Principal Business Analyst

Product Execution, Requirements & Specification

• Translate product strategy, feature briefs, regulatory requirements, client workflow needs, support trends, and product-line priorities into detailed product requirements and developer-ready stories.
• Frame the real problem before writing the requirement.
• Separate the underlying customer pain from the requested feature and evaluate alternative solutions before committing to scope.
• Write clear user stories, acceptance criteria, workflow details, edge cases, validation scenarios, configuration considerations, and release-readiness notes.
• Own backlog readiness for assigned product domain, ensuring scope, risk, dependencies, and testability are understood before work enters development.
• Own the Definition of Ready and PRD/specification standard for assigned work, ensuring the team can trust that the requirement is complete enough to build, test, document, support, and release.
• Partner with engineering teams during refinement, sprint planning, development, demos, validation, and post-release issue triage.
• Clarify requirements, answer development questions, and help resolve scope, workflow, or dependency ambiguity quickly and thoughtfully.
• Ensure stories are traceable to client needs, business goals, regulatory requirements, support issues, product strategy, or measurable product outcomes.
• Support UAT, product validation, release readiness, and post-release issue triage.

AI-Augmented Product Ownership

• Use AI tools responsibly to accelerate discovery, synthesis, workflow modeling, edge-case generation, release-note drafting, and requirements analysis.
• Direct the Mary agent and related AI tools to compare options, summarize client input, generate edge cases, draft workflows, pressure-test assumptions, and identify downstream risks.
• Validate AI outputs with healthcare, EHR, regulatory, and domain judgment before those outputs are trusted or used as product decisions.
• Know what not to trust AI to do, including unsupported clinical interpretation, unverified regulatory conclusions, unsafe workflow recommendations, or requirements that appear polished but lack evidence.
• Write high-quality prompts, acceptance criteria, decision records, release notes, and specification artifacts; in an AI world, writing quality matters more, not less.
• Use AI to expand thinking, not replace product judgment.

Healthcare Workflow, Data & Clinical Safety

• Apply strong ambulatory EHR workflow fluency across documentation, orders, medications, problem lists, results, billing, referrals, interoperability, configuration, and downstream operational workflows.
• Apply clinical safety instinct by identifying where a design could confuse a clinician, create bad data, interrupt care, introduce downstream risk, or create a patient-safety concern.
• Understand that healthcare data standards and clinical vocabularies are not “just codes.”
• Balance workflow usability, data quality, interoperability, regulatory expectations, security/access considerations, and supportability when shaping requirements.
• Escalate patient-safety, regulatory, data integrity, or clinical workflow concerns early and clearly.

Product Decision Quality

• Write lightweight Product Decision Records for high-risk domain decisions, capturing what was chosen, what was rejected, why the decision was made, what evidence was used, and what risks remain.
• Challenge assumptions and distinguish client requests from underlying product problems.
• Evaluate solution options with Product Strategy, UX, Architecture, Engineering, Services, Support, Regulatory, and GTM stakeholders before high-impact requirements enter development.
• Make requirements testable, supportable, explainable, and aligned to measurable product outcomes.

Ticket & Client Workflow Triage

• Review, analyze, and triage support tickets, client escalations, defects, and enhancement requests.
• Identify patterns across support issues and recommend whether items should be handled as defects, enhancements, training opportunities, workflow clarification, or roadmap candidates.
• Partner with Support, Services, and Implementation teams to understand real-world client workflow impact.
• Participate in client-facing discussions as needed to clarify workflows, validate requirements, or support escalations.
• Translate client and internal stakeholder feedback into actionable product requirements and decision-ready options.

Support Ticket & Client Workflow Triage

• Review, analyze, and triage support tickets, client escalations, defects, and enhancement requests.
• Identify patterns across support issues and recommend whether items should be handled as defects, enhancements, training opportunities, workflow clarification, or roadmap candidates.
• Partner with Support, Services, and Implementation teams to understand real-world client workflow impact.
• Participate in client-facing discussions as needed to clarify workflows, validate requirements, or support escalations.
• Translate client and internal stakeholder feedback into actionable product requirements and decision-ready options.

GTM, Enablement & Release Readiness

• Contribute to GTM and enablement planning by providing product details, workflow impact, client value, configuration considerations, adoption risks, and release readiness input.
• Partner with Product Strategy, CMO/Marketing, Services, Support, Sales, Regulatory, and Technical Writing to ensure internal teams understand what is changing, why it matters, and how to explain it.
• Provide inputs for release notes, product documentation, training materials, FAQs, demo scripts, sales enablement, internal enablement content, and client-facing product communication.
• Help identify impacted users, client workflows, configuration needs, implementation considerations, training needs, adoption barriers, and support risks.
• Support Services and Support teams in preparing for client rollout, implementation, and post-release questions.

Cross-Functional Leadership

• Serve as a senior product execution partner for assigned product domains.
• Help mentor Product Owners, Business Analysts, and Product Analysts on story writing, acceptance criteria, requirements quality, workflow analysis, AI-augmented discovery, and decision documentation.
• Facilitate alignment between Product Strategy, Engineering, UX, Architecture, Regulatory, Services, Support, PMO, GTM, and Technical Writing.
• Escalate risks, unclear decisions, scope conflicts, patient-safety concerns, and delivery blockers early.
• Help ensure product work is clear, testable, supportable, documented, and aligned to business, client, regulatory, and user needs.