SaaS-Focused Technical Business Analyst (Financial Services)

Gamma Phi Omega International

Charlotte, Northern (NC, KY)

Hybrid

USD 90,000 - 120,000

Full time

7 days ago
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Benefits offered by this job

Career resources & training
Comprehensive benefits package
ESPP (employee stock purchase plan)
401K with company match

Job summary

Everforth Apex is seeking a Technical Business Analyst to support a highly visible implementation team for a SaaS bond accounting platform within Trust & Fiduciary. You will bridge business and technical teams, document processes, and specify API-driven requirements for a customer-facing web app.

The role emphasizes financial services experience, API integrations, and governance for publishing rate and product data across digital pages.

Qualifications

  • Bachelor's degree or equivalent professional experience required.
  • 5+ years in Technical Business Analyst roles for digital products or web content management.
  • Experience with SaaS implementations and integrations.
  • Strong skills in requirements documentation and stakeholder communication.

Responsibilities

  • Act as liaison between business stakeholders, technology teams, and vendor.
  • Document current- and future-state processes with gap analysis.
  • Gather technical requirements for developers and API integrations.
  • Coordinate content and rate/product updates for digital platforms.
  • Perform QA testing of rate and product deployments.

Skills

Technical analysis
Requirements documentation
Process mapping
APIs & integrations
Stakeholder management
SaaS implementations

Education

Bachelor's degree or equivalent

Tools

Salesforce
IBM FileNet
Node.js APIs
SEI Trust 3000

Job description

Everforth Apex is seeking a Technical Business Analyst to support a highly visible implementation team for a SaaS bond accounting platform within Trust & Fiduciary. You will bridge business and technical teams, document processes, and specify API-driven requirements for a customer-facing web app.

The role emphasizes financial services experience, API integrations, and governance for publishing rate and product data across digital pages.

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