Lead Business Analyst

Role Overview 

The Business Analyst for the CCX Customer Success AI Acceleration workstream partners closely with Engineering, Product Management, and Program teams to translate customer success strategy and AIdriven use cases into clear, actionable requirements that enable scalable delivery. This role sits on the engineering side of the house, acting as a connective layer between business intent, technical execution, and AIenabled platform outcomes. 

The Business Analyst ensures that AI acceleration initiatives across the Customer Success Platform are well‑defined, appropriately prioritized, and traceable from business objectives through system design and delivery. This includes refining problem statements, documenting requirements, supporting backlog readiness, and helping teams move quickly without losing alignment or clarity. 

Requirements 

• Proven experience as a Business Analyst supporting engineering teams, preferably in enterprise, platform, or SaaS environments. 

• Strong ability to translate business needs, customer success objectives, and AI use cases into clear functional and non‑functional requirements. 

• Experience working on AI‑enabled or data‑driven products, including concepts such as automation, recommendations, agentic workflows, or insights powered by analytics. 

• Ability to partner effectively with Engineers, Product Managers, Technical Program Managers, and UX to support backlog refinement and delivery planning. 

• Experience creating and maintaining artifacts such as user stories, acceptance criteria, process flows, data mappings, and dependency documentation. 

• Comfort operating in fast‑paced, iterative delivery environments, supporting AI acceleration efforts where requirements evolve quickly. 

• Strong analytical skills with the ability to identify gaps, risks, dependencies, and edge cases early in the development lifecycle. 

• Clear written and verbal communication skills, with the ability to align technical and non‑technical stakeholders. 

• Familiarity with ServiceNow‑style enterprise platforms, customer success workflows, or complex system integrations is a strong plus. 

• Bachelor’s degree in Business, Information Systems, Engineering, or a related field—or equivalent professional experience. 

Role Overview

Senior Business Analyst responsible for

bridging business and technical teams, owning requirements and delivery

outcomes, and operating independently with minimal supervision. The role

requires flexibility to support Product Owner or Project Manager responsibilities

when needed and the ability to work effectively across different domains and

business contexts.

Key Responsibilities

Lead requirement discovery

through workshops, interviews, and analysis.

Translate business needs into

clear specifications, features, and acceptance criteria suited to AI-assisted

delivery, while using epics and user stories when that level of detail is

required.

Own and continuously refine the

product backlog in collaboration with Product Owners and delivery teams.

Support iterative delivery

using Agile practices, including Scrum and Kanban, with continuous refinement,

build, validation, and deployment.

Analyze current and

target-state processes, identify gaps, and recommend practical improvements.

Manage stakeholder

communication and alignment across business, product, engineering, and quality

assurance teams.

Define test scenarios, support

User Acceptance Testing (UAT), and maintain traceability from business

requirements through delivery.

Work closely with development

and QA teams to clarify requirements and ensure that delivered solutions meet

the intended business outcome.

Must-Have Skills and Experience

8-10 years of experience in

business analysis within software or IT delivery environments.

Strong experience in

requirements discovery, analysis, and documentation.

Ability to define

specifications and features with clear, testable acceptance criteria.

Experience working with epics,

user stories, use cases, and product backlogs.

Strong stakeholder management,

facilitation, communication, and presentation skills.

Hands-on experience with Agile

delivery, including Scrum and Kanban.

Experience with API

integrations or API-driven applications.

Prompt engineering skills to

effectively use AI tools for discovery, documentation, analysis, and

collaboration.

Experience planning and

supporting test scenarios and UAT.

Strong analytical,

problem-solving, and process-improvement skills.

Good to Have

Working knowledge of SQL for

data validation and analysis.

Experience with analytics or

business intelligence tools such as Power BI or Tableau.

Familiarity with cloud

platforms such as Microsoft Azure, AWS, or Google Cloud.

Experience evaluating

AI-enabled features or collaborating with AI, data, product, and engineering

teams.

Exposure to process modelling

techniques such as BPMN.

