BUSINESS SOLUTIONS SPECIALIST JOB DESCRIPTION

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Business Solutions Specialist Job Description Template

1. About the Role

Enterprise software deployments routinely stall when the people who understand business processes and the people who build systems cannot effectively translate between each other. That gap is where the Business Solutions Specialist operates: gathering requirements from internal stakeholders, shaping functional specifications, and seeing solutions through to user acceptance. This role typically spans multiple product lines or business units within a single organization, requiring familiarity with ERP architecture, cloud-based analytics platforms, and Agile delivery methodologies. Thin on ceremony, heavy on output.

2. Position Summary

The mandate of the Business Solutions Specialist is to convert operational business needs into implementable technology solutions, ensuring that enterprise applications deliver consistent value across functions. The position works across cross-functional teams spanning supply chain, finance, and customer operations, with scope that often extends to third-party integration partners and global business units.

3. Why Join Us

Career Impact: Owning the requirements-through-deployment cycle for SAP ERP systems or cloud analytics platforms builds a rare combination of business domain depth and technical fluency that commands growing demand in enterprise software markets.

Business Impact: When business requirements are poorly captured, ERP implementations go over budget and analytics platforms produce models no one trusts; this role is what prevents that outcome for the customers and internal teams depending on those systems.

Growth Opportunity: Experience spanning functional specifications, Agile delivery, and external partner management creates a direct pathway into Solution Architecture or IT Project Management at a senior level.

4. Key Responsibilities

  • Gather and document business requirements for new systems, process changes, and product enhancements to ensure scope accuracy before development begins.
  • Develop functional specifications and data integration designs that align ERP configurations or analytics platforms with operational business processes.
  • Manage third-party implementation partners and external integration projects from initial scoping through user acceptance testing.
  • Coordinate product launches and system rollouts by liaising between technical development teams, business stakeholders, and external partners.
  • Analyze existing processes and systems interfaces to identify gaps, inefficiencies, and improvement opportunities across business units.
  • Monitor and manage deployed business applications, providing escalation support and resolution updates for incidents affecting production systems.
  • Review data outputs and model results to validate that configured solutions meet defined business requirements and quality standards.
  • Deliver end-user training and produce documentation that enables business teams to operate and support implemented solutions independently.

5. Required Qualifications

  • Bachelor's degree in Information Technology, Business, Computer Science, or equivalent work experience.
  • 3 or more years of business systems analysis or enterprise application support experience, with demonstrated cross-functional project involvement.
  • Proven ability to translate complex business requirements into functional specifications and technical documentation in non-technical language.
  • Demonstrated experience with Agile or Scrum project delivery methodology, including sprint planning and defect management.
  • Strong analytical and problem-solving skills with the ability to evaluate multiple solution options against business constraints.
  • Effective communication skills at all organizational levels, including the ability to facilitate requirements sessions with both technical and non-technical stakeholders.
  • Solid understanding of software development lifecycle processes as they relate to business application deployment and change management.

6. Preferred Qualifications

  • Prior hands-on experience with ERP platforms or cloud-based analytics solutions in a configuration or support capacity.
  • Exposure to data integration concepts such as ETL processes, dimensional modeling, or SQL-based data validation.
  • Experience supporting multi-tenant or multi-region technology rollouts involving external vendors or offshore delivery teams.
  • Familiarity with business intelligence reporting infrastructure, including SSRS, dashboard configuration, or analytics scorecard management.

7. Success Metrics & Environment

  • Requirements documentation accuracy rate, measured by defect volume traced back to specification gaps post-deployment.
  • User acceptance testing pass rate across managed implementations, indicating completeness of requirements capture.
  • Mean time to resolution for business application incidents escalated through the specialist.
  • On-time delivery rate for project milestones across concurrent implementations, reflecting prioritization and coordination effectiveness.
  • Stakeholder sign-off cycle time, tracking how efficiently requirements are validated and approved before development begins.
  • Typical tools: ERP platforms (commonly SAP); analytics and BI environments (commonly Qlik Sense, SSRS, or Power BI); project tracking (commonly Jira or Azure DevOps).

