Expert Business Analyst, Salesforce
About The Position
The Expert Business Analyst is the senior analysis lead for Business Systems, setting how requirements are gathered, documented, and delivered across enterprise business applications, with Salesforce as the primary platform. The role leads analysis for the largest and most complex cross-system initiatives involving Salesforce, Zuora, Kantata, Gainsight, Marketing Cloud, and Boomi integrations. It also establishes standards, coaching, and practices for other analysts. The ideal candidate has deep Salesforce and cross-platform expertise, can work through ambiguity, and helps shape solutions before work reaches the backlog. The role leads complex initiatives from problem framing through go-live; evaluates solution options and tradeoffs; owns cross-system process and data-flow analysis; and partners with Product Managers, architects, engineering leads, and senior stakeholders. It also defines business analysis practices, mentors analysts, supports portfolio-wide intake and prioritization, and leads analysis for UAT, release readiness, and change management for major releases.
Requirements
- Bachelor’s degree in Business, Information Systems, or a related field, or equivalent experience.
- 8+ years of business analysis experience with enterprise business applications.
- 5+ years of hands-on business analysis on Salesforce, such as Sales Cloud, Service Cloud, or CPQ.
- Track record leading analysis for large, cross-functional, multi-system initiatives.
- Experience defining or improving business analysis standards and practices across a team.
- Experience mentoring or coaching other Business Analysts.
- Strong understanding of integration concepts, data mapping, and system dependencies.
- Deep experience in Agile Scrum environments, including writing user stories and acceptance criteria.
- Hands-on experience with Jira and Confluence.
- Advanced process mapping skills, such as BPMN, swimlane diagrams, Visio, or Lucidchart.
- Proven ability to influence executives and senior stakeholders without direct authority.
- Excellent written and verbal communication skills.
Nice To Haves
- Salesforce Business Analyst, Administrator, or Consultant certifications.
- Experience with Zuora, Kantata, Gainsight, Marketing Cloud, or other SaaS business applications.
- Hands-on experience with middleware such as Boomi or MuleSoft.
- Deep experience with quote-to-cash, revenue operations, professional services, or customer success processes.
- SQL or reporting skills for data analysis and validation.
- Healthcare technology or regulated-industry experience.
- CBAP, PMI-PBA, or Certified Scrum Product Owner (CSPO) certification.
Responsibilities
- Lead analysis for complex, multi-system initiatives such as quote-to-cash, professional services delivery, and customer lifecycle from problem framing through go-live.
- Frame unclear business problems, evaluate solution options and tradeoffs, and recommend a path forward to business and technology leaders.
- Own the end-to-end view of cross-system processes and data flows, including system dependencies, data ownership, and integration impacts across Salesforce, Zuora, Kantata, Gainsight, and Boomi.
- Define and maintain business analysis practices, including requirements standards, templates, definition of ready, and documentation conventions in Jira and Confluence.
- Mentor and coach Business Analysts, review their work, improve user stories and acceptance criteria, and support their growth.
- Partner with Product Managers, architects, and engineering leads to shape roadmaps, break initiatives into epics and stories, and sequence delivery.
- Facilitate senior stakeholder sessions across Sales, Finance, Professional Services, Customer Success, and Marketing, including resolving conflicting requirements.
- Ensure intake, prioritization, and backlog readiness work across the portfolio.
- Bring data, business impact, and risk into prioritization decisions, and challenge incomplete, conflicting, or low-value requests.
- Identify recurring process gaps and system issues across the portfolio and propose improvements that reduce manual work and technical debt.
- Lead the analysis side of UAT, release readiness, and change management for major releases.
Benefits
- Holidays and vacation.
- Medical, dental, and vision insurance.
- Company-paid life insurance.
- Retirement savings.
- Professional development opportunities.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