Education

Bachelor's degree in

Engineering, Computer Science, or a related field, or equivalent

qualification.

Preferred Certifications

Certified ScrumMaster (CSM) or

an equivalent Scrum certification.

Certified Business Analysis

Professional (CBAP), Certification of Capability in Business Analysis (CCBA),

or PMI Professional in Business Analysis (PMI-PBA).

Working Style and Mindset

Operates with strong ownership

and independence, driving outcomes with minimal supervision.

Brings a consulting and product

mindset and focuses on solving business problems rather than only documenting

requests.

Can flex into Product Owner or

Project Manager responsibilities when needed.

Adapts quickly across domains,

stakeholders, and delivery contexts.

Demonstrates a practical, proactive, and

delivery-focused approach.

Our mission at Matterway is to eliminate friction in digital processes.

Through real-time automation and decision augmentation, we help users work more efficiently, reduce errors, and achieve better outcomes.

We are looking for a hands-on, client-focused problem solver to join our delivery team. You will work closely with enterprise clients to understand their processes and turn business challenges into intuitive automation and AI solutions.

Working at the intersection of client partnership, process discovery, and solution design, you will create solutions that deliver measurable value. You will also contribute to the evolution of Matterway's automation offering and help shape how agentic AI is applied to the future of work.

As part of our international team across Europe and India, you'll thrive in a fast-paced, startup-like environment where priorities evolve quickly, building trusted client relationships and turning ideas into practical solutions.

Responsibilities

• Own end-to-end delivery of automation & AI solutions for enterprise clients. You are the single point of accountability for deliverables, timelines, budgets and overall project success.
• Analyse business pain points and design intuitive experiences and interfaces that your users will love.
• Create detailed wireframes, mockups, and user stories, and work closely with developers to bring your vision to life.
• Use analytics to measure success after go‑live and ensure your solutions deliver real business impact.
• Build lasting client relationships that drive expansion and referrals.

What we are looking for

• 5+ years in client-facing roles where you've managed complex projects.
• Strong skills in business analysis, UI/UX, and project management.
• An undeniable sense of ownership: you're driven by results, not just tasks.
• Excitement about working in a fast‑paced, startup‑like environment.
• Exceptional written and verbal English. Other languages, especially German, are a plus

Experience – Minimum 2 to 3 years of experience in travel domestic & International holiday package sales.

Business Analyst – Job Description

1. Requirement gathering, Development, Requirement Analysis and documentation, Requirement communication, Requirement management and Testing. Work closely with the Business teams in gathering requirements, and getting it implemented in the system.

2. Designing and developing functional test cases, impact analysis, system integration testing and regression testing. Conducting UAT and documentation of test cases.

3. Support and assists with end user training and coordinates the implementation of these services for the Business.

4. Based on Testing Feedback from Business Users, plan go live dates for the developments.

5. Work with various user and support teams to manage technical/operational issues.

6. Raise the bugs and CRs to tech team and track till closure.

7. Produce periodic and ad-hoc reports for all stakeholders including leadership to monitor and ensure that projects comply with the governance framework.

8. Work closely with the vendor in getting the development completed on time and ensure adherence to quality standards.

9. Ability to multitask and work in a high pressure environment.

10. Excellent analytical, communication, presentation & interpersonal skills.

11. Ability to resolve customer/business issues and run the application management activities.

12. Willingness to go the extra mile to resolve customer/technical issues."

Are you passionate about leveraging data to drive strategic decisions? Join us at OIP Insurtech, where you'll play a pivotal role in analyzing market trends, optimizing operational processes, and transforming customer experiences. Bring your analytical prowess and business acumen to collaborate with a dynamic team dedicated to shaping the future of insurance technology. Apply now and be part of revolutionizing the industry with cutting-edge insights and solutions.