8. Compensation & Benefits (US Market Benchmark)

  • Base Salary Range: $75,000 to $105,000 annually, depending on experience and location
  • Bonus: Annual performance bonus of 5% to 12% of base salary
  • Equity: Stock options or RSUs offered at mid-to-senior levels; varies by employer
  • Health Benefits: Medical, dental, and vision coverage; employer typically covers 70% to 85% of premiums
  • PTO: 15 to 20 days annually plus standard federal holidays
  • Common Perks: Remote or hybrid flexibility, professional development budget, technology stipend, and conference attendance support


Figures are estimates based on general US market benchmarks and may be outdated. Adjust based on location, company size, and seniority level.

9. EEO & Legal

Work authorization in the United States is required; candidates must be eligible to work without employer sponsorship unless otherwise stated. Employment in this role is contingent on the successful completion of a background check. All qualified applicants will be considered without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other characteristic protected under applicable federal, state, or local law. Reasonable accommodations for individuals with disabilities are available throughout the application and employment process upon request.

Business Solutions Specialist Job Description Examples

1. Business Solutions Specialist (Healthcare Data Analytics)

The Business Solutions Specialist owns the end-to-end validation of business and accounting logic embedded in cloud-based cost analytic solutions, executing data models and managing complex implementation projects across healthcare systems. Working with cross-functional stakeholders at all levels, this role shapes analytical output quality and supports client training to ensure analytics platforms deliver accurate, actionable financial intelligence.


Key Responsibilities

  • Identify and communicate issues that may jeopardize project milestones.
  • Handle complex problems and troubleshoot for effective resolution.
  • Manage multiple highly complex projects through the successful implementation of cost analytic solution tools.
  • Process monthly raw data into translated tables in a usable format to run cost analytic cost models.
  • Execute data models and verify and validate all results.
  • Analyze and reconcile configuration issues of raw data returning from the feed.
  • Adhere to Agile/Scrum or similar project management methodology and identify areas for improvement.
  • Contribute to the design and mapping of data conversion strategies.
  • Develop data products and interface design specifications.
  • Gather business requirements for dashboards and translate them into detailed specifications for reports and applications.
  • Analyze existing systems, interface requirements, and business processes to propose and evaluate appropriate design alternatives.
  • Set up file transfer and ETL processes and create timelines from implementation to product acceptance.
  • Deliver on-site client training and video education sessions on activity-based costing products.
  • Respond to customer inquiries promptly and resolve high-level technical problems or triage highly complex issues.
  • Mentor new staff through the shadowing process and assist with recruitment selections.
  • Deliver formal training sessions and participate in product development and user acceptance testing.


Required Qualifications

  • Bachelor's degree in Economics, Business, Finance, Statistics, Mathematics, Information Technology, or Public Health.
  • Minimum four years of experience in healthcare or the consulting industry.
  • Experience leading multiple projects with stakeholders at all levels.
  • Experience with software development tools, including version control systems such as GIT and TFS.
  • Knowledge of business intelligence tools, reporting, data visualization, and activity-based cost analytics within healthcare.
  • Broad knowledge of analytics, data science, or web development, including familiarity with business intelligence tools and SQL.
  • Proven track record in managing difficult situations and resolving issues to meet commitment deadlines.
  • Proficiency in SQL Server and SharePoint, including cloud-based tools such as MS Azure.
  • Proficiency in Microsoft Office, including Excel, PowerPoint, Outlook, and Visio.
  • Exceptional leadership and verbal and written communication skills.
  • Highly organized, with strong attention to detail, accountability, and results orientation.
  • Strong commitment to superior customer satisfaction.

