Business Analyst - Remote
$70k - $80kDIGITAL INSURANCE
No other company in our industry is supercharging the way they work and serve their clients like OneDigital. Fresh thinking has always been the core of OneDigital’s vision and growth strategy. It’s how we stand out in our industry, it’s how we stay competitive and resilient in a changing world. Most importantly, our innovative approach is helping more people do their best work and live their best lives. Innovation fuels our employee experience by making it easier to do your best work anytime, anywhere and from any device. And our tech-based products for clients are a game changer in our industry. If you thrive on change and innovation, OneDigital is the career choice for you.
Our Newest Opportunity: Summary: The Business Analyst (BA) supports a broad range of D365-focused work for OneDigital’s Employee Benefits and Human Resources Consulting practices, partnering with teams across Operations, Sales, Marketing, Finance, Customer Service, and more. Responsibilities may vary based on business priorities, production needs, and larger product initiatives. The BA serves as the primary owner of small to medium-sized enhancements and User Stories, from requirements through delivery, allowing Product Owners and Product Managers to stay focused on larger strategic initiatives. The BA also supports those larger initiatives as needed, gathering and documenting requirements, refining backlog items, coordinating demos and user acceptance testing (UAT), analyzing production issues, and partnering with technical teams on system behavior, integrations, dependencies, and impacts. To be successful, this individual must demonstrate strong business analysis skills, technical aptitude, and a personable, relationship-driven approach, with the ability to move fluidly between business and technical conversations. The BA is also AI-enabled by design, using AI tools and Large Language Models (LLMs) such as Copilot and Claude in daily delivery, documentation, analysis, and communication.
Role Scope & Balance
Serve as the primary owner of small to medium-sized backlog items, including standalone User Stories, operational enhancements, and production fixes, allowing Product Owners and the Product Manager to stay focused on larger strategic initiatives. Support a flexible mix of D365 business analysis, application support, and product delivery work across multiple business areas. Adapt to shifting business priorities, production needs, and the size or complexity of active initiatives. Participate in Agile ceremonies such as standups, backlog refinement, sprint planning, and stakeholder reviews.
Enhancements & Modifications
Own the analysis and delivery of small to medium-sized D365 enhancements and User Stories, from requirements through release. Elicit, analyze, and document business and functional requirements, translating business needs into clear User Stories and acceptance criteria. Develop current-state and future-state process flows, business rules, and supporting documentation. Validate requirements for completeness, clarity, testability, and alignment to business outcomes. Perform impact analysis on requested changes, confirming that updates to fields, forms, processes, or configuration won't disrupt other business units, reporting, integrations, or downstream processes. Write release notes that clearly describe delivered changes for business users.
Initiative & Feature Support
Support Product Owners and the Product Manager on larger Features and Epics as needed, typically by taking on User Stories within that work. Contribute requirements analysis, process documentation, stakeholder engagement, and UAT coordination to larger initiatives, while ownership of Features and Epics remains with the Product Owner.
Demos & UAT
Coordinate demos with requestors before UAT to confirm the solution meets the business need. Plan and coordinate user acceptance testing (UAT), including test scenarios, tester coordination, issue tracking, and sign‑off. Document UAT outcomes and follow through on any issues or changes identified during testing.
Application & Integration Support
Investigate D365 production issues, including business impact assessment, reproduction, and documentation, before escalating to technical teams. Determine whether an issue is a system defect, a process or training gap, or a new requirement. Partner with developers and architects on enhancements and issues involving D365 integrations, clarifying data flows, dependencies, and expected system behavior.
Stakeholder Collaboration & Communication
Coordinate with the Product Owner before engaging business stakeholders, and keep the Product Owner informed of relevant conversations, decisions, and next steps. Build and maintain strong working relationships with business stakeholders, Product Owners, the Product Manager, and technical teams, serving as a trusted liaison between them. Translate system behavior and technical concepts into clear, business-friendly communication. Support stakeholder follow‑up, training, and documentation updates after release.
AI-Enabled Delivery
Use Copilot, Claude, or similar LLMs to draft and refine requirements, User Stories, acceptance criteria, meeting notes, and stakeholder communications. Use AI-assisted techniques to identify requirement gaps, edge cases, inconsistencies, and test scenarios. Review all AI-generated output for accuracy, completeness, and security, and follow data privacy standards, including safeguarding PHI and PII.
Qualifications, Skills and Requirements
Business Analysis & Technical Skills: Strong requirements gathering, documentation, and process analysis skills. Ability to analyze production issues and enhancement requests with clear attention to business impact. Experience supporting D365 or other enterprise business applications (D365 strongly preferred). Working knowledge of how D365 integrates with other systems, including data flows, dependencies, and troubleshooting approaches. Technical aptitude to review D365 configuration (forms, business rules, security roles, Power Automate flows) and validate data using views or Advanced Find. Hands‑on development is not required. Tools & Delivery Experience: working on Agile delivery teams and managing work in Azure DevOps (ADO). Hands‑on experience using AI tools and LLMs in day‑to‑day work, with the judgment to validate their output. Proficiency with Microsoft 365 (Teams, Outlook, SharePoint, Excel, Visio). Interpersonal & Working Style: Personable and approachable, with a track record of building trusted relationships with both business and technical teams. Collaborative mindset, with the ability to navigate differing priorities and perspectives while keeping work moving forward. Curious and proactive, with a habit of asking clarifying questions and validating understanding before acting. Clear written and verbal communication, including translating technical concepts for business audiences. Strong organizational skills, with the ability to manage competing priorities and maintain follow‑through across multiple requests.
Education, Training and Experience
Bachelor’s degree preferred but not required. 3+ years of experience in a Business Analyst, Business Systems Analyst, or Systems Analyst role. Experience in employee benefits, insurance, financial services, or large-scale IT environments preferred. Experience supporting both business applications and system integrations preferred.
Base Pay Range: $70,000-$80,000
Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance.
We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non‑exempt employees, and robust learning and development programs. You will receive reimbursement of job‑related expenses per the company policy and may receive employee perks and discounts. To learn more, visit:
OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals. OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here. Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant: City and County of San Francsico City of Los Angeles County of Los Angeles Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington. In short, we believe in hiring the most qualified applicant for the position, regardless of background. If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.
OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow. Thank you for your interest in joining the OneDigital team!
OneDigitalis a growing organization of caring, collaborative, and driven professionals who have dedicated their careers toimproving the lives of millions of people every day. We arein the people business. We offer employers and individuals insurance, financial services and HR consulting services, which improve the wellbeing, health and financial security of people across the US. Learn More At OneDigital, our promise is to help you do your best work and live your best life. Working at OneDigital is more than a career,it isa calling to serve. It is “a career of consequence.” We set the bar high and the pace fast. We value growth and learning and always make time to celebrate our successes. We have each other's back and usewords like love and family in the same sentence with achievement and accountability.
Join the OneDigital Professional Network We believe in living with purpose and thriving both as individuals and as communities. We call this "walking the talk", and it’s why we offerthe same total-wellbeingbenefits to our people as we do our clients. It also means feeling safe to speak up, being seen and respected for who you truly are, and being cared for by your leaders and team members. Learn more: Diversity, Equity, Inclusion, and Belonging at OneDigital Careers at OneDigital Culture at OneDigital Follow us on LinkedIn
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