Senior Business Analyst, Salesforce

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee the planning and implementation of essential technology projects, ensuring they are completed on schedule, within budget, and adhere to high-quality standards.

• Collaborate with Sales, Sales Operations, Finance, Legal, Product Management, Operations, Data, and Engineering teams to evaluate business needs, collect feedback, and propose solutions.

• Facilitate requirements gathering sessions with business stakeholders to document requirements and use cases.

• Convert business requirements into functional specifications and designs that support scalable technical solutions.

• Manage the delivery of Salesforce solutions, encompassing configuration, customization, and system integration, with an emphasis on custom billing and revenue cycle applications.

• Create and oversee project plans that include timelines, budgets, resources, and risk assessments.

• Provide updates on progress, risks, and issues to stakeholders and senior leadership.

• Lead technical integration projects by identifying needs, securing commitments, monitoring deliverables, and managing documentation and communication.

• Recognize operational gaps and identify opportunities for process improvement and automation.

• Ensure that projects adhere to company policies, procedures, and standards.

• Diagnose and resolve end-user issues while offering ongoing support.

⛳️ Requirements

• A minimum of 5 years of experience in enterprise systems or IT, focusing on delivering and supporting application services and managing revenue operations and finance technology projects.

• Proven experience in implementing and supporting Salesforce Sales Cloud and Service Cloud, including configuration, customization, and user administration.

• Familiarity with order-to-cash processes, including Salesforce CPQ or Revenue Cloud.

• Experience with healthcare revenue cycle processes, including billing, claims submission to health plans, denial management, and collections, preferably supported through Salesforce.

• Strong understanding of sales, finance, and accounting processes and standards, including revenue recognition.

• Demonstrated ability to extract complex business requirements from both business and technical stakeholders.

• Exceptional project management skills, including the ability to handle multiple projects simultaneously, work autonomously, and meet tight deadlines.

• Strong leadership and collaboration capabilities.

• Excellent verbal and written communication skills.

• Methodical approach to problem-solving.

• A strong desire to thoroughly understand business processes and apply domain knowledge to requirements.

• Bachelor’s degree in Finance, Accounting, Computer Science, Information Systems, or a related field.

• Salesforce Administrator certification or other Salesforce certifications.

• Certification in Scrum, Agile, or project management methodologies.

🏝️ Benefits

• Comprehensive healthcare coverage (including medical, dental, vision, FSA/HSA, life and disability insurances).

• Lyra for Lyrians; coaching and therapy services.

• Equity in the company through discretionary restricted stock units.

• Competitive paid time off policies including vacation, sick days, and company holidays.

• Paid parental leave.

• 401K with up to 3% matching.

• Monthly technology allowance.

• Well-being perks and activities.

• Surprise swag.

• Regular community celebrations.