Overview
We are seeking a Senior Business Analyst with extensive experience in Salesforce and Kantata SX to enhance our Professional Services operations. In this remote role, you will collaborate with cross-functional teams, including Product, Engineering, and Operations, to analyze business needs and refine user stories for improved project workflows. This position requires a strategic mindset combined with detailed execution, acting as the liaison between business stakeholders and technical teams to deliver effective solutions.
Responsibilities
- Partner with business and technical teams to gather, document, and prioritize requirements.
- Support process optimization within Professional Services, including project and resource management.
- Configure Salesforce and collaborate on enhancements in Kantata SX and Napta.
- Translate business requirements into actionable user stories for agile development.
- Drive documentation in JIRA and Confluence, including workflows and process maps.
- Support data validation and integrations between Salesforce and related systems.
Requirements
- 5+ years of experience as a Business Analyst, including 2+ years with Salesforce and Kantata SX.
- Strong knowledge of Professional Services and Project Portfolio Management processes.
- Proficiency in tools like JIRA, Confluence, Excel, and Lucidchart/Visio.
- Excellent communication and stakeholder management skills.
- Strong analytical mindset and attention to detail.
- Bonus: Experience with NetSuite, Workday, or Zuora; familiarity with API integrations, basic SQL, or data validation; background in SaaS or consulting organizations; relevant certifications.