[Hiring] Lead Technical Implementation Analyst @Coterie

Role Description

The Lead Technical Implementation Analyst leads requirements and delivery coordination across a portfolio of concurrent initiatives spanning internal business units and external distribution partners, including the Distribution API, sets the standards the track works to, and mentors other analysts. This role is primarily an individual contributor who identifies systemic issues across business units, promotes solutions with strong strategic fit, and collaborates with leadership on capacity, prioritization, and cross-functional alignment.

Analysts on this track partner with business units across Coterie, including Revenue, Salesforce, Claims, Care/Payments, and Compliance, and with external distribution partners and the APIs they consume, to organize ideas, gather and structure requirements, and move projects forward. Work may include distribution partner integrations and changes to the Distribution API. They are the single point of contact for internal and external stakeholders and own communication, UAT coordination, and the quality of requirements handed to engineering. This is not a handoff role, as analysts stay engaged through delivery and the “final mile” of release.

Qualifications

• Baseline qualifications, at least two of three:
  • Coterie business experience (products, systems, processes)
  • Technical experience (software engineering, software testing, product management or ownership, or similar delivery tooling)
  • Commercial insurance product knowledge (deep exposure to SME insurance products, market dynamics, and workflows)
• Mindset:
  • Curiosity and self-motivation
  • Ownership mentality toward every project
  • Storytelling tailored to business stakeholders and developers alike
  • Scope awareness that catches and raises scope creep early
• Domain and technical fluency:
  • The SME insurance market and Coterie's position in it
  • Coterie's distribution relationships and how they shape system design
  • What an API is and how it works
  • Demonstrable use of AI tools for requirements, UAT, and development
  • Quantifying project benefits with relevant metrics
  • Stakeholder management, including when to escalate and when to resolve

Requirements

• Bachelor's degree in Business, Technology, Insurance, or a related field, or equivalent experience
• 6+ years of experience in business analysis, product ownership, implementation, or delivery roles, including leading cross-functional initiatives, managing timelines, and running several initiatives in parallel across different stakeholder groups
• Meets the team-wide baseline (at least two of the three baseline qualifications), mindset, and fluency expectations
• Ability to write engineering-ready requirements with context, acceptance criteria, and explicit out-of-scope items, and to design and run UAT with traceability, defect triage, and documented acceptance
• Working knowledge of at least one of Coterie's partner business areas, such as Salesforce-based revenue workflows, claims, billing and payments, compliance, or distribution partner integrations and the Distribution API
• Working knowledge of Jira, Confluence, APIs, and Postman
• Experience defining requirements, UAT, or communication standards that others adopted
• Extensive experience mentoring analysts or project coordinators, influencing team roadmaps, and winning support from executive stakeholders and cross-functional teams
• Bridges technical and business language confidently with developers and business leaders, and operates effectively in a fast-paced, high-growth environment

Preferred Qualifications (Bonus Experience)

• Extensive knowledge of Property & Casualty insurance distribution and agency operations
• Experience with Agile Scrum methodology
• Aptitude for producing detailed documentation
• Experience in an integrations manager or similar partner-facing technical role, guiding external partners through API integrations

Benefits

• 100% remote
• Health insurance through Aetna (we pay 100% of premiums)
• Dental and vision insurance through Guardian (we pay 100% of premiums)
• Basic life insurance (we pay 100% of premiums)
• Access to flexible spending account (FSA) or health savings account (HSA) (for those using HSA eligible plans)
• 401K plan (up 4% match with immediate vest). Must be 21 years of age or older to participate
• Flexible PTO policy offering employees up to 4 weeks of PTO in their first 12 months. Thereafter, PTO usage aligns with company standards and typically does not exceed 5 weeks per calendar year
• 12 company-paid holidays each year
• Continuing education annual stipend
• Annual salary estimated between $120,000-$150,000 based on national data. Candidates who meet all the minimum requirements and possess additional relevant experience, as outlined in the job description, may be considered for a salary above the midpoint of the above range. Salary is based on internal equity; internal salary ranges; market data/ranges; applicant’s skills; prior relevant experience; degrees or certifications, etc.

Work Authorization

At this time, Coterie Insurance is unable to consider candidates who require current or future visa sponsorship. Applicants must have authorization to work in the United States without the need for sponsorship now or in the future. Falsification of an application, including work authorization status, is immediate grounds for dismissal from consideration.