Business Operations Analyst I - Provisioning & Compliance

Vertafore provides digital systems, AI, and data-driven solutions for the insurance industry. The Business Operations Analyst I supports accurate and timely provisioning, deprovisioning, fulfillment, entitlement monitoring, compliance review, documentation, and reporting for Vertafore products.

What you'll do:

• Processes accurate and timely provisioning and deprovisioning of products for our customers utilizing various internal systems and applications
• Processes assigned fulfillment events and reviews supporting details to assist with monthly revenue recognition processes
• Monitors entitlement, fulfillment, and compliance data using standard reports and BI tools
• Identifies basic data discrepancies, access issues, or process exceptions and escalates findings to management or senior team members
• Uses AI-enabled productivity tools to assist with documentation, data review, issue summarization, and reporting efficiency
• Supports internal monthly timelines and processes to ensure timely delivery of software and licenses
• Performs quality checks by verifying provisioning activity against system and audit standards
• Assists with researching fulfillment issues and documenting findings for review
• Maintains accurate process documentation and provides updates on assigned tasks
• Supports Quote-to-Cash processing activities by completing assigned fulfillment tasks and communicating issues as needed

What they're looking for:

• Uses sound judgment and decision-making skills to escalate issues appropriately
• Strong attention to detail and accuracy when processing provisioning and fulfillment activities
• Basic understanding of BI tools, AI-enabled productivity tools, data validation, and reporting concepts
• Ability to manage multiple assigned tasks and meet recurring deadlines
• Demonstrated proficiency in technical writing and composition
• Working knowledge of MS Office, especially Excel
• Proven analytical and critical thinking skills
• Self-driven, ability to complete assigned work independently with regular guidance and minimal supervision
• Ability to work effectively with other employees, departments/functions, as well as outside parties
• Ability to work in a fast-paced environment where changes or exceptions to procedures are common
• A bachelor's degree in business, accounting, finance, mathematics, economics, computer science or a related field, or equivalent practical experience
• 1-2 years of relevant professional experience

Benefits:

• Hybrid work arrangement (#LI-Hybrid)
• Ability to work remotely with a stable internet connection on an as-needed basis