Senior Business Analyst - Salesforce, Kantata SX & Professional Services Operations

Skills

Job Specifications

Description
We are seeking a highly motivated and experienced Senior Business Analyst with proven expertise in Salesforce and Kantata SX/NAPTAto join our dynamic team.
This role will focus on supporting business processes related to Professional Services, Project Portfolio & Program Management (PPPM), and Implementation workflows.
You will collaborate with cross-functional teams including Product, Engineering, Professional Services, and Operations to gather requirements, refine user stories, and support agile development and system improvements across key platforms.
This is a hands-on role requiring both strategic thinking and detailed execution.
You will serve as a key liaison between business stakeholders and technical teams, ensuring solutions are aligned with business needs and scalable across the organization.
Requirements
5+ years of experience as a Business Analyst, with at least 2 years of direct experience working with both Salesforce and Kantata SX.
Strong understanding of Professional Services operations, including PPPM, resource management, project financials, and client implementation workflows.
Hands-on experience with Salesforce configuration (custom objects, flows, validation rules) and working knowledge of Kantata SX project life cycle functionality.
Excellent verbal and written communication skills; able to bridge the gap between technical teams and business users.
Demonstrated ability to manage multiple workstreams and stakeholders in a fast-paced, agile environment.
Proficient with tools such as JIRA, Confluence, Excel, and process mapping tools like Lucid chart or Visio.
Strong analytical skills with high attention to detail and a process-oriented mindset.
Bonus Qualifications
Experience working with enterprise tools such as NetSuite, Workday, or Zuora.
Familiarity with API integrations, basic SQL, or cross-system data validation.
Background in SaaS or consulting organizations with complex services delivery models.
Certifications such as Salesforce Administrator, CSPO, CBAP, or CCBA.

About the Company

Pioneers in applied thinking in the IT industry since 1994. Careerwise UK began with a smart people network of it innovators who wanted architectural decision to be applied in the architectural design, not in the software. Careerwise UK use a conglomerate of the best thinkers in IT and business consulting solve intractable problems. Collectively our network of CIO’s, CTO’s, engineering leaders, Software SME’s is considered one of the best in the world. Know more

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