- Job Title: Business Analyst – OpenText
- Location: Remote
- Job Type: Contract
- Job Summary
- We are seeking an experienced Business Analyst with hands-on experience in OpenText to support Customer Communication Management (CCM) and document automation initiatives. This role focuses on streamlining high-volume, personalized customer communications such as insurance policies, billing statements, financial documents, and claim letters.
- The ideal candidate will act as a liaison between business stakeholders (Claims, Compliance, Marketing, Operations) and IT teams, leveraging Cincom Eloquence’s Microsoft Word-embedded interface to automate document workflows and improve operational efficiency.
- Key Responsibilities
- Template Design & Document Management
- Design, develop, and maintain document templates using Microsoft Word within OpenText
- Implement conditional logic, dynamic data mapping, and personalization features
- Manage template version control and content governance
- Workflow Automation
- Analyze existing manual or paper-based processes and convert them into automated workflows
- Support event-driven and batch processing communication models
- Improve turnaround time and reduce operational bottlenecks
- Requirement Gathering & Analysis
- Collaborate with business stakeholders to gather and document requirements
- Translate business needs into functional specifications for customer communications
- Ensure regulatory compliance for renewals, billing notices, policy updates, and disclosures
- Integration & Data Mapping
- Partner with IT teams to integrate Eloquence with CRM, ERP, and policy administration systems
- Map data elements to document outputs ensuring accuracy and consistency
- Compliance & Quality Assurance
- Ensure documents meet regulatory and audit standards
- Conduct thorough testing and validation of dynamic document outputs (Print, PDF, Email, Web)
- Support UAT and production deployment processes
- Required Skills & Qualifications
- Hands-on experience with OpenText or similar CCM platforms
- Strong expertise in Microsoft Word templates, Mail Merge, and WordML
- Familiarity with XML-based architectures and data structures
- Strong analytical and process-mapping skills
- Ability to communicate effectively with both technical and non-technical stakeholders
- Experience in Insurance (P&C or Health) or Financial Services/Banking preferred
- Preferred Qualifications
- Experience with document automation and content management systems
- Knowledge of regulatory compliance requirements in insurance or financial industries
- Experience supporting enterprise-scale communication platforms
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Business Analyst – OpenText
Sira Consulting, an Inc 5000 company
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