Requirements:

• 3-5 years of experience 
• Capable of independently conducting various aspects of business analysis, including requirements gathering, process analysis, and documentation. 
• Proactive in identifying and prioritizing issues within their domain and taking the initiative to work with the team to resolve them.
• Strong background in accounting and/or financial controlling 
• Demonstrates a high level of skill and independence
• Understands the full business analysis lifecycle and is proficient in handling various business problems and custom cases.
• Good knowledge of English
• Experience in accounting and business analysis in the IT industry is highly desirable 
• Working knowledge of software development concepts, technologies, practices, and principles, and the ability to use them in different situations independently
• Good understanding of the software development lifecycle

Duties and responsibilities:

• Works closely with the development team and other stakeholders to investigate model business functions, business processes, information flows, and data structures
• Investigate operational issues, problems, and new opportunities; seek effective business solutions through improvements in aspects of business areas or systems of interest
• Assists in the analysis of underlying issues and their root causes, and identifies available options
• Communicates with clients and other stakeholders and assists in presenting issues and solutions both verbally and in writing
• Specifies data, data objects, and information flows that align with the needs of the business
• Produces business analysis deliverables using relevant documentation styles in line with company standards
• Facilitates stakeholder meetings and workshops, and presents findings and actions both verbally and in writing to the business
• Able to translate business requirements into a structured form
• Able to create structure within projects and project teams following Agile principles
• Understands the domain (Insurance Industry) and how it functions, after spending 6M in the company
• Understands the entire Policy Lifecycle, after spending 6M in the company
• Experience in using tools like Jira, Confluence, LucidChart, or other software for requirements management, documentation, and process modeling
• Experience with Agile frameworks
• Experience with testing methodologies, test planning, and quality assurance processes to ensure reliable and robust systems

Bachelor’s degree in Engineering, Computer Science, or a related discipline

• 8+ years of experience in project or programme management

• 3+ years of experience delivering AI, Machine Learning, Data, or Analytics programmes

• PMP, Agile, Scrum, or equivalent certification preferred

Strong Senior Product Manager — Vertical Products (Fintech, Growth & Conversion) Profile

2

Mandatory(Experience 1)- Must have 6+ years of product management experience, with the most recent 3 years spent owning a consumer-facing product surface (app, web funnel, onboarding, checkout, or equivalent B2C surface).

3

Mandatory(Experience 2) - Must have consumer-facing product ownership as the centre of gravity. Backend, API, infra, or internal-tools PMs with no recent consumer-facing surface will not be considered. Backend exposure alongside real consumer-funnel work is fine; a backend centre not.

4

Mandatory(Experience 3)- Must have a metric-backed track record improving conversion, revenue yield, engagement, or lead quality in a consumer funnel — owned numbers, a steady experimentation cadence (A/B tests, rollouts, readouts), and comfort with analytics: funnels, cohorts, drivers, causal reasoning, measurement hygiene.

5

Mandatory(Experience 4)- Must be fluent with AI — active, habitual use of AI tools (ChatGPT, Claude, Gemini, Perplexity, or equivalent) in daily product practice.

6

Mandatory(Stakeholder Mgmt)- Must be able to act as the primary link between business leaders, tech teams, and external partners — communicating roadmap, priorities, trade-offs, and performance readouts to senior stakeholders, and working with distributed teams across time zones (Australia, India, Philippines).

7

Mandatory(Product Writing & Agile Delivery)- Must have strong product writing — problem briefs, PRD-lite/user stories, experiment plans, decision logs — and deep working command of Agile frameworks and tools.

8

Mandatory(Company) - Must be from B2C product company. FinTech is the priority . A non-fintech candidate qualifies only if currently or recently at a Series B plus company.

9

Preferred(Skill)- Exposure to LangChain, RAG, or prompt engineering in a product context; experience working directly with data science/ML teams on model-backed features; prior AI features in transactional or financial-services consumer UX.

Senior Product Manager – AI / B2B SaaS

Location: Bengaluru

Work Mode: Work from Office

Experience: 5+ years

Department: Product Management

About LeadSquared

LeadSquared is a leading Sales CRM for high-velocity revenue teams, helping businesses manage leads, sales processes, customer interactions, marketing, and revenue workflows at scale.

