Business Analyst

Apex Systems; Houston (TX); On-site; USD 120,000 - 150,000; Full time

Benefits offered by this job

Medical Insurance

401K with match

ESPP

Job summary

Everforth Apex Systems in Houston, TX is seeking a Lead Salesforce Business Analyst onsite to bridge business stakeholders and delivery teams, drive requirements, process design, and acceptance activities.

You will run workshops, translate needs into stories and criteria, and own UAT planning; mentor analysts and manage changes across units.

This role requires strong communication and leadership to influence decisions at all levels and ensure alignment with program objectives.

Qualifications

• Extensive experience leading Salesforce or CRM transformation programs.
• Strong understanding of business process analysis and Agile delivery.
• Ability to facilitate executive, business, and technical discussions and build consensus.

Responsibilities

• Lead requirements workshops and design sessions.
• Onsite liaison between business stakeholders and delivery team.
• Translate needs into user stories, functional requirements, process flows, and acceptance criteria.
• Drive process design and business transformation discussions across multiple stakeholder groups.
• Partner with the Solution Architect and Lead Developer to ensure business and technical alignment.
• Own User Acceptance Testing (UAT) planning, coordination, execution, and sign-off readiness.
• Manage scope clarification, requirements prioritization, issue resolution, and decision tracking.
• Mentor supporting business analysts and ensure consistency across requirements and documentation.
• Identify risks, gaps, dependencies, and change impacts that could affect delivery success.

Skills

Salesforce CRM

Stakeholder management

Requirements gathering

Workshops facilitation

UAT planning

Job description

Job Description

Lead Salesforce Business Analyst (Onsite)

Job#: 3051486

Role Summary

The Lead Salesforce Business Analyst serves as the primary liaison between business stakeholders and the delivery team, leading requirements discovery, process design, solution alignment, and user acceptance activities. As an onsite resource, this role facilitates workshops, drives decision-making, manages stakeholder expectations, and ensures business requirements are translated into actionable solutions that align with program objectives. The role owns process design across business units and provides leadership for UAT planning and execution.

Key Responsibilities

• Lead requirements gathering workshops, stakeholder interviews, and solution design sessions.
• Serve as the primary onsite point of contact between business stakeholders and the delivery team.
• Translate business needs into user stories, functional requirements, process flows, and acceptance criteria.
• Drive process design and business transformation discussions across multiple stakeholder groups.
• Partner with the Solution Architect and Lead Developer to ensure business and technical alignment.
• Own User Acceptance Testing (UAT) planning, coordination, execution, and sign-off readiness.
• Manage scope clarification, requirements prioritization, issue resolution, and decision tracking.
• Mentor supporting business analysts and ensure consistency across requirements and documentation.
• Identify risks, gaps, dependencies, and change impacts that could affect delivery success.

Preferred Qualifications

• Extensive experience leading Salesforce or CRM transformation programs.
• Strong understanding of business process analysis, Agile delivery, backlog management, and testing methodologies.
• Ability to facilitate executive, business, and technical discussions and build consensus among stakeholders.
• Exceptional stakeholder management and relationship-building skills.
• Outstanding verbal and written communication skills with the ability to lead workshops, present recommendations, and influence decisions at all organizational levels.

Employees and Benefits

Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRated’s Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico.

Benefits Overview

• Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our ‘Welcome Packet’ as well, which an Everforth Apex team member can provide.

Equal Opportunity Employer

Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.

If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at [e-mail] or 804-523-8228. Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered.

Company Information

© 2026 Everforth, Inc. All rights reserved.

Everforth Apex Systems is part of the Commercial Segment of Everforth, Inc.

NYSE: EFOR

4400 Cox Road

Suite 200

Glen Allen, Virginia 23060

Everforth Apex is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Benefits Department at [e-mail] or 804-523-8228. (Do not submit resumes or solicit consultants to this email address). UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Apex.