2. Business Solutions Specialist (B2B Sales & Digital Marketing)

Embedded within a client-facing sales team, the Business Solutions Specialist delivers new business growth by qualifying prospects and engaging decision-makers through consultative selling, digital marketing platforms, and social selling tools across B2B and B2C environments. Working closely with internal team members, this role builds brand presence within the territory and advances the organization's pipeline through disciplined outreach and a sustained drive for top performance.


Core Functions

  • Generate a sufficiently high level of sales activity to secure new clients regularly.
  • Develop a sales action plan for top prospects and a marketing action plan to elevate brand presence within the territory.
  • Work effectively with and communicate with internal team members.
  • Generate creative solutions and use feedback to modify approaches, demonstrating strong attention to detail.
  • Pursue training and development opportunities and share expertise with others.


Qualifications & Experience

  • Bachelor's degree, preferably in marketing or business communications, or an equivalent combination of work experience and education.
  • Experience with creative software and content management systems preferred.
  • Demonstrated success with direct sales and social selling in a B2B or B2C environment.
  • Proficiency in Word, Excel, and Outlook, social platforms, and email marketing tools.
  • Exceptional oral and written communication skills, including the ability to present information clearly and persuasively.
  • Strong understanding of digital marketing activities, including basic web development, search engine marketing, analytics, social media, and email marketing.
  • Working knowledge of digital networking platforms.

3. Business Solutions Specialist (Employment & Workforce Services)

Reporting to project leadership, the Business Solutions Specialist shapes job placement outcomes by identifying suitable openings for clients, cultivating employer relationships, and developing a broad range of employment opportunities across the local labor market. Partnering with case management staff, community leaders, and employers, this role enables workforce program success by connecting qualified candidates with sustainable employment and supporting employer satisfaction and continuous service improvement.


Primary Duties

  • Conduct searches for suitable job openings for clients, comparing client qualifications with employer requirements.
  • Develop a wide variety of job opportunities for candidates and maintain a current listing of local job opportunities.
  • Establish and maintain active and frequent contact with employers to identify job openings, alternative work activities, and training initiatives.
  • Develop and maintain detailed knowledge of the local labor market.
  • Assist employers in recruiting, interviewing, and hiring qualified applicants.
  • Keep project staff apprised of local business needs and job placement opportunities and work with case management staff to facilitate job placements.
  • Enlist cooperation of community and business leaders to raise awareness of available workforce services.
  • Maintain follow-up contact with employers to determine satisfaction with services and plan for quality improvement.
  • Arrange for employers to speak with candidates about employment and employer expectations and set up job fairs and employer hiring events.
  • Work outside of normal business hours occasionally for events or to meet deadlines.


Skills & Qualifications

  • Bachelor's degree from an accredited university.
  • Sales or staffing experience preferred.
  • Two years of work experience in business-to-business sales, marketing, customer service, staffing, or recruiting.
  • Familiarity with the communities being served.
  • Knowledge and understanding of local needs and resources.
  • Demonstrated knowledge of labor market trends.
  • Excellent verbal and written communication and interpersonal skills.
  • Strong customer service and presentation skills, with public speaking or outside sales experience.
  • Proficiency in Microsoft Windows and Office, including Word, Excel, and PowerPoint.
  • Bilingual fluency in English and Spanish preferred.

4. Business Solutions Specialist (Internal Controls & Audit)

Sitting at the intersection of operational risk management and internal audit, the Business Solutions Specialist leads process mapping, control self-assessments, and SOC I report oversight to protect the integrity of the global financial control environment. Operating across business lines and in coordination with external auditors, this role delivers structured guidance that builds a risk-aware culture and ensures corporate policy compliance across all operational segments.


