Sr CRM Business Analyst

HealthEquity•Remote,

3d•$87,500 - $111,500•Remote

About The Position

As a Senior CRM Business Analyst (BA) at HealthEquity, you will be part of a team responsible for delivering Salesforce.com solutions that support the development of new and existing program functionality that drives Sales and transforms Service delivery within our organization. As a BA, you will partner with Product Owners, business stakeholders, Solution Architects, and delivery teams to define and deliver scalable Salesforce solutions that drive revenue growth and transform service delivery. You will lead discovery, translate business outcomes into clear requirements and user stories, and ensure end-to-end solutions align to enterprise architecture, security, data, and integration standards across the Salesforce platform. The Sr. BA will be responsible for the management of complex multi-disciplined CRM projects. This role will be working alongside Solution Architects to design, develop, and deploy large-scale enterprise solutions.

Requirements

Bachelor’s degree in related field or relevant experience
5+ years of implementation experience with Salesforce.com Sales and Service clouds
Salesforce Platform Administrator Certification (required)
Proven ability to lead requirements and functional design for complex CRM initiatives, including cross-functional and cross-system dependencies
Hands-on understanding of Salesforce configuration and automation, with the ability to distinguish when to use OOTB vs. custom approaches
Strong analytical/problem-solving skills and the ability to simplify ambiguous problems into actionable requirements
Excellent written and verbal communication skills; comfortable presenting to stakeholders and facilitating working sessions
Experience working in an Agile/Scrum delivery model (backlog refinement, sprint ceremonies, UAT coordination)
Knowledge management and AI-assisted experiences (including Salesforce Knowledge/AI capabilities where applicable)
Experience with enterprise Salesforce integrations: REST/SOAP APIs, platform events/event-driven patterns, middleware (e.g., iPaaS), ETL/data sync, and single sign-on (SSO) concepts

Nice To Haves

Salesforce Consultant certification in Sales and/or Service (preferred)
Experience with Salesforce integration strategy and API-based designs (data mapping, error handling, monitoring, and supportability)
Working knowledge of Salesforce Einstein, AI features, and next-best-action/automation patterns
Experience with Salesforce Knowledge AI (preferred)
Experience with Salesforce Agentforce capabilities (preferred)
Domain experience with health benefits administration processes (HSA, FSA, COBRA, etc.)

Responsibilities

Elicit, analyze, and document business requirements; lead workshops, interviews, and process reviews to clarify objectives, scope, and success measures
Own the functional design for complex, multi-workstream CRM initiatives, balancing business needs with platform best practices and out-of-the-box (OOTB) capabilities
Translate requirements into epics, user stories, acceptance criteria, process flows, use cases, and functional specifications
Partner with Solution Architects and technical teams to design solutions across Salesforce capabilities (configuration, automation, data, security, and integrations)
Collaborate daily with Development, Configuration, QA, and Release teams to refine backlog items, remove ambiguity, and support delivery through UAT and go-live
Review proposed technical solutions to confirm alignment with business processes, compliance needs, data governance, and operational readiness
Plan and prioritize systems enhancements; support roadmap planning, dependency management, and release communications
Document and maintain operational process flows, training inputs, and support handoffs to ensure smooth adoption
Drive continuous improvement by identifying optimization opportunities, simplifying processes, and promoting reusable patterns and standards