Senior Business Analyst / Project Manager

About InSource Solutions

InSource Solutions is a leading industrial software solutions provider and a trusted partner of AVEVA, a global leader in engineering and industrial software. Leveraging AVEVA's portfolio and the portfolios of our other partners, we specialize in delivering cutting-edge services and solutions that empower businesses across various industries to optimize their operations, improve efficiency, and achieve their digital transformation goals.

Position Summary

InSource delivers technology-enabled transformation initiatives across multiple clients, technologies, and industries, with a focus on sustained business outcomes rather than one-time project delivery.

Our Services Group meets clients where they are to understand their needs, develop requirements and specifications, manage project execution, and directly support the adoption of change to achieve long-lasting, measurable outcomes. Our team is made up of professionals committed to continuous learning and mutual support among team members and external partners to successfully deliver our work.

This unique role combines senior-level business analysis and project management responsibilities to deliver not only successful project execution, but also client confidence throughout every stage of the engagement and beyond.

The Senior Business Analyst / Project Manager is focused on enabling client stakeholders to confidently rely on a partner who can translate business needs into technical requirements and drive technical implementations that enable business users to adopt solutions and achieve intended business outcomes.

This position requires advanced business analysis and project management capabilities, strong attention to detail, excellent interpersonal skills, and the ability to communicate effectively through verbal, written, numerical, and visual methods. The successful candidate will also demonstrate a desire to continuously develop a diverse operational and technical skill set.

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Key Responsibilities

• Business Analysis and Solution Definition: Lead end-to-end business analysis activities across complex initiatives. Facilitate advanced discovery sessions to identify business objectives and opportunities. Translate business needs into structured requirements, user stories, and process models.
• Process Design and Requirements Management: Lead current-state and future-state process design and solution definition. Manage requirements scope, traceability, prioritization, and change control.
• Stakeholder Engagement and Alignment: Collaborate with business stakeholders and technical teams at all levels, both internal and client-facing, from individual contributors through executive leadership. Facilitate decision-making forums and stakeholder alignment on solution direction.
• Business Value and Acceptance: Define and track business value metrics, KPIs, benefits, and acceptance criteria. Lead user acceptance testing strategy, readiness, execution, and issue resolution.
• Continuous Improvement and Mentorship: Identify opportunities for process, service, or product innovation. Mentor junior analysts and contribute to business analysis capability development.
• Project Planning and Delivery Management: Develop and maintain project plans, milestones, RAID logs, and status reporting. Manage project scope, schedule, risks, issues, and changes using standard project management practices.
• Pre-Sales and Solution Planning: Support pre-sales discovery, scope definition, solution shaping, and effort estimation. Support project estimation, resource planning, roadmap development, and delivery forecasting.
• Project Governance and Client Communication: Lead routine project governance, status meetings, escalations, and client communications. Coordinate project activities, dependencies, resources, and stakeholder commitments.
• Financial Management: Support project budgeting, forecasting, invoicing, and financial performance tracking.

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Qualifications

Skills and Competencies

• Strategic thinking, problem framing, and solution-oriented analysis.
• Advanced facilitation, executive communication, and stakeholder engagement skills.
• Strong process modeling and requirements documentation capabilities across user, functional, and technical requirements.
• Strong project planning and delivery governance skills.
• Strong analytical, estimation, risk management, financial, and communication skills.
• Ability to lead independently, manage ambiguity, and mentor others.
• Proficiency with business analysis, process analysis, and project management tools.
• Proficiency with predictive, Agile, hybrid, and Lean delivery methodologies.
• Experience with project management, requirements management, collaboration, and process-modeling tools.
• Ability to effectively coordinate and influence project teams and stakeholders without direct supervisory authority.

Experience and Education

• Bachelor's degree in Business, Information Systems, Engineering, or a related field.
• 8–12+ years of business analysis experience, including project delivery responsibilities within the energy and/or manufacturing industries.
• Experience leading complex, cross-functional technology or transformation initiatives.
• Experience with ERP, MES, and other enterprise systems.
• Experience supporting project planning, governance, resource planning, forecasting, budgeting, and financial performance tracking.
• Experience leading user acceptance testing, requirements management, and stakeholder alignment activities.
• CBAP or PMI-PBA certification preferred.
• PMP, Agile, or Lean Six Sigma certification is beneficial.
• Ability to travel approximately 20%–50%, depending on client engagement requirements.
• Ability to work in a combination of on-site and remote environments.
• This position has no direct supervisory responsibility but includes project coordination, mentorship, and influence across teams.

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Why Join InSource Solutions?

Joining InSource Solutions offers the opportunity to work at the forefront of technology and innovation. You will have the chance to make a significant impact on our business and help customers across various industries achieve their digital transformation goals.

If you are passionate about selling cutting-edge solutions, have an interest in manufacturing and industrial technology, and are driven to succeed, we encourage you to apply and become part of our dynamic team.