What are the responsibilities and job description for the Software Business Analyst / Client Engagement Manager position at Everblue?
Location: Huntersville, NC (Hybrid – Some travel required)
Reports To: Product Owner
Employment Type: Full-Time
Restriction: Must be a U.S. Citizen or Permanent Resident
Position Summary
The Software Business Analyst / Client Engagement Manager serves as a key connector between clients and internal teams, ensuring that client requirements are accurately captured, prioritized, and implemented. This role focuses on gathering detailed client requirements, translating them into actionable plans, and maintaining strong client relationships. The ideal candidate will bring experience in both business analysis and client engagement within a software or technical environment and will help drive successful adoption and use of Everblue’s flagship products, EverForms and EverCert.
Key Responsibilities
Be part of a mission-driven company dedicated to improving careers, transforming government processes, and advancing energy market transformation. Join a supportive and collaborative team where creativity, ownership, and continuous learning are valued. Enjoy a dynamic work environment with flexibility and opportunities for professional growth and development.
About Everblue
Everblue is a mission-driven, veteran-owned small business based in North Carolina, dedicated to advancing energy market transformation, digital transformation, and workforce development. Our flagship software products—EverForms and EverCert—help organizations digitize complex processes, streamline certifications, and improve operational efficiency. We partner with organizations nationwide to build scalable solutions that drive measurable impact across industries.
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Reports To: Product Owner
Employment Type: Full-Time
Restriction: Must be a U.S. Citizen or Permanent Resident
Position Summary
The Software Business Analyst / Client Engagement Manager serves as a key connector between clients and internal teams, ensuring that client requirements are accurately captured, prioritized, and implemented. This role focuses on gathering detailed client requirements, translating them into actionable plans, and maintaining strong client relationships. The ideal candidate will bring experience in both business analysis and client engagement within a software or technical environment and will help drive successful adoption and use of Everblue’s flagship products, EverForms and EverCert.
Key Responsibilities
- Engage with assigned clients to gather detailed requirements, understand business needs, and document use cases
- Collaborate with stakeholders to prioritize client-specific customizations while balancing the core product roadmap
- Translate client requirements into clear technical specifications for the development team
- Provide regular updates to clients on progress, manage expectations, and address concerns promptly
- Work with the Product Manager and Technical Product Manager to align client needs with product goals, sprint plans, and development timelines
- Coordinate with adjacent operational projects supported by the software product to ensure alignment across teams
- Support SOC 2 compliance by tracking and managing relevant client engagement requirements
- Prepare technical responses to contract proposals and support business development efforts
- Perform basic system administration tasks, including account access and permission management for assigned clients
- Contribute to a collaborative, creative team culture that values ownership, continuous learning, and customer satisfaction
- Bachelor’s degree in Business Administration, Computer Science, Information Systems, or a related field
- Minimum of 3 years of experience in business analysis or client engagement within a software or technical environment
- Familiarity with software development processes and methodologies
- Hands-on experience using Jira for issue tracking, project management, or sprint planning
- Strong verbal and written communication skills, with the ability to translate technical concepts for diverse audiences
- Exceptional organizational skills and the ability to manage multiple clients and projects simultaneously
- Proven problem-solving ability with a proactive, collaborative approach
- Familiarity with SOC 2 compliance requirements is a plus but not required
Be part of a mission-driven company dedicated to improving careers, transforming government processes, and advancing energy market transformation. Join a supportive and collaborative team where creativity, ownership, and continuous learning are valued. Enjoy a dynamic work environment with flexibility and opportunities for professional growth and development.
About Everblue
Everblue is a mission-driven, veteran-owned small business based in North Carolina, dedicated to advancing energy market transformation, digital transformation, and workforce development. Our flagship software products—EverForms and EverCert—help organizations digitize complex processes, streamline certifications, and improve operational efficiency. We partner with organizations nationwide to build scalable solutions that drive measurable impact across industries.
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