Client Intake & Requirements Lead

Merrill; Addison (TX); On-site; USD 85,000 - 110,000; Full time

Job summary

Bank of America is seeking an Intake Coordinator to capture and refine business or system requirements for software changes. The role acts as the front door for new work entering DCRS, coordinating intake, estimation, prioritization, and funding processes to ensure initiatives move from concept to funding and roadmap placement.

You will collaborate with business partners, technology teams, architecture, finance, and portfolio management, facilitating design, onboarding, and testing sessions

Qualifications

• 7+ years of job related experience required.
• Gather estimates and sizing assumptions and present and negotiate with client.
• Engage architecture as needed for solution identification.

Responsibilities

• Understands stakeholder needs to help envision and create a solution to solve a problem.
• Supports cost and benefit analysis to align technology solutions to business strategy.
• Gathers and catalogs functional, non-functional, and technical requirements for stakeholder requests.
• Identifies the impact of modifications and enhancements to applications and assists with identifying integration points and the end-to-end solution design.
• Assists users and development teams in application testing and troubleshooting, and may help with test planning and configuring test solutions to validate functional and system needs.
• Documents processes, procedures and workflows for technology as needed.
• Accept client assignments and drive client to completion with minimal external support for technical client base implementing web-based service calls to data repositories.
• Drives coordination efforts for activities involving Client Assessment, Client Provisioning and Client Onboarding, including but not limited to - Design, Development and Integration, Client review and acceptance Facilitate following design and workflow sessions (as needed):
• Independent client / DCRS design approval sessions
• Client / DCRS knowledge sessions
• DCRS internal design review sessions (i.e. ASR review)
• Testing and Triage efforts, Execution and roll-out
• Administration of the Onboarding Workbook for assigned clients by applying SME technical knowledge of DCRS technology services and events
• Work closely with Client development and testing resource owners to help align DCRS to SIT, UAT and Release Defect Triage support.
• Leverage SOAP UI Tool in triage and testing support.

Skills

Client engagement

Requirements gathering

Stakeholder communication

Agile teamwork

Test planning

Tools

SOAP UI

Job description

Bank of America is seeking an Intake Coordinator to capture and refine business or system requirements for software changes. The role acts as the front door for new work entering DCRS, coordinating intake, estimation, prioritization, and funding processes to ensure initiatives move from concept to funding and roadmap placement.

You will collaborate with business partners, technology teams, architecture, finance, and portfolio management, facilitating design, onboarding, and testing sessions