Sr. Business Application Administrator

Planview Incorporated • UNAVAILABLE, UNAVAILABLE

7d • Remote

About The Position

Planview is seeking a Sr. Business Application Administrator to join their North America IT Business Applications team. This role will act as a strategic business partner, supporting scalable solutions across Sales, Marketing, Revenue Operations, and related business functions within the Lead-to-Quote-to-Cash process. The ideal candidate will possess strong Business Systems Analyst capabilities, excellent communication skills, and hands-on Salesforce platform expertise. This position requires an individual who can effectively engage with stakeholders, refine requirements, design scalable solutions, and execute these solutions within Salesforce. The role also encompasses managing connected applications, workflow automation, and integrations that support end-to-end business processes. Experience with Salesforce CPQ and Revenue Cloud is highly desirable.

Requirements

• 8+ years of experience as a Business Administrator or Business Systems Analyst with strong Salesforce expertise supporting Sales, Marketing, and Service-related business processes.
• Proven experience leading complex requirements gathering, process analysis, and solution design for cross-functional business initiatives.
• Strong stakeholder management skills with the ability to adapt communication style to different audiences and build alignment across teams.
• Comfortable being hands-on in Salesforce and handling administrator tasks, with proven ability to design, configure, test, deploy, and support business changes using declarative tools and platform setup.
• Strong experience with Salesforce Flows, objects, fields, security model, page layouts, validation rules, reporting, and overall platform administration is required.
• Solid understanding of Lead-to-Quote-to-Cash processes and related business workflows.
• Ability to learn new tools and processes quickly, work through ambiguity, and assess cross-system impacts to deliver scalable solutions.
• Ability to work independently with little day-to-day instruction, prioritize effectively based on business urgency and impact, and manage diverse, complex, cross-functional work that may not always be clearly defined.
• Strong verbal and written communication skills, including the ability to facilitate workshops, adapt communication style to different audiences, document requirements clearly, and present recommendations to stakeholders and leadership.
• Demonstrated judgment in making informed decisions, with appropriate input from management and stakeholders when needed.

Nice To Haves

• Experience with connected GTM tools such as Outreach, LeanData, LeadIQ, Marketo, LinkedIn Sales Navigator, Gainsight or similar platforms is highly desirable.
• Experience with Salesforce CPQ and exposure to Salesforce Revenue Cloud are preferred.
• Experience with Salesforce Agentforce, Einstein Copilot, Prompt Builder, or related AI capabilities and their application to Sales or Service automation is strongly preferred.
• Experience establishing or supporting governance, controls, and best practices for business applications and data management is preferred.
• Salesforce certifications such as Salesforce Administrator, Salesforce Business Analyst, or related certifications are preferred.

Responsibilities

• Act as a subject matter expert on Salesforce business processes, system capabilities, and solution options.
• Partner with stakeholders across Sales, Marketing, Revenue Operations, Finance, Customer Support, Legal, and other cross-functional teams to analyze business processes, systems, and data flows, define project scope, objectives, and success criteria, and recommend scalable solutions that drive process optimization.
• Contribute to process and system improvements across the Lead-to-Quote-to-Cash lifecycle, including opportunity management, quoting, pricing, approvals, contracting, ordering, and revenue-related workflows.
• Support connected applications, workflow automation, and integrations across the Salesforce ecosystem, including GTM and GTC tools such as Outreach, LeanData, LeadIQ, LinkedIn Sales Navigator, n8n, and Gainsight, while understanding the upstream and downstream impacts of connected platforms such as NetSuite and Avalara.
• Drive automation, process improvements, and continuous improvement initiatives, managing tool-related workflows, compliance-related processes, and cross-system changes that enhance efficiency, system usability, operational effectiveness, and stakeholder experience.
• Perform hands-on Salesforce administration and configuration, including custom objects, fields, page layouts, record types, profiles or permission-related setup, validation rules, Flows, reports, dashboards, and other declarative automations.
• Lead the design and implementation of complex customizations, automations, and integrations across Salesforce and connected business applications.
• Lead end-to-end system changes through design, testing, user acceptance, deployment, and post-release validation.
• Partner with vendors and internal stakeholders to resolve escalated issues and help ensure the stability, performance, and scalability of business applications.
• Establish and support governance, controls, and best practices for business application usage, data management, and change management.
• Stay current on Salesforce platform capabilities, AI-enabled features, and relevant technologies to continuously improve solution design and delivery.

Benefits

• Unplugged Days: 4 company-wide paid days off per year to recharge and relax.
• Generous PTO offerings (region dependent).
• Region specific competitive benefit plans to support you at any life stage including parental leave, retirement, medical plans, wellness support, and remote work support.
• Paid time to volunteer through Planview’s Force for Good Week.
• Employee Referral bonus program.
• Weekly office lunches for hybrid team members and social events.
• Flexible work hours/environment.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed