plans.
• Experience managing multiple concurrent client engagements with strong organizational and prioritization skills.
• Familiarity with CRM platforms (Salesforce preferred).

Responsibilities

• Serve as the primary point of contact for client MSP accounts, managing ongoing communication, timelines, and deliverables.
• Lead discovery sessions and client meetings to gather, clarify, and document requirements, translating business needs into clear specs for the technical team.
• Advise clients on standard Practifi functionality versus custom builds, guiding toward best-practice solutions.
• Coordinate with Technical Consultants, Client Success, and leadership to keep projects on track and resolve issues before they escalate.

Skills

Client meetings leadership

Requirements analysis

Stakeholder management

CRM platforms

SaaS/fintech domain knowledge

Tools

Salesforce CRM

Practifi

Job description

Description: The Opportunity (What This Role Really Means)

Our Technical Enablement team is the bridge between what our clients need and what our platform can deliver. As a Business Analyst, you'll be the voice of the client—leading conversations, translating complex business requirements into clear specifications, and making sure nothing gets lost between "what they asked for" and "what we build." You'll work in a paired model alongside Technical Consultants so you can focus on the relationship and requirements side while they focus on the technical build. It's a structure designed to make everyone better at what they do best.

This isn't a role that exists in a silo. You'll talk to anyone you want, contribute to discussions across teams, and see how your work directly impacts our clients' success. Because when you can trace your daily tasks to real outcomes, work actually feels worthwhile.

Your Day-to-Day (The Honest Version)

Here's what you'll actually be doing:

The Core Work

• Serve as the primary point of contact for client MSP accounts, managing ongoing communication, timelines, and deliverables so clients always know where things stand.
• Lead discovery sessions and client meetings to gather, clarify, and document requirements - translating business needs into clear, actionable specs for the technical team.
• Advise clients on standard Practifi functionality versus custom builds, guiding them toward best-practice solutions that maximize value.
• Coordinate with Technical Consultants, Client Success, and leadership to keep projects on track and resolve issues before they escalated.

The Reality Check

• You'll navigate a learning curve—with a dedicated Practibuddy by your side.
• Our documentation is robust, but evolving; feedback is valued.
• Curiosity is celebrated - questions are encouraged.
• We solve challenges as a team, not in silos.

The Growth Part

• Annual Learnbucks stipend for continued education.
• Transparent, real promotion pathways - we grow from within.
• Direct exposure to leadership and multiple departments.
• Space to experiment, fail fast, and innovate.

What We're Really Looking For

The Must-Haves

• 3-5 years of experience in a business analyst, requirements analyst, or client-facing consulting role within SaaS, fintech, or professional services.
• Demonstrated ability to lead client meetings independently and demonstrate value of technical projects, translating business needs into actionable plans.
• Experience managing multiple concurrent client engagements with strong organizational and prioritization skills.
• Familiarity with CRM platforms (Salesforce preferred).

The More Important Stuff

• Someone who's comfortable being themselves (pets bombing Zoom calls welcome).
• Curiosity about how things work and how they could work better.
• Appreciation for transparency (we share everything - pay, challenges, wins).
• Collaborative spirit (our Slack channels cover everything from work projects to reality TV).

What Taking This Leap Gets You

The Practical Stuff

• Competitive salary: $75,000 - $95,000 (yes, we're transparent about pay).
• 20 days paid vacation, 10 days paid sick, 3 paid personal days, 3 paid volunteering days (all annual from day one).
• Comprehensive benefits package.
• Annual Learnbucks for continued education.

The Cultural Stuff (The Real Reasons People Stay)

• Your Practibuddy: Someone dedicated to helping you succeed from day one.
• Real Work-Life Integration: Not just a buzzword - we actually mean it with flexibility.
• Bi-annual Summits: Chicago gatherings for connection, collaboration, and yes, celebration (trust falls optional).
• Genuine Connections: What you see on video calls is what you get in person.
• Internal Celebrations: We celebrate big and small wins in Slack and IRL.
• Cross-Team Collaboration: Talk to anyone, contribute anywhere.

Living Our Values Daily

• Growth: Learnbucks, promotions from within, encouraged skill development.
• Collaboration: Cross-functional projects, open communication, mutual support.
• Transparency: Open pay scales, honest feedback, regular pulse surveys.
• Curiosity: Permission to experiment, questions welcomed, continuous improvement.
• Integrity: Real client feedback drives decisions, authentic relationships matter.

Ready to Join Our Community

This role reports to the Manager, Technical Consulting, and you'll be working closely with Technical Consultants, Client Success, and cross-functional teams. Start date is flexible, and yes, we're fully remote with those amazing in-person summits.

One Last Thing: We're not just hiring a Business Analyst - we're adding someone to our community. Someone whose perspective will make us better, whose questions will spark innovations, and whose authentic self will fit right in with our perfectly imperfect team.

Practifi is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

We value transparency in our hiring process. Please note that portions of our recruitment process may involve the use of AI-assisted tools to help review applications and match candidates to job requirements. All final hiring decisions are made by our human recruitment team, ensuring fair and thoughtful consideration for every applicant.