Duties

  • Review operations processes for efficiencies and best practices in accordance with corporate policies.
  • Oversee global SOC I report issuance in coordination with external auditors and embedded control teams.
  • Review and validate the adequacy of the internal control environment and identify and minimize the severity of operational risk events promptly.
  • Lead process mapping, risk and control identification sessions with business lines to support development and periodic confirmation of scope and content adequacy of risk and control self-assessments.
  • Review key performance indicators and key risk indicators and identify changes needed per corporate policy.
  • Perform training and guide to facilitate a risk-aware control culture among employees.
  • Assist business teams with control testing and support the globalization and standardization of best practices and procedures across business lines.
  • Implement oversight controls and third-party governance for outsourced segments of business.


Requirements

  • Bachelor's degree or higher in Accounting or Finance.
  • Minimum five years of experience in the financial industry, preferably in control or audit areas.
  • Prior experience in a public accounting firm, as an internal auditor, or in fund accounting operations.
  • Strong organizational skills and detail orientation.
  • Ability to work well in teams and independently.
  • Fluency in English, with French being a plus.

5. Business Solutions Specialist (SAP ERP & Retail Systems)

A key member of the IT operations team, the Business Solutions Specialist leads the monitoring, management, and continuous improvement of SAP ERP and related business applications to ensure superior service delivery across all organizational functions. Collaborating across supply chain, logistics, accounting, and controlling teams as well as third-party implementation partners, this role builds system consistency and drives adoption of new processes that improve efficiency and meet evolving business requirements.


Functions

  • Play a key role in business projects to ensure IT representation and systems consistency.
  • Develop data integration between SAP and existing or future external business applications.
  • Communicate with the business regarding system evolution and explain the impact of changes.
  • Manage key projects with third-party system implementation partners.
  • Anticipate, understand, and challenge business requirements and formalize new business requirements into functional specifications.
  • Implement new processes and systems to improve service delivery and efficiency.


Experience & Qualifications

  • Degree in IT, with an advanced degree preferred.
  • Minimum five years of cross-functional, business-oriented IT operations experience.
  • Strong experience with SAP ERP systems and retail systems.
  • Strong knowledge of supply chain, logistics, accounting, controlling, and business process concepts.
  • Outstanding project management skills.
  • Excellent knowledge of business processes and strong ability in pragmatic decision-making.
  • Capacity to understand business users' goals and strategies.
  • Ability to express complex technical concepts effectively, both verbally and in writing.
  • Ability to interact and communicate effectively with users of varying disciplines and levels.

6. Business Solutions Specialist (Software Product Integration)

Successful product launches depend on the Business Solutions Specialist, who coordinates technical integration with external partners, manages product testing and tutorials, and delivers timely status reporting across internal groups to keep launch schedules on track. Based within a cross-functional team environment, this role serves as the operational link between technical development teams and business development managers, resolving escalated issues and promoting process improvements that strengthen overall team performance.


Accountabilities

  • Work closely with technical development teams to plan internal objectives and milestones to support product launches.
  • Support product launch requirements and schedules in collaboration with business development managers.
  • Liaise with external partners to coordinate product integration and provide technical support.
  • Escalate and resolve technical and support issues promptly and provide status reports on technical activities to internal groups.
  • Promote new ideas, methods, or processes to improve team performance.
  • Perform internal and external reporting, projections, and performance analysis.
  • Conduct product testing and tutorials to support product launches and manage and coordinate product launch and partner support activities.


Technical Qualifications

  • Minimum one year of experience in software product support, product integrations, or project management.
  • Post-secondary education in Information Technology and/or project management is a plus.
  • Experience with product testing and conducting tutorials.
  • Proven track record of successfully managing software projects with external partners.
  • Solid understanding of the software development lifecycle.
  • Ability to multi-task in a constantly changing environment, with strong attention to detail and organizational skills.
  • Excellent verbal and written communication skills.
  • Self-starter, comfortable working independently and within a cross-functional team.

7. Business Solutions Specialist (IT Business Analysis)

As the Business Solutions Specialist, this role shapes how business challenges are translated into IT solutions by developing requirements documentation, conducting process analysis, and delivering hands-on implementation of agreed system enhancements. The IT and operations teams rely on this work to maintain pipeline reporting accuracy, support stakeholder engagement, and ensure all system and process changes are aligned with established architectures and business standards.


