Expert Business Analyst, Salesforce

The Expert Business Analyst is the senior analysis lead for Business Systems. They set how requirements are gathered, documented and delivered across enterprise business applications, with Salesforce as the primary platform. The role leads analysis for the largest and most complex cross‑system initiatives across Salesforce, Zuora, Kantata, Gainsight, Marketing Cloud and Boomi integrations. It also sets the standards, coaching and practices other analysts follow.

The ideal candidate has deep Salesforce and cross‑platform expertise, works through ambiguity, and shapes what gets built before work reaches the backlog.

• Lead analysis for complex, multi‑system initiatives such as quote‑to‑cash, professional services delivery and customer lifecycle, from problem framing through go‑live.
• Frame unclear business problems, evaluate solution options and tradeoffs, and recommend a path forward to business and technology leaders.
• Own the end‑to‑end view of cross‑system processes and data flows, including system dependencies, data ownership and integration impacts across Salesforce, Zuora, Kantata, Gainsight and Boomi.
• Define and maintain the business analysis practice: requirements standards, templates, definition of ready and documentation conventions in Jira and Confluence.
• Mentor and coach Business Analysts.
• Review their work, raise the quality of user stories and acceptance criteria, and help them grow.
• Partner with Product Managers, architects and engineering leads to shape roadmaps, break initiatives into epics and stories, and sequence delivery.
• Facilitate senior stakeholder sessions across Sales, Finance, Professional Services, Customer Success and Marketing, including resolving conflicting requirements across teams.
• Make sure intake, prioritization and backlog readiness work across the portfolio, not only within a single team.
• Bring data, business impact and risk to prioritization decisions, and push back on requests that are incomplete, conflicting or low value.
• Identify recurring process gaps and system issues across the portfolio, and propose improvements that reduce manual work and technical debt.
• Lead the analysis side of UAT, release readiness and change management for major releases.

• Bachelor’s degree in Business, Information Systems or a related field, or equivalent experience.
• 8+ years of business analysis experience with enterprise business applications.
• 5+ years of hands‑on business analysis on Salesforce (e.g., Sales Cloud, Service Cloud, CPQ).
• Track record leading analysis for large, cross‑functional, multi‑system initiatives.
• Experience defining or improving business analysis standards and practices across a team.
• Experience mentoring or coaching other Business Analysts.
• Strong understanding of integration concepts, data mapping and system dependencies.
• Deep experience in Agile Scrum environments, including writing user stories and acceptance criteria.
• Hands‑on experience with Jira and Confluence.
• Advanced process mapping skills (e.g., BPMN, swimlane diagrams, Visio, Lucidchart).
• Proven ability to influence executives and senior stakeholders without direct authority.
• Excellent written and verbal communication skills.

• Salesforce Business Analyst, Administrator or Consultant certifications.
• Experience with Zuora, Kantata, Gainsight, Marketing Cloud or other SaaS business applications.
• Hands‑on experience with middleware such as Boomi or Mule Soft.
• Deep experience with quote‑to‑cash, revenue operations, professional services or customer success processes.
• SQL or reporting skills for data analysis and validation.
• Healthcare technology or regulated‑industry experience.
• CBAP, PMI‑PBA or Certified Scrum Product Owner (CSPO)…