Principal Process and Business Analyst

Position Summary

The Principal Process and Business Analyst plays a critical role in shaping Technology Credit Union’s (Tech CU) enterprise approach to process optimization, knowledge management, business requirements, and user acceptance testing governance. This role serves as the functional owner for Tech CU’s process catalog and knowledge management strategy, ensuring that Tech CU’s people, processes, systems, and data are aligned to deliver efficient, member-centric services.

The incumbent acts as a bridge between business stakeholders, technical teams, and vendors, and helps shape solutions that improve operational performance, enhance knowledge sharing, and create a culture of continuous learning and innovation.

• Maintains and enhances the enterprise process catalog in partnership with the lines of business and the enterprise risk management team.
• Participates in KM Strategy discussions, vendor evaluations, RFP processes, and contract negotiations including providing requirements and evaluation criteria.
• Designs, implements, and maintains a KM framework that captures, organizes, and makes business policies, procedures, job aids, FAQs, and best practices centrally available, well-maintained, and consistently adopted.
• Partners with IT and vendor teams to integrate KM systems with chatbots, member self-service portals, and employee tools, ensuring a seamless experience across channels.
• Establishes governance for KM content lifecycle (creation, approval, versioning, archiving) and drives adoption across departments.
• Defines and tracks KM KPIs (usage, adoption, accuracy, and impact on member/employee efficiency).

• Maintains and enhances the enterprise process catalog in partnership with the lines of business and the enterprise risk management team.
• Participates in KM Strategy discussions, vendor evaluations, RFP processes, and contract negotiations including providing requirements and evaluation criteria.
• Designs, implements, and maintains a KM framework that captures, organizes, and makes business policies, procedures, job aids, FAQs, and best practices centrally available, well-maintained, and consistently adopted.
• Partners with IT and vendor teams to integrate KM systems with chatbots, member self-service portals, and employee tools, ensuring a seamless experience across channels.
• Establishes governance for KM content lifecycle (creation, approval, versioning, archiving) and drives adoption across departments.
• Defines and tracks KM KPIs (usage, adoption, accuracy, and impact on member/employee efficiency).

• Contributes to the business requirements lifecycle, establishing enterprise standards for elicitation, documentation, traceability, and sign-off.
• Oversees requirements for assigned projects, ensuring alignment with enterprise goals, business owner needs, and agile project management frameworks.
• Serves as the enterprise liaison between business stakeholders, IT, and vendors, ensuring requirements translate into effective solutions.
• Governs and maintains Tech CU’s repository of business requirements, UAT artifacts, and process documentation.

• Participates in defining Tech CU’s UAT governance framework and measure its effectiveness, including test planning, script creation, execution oversight, defect triage, and sign-off.
• Owns the UAT for assigned projects.

• Applies methodologies such as Lean, Six Sigma, and value stream mapping to identify inefficiencies, streamline workflows, and improve member and employee experiences.
• Program-manages company-wide process improvement opportunities and related efforts.
• Supports business units in defining process KPIs, measuring outcomes, and embedding continuous improvement practices into daily operations.

• Full-time; typically, 40+ hours/week
• Flexible within core business hours, Pacific Time, M-F
• Occasional extended early morning or late evening hours, and weekends, typically with advance notice

• Supports Tech CU’s Mission and Vision and consistently…