Product Analyst

Upward Health•Dallas, TX

About The Position

We are seeking a Product Analyst to join our Product team. Our Product team designs and maintains a highly customized Salesforce ecosystem, enabling field and central staff to deliver compassionate, coordinated care. This individual will play a critical role in understanding business requirements, designing declarative Salesforce solutions, managing stakeholder relationships, and supporting ongoing enhancement and maintenance of our Salesforce instance. The ideal candidate will be passionate about improving healthcare delivery through technology, collaborative in nature, and highly skilled in Salesforce administration.

Requirements

  • Salesforce Administrator Certification (Required)
  • 3+ years of hands-on experience working with Salesforce, preferably in complex environments with custom workflows, fields, and components
  • Proficiency in Salesforce declarative tools (Flows, Validation Rules, Record Types, etc.)
  • Familiarity with managed packages (e.g., Elixir) and their implications on system configuration
  • Comfortable working with tools such as Jira for documentation and collaboration
  • Basic understanding of Apex, LWCs, Aura components, and Visualforce (ability to collaborate with developers and understand code-level constraints)

Nice To Haves

  • Strong knowledge of Salesforce Health Cloud and/or Field Service (preferred but not required)

Responsibilities

  • Collaborate with internal stakeholders to understand and document business needs and translate them into Salesforce-based solutions.
  • Participate in design and scoping sessions with stakeholders, Product team members, and developers to refine product enhancements or new features.
  • Build and configure Salesforce components using declarative tools (e.g., Flows, Page Layouts, Validation Rules, Lightning App Builder, etc.).
  • Partner with developers to support custom code (Apex, LWCs, Aura) and ensure declarative solutions align with technical requirements.
  • Execute end-to-end testing to validate functionality, performance, and data integrity of new or updated features.
  • Manage and resolve escalated user support tickets, providing detailed root cause analysis and long-term solutions.
  • Research and analyze new Salesforce features (e.g., seasonal releases), assess their relevance, and make implementation recommendations.
  • Document solution designs, process changes, and configuration updates for cross-functional transparency and future reference.
  • Contribute to special projects as needed, including integration initiatives, managed package enhancements, or regulatory compliance efforts.

Benefits

  • Upward Health Benefits
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