Sr. Business Analyst (CRM-Salesforce, Vendor & Financial Ops) AO7177055

BTI Solutions•Mountain View, CA

21h•Onsite

About The Position

The Business Operations Coordinator will report to the Head of Ecosystem Development and serve as the operational backbone of the partnership team. This role is responsible for CRM ownership, business development support, governance workflows, financial administration, and cross-functional execution that enables ecosystem growth. The ideal candidate is systems-oriented, detail-driven, and highly organized, with strong Salesforce expertise and the ability to manage multiple operational workstreams in a fast-paced environment.

Requirements

10+ years of experience in business operations, CRM administration, or ecosystem support roles.
5+ years of hands-on Salesforce administration experience required (certification preferred).
Proven experience managing vendor relationships, financial workflows, and cross-functional coordination.
Advanced proficiency in Salesforce, Excel, and PowerPoint.
Highly organized, detail-oriented, and execution-focused.
Strong communication skills with the ability to coordinate across legal, finance, marketing, product, and engineering stakeholders.
Self-motivated and comfortable managing multiple concurrent workstreams.
Ability to work onsite in Mountain View, California.

Nice To Haves

Experience in healthcare technology, digital health, or a related ecosystem environment preferred.
Bachelor’s degree preferred (Business, Technical, or related field).

Responsibilities

Own and administer Salesforce CRM, ensuring data integrity, lead flow optimization, and structured pipeline management.
Design and maintain dashboards, reporting frameworks, and performance metrics.
Monitor inbound contact submissions and execute initial outreach
Maintain CRM hygiene and support ongoing business development tracking and follow-up processes.
Manage end-to-end submission, tracking, and approval workflows for partnership contracts and legal documentation.
Oversee vendor onboarding, including system setup, PO creation, documentation, and billing issue resolution.
Ensure compliance with internal governance policies and maintain organized records for audit purposes.
Direct accounts payable activities related to ecosystem initiatives and ensure timely vendor payments.
Track partnership-related budgets and support financial reporting.
Manage inventory, distribution, and recovery of test devices and partner hardware assets.
Serve as the coordination point for partnership-related PR requests and media interactions, partnering with Digital Health PR to ensure accurate and timely execution.
Support the Head of Ecosystem Development by tracking Health in-app marketing program requests. (timelines, approvals, and implementation status).
This role is responsible for building, managing, and owning both internal stakeholder relationships and external partner and customer relationships.