Client Success, Senior Business Analyst

About the role

Cotality is a leading global technology company. The Client Success Business Analyst partners with the Strategic Account’s leadership and their clients to translate business problems into clearly defined ROI-justified requirements across multiple systems.

Responsibilities

• Own the business case: for every proposed data, reporting, or process initiative, define the problem, the stakeholders, the expected ROI, and the success criteria before work begins.
• Interview and partner with client leadership and internal business units to document and prioritize requirements; separate the must-haves from the nice-to-haves.
• Translate business needs into clear specifications (user stories, acceptance criteria, process maps) that analysts and AI-driven tooling can execute against.
• Define and pressure-test KPIs and scorecards so they measure what drives client outcomes, then validate that the resulting output answers the original question.
• Map current workflows and design future improvements across the Ecosystem.
• Serve as the bridge between client leadership, internal business units, and the technical/AI teams building the deliverables.
• Contribute to strategic business planning by connecting client pain points to prioritized, ROI initiatives.
• Stay current on restoration, insurance, and adjusting industry trends and bring that context into every requirement.

Requirements

• Bachelor’s degree in a related field highly preferred, or High School Diploma/equivalent with commensurate experience.
• 5+ years of related business experience, with a track record of building business cases and defining requirements.
• Knowledge of the property restoration ecosystem is required — you understand contractor pain points, how to run a restoration business, P&L and job costing, production meetings, cycle time, and minimizing punch-list items. You’ve either operated in this world or advised those who do.
• Proven ability to develop business cases and present them persuasively to business unit and client leadership.
• Strong analytical and problem solving skills.
• Demonstrated excellence in requirements gathering, process development and improvement, communication, prioritization, and planning.
• Comfortable with ambiguity; flexible and agile in responding to evolving business priorities.
• Customer driven, with strong oral and written communication skills.

Qualifications

• Claims Workflow knowledge - DASH, CRM, Validate, Mitigate, Cotality Workspace, Cotality Estimate (highly preferred).
• Experience defining requirements for and demonstrating reports/dashboards to end users.
• Strong familiarity with data visualization tools.
• Comfort partnering with AI and automation tooling to accelerate delivery once requirements are defined.
• Experience with business case development and ROI modeling for data and technology initiatives.

Skills

Desirable Skills And Experience:

• Claims Workflow knowledge - DASH, CRM, Validate, Mitigate, Cotality Workspace, Cotality Estimate (highly preferred).
• Experience defining requirements for and demonstrating reports/dashboards to end users.
• Strong familiarity with data visualization tools.
• Comfort partnering with AI and automation tooling to accelerate delivery once requirements are defined.
• Experience with business case development and ROI modeling for data and technology initiatives.

Benefits

Annual Pay Range: 77,700 - 100,000 USD
Application Window: This opportunity is expected to remain posted through the date identified below, subject to business needs.

Thriving with Cotality
Cotality offers more than just a job, we provide a benefits experience designed to support your whole self. From a flexible working model to competitive time off and standout health coverage with meaningful perks and growth opportunities, our package is built to help you thrive at work and in life.

• Generous PTO and 11 paid holidays, plus well-being and volunteer time off.
• Mental health and wellness support offerings.
• Multiple medical plan options.
• Up to 16 weeks of fully paid parental leave and a baby stipend.
• Retirement: 401(k) with company match and vesting after one year.
• Recognition Rewards, Referral bonuses, exclusive discounts and more!

Pay

#SS-1 Annual Pay Range: 77,700 - 100,000 USD

Schedule

Not specified