Senior Business Systems Analyst, CRM

Penumbra • Alameda, CA

7d • Onsite

About The Position

As a Senior Business Systems Analyst, CRM at Penumbra, you will play a critical role in determining the company's long term goals. The Senior Business Systems Analyst, CRMis part of the IT functional team responsible for scoping, designing, and delivering technology solutions that enable and optimize Sales, Sales Engagement, Field Inventory Management (FIM), Marketing, and Service capabilities. This role primarily supports Salesforce Sales Cloud, Marketing Cloud, and Life Sciences Cloud, along with related commercial platforms and connected enterprise systems including ERP, analytics, data, and engagement applications.

This position partners closely with business and operations stakeholders to translate strategic priorities and operational needs into scalable business capabilities, process improvements, and user-focused solutions. The role combines business analysis, process design, Salesforce platform knowledge, and cross-functional collaboration to improve sales execution, territory and alignment management, customer engagement, field inventory workflows, and commercial insights.
The Senior Business Systems Analyst is expected to lead complex requirements and process analysis, support roadmap execution, and help shape solutions that are practical, compliant, scalable, and easy for sales reps and other end users to adopt. This role should bring strong user experience thinking to simplify workflows, improve screens and page layouts, reduce friction, and make systems more intuitive and efficient.

Requirements

• A Bachelor's degree in business administration or Information Technology or related field with 7+ years of experience as a Business Systems Analyst working with cloud-based CRM platforms or equivalent combination of education and experience
• Strong experience as a Business Systems Analyst supporting Salesforce-based CRM platforms in commercial or customer-facing environments.
• Strong working knowledge of Salesforce Sales Cloud and familiarity with Marketing Cloud and/or Life Sciences Cloud.
• Solid understanding of Salesforce platform fundamentals, including data model, security model, role hierarchy, page layouts, Lightning pages, reporting, dashboards, and Flow.
• Experience supporting commercial business processes such as campaign management, lead routing, opportunity management, territory alignment, quoting support, sales engagement, and sales operations.
• Familiarity with sales intelligence, dashboards, analytics, and insight-driven capabilities that support sales performance and decision making.
• Experience working across connected enterprise systems and integrations, including ERP, MDM, quoting/CPQ, analytics, customer data, or product master data.
• Strong requirements gathering, process mapping, user story development, and acceptance criteria definition skills.
• Strong communication, facilitation, and stakeholder management skills across business, technical, and leadership audiences.
• Strong analytical and problem-solving skills, with the ability to evaluate process gaps, system options, and business tradeoffs in a structured manner.
• Ability to manage competing priorities, negotiate scope, and drive clarity and progress across multiple initiatives.
• Strong user experience mindset, with the ability to simplify complex workflows and design practical, efficient solutions for end users.
• Basic understanding of integrations, data flows, and system interfaces across enterprise platforms.
• Ability to write basic to medium-complexity SQL queries preferred.

Nice To Haves

• Exposure to Data Cloud, Agentforce, AI-enabled workflows, or related Salesforce innovation areas preferred.
• Exposure to BI and analytics tools such as Tableau, Salesforce Analytics, CRMA, Power BI, or similar platforms preferred.
• Experience with SAP, Adobe Marketo, Showpad, cVent, Microsoft Dynamics, or related commercial applications is a plus.
• Experience supporting Field Inventory Management, consignment, travel stock, replenishment, audit/scanning, reconciliation, or related operational workflows preferred.
• Medical devices, pharmaceutical, biotech, or other regulated industry experience preferred.
• Salesforce Administrator Certification preferred.
• Scrum / Agile certification is a plus.
• PMP certification is a plus.
• High degree of accuracy and attention to detail.
• Proficiency with Microsoft Word, Excel, PowerPoint, and collaboration tools

Responsibilities

• Partner with Sales, Sales Operations, Marketing, Customer Service, Field Inventory, and related business teams to understand business needs and translate them into scalable system capabilities, enhancements, and process improvements.
• Lead business analysis and solution design across Salesforce and related commercial platforms, including Sales Cloud, Marketing Cloud, and Life Sciences Cloud platforms.
• Support Sales capabilities including lead management, account and contact management, opportunity management, quoting support, pipeline visibility, sales engagement, and rep productivity workflows.
• Support and enhance territory management, sales alignment, role hierarchy, user visibility, and access models to ensure the right user experience, reporting structure, and data access across the sales organization.
• Support the design and continuous improvement of Field Inventory Management (FIM) capabilities, including inventory visibility, field inventory transactions, replenishment-related workflows, audit and scanning processes, reconciliation, returns, and integration points with ERP and other enterprise systems.
• Lead current-state and future-state analysis across key commercial workflows such as Campaign to Lead, Lead to Opportunity, Lead to Account, Quote to Order, Order to Cash, and field inventory operational processes, identifying opportunities for simplification, automation, and improved user experience.
• Partner with stakeholders to define, analyze, prioritize, and document business requirements, business rules, user stories, acceptance criteria, process maps, user flows, and functional specifications.
• Work with admins, developers, architects, integration teams, QA, and business stakeholders to support end-to-end solution delivery across design, build, testing, deployment, and stabilization.
• Support Salesforce administration and configuration activities as needed, including page layouts, Lightning pages, custom objects, fields, validation rules, reports, dashboards, flows, and related platform features.
• Identify opportunities to use Salesforce Flow and related platform capabilities to streamline business processes, improve routing and onboarding, reduce manual work, and support scalable operations.
• Support sales intelligence, insights, dashboards, and reporting capabilities that improve visibility into accounts, opportunities, territory performance, field activity, customer trends, and overall rep effectiveness.
• Contribute to the evaluation and practical application of Agentforce, Data Cloud, AI-enabled workflows, and other emerging Salesforce capabilities where they can improve business outcomes, user productivity, or insight generation.
• Apply strong user experience and process design thinking to simplify workflows and improve screens, layouts, and user journeys, so systems are easier, faster, and more intuitive for sales reps and business users.
• Act as a liaison between business stakeholders, technical teams, integration teams, and vendors to ensure requirements are clearly understood and translated into practical solutions.
• Break down initiatives into epics, features, and user stories in Jira or similar tools, and work closely with technical teams to clarify scope, dependencies, assumptions, and delivery needs.
• Facilitate workshops and working sessions with business and IT teams; summarize decisions, risks, open items, and next steps, and drive alignment toward resolution.
• Work with business users and project teams to define test strategies, test scenarios, and acceptance criteria; support system testing, regression testing, and user acceptance testing as needed.
• Evaluate issues, constraints, and tradeoffs between business needs and technical feasibility; recommend practical options and drive informed decisions.
• Serve as a key point of contact for day-to-day operation, enhancement planning, and issue resolution for assigned Go-to-Market platforms, including Salesforce and related commercial applications.
• Support upstream and downstream process alignment across CRM and connected systems such as ERP, MDM, quoting/CPQ, analytics, service, marketing, and engagement platforms.

Benefits

• A collaborative teamwork environment where learning is constant, and performance is rewarded.
• The opportunity to be part of the team that is revolutionizing the treatment of some of the world's most devastating diseases.
• A generous benefits package for eligible employees that includes medical, dental, vision, life, AD&D, short and long-term disability insurance, 401(k) with employer match, paid parental leave, eleven paid company holidays per year, a minimum of fifteen days of accrued vacation per year, which increases with tenure, and paid sick time in compliance with applicable law(s).

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 501-1,000 employees