- Company Name
- Careerwise
- Job Title
- Senior Business Analyst - Salesforce, Kantata SX & Professional Services Operations
- Job Description
-
Job title: Senior Business Analyst – Salesforce & Kantata SX & Professional Services Operations
Role Summary: Lead business analysis for Salesforce and Kantata SX platforms, optimizing Professional Services, project portfolio & program management processes, and driving agile development across cross‑functional teams.
Expectations: Deliver actionable insights, manage multiple workstreams, and serve as the primary liaison between business stakeholders and technical teams while ensuring scalable, aligned solutions.
Key Responsibilities:
- Gather and refine requirements, translate to detailed user stories for Product, Engineering, and Operations teams.
- Configure Salesforce (custom objects, flows, validation rules) and maintain Kantata SX lifecycle functionality.
- Map and improve Professional Services operations: PPPM, resource allocation, project financials, and client implementation workflows.
- Support agile ceremonies and backlog grooming using JIRA, Confluence, and other project tools.
- Validate data across systems, investigate integration points, and document process flows with Lucidchart or Visio.
- Coordinate cross‑functional initiatives, manage stakeholder expectations, and deliver timely status updates.
Required Skills:
- 5+ years Business Analysis experience, with at least 2 years on Salesforce and Kantata SX.
- Deep understanding of Professional Services operations (PPPM, resources, finances, implementations).
- Proficiency in Salesforce configuration, JIRA, Confluence, Excel, and process mapping tools.
- Strong analytical, detail‑oriented, and process‑oriented mindset.
- Excellent written and verbal communication; ability to translate technical concepts for business users.
- Proven ability to manage multiple concurrent workstreams in a fast‑paced, agile environment.
Required Education & Certifications:
- Bachelor’s degree in Business, Information Systems, Computer Science, or related field.
- Certifications such as Salesforce Administrator, CSPO, CBAP, or CCBA strongly preferred.
Bonus qualifications (not mandatory): experience with NetSuite/Workday/Zuora, API integration, basic SQL, SaaS or consulting background.