Senior Business Analyst (AI Discovery & Presales)

  • business
  • remote
  • Clutch
  • Goodfirms
  • Upwork

We are looking for a Senior Business Analyst (AI Discovery & Presales) to join our Business Intelligence & AI unit. This role combines two key areas:

  • AI Discovery & Opportunity Assessment – identifying and assessing practical areas where AI, automation, LLMs, analytics, or intelligent workflows can create measurable business value for existing and potential clients.
  • Presales Business Analysis – supporting discovery calls, requirements clarification, solution shaping, scope definition, estimation preparation, and proposal preparation.

We do not expect you to be an AI engineer or a fully formed AI consultant from day one. We are looking for an experienced Senior Business Analyst or Presales Business Analyst with strong client-facing experience, solid business analysis skills and a genuine interest in AI.

Priority domains: Healthcare, FinTech, Logistics, Startups / SaaS / MVPs.

Key Responsibilities:

  • Analyze client products, systems, workflows, business processes, and operational pain points;
  • Identify opportunities for AI, automation, BI, analytics, and data-driven improvements;
  • Conduct AI opportunity assessments and AI audits with technical and domain experts;
  • Translate business needs into AI use cases, requirements, and potential MVP scope;
  • Evaluate opportunities based on business value, feasibility, risks, and expected impact;
  • Prepare discovery documentation, requirements, user stories, process flows, and proposal inputs;
  • Participate in client discovery and presales calls;
  • Clarify ambiguous requirements and define scope boundaries;
  • Support estimation activities by documenting assumptions, dependencies, risks, and functional scope;
  • Present findings, requirements, and proposed solution logic to clients and internal teams;
  • Collaborate with sales, architects, engineers, PMs, and data specialists;
  • Adapt quickly to different domains, leads, and client contexts.

Requirements:

  • 4+ years of experience as a Business Analyst, Product Analyst, System Analyst, Presales Business Analyst, or a similar role in software development;
  • Strong experience in client-facing business analysis, discovery, presales, project scoping, or proposal preparation;
  • Solid understanding of SDLC, requirements management, workflows, business logic, integrations, and MVP definition;
  • Ability to quickly understand unfamiliar domains and structure ambiguous client requests;
  • Experience in one or more domains such as Healthcare, FinTech, Logistics, SaaS/B2B platforms, Startups/MVPs, or enterprise systems;
  • Effective communication skills with both business and technical stakeholders;
  • Strong analytical mindset to distinguish real business needs from vague client wishes;
  • Ability to support sales activities without overpromising or over-engineering;
  • Strong written and spoken English (Upper-Intermediate+ / Advanced).

AI Expectations:

  • Genuine interest in AI, LLMs, automation, and modern AI tools;
  • Understanding of where AI can create business value and where automation, analytics, integrations, or process improvements may be a better fit;
  • Familiarity with concepts such as LLMs, RAG, AI agents, prompt engineering, AI-assisted automation workflows, data readiness, privacy, security, and compliance;
  • Practical experience with AI opportunity discovery, AI audits, or AI-related proposals is a strong plus.

Nice to Have:

  • Experience with AI audits, digital transformation assessments, or automation discovery;
  • Experience preparing AI-related proposals or client-facing presentations;
  • Experience with BI, analytics, reporting, or data-driven products;
  • Experience in regulated industries such as healthcare or fintech;
  • Understanding of API integrations, data flows, and high-level system architecture;
  • Hands-on experience with AI tools such as ChatGPT, Claude, Gemini, Perplexity, Copilot, Notion AI, Miro AI, or similar AI tools;
  • Experience in software outsourcing, consulting, agency, or B2B service environments.

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