Activities

  • Develop business requirements documents for new products and projects within agreed policies, standards, and architectures and obtain sign-off from appropriate stakeholders.
  • Identify requirements and proposals to upgrade business tools, utilize technology, and develop IT solutions to business challenges.
  • Analyze current and future business processes and implement the target-state process.
  • Act as the first point of contact for system and tool issues and incidents.
  • Provide support to ensure pipeline reports and data obligations are delivered accurately and within agreed deadlines.
  • Engage stakeholders to identify, analyze, interpret, and articulate business process improvements.
  • Deliver hands-on development and implementation of agreed solutions.


Position Requirements

  • Tertiary qualification in IT or equivalent experience in developing and supporting IT systems and applications.
  • Extensive knowledge of and high proficiency in Excel, VBA, and SQL.
  • Knowledge of programming and database concepts.
  • Experience using the Agile methodology to deliver complex projects is desirable.
  • Hands-on experience in creating and maintaining complex databases, including front-end interfaces.
  • Experience in the development of detailed business requirements documentation, options analysis, business process modelling, and business case development in non-technical language.
  • Demonstrated ability to develop user requirements, functional specifications, technical specifications, test cases and procedures, and user documentation.
  • Excellent verbal and written communication and document and report writing skills.

8. Business Solutions Specialist (Telecommunications Sales)

Business Solutions Specialist leads business-to-business sales of telecommunications PABX, VOIP, and complementary technology solutions across a diverse product range that includes printers, CCTV, biometrics, and solar systems. Success in the position means building and managing new client accounts by canvassing for prospects, delivering tailored presentations, and negotiating effectively to convert opportunities into sustainable long-term business relationships.


Operational Focus

  • Conduct business-to-business sales of telecommunications PABX and VOIP systems as well as home-based solutions.
  • Cover a complementary product range, including printers, CCTV, biometrics, inverters, generators, and solar.
  • Ensure that sustainable clients are brought on board.
  • Analyze sales-related information and translate findings to demonstrate benefits to clients.
  • Canvass for new business and follow up on prospects.
  • Respond to technical questions and conduct negotiations.
  • Establish and manage new accounts.


Knowledge, Skills & Abilities

  • Minimum two years of industry-related experience.
  • Excellent selling, communication, and negotiation skills.
  • Strong relationship management skills.
  • Ability to create and deliver presentations tailored to client needs.
  • Strong time management, organizational, and prioritization skills.
  • Excellent work and telephone etiquette.

9. Business Solutions Specialist (Analytics Centre of Excellence)

The Business Solutions Specialist produces alignment between analytical investment and business outcomes by managing the analytics centre of excellence, overseeing SSRS-enabled scorecards, and setting data policies and standards that govern platform utilization across all business functions. Working with technology and operations partners, vendor relationships, and cross-functional teams, this role advances a self-sufficient analytics culture through expert communication, strategic tool deployment, and ongoing data management oversight.


Key Deliverables

  • Leverage insights into industry analytical trends to guide the deployment of strategic analytical tools and data within the analytics centre of excellence.
  • Manage equipment, deployment processes, and technical resource allocation to optimize analytics platform utilization.
  • Set analytics policies and standards and aid in the use of tools and solutions that address appropriate business problems.
  • Act as an operations manager for all SSRS enablement for business scorecards, ensuring successful resourcing and infrastructure setup.
  • Partner effectively across all business functions to ensure ongoing alignment and execution of successful analytics strategies.
  • Develop and establish effective points of contact and partnerships with the Technology and Operations team to ensure clear understanding of processes.
  • Facilitate the establishment and improvement of communication within the analytics team and act as a subject matter expert for relevant operational processes.
  • Build a self-sufficient analytics culture by communicating, documenting, and raising solution visibility to common problems across the team.
  • Keep current on market trends in data science and analytics tools to uncover solutions to new and existing business challenges.
  • Work with business partners to ensure ongoing alignment of analytical investment against initiatives with the greatest return.
  • Employ a customer-first mindset in the establishment of all new data and analytics processes.
  • Oversee the ongoing data management strategy to ensure all database and system decommissioning is well provisioned for.


