Lead BA
Location
Dallas, Dallas, United States
As a Technical Product Manager on the Technology team, you will combine product management, business analysis, systems analysis, and project management to deliver data capabilities that power Bellwether and our clients. Reporting to the SVP of Technology, you’ll partner with business leaders and client stakeholders to translate needs into technically sound solutions, design robust integrations and ETL patterns, and assist in leading multi-team execution. You will manage two direct reports (Business Analyst and Systems Analyst) and serve as the single point of accountability for assigned platform initiatives, including, but not limited to, a phased transitions from legacy systems to modern data platforms.
Candidates must have current U.S. work authorization; sponsorship is not available.
Candidates must be based in Dallas, TX. Relocation will not be considered.
Key Responsibilities
Product Strategy & Roadmap
Partner with the SVP of Technology and business leaders to define and prioritize a multi-quarter roadmap for data platform initiatives.
Align product priorities with client needs and business objectives; lead discovery and requirements definition to convert strategy into executable programs.
Own backlog prioritization and trade-off decisions for assigned initiatives.
Integration & Data Architecture Transition
Assess and document current-state data flows, dependencies, and integration points across systems.
Define future-state architecture for inbound/outbound client data flows (e.g., Salesforce, Databricks, Sigma, Tableau, SQL-based systems).
Create phased transition plans that balance building new capabilities with sunsetting legacy systems while minimizing disruption.
Collaborate with engineering to design, validate, and optimize scalable ETL pipelines, APIs, and monitoring/alerting patterns.
Business Analysis & Process Mapping
Lead discovery workshops and requirements sessions with business stakeholders and client-facing teams.
Map end-to-end processes across finance, operations, and data teams; translate needs into user stories, technical requirements, and acceptance criteria.
Produce deliverables including current/future-state diagrams, data mappings, API/interface specs, and traceability matrices.
Project & Program Leadership
Drive end-to-end delivery across multiple client initiatives: manage plans, timelines, dependencies, risks, and stakeholder communications.
Oversee BA/systems-analysis tasks (test plans, UAT support, cutover/rollback planning).
Report status, risks, and tradeoffs to the SVP and business stakeholders; ensure a predictable delivery cadence.
People Leadership
Manage, mentor, and develop two direct reports (Business Analyst and Systems Analyst) — set priorities, review deliverables, provide feedback, and support career growth.
Delegate and coordinate BA/systems-analysis work to ensure consistent, high-quality artifacts and timely progress.
Conduct regular 1:1s, participate in performance reviews, and contribute to hiring decisions.
Stakeholder & Client Alignment
Serve as the single point of contact between technology, business leaders, and client stakeholders for assigned initiatives.
Communicate strategy, progress, and decisions clearly to executives, product, engineering, and client teams.
Balance competing priorities to maximize business and client value.
Quality, Compliance & Operations
Ensure delivered solutions meet data quality, security, and compliance requirements and include monitoring, validation, and rollback plans.
Define acceptance criteria and validation procedures; own post-launch validation and iterative improvements.
Professional Experience & Qualifications
Required
5+ years in product management, business analysis, systems analysis, and/or technical program management with direct exposure to data platforms or enterprise integrations.
Strong experience in requirements gathering, process mapping, and system analysis.
Proven ability to assess current-state vs. future-state architectures and build pragmatic transition plans that balance new builds with sunsetting legacy systems.
Hands-on familiarity with ETL/data pipelines, APIs, integration patterns, and SQL-based systems.
Practical experience with Databricks, Salesforce, Sigma, Tableau, or similar platforms.
Demonstrated experience in the financial sector with familiarity with finance data and reporting processes.
Comfortable in small-to-mid-sized organizations (Strong project/program management skills — scheduling, risk management, and cross-functional coordination.
Excellent written and verbal communication; able to bridge technology, business, and client-facing teams.
Servant leader, collaborative team player with a positive attitude; detail-oriented critical thinker skilled in improving processes and navigating complex problems with ease.
Preferred
Experience in Commercial Real Estate or Asset Management.
Familiarity with CRE/investment financial reporting processes and systems.
Background in data governance, data quality, or master data management.
Working knowledge in (AWS), SQL, Salesforce, and Tableau.
Experience in or know of Sigma, Databricks, SelectStar, Prophecy, and Next.js.
Experience in client-facing or fast-scaling environments.
Education/Certification
Minimum: Bachelor’s degree in Information Systems, Computer Science, Software Engineering, Data Science, Information Technology, or a closely related technical field — required.
Candidates with an MBA must also hold an undergraduate technical degree (as above) or demonstrate equivalent, verifiable hands-on technical experience (5+ years) in data platforms, integrations, or engineering-facing roles. An MBA alone will not satisfy the minimum education requirement.
Relevant certifications (CBAP, PMP/Agile, cloud/data platform certificates) are a plus.
Essential Skills & Competencies
Bellwether seeks to hire entrepreneurial individuals who are highly motivated, mature and intelligent, with demonstrated excellence in prior endeavors. The successful candidate should have:
Job Knowledge & Technical Ability: Development and analysis of real estate-based financial models with a focus on multifamily, office, and industrial assets. Ability to build out a complex financial model from scratch including waterfalls and various debt structures. Ability to read and analyze investment, lease, and management agreements.
Initiative & Dependability: Ability to perform responsibilities independently and proactively, solve problems, and improve processes and/or services. Self-directed, takes initiative and responsibility, ensures completion of tasks.
Communication: Excellent verbal and written communication skills; strong listening and interpersonal skills. Highly effective at preparing and presenting information.
Professionalism & Teamwork: Acts with honesty and integrity and maintains confidentiality, adheres to company policies. Promotes a collaborative and productive work environment. Demonstrates team building, support and respect.
Travel Requirements
Local and/or nationwide travel to assets and client sites required on an as-needed basis (approximately 1–3 times per quarter, depending on project needs).
Position Details
Classification: Exempt
Position Status: Regular / Full Time
Reports To: Senior Vice President of Technology
Direct Reports: Yes
Physical and Mental Demands
While performing the duties of this job, the employee is regularly required to stand, sit, and walk. Must be able to sit at an office workstation for an extended period of time. May need to reach, stoop, or kneel to access items.
Must be able to talk, hear and use wrists, hands and/or fingers frequently and repetitively to operate a computer, telephone and other office productivity machinery.
Must frequently prepare or inspect documents, and convey details or important instructions or ideas accurately, loudly, or quickly.
Ability to work independently, and prioritize duties to ensure timely completion. The ability to collaborate is also imperative.
Requires active listening, critical thinking, making decisions, time management, as well as administration skills.
Ability to interact in a courteous professional manner at all times.
Regular, predictable attendance is required.
The physical and mental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.
