Project Manager​/Business Analyst

Role description

Role summary

We are seeking a Manager-level PM/BA to lead business analysis and day-to-day project delivery for one of our clients. This role is highly client-facing and will partner with client and project leadership to translate an Excel-based pricing process into a scalable web application with clear requirements, prioritized backlog, and effective delivery governance.

You will serve as the bridge between business stakeholders (Estimating, Sales Ops, Finance) and the delivery team (engineering, data/integration, QA), ensuring scope is well-defined, decisions are documented, and the solution meets acceptance criteria.

Core responsibilities

Delivery leadership (PM)

• Own the plan-to-deliver lifecycle: kickoff, detailed plan, sprint cadence, RAID log, status reporting, and stakeholder management.

• Produce and maintain clean delivery artifacts including project plans, weekly status reports, and executive-ready decks/presentations.

• Run client-facing ceremonies: discovery workshops, backlog grooming, sprint planning, demos, and retros.

• Drive scope clarity and change control: convert fuzzy asks into decisions, document assumptions, and manage tradeoffs.

• Proactively manage delivery risks and change impacts: maintain a RAID/change log, surface issues early, propose mitigation options, and align stakeholders on decisions and next steps.

• Maintain an integrated delivery plan across product, engineering, QA/UAT, and integration work streams.

• Partner closely with internal project leadership (e.g., delivery lead and solution architect) to keep the team operating effectively-facilitate alignment on priorities, unblock issues, help resolve conflicts, and escalate concerns early with recommended options.

Requirements & analysis (BA)

• Lead requirements elicitation with Estimating leadership and cross-functional stakeholders.

• Translate business needs into epics/user stories, process flows, acceptance criteria, and non-functional requirements.

• Define the data and rules needed to replicate pricing logic (including Excel-based calculations and validations) and ensure traceability from requirement → implementation → test.

• Support UX workflow definition (wizard steps, grid interactions, approvals, exports) and ensure alignment to user personas.

Quality, testing, and adoption

• Own UAT planning and execution: test scenarios, scripts, defect triage, re-test coordination, and sign-off.

• Define acceptance criteria for: calculation accuracy (vs. Excel baseline), approvals, versioning/audit, integrations, and export file formats.

• Partner with the team on cutover readiness: training materials, release notes, and launch checklist.

Integration & data alignment

• Coordinate requirements and testing for inbound/outbound integrations (e.g., customer master sync, pricing exports, email notifications, SSO).

• Define and validate data mappings (source fields, transformations, reference data/lookup tables) and ensure error-handling expectations are understood.

Key deliverables (what "good" looks like)

• A prioritized product backlog with well-written user stories and acceptance criteria.

• Clear process maps and decision logs for the new workflow.

• A defined MVP scope and phased roadmap with measurable outcomes.

• A complete UAT package (test plan, scripts, scenarios, defect log) and documented sign-off.

• Consistent weekly status reporting with risks, issues, dependencies, change impacts, and next steps.

Required experience

• 7-12+ years in combined PM + Business Analyst roles (or equivalent), ideally on custom application builds.

• Strong facilitation skills: running workshops with senior stakeholders, navigating ambiguity, and driving decisions.

• Experience delivering data-driven web applications with workflows, approvals, and reporting/exports.

• Proven ability to write crisp requirements (stories, ACs), manage a backlog, and support an engineering team.

• Comfort with Excel-heavy business logic and translating spreadsheets into system rules.

Required skills

• Agile delivery (Scrum/Kanban), sprint planning, and backlog management (Jira/Azure Dev Ops preferred).

• Requirements methods: user stories, use cases, BPMN/process…