Professional Experience

  • University degree or college diploma, with an MBA or master's degree in a technology field being a plus.
  • Minimum three years of related experience in analytics, technology management, support, or training.
  • Experience working on large-scale technology deployments, both internally and with vendors.
  • Experience in the financial services industry is an asset.
  • Experience with SSIS, SSAS, and SSRS of MS SQL Server tools and with database installation, configuration, maintenance, monitoring, backups and recoveries, stored procedure and trigger development, and query optimization techniques.
  • Experience with at least one of the following: SAS, Power BI, Spotfire, Tableau, or SQL.
  • Knowledge of data, database, and underlying data structures, including working knowledge of analytical tools, approaches, processes, and solutions.
  • Strong diagnostic skills with the ability to evaluate options and develop solutions and recommendations for complex, multi-dimensional problems.
  • Advanced relationship management and consulting skills.
  • Expert communication skills, including the ability to simplify complex content into concise, high-level messages both in writing and orally, and to prepare and present PowerPoint presentations.
  • Extensive expertise in partnering to deliver projects and achieve business goals.

10. Business Solutions Specialist (Workforce Development & Employer Partnerships)

Embedded within a workforce development operation, the Business Solutions Specialist develops and manages employer partnerships by conducting business needs assessments, coordinating job fairs, and engaging high-growth sector businesses to connect skilled participants with sustainable employment opportunities. Working closely with employment centers, recruitment partners, and internal workforce center teams, this role maximizes placement profitability and labor market intelligence to meet workforce needs across all areas of operations.


Areas of Ownership

  • Establish and adjust a list of targets and prospects using all available internal and external resources.
  • Set and attend face-to-face meetings with organizational leaders, partnership meetings, and coalitions to qualify partners and create value.
  • Manage the business engagement committee and coordinate job fairs and recruitments with employment centers and recruitment partners.
  • Ensure workforce needs are met by taking thorough requirements, prioritizing them, and seeking feedback on job placement performance.
  • Maximize profitability by establishing partnerships that result in hiring across all areas of operations.
  • Build and maintain relationships with partners by providing quality employment opportunities and proactively marketing ideal candidate resumes to fill openings.
  • Communicate partnership knowledge to team members through meetings and manage and develop business partnerships with recruiters by reinforcing recruiting fundamentals.
  • Engage businesses in high-growth sectors and coordinate with workforce centers to pair businesses with skilled participants.
  • Conduct business needs assessments for all newly engaged businesses and promote on-the-job, incumbent worker, and customized training programs.
  • Build and maintain an employer database in the internal tracking system, creating job orders and tracking all employer needs.
  • Stay abreast of labor market information, trends, and employer tax credit information.


Education & Experience

  • High school diploma or GED required.
  • Three years of experience in recruiting, workforce development, or business services preferred.
  • Experience working with diverse populations, including those with developmental disabilities, preferred.
  • Strong interpersonal communication skills and ability to work with all levels of employees.
  • Knowledge of ADA is helpful.
  • Bilingual fluency, including English and Spanish or English and ASL, is highly desired.
  • Ability to work with minimal supervision.
  • Strong multi-tasking and organizational skills with consistent follow-through.

Editorial Process and Content Quality

This content is developed by the Lamwork Editorial Team using structured analysis of real-world job data, skill requirements, and hiring patterns.

Research framework by Lam Nguyen, Founder & Editorial Lead.

Reviewed by Thanh Huyen, Managing Editor.

Learn more about our editorial standards.