Technical BA

About Convene Inc.

Convene, Inc. is a Tampa based, award-winning technology services organization with offices and resources throughout the US, Mexico, and India. We have successful, referenceable customers, competitive benefits, and high-growth opportunities.

General Summary
The Technical Business Analyst will work with product owners and requesters to gather requirements, validate processes, understand scope, test steps to reproduce, and assist with demos and training for system requests. The Technical Business Analyst will review, analyze and evaluate the systems and user needs. This individual will produce documentation of both current and new processes as well as system flow diagrams. This individual will work in partnership with cross functional teams to assist in any projects assigned to ensure the project is well defined and coordinated.

Essential Duties & Responsibilities:
 Provides support to cross functional team(s), with a high attention to detail
 Research, analyze, and document findings
 Document and distribute new or revised processes and procedures that result from project efforts
 Analyze business problems and recommends solutions
 Write user stories with detailed acceptance criteria
 Create and implement solution design that will meet the needs of the business
 Create and implement project plans when applicable
 Experience supporting UAT, system testing, and validation of CPQ configurations.
 Experience in testing the design, manage QA and UAT, verify solutions
 Write up and keep detailed records of initiatives
 Perform System demo, participate in user acceptance testing, and conduct user training
 Facilitate user acceptance and sign off
 A certain degree of creativity and latitude is required
 Review, analyze, and evaluate market data and trends
 Work with stakeholders and requestors to document requirements, define project scope and objectives, and do the analysis to provide recommendations to stakeholders and management on the next steps

Knowledge, Skills, and/or Abilities Required:
 Ability to work independently on projects and processes with general supervision
 Ability to situationally adapt and understand new technology/processes
 Must have excellent and effective oral and written English communication skills to speak with both technical and non-technical audiences
 Must be detail oriented, strong analytical, people and documentation skills
 Well-versed in both Agile and waterfall methodologies, as well as SCRUM
 Must understand how to communicate difficult/sensitive information tactfully
 Ability to work on multiple priorities and/or projects simultaneously
 Problem-solving abilities and the ability to meet reasonable deadlines
 Strong team player with the ability to build positive and collaborative relationships within the organization
 Familiar with relational database concepts, and client-server concepts
 Financial Analysis and Familiarity with Financial terms
 Willingness to call or speak with customers directly
 Familiarity with SharePoint, Smartsheet, Jira Educational/Vocational/Previous Experience

Preferred Recommendations:
 Bachelor''s degree in related field or equivalent business experience
 3–5+ years on Salesforce Platform as a Salesforce Business Analyst or hybrid BA/Configurator supporting Salesforce implementations.
 Experience in Finance or Marketing
 Experience with CLM, Order Management, Revenue Cloud, or advanced pricing models.
 Familiarity with API integrations, data migration, or CPQ‑adjacent automation tools.
 Exposure to AI‑enabled sales tools, pricing optimization, or quoting automation.
 Salesforce Business Analyst Certification, and/or Salesforce Administrator
 Salesforce CPQ Specialist Certification.

Working Conditions:
 Onsite/Hybrid/Remote depending on location
 0-25% travel may be required