At Casebook PBC, our software makes people’s lives better. Our company is committed to empowering community well-being through the delivery of adaptive, research-based and practice-driven technology. Designed to “help the helpers,” our innovative and award-winning SaaS solutions help improve outcomes in human services. We are continually expanding and updating the Casebook Platform in the hopes that our technology will reach a broader array of agencies, and that we will push the entire industry to innovate and aspire to a higher standard. We are a mission-driven company, and by joining, you’ll be making that mission a reality.

Location: Casebook is a remote-first company, and you are welcome to work from anywhere in the United States! Up to 20% travel as needed.

At Casebook, Customer Experience is a driving force in our organization. The Lead Business Analyst is a key role in working with prospective and current customers who require additional support and services on top of our standard implementation packages.  The Lead BA’s  top priority is to make our customers successful and ensure that their work is delivered quickly, accurately, and with personable support.

As the Lead Business Analyst at Casebook, your task is to make our customers successful by defining add-on requirements - such as form development, data import, integration and report building - and estimating that work so that the customer can sign off and our team of offshore BAs and other collaborators can execute upon the customer’s priorities.

This role relies upon a blend of customer-facing communication, technical scoping and project coordination skills.  Our customers rely on Casebook for their day-to-day work with vulnerable populations and we want to provide the best service we possibly can.

Responsibilities include:

• Provide subject matter expertise both internally and to our customers

• As needed, interpret customer unique business needs, rules, requirements and processes to develop documentation and guidance 

• Lead scoping, estimation and execution of customer configuration, data import and system integration for the off-shore configuration team

• Work closely with customers and help them to articulate their configuration, import and integration requirements

• Work with information technology professionals to develop a solution that meets business requirements

• Conduct business analysis and research to identify key metrics and opportunities for improvement

• Consult with key stakeholders to determine business objectives and success factors

• Lead the team of BAs to configure system settings, develop and test forms, to support data import and system integration as needed

• Present findings, recommendations and status updates to stakeholders

• Collaborate with customer and quality assurance teams to identify needed test data and develop acceptance criteria that ensure expected work is validated

• Identify, report, and mitigate risks and issues

• Develop processes and procedures to ensure business solutions meet strategic goals

• Ensure business processes are running in accordance with Agile methodologies

• Continuously improve existing business processes and strive to develop new ones to improve efficiency

Required :

• Experience executing the above responsibilities using Agile methodology

• Five (5) years of experience as a Business Analyst

• Two (2) years of experience working in Agile projects

• Demonstrated detailed analytical and problem solving abilities

• Strong experience in user testing

• Experience developing requirements and documenting user stories

• Experience with SQL database management and maintenance skills

• Experience and proficiency with Microsoft Office products

• Experience working with remote teams

• Exceptional communication skills

Preferred :

• Experience with B2B IT systems  and/or modular implementations

• Experience with successfully completed IT legacy replacement projects

• Two (2) years experience in social services programs

• Two (2) years experience with SLED government IT projects

• Bachelor’s degree or Master’s degree, or at least six (6) years of relevant industry experience in the areas of administration, information technology, business operations or finance

All your information will be kept confidential according to EEO guidelines.

Casebook PBC is also an equal opportunity employer.  At Casebook PBC, we appreciate the value of diversity, and strive to create and support a workforce representative of the population we serve.  Casebook PBC is committed to creating an inclusive and respectful environment for all employees, and does not discriminate on the basis of race, color, religion, sex, gender expression and identity, national origin, political affiliation, sexual orientation, sexual and reproductive health decisions, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or any other non-merit factor.