Lead Technical Implementation Analyst

The posting, as Coterie wrote it

Who we are

Through a partnership-based approach, Coterie helps insurance professionals unlock untapped revenue in the small commercial space. With an innovative quoting platform that delivers accurate pricing and bindable quotes in less than one minute, Coterie makes small business insurance effortless.

We are on a mission to build and foster a world-class team to bring speed, simplicity, and service to commercial insurance. We value integrity, humility, passion, and intelligence. If you want to push yourself and reshape a $200B+ market, we’re excited to talk to you!

Position Summary

The Lead Technical Implementation Analyst leads requirements and delivery coordination across a portfolio of concurrent initiatives spanning internal business units and external distribution partners, including the Distribution API, sets the standards the track works to, and mentors other analysts. This role is primarily an individual contributor who identifies systemic issues across business units, promotes solutions with strong strategic fit, and collaborates with leadership on capacity, prioritization, and cross-functional alignment.

About the Feature Delivery track

Analysts on this track partner with business units across Coterie, including Revenue, Salesforce, Claims, Care/Payments, and Compliance, and with external distribution partners and the APIs they consume, to organize ideas, gather and structure requirements, and move projects forward. Work may include distribution partner integrations and changes to the Distribution API. They are the single point of contact for internal and external stakeholders and own communication, UAT coordination, and the quality of requirements handed to engineering. This is not a handoff role, as analysts stay engaged through delivery and the “final mile” of release.

Key Responsibilities

• Leads requirements and delivery coordination across multiple concurrent initiatives, business units, or distribution partner integrations, including Distribution API changes.
• Defines and enforces standards for requirements documentation, UAT, and stakeholder communication.
• Mentors analysts and contributes to onboarding and team development.
• Collaborates with leadership on team capacity, prioritization, and cross-functional alignment.
• Identifies pervasive issues across business units and proposes systemic solutions.
• Assesses the impact of system and API changes on compatibility, downstream dependencies, and partner workflows.

Expectations at this level

• Provides delivery leadership across a portfolio of work, not just individual projects.
• Recognizes and promotes solutions with strong strategic fit.
• Balances hands-on delivery with team enablement and process definition.
• Exercises sound judgment in evaluating risks and escalating unresolved decisions and takes a collaborative approach to building others' domain knowledge and testing skills.

Team-Wide Expectations

Every member of the Technical Implementat
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exercise interview. This will include a project provided in advance along with a 1-hour interview conducted with our hiring manager and additional 1:1 interviews with selected team members. This series is roughly 1.5-2 hours in length.

• Phase 4: Final candidates will receive an invite to meet with a member of our senior leadership team. This interview is expected to be 30 minutes in length.

What's in it for you

Coterie has excellent benefits for all full-time employees. We offer the following:

• 100% remote
• Health insurance through Aetna (we pay 100% of premiums)
• Dental and vision insurance through Guardian (we pay 100% of premiums)
• Basic life insurance (we pay 100% of premiums)
• Access to flexible spending account (FSA) or health savings account (HSA) (for those using HSA eligible plans)
• 401K plan (up 4% match with immediate vest). Must be 21 years of age or older to participate
• Flexible PTO policy offering employees up to 4 weeks of PTO in their first 12 months. Thereafter, PTO usage aligns with company standards and typically does not exceed 5 weeks per calendar year.
• 12 company-paid holidays each year
• Continuing education annual stipend
• Annual salary estimated between $120,000-$150,000 based on national data. Candidates who meet all the minimum requirements and possess additional relevant experience, as outlined in the job description, may be considered for a salary above the midpoint of the above range. Salary is based on internal equity; internal salary ranges; market data/ranges; applicant’s skills; prior relevant experience; degrees or certifications, etc.

Work Authorization

At this time, Coterie Insurance is unable to consider candidates who require current or future visa sponsorship. Applicants must have authorization to work in the United States without the need for sponsorship now or in the future. Falsification of an application, including work authorization status, is immediate grounds for dismissal from consideration.