Microsoft 365 Business Systems Analyst – Solutions & Enablement

Transamerica; Cedar Rapids (IA); Hybrid; USD 85,000 - 100,000; Full time

Benefits offered by this job

Benefits Package

401k Match

Pension Plan

Tuition Reimbursement

Job summary

Transamerica is seeking a Microsoft 365 Business Systems Analyst – Solutions & Enablement to help users understand and adopt Microsoft 365 capabilities through analysis, training, communications, and engagement. You will support discovery and solution assessment, guiding stakeholders on when to engage engineering or other platforms.

The role involves facilitating sessions, creating training materials, and coordinating user community activities, with a hybrid schedule across multiple U.S.

Qualifications

• Experience leading requirements‑discovery sessions.
• Experience conducting fit‑gap and solution‑option analysis.
• Ability to explain technical concepts to nontechnical audiences without oversimplifying risks.

Responsibilities

• Facilitate requirements‑discovery sessions with stakeholders.
• Perform fit‑gap and solution‑option analyses.
• Coordinate Microsoft 365 user community meetings and engagement activities.
• Assist with champion program administration and communications.
• Develop and update training materials and learning resources.
• Maintain Microsoft 365 and Copilot SharePoint sites and resource centers.

Skills

Microsoft 365 adoption

User enablement

Stakeholder coordination

Change management

Business analysis

Requirements discovery

Communication skills

Tools

SharePoint

Word

Excel

PowerPoint

Visio

Job description

Job Family IT - Business Analysis

About Us

At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.

Who We Are

We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them. We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.

What We Do

Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.

For more information, visit transamerica.com.

Job Description Summary

As the Microsoft 365 Business Systems Analyst – Solutions & Enablement, you will help users understand and adopt Microsoft 365 capabilities through business analysis, training, communications, and community engagement. You will support requirements discovery and solution assessment, helping stakeholders understand when Microsoft 365 is a suitable fit and when engineering, architecture, or another platform should be consulted.

Job Description Responsibilities

• Facilitate requirements‑discovery sessions to understand business needs and coordinate with stakeholders.
• Conduct fit-gap and solution‑option analysis to determine when Microsoft 365 capabilities are suitable and when to consult engineering, architecture, or teams supporting other platforms.
• Coordinate Microsoft 365 user community meetings and engagement activities.
• Assist with champion program administration and communications.
• Develop and update training materials, job aids, and learning resources.
• Assist with maintaining Microsoft 365 and Copilot SharePoint sites and resource centers, supporting content management and governance.
• Support communications and change management activities that help users prepare for new Microsoft 365 features and technologies.
• Explain technical concepts to nontechnical audiences, clearly communicating risks, dependencies, and limitations.

Qualifications

• Skills in Microsoft 365 adoption and user enablement; training, education, and knowledge management; SharePoint content management and governance; communications and change management; new feature and technology readiness; and business analysis and stakeholder coordination.
• Experience leading requirements‑discovery sessions.
• Experience conducting fit‑gap and solution‑option analysis, including determining when a Microsoft 365 capability is suitable and when engineering, architecture, or another platform should be consulted.
• Ability to explain technical concepts to nontechnical audiences without oversimplifying risks, dependencies, or limitations.
• Well‑developed understanding of application security and related compliance processes.
• Well‑developed business process analysis and mapping skills.
• Working experience managing and reporting on service level objectives.
• Working ability to estimate and budget for IT services.
• Strong knowledge of standard software development life cycle methodologies.
• Strong ability to build relationships and work effectively with stakeholders at all levels, both within and outside the organization, with an understanding of organizational dynamics.
• Strong stakeholder‑facilitation, written communication, presentation, relationship‑management.
• Ability to work effectively across strategic, tactical, and operational activities.
• Well‑developed root cause analysis skills.
• Ability to work effectively across cultural differences in a global organization.
• Strong ability to adapt to change and navigate ambiguity.
• Strong ability to work independently and as part of a team.
• A proactive, accountable, and responsible approach to work.
• Several years of experience using Microsoft Word, Excel, Visio, PowerPoint, and SharePoint.
• Working knowledge of ITIL and project management methodologies.

Preferred Qualifications

• Experience supporting Microsoft 365 adoption programs.
• Experience with Copilot, Power Platform, or other Microsoft productivity tools.
• Familiarity with change management methodologies.
• Experience facilitating or supporting user communities.
• Experience creating digital learning content.
• Knowledge of information architecture and content governance principles.
• Experience using reporting or analytics tools to measure adoption outcomes.
• Working knowledge of ITIL and project management methodologies.

Working Conditions

• Hybrid office environment (Tuesday, Wednesday, Thursday)
• Locations: Cedar Rapids, Denver, Philadelphia
• On-call responsibilities may be required
• Occasional Travel <10%
• Limited travel may be required

Compensation

The Salary for this position generally ranges between $85,000-100,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.

Applicants must possess legal authorization to work for our company in the U.S. without the need for immigration, sponsorship or otherwise serving as an employer of record for immigration employment purposes. At this time, this role is not eligible for immigration-related employment authorization sponsorship. This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.

What We Offer

• Competitive Pay Bonus for Eligible Employees
• Benefits Package
• Pension Plan
• 401k Match
• Employee Stock Purchase Plan
• Tuition Reimbursement
• Disability Insurance
• Medical Insurance
• Dental Insurance
• Vision Insurance
• Employee Discounts
• Career Training & Development Opportunities
• Health and Work/Life Balance Benefits
• Paid Time Off starting at 160 hours annually for employees in their first year of service.
• Ten (10) paid holidays per year (typically mirroring the NewYorkStockExchange (NYSE) holidays).
• Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
• Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
• Adoption Assistance
• Employee Assistance Program
• Back-Up Care Program
• PTO for Volunteer Hours
• Employee Matching Gifts Program
• Employee Resource Groups
• Inclusion and Diversity Programs
• Employee Recognition Program
• Referral Bonus Programs
• Inclusion & Diversity

We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.

Giving Back

We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.

Transamerica’s Parent Company

Aegon acquired the Transamerica business in1999. Since its start in1844, Aegon has grown into an international company serving more than 23.9 million people across the globe. It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.

At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential unleashed by leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.

Transamerica is a part of Aegon, an integrated, diversified, international financial services group. The Aegon companies employ over 21,500 people and have approximately 31.7 million customers. For more information, visit www.transamerica.com.

For more information about Transamerica’s privacy practices, click here.