Business Analyst - Pega CLM

Business Analyst (Client Onboarding Projects)

Job Description:

We are seeking a highly motivated Business Analyst with strong Corporate Banking and Client Lifecycle Management (CLM) expertise, experienced in delivering complex onboarding initiatives across APAC. You will be the key liaison between business stakeholders, operations, compliance, and technology teams. The role is responsible for translating client onboarding requirements into clear, actionable functional specifications to support the successful implementation of the system solutions.

Job Responsibilities:

Engage with multiple user groups involved in the client onboarding process across APAC region to gather, analyze, and document business processes and requirements

Verify, validate, and translate business requirements into clear functional specifications, user stories, and acceptance criteria, aligned with Agile delivery methodology

Facilitate requirements workshops and walkthrough sessions to document as‑is and to‑be client onboarding processes, including exception handling scenarios

Develop comprehensive to‑be process flows, ensuring all standard and exception scenarios are clearly captured and agreed with stakeholders

Act as the primary liaison between business users and the delivery team to ensure accurate interpretation and implementation of requirements

Proactively manage, track, and resolve issues arising from business requirements, process gaps, or system solution design

Support User Acceptance Testing (UAT) by preparing test scenarios, coordinating with business users, and validating business outcomes against agreed requirements

Conduct end‑user training sessions and knowledge transfer to ensure users are fully equipped and confident in using the system at go‑live

Job Requirements:

Experience

Minimum 5 years of Business Analyst experience supporting major initiatives within Corporate Banking or Financial Services

At least 3 years of hands‑on experience in Client Onboarding, KYC, or Client Lifecycle Management–related projects

Proven track record of delivering requirements across the full project lifecycle, from discovery and design through build, UAT, go‑live, and post‑implementation stabilization

Demonstrated experience in writing high‑quality user stories and acceptance criteria for Client Onboarding and KYC projects

Pega CLM & Technical Capability

Strong working knowledge of Client Lifecycle Management, preferably on Pega CLM, including core functional concepts such as case management, workflows, routing, SLAs, dashboards, and persona‑based access

Solid technical understanding to engage effectively with IT delivery teams, including understanding of integration concepts, data mapping, control points, and non‑functional requirements

Ability to analyze and structure complex end‑to‑end workflows into clear, well‑defined functional artefacts

Exposure to automation and digitization initiatives aligned with CLM strategy, such as dashboards, document management, e‑signature, intelligent document processing, and straight‑through processing

Exposure to AI‑enabled automation initiatives in the banking domain is preferred, particularly those focused on improving onboarding turnaround time (TAT) and client experience

Stakeholder & Delivery Skills

Proven ability to manage and align multiple stakeholders across APAC, operating effectively under tight timelines and delivery pressure

Strong written and verbal communication skills, with the ability to present options, risks, and recommendations clearly to senior stakeholders

Demonstrated delivery discipline, including prioritization, attention to detail, and end‑to‑end requirements traceability

Contract period: 1 year, may be extended.