Implementation Analyst

Role Overview

• Review client documentation, audit code tables, condition requirements, and escalation rule sets.
• Participate in working sessions with clients, Business Analysts, Project Managers, and implementation stakeholders to validate requirements and clarify ambiguous rules.
• Translate complex conditional logic, such as if/then rules, prior status codes, product-specific paths, and escalation triggers, into structured workflow specifications.
• Identify where client requirements align with platform standards and where they require a recommendation, redesign, workaround, or escalation.
• Create coding tables that define audit outcomes, decision logic, escalation paths, code-result logic, and data-collection requirements.
• Use Eraser.io or equivalent workflow design tools to create workflow diagrams and implementation-ready definitions.
• Configure multi-path decision trees for scenarios such as units seen on lot, not seen, in use, offsite, sold, returned, in transit, and related sub-paths.
• Map relevant client data fields and identifiers from source systems to Checks platform properties as required.
• Conduct structured testing and UAT support to confirm that configured workflows produce the correct codes, outcomes, and escalation behavior.
• Document discrepancies, troubleshoot root causes, and help implement corrections.
• Review workflow output with senior team members before client-facing delivery or operational handoff.
• Maintain clear documentation of requirements, decisions, configuration details, testing results, and change history.
• Communicate clearly with client contacts and internal stakeholders about requirement clarifications, configuration decisions, testing outcomes, risks, and open items.
• Contribute to workflow templates, SOPs, test cases, and training materials as the team scales.

Requirements

• Demonstrated experience designing or configuring business workflows, business process flows, decision trees, or equivalent structured process logic.
• Strong logical and analytical thinking, including the ability to read a rule set and understand downstream implications across multiple workflow paths.
• Exceptional attention to detail and accuracy; ability to catch errors in complex conditional logic before they reach the field.
• Ability to read and interpret structured documentation such as data mapping tables, code matrices, requirement specifications, workflow diagrams, and configuration notes.
• Clear written communication, including documentation of decisions, exceptions, requirements, configurations, testing results, and change history.
• Ability to manage multiple concurrent assignments with competing deadlines while collaborating with Project Managers, Business Analysts, clients, and implementation stakeholders.
• Experience in audit services, floor plan auditing, financial services compliance, inventory management, banking operations, insurance, or another process-intensive environment.
• Experience with eraser.io, Visio, Mural, Miro, draw.io, or similar workflow diagram tools.
• Familiarity with JSON data structures, field mapping, light data transformation, collateral codes, prior status codes, or source-to-platform mappings.
• Creating workflows with DSL-based diagramming or AI-assisted workflow generation.
• Experience working with floor plan finance companies, asset-based lending, compliance operations, or similar environments.
• Exposure to UAT processes, test case documentation, structured QA methodologies, platform implementation, onboarding, or migration work.

Benefits