We serve businesses where large sales teams manage high volumes of leads and customer interactions, making speed, prioritisation, automation, and effective sales execution critical to revenue growth.

Role Overview

We are looking for a Senior Product Manager – AI to own the roadmap and end-to-end execution of AI products within LeadSquared.

Key Responsibilities

• Own the roadmap, prioritisation, and end-to-end execution for your AI product area.
• Understand customer problems and identify where AI can create meaningful, scalable value and translate them into clear product requirements and scalable solutions.
• Drive products from discovery and 0→1 development through launch, adoption, and iteration.
• Build and scale end-user-facing AI experiences that work reliably within enterprise workflows. 
• Make informed product decisions considering quality, latency, and scale trade-offs in production AI systems.
• Work closely with Engineering, Design, AI/ML, Data, and GTM teams to ship high-quality products.
• Define and track product adoption, engagement, customer outcomes, and business impact.
• Drive GTM, adoption, and continuous product optimisation.

What We're Looking For

• 5+ years of Product Management experience.
• 2+ years of hands-on Product Management experience building AI products.
• Strong B2B SaaS product experience.
• Experience in 0→1 product development and launches.
• Strong product discovery, prioritisation, roadmap management, and execution skills.
• Familiarity with AI evaluations (evals), observability, guardrails, and human oversight.
• Data-driven approach with strong understanding of product metrics.
• Excellent communication, problem-solving, and stakeholder management skills.
• Candidates from Tier 1 / Tier 1.5 / Tier 2 colleges preferred.

Good to Have

• Experience building products using GenAI, LLMs, RAG, AI Agents / Agentic AI, or ML-based decision systems.
• Experience in CRM, SalesTech, MarTech, or Enterprise SaaS.
• Experience building AI products for sales, revenue, operations, or other enterprise users.
• Experience taking an AI capability from an early prototype to a reliable, scalable enterprise product.
• Candidates who have built AI side projects will have a preference. Share links to live products, prototypes, demos, GitHub repositories, agents, or apps you’ve built.
•  

Role Overview

This hybrid role combines business analysis and project management. The successful candidate will work closely with the business to produce requirement documentation, product specifications, and other deliverables that follow program standards. The role also works with other IT functions on quality control, training, UAT, early life support, and third-line support in BAU.

Knowledge, Skills and Abilities

Combines business analysis and project management skills. Candidates from a pure project management background will not be considered.

Project management

Able to take ownership of the project lifecycle (initiation, planning, execution, monitoring, and closure) without close oversight.

Takes initiative: able to hit the ground running and get things moving without waiting to be tasked.

Business analysis

Proven ability to act as a bridge between the business and development teams in other offices, translating business concepts into implementable requirements.

Demonstrable ability to drive business process change, challenge current business practices, and work with key business stakeholders.

Produces requirement documentation, product specifications, and other documents to program standards.

Work Experience

Minimum of 5 years of relevant experience. Ideally from the financial or commodity industry, with market risk and ETRM experience.

Stable career history

Education

Degree level or above, preferably in Computer Science or another hard science or engineering discipline.

Senior Product Manager – Growth & Consumer Products (FinTech Preferred)

We're looking for a Senior Product Manager with 6+ years of product management experience, including the last 3+ years owning consumer-facing B2C products (app, onboarding, checkout, growth, or conversion funnels).

Must Have:

- Consumer product ownership (not backend/infrastructure-focused)

- Strong track record of improving conversion, engagement, revenue, or retention through A/B testing and data-driven experimentation

- Experience with analytics, funnels, cohorts, and product metrics

- Active use of AI tools (ChatGPT, Claude, Gemini, Perplexity, etc.) in product work

- Strong stakeholder management across business, engineering, and design teams

- Experience writing PRDs, user stories, and working in Agile environments

- Current or recent experience in a B2C product company (FinTech preferred; otherwise Series B+ startup)

Good to Have:

- Experience with AI/ML products, prompt engineering, LangChain, or RAG.