Senior Salesforce & Business Applications Lead (Remote)

Planview; Austin (TX); On-site; CAD 110,000 - 150,000; Full time

Benefits offered by this job

Unplugged Days

Generous PTO

Remote work support

Volunteer time off

Job summary

Planview is seeking a Sr. Business Application Administrator to join our North America IT Business Applications team.

You will serve as a strategic partner supporting scalable Salesforce solutions across Sales, Marketing, Revenue Operations, and related functions within Lead‑to‑Quote‑to‑Cash. The role requires hands‑on Salesforce administration, governance, and integration work, with emphasis on CPQ and Revenue Cloud, plus exposure to AI capabilities.

Qualifications

• 8+ years of experience as a Business Administrator or Business Systems Analyst with strong Salesforce expertise supporting Sales, Marketing, and Service‑related processes.
• Proven experience leading complex requirements gathering, process analysis, and solution design for cross‑functional initiatives.
• Strong stakeholder management skills and ability to align teams.
• Hands‑on in Salesforce administration and configuration using declarative tools.
• Experience with connected GTM tools such as Outreach, LeanData, LeadIQ, Marketo, LinkedIn Sales Navigator, Gainsight.
• Knowledge of Lead‑to‑Quote‑to‑Cash processes; Salesforce CPQ and Revenue Cloud preferred.
• Experience with AI capabilities (Einstein Copilot, Prompt Builder) and applying them to automation is preferred.

Responsibilities

• Act as a subject matter expert on Salesforce business processes and solution options.
• Partner with cross‑functional stakeholders to analyze processes, define scope, and recommend scalable solutions.
• Contribute to improvements across the Lead‑to‑Quote‑to‑Cash lifecycle, including opportunity management and revenue workflows.
• Support integrations across the Salesforce ecosystem and connected applications.
• Lead end‑to‑end system changes from design to post‑release validation.
• Establish governance, controls, and best practices for business applications and data management.
• Stay current on Salesforce capabilities and AI features to improve delivery.

Skills

Salesforce expertise

Stakeholder management

Requirements gathering

Process analysis

Cross-functional work

Salesforce CPQ

AI capabilities

Governance

Tools

Outreach

LeanData

LeadIQ

Marketo

LinkedIn Sales Navigator

Gainsight

n8n

NetSuite

Avalara

Salesforce CPQ

Job description

Planview is seeking a Sr. Business Application Administrator to join our North America IT Business Applications team.

You will serve as a strategic partner supporting scalable Salesforce solutions across Sales, Marketing, Revenue Operations, and related functions within Lead‑to‑Quote‑to‑Cash. The role requires hands‑on Salesforce administration, governance, and integration work, with emphasis on CPQ and Revenue Cloud, plus exposure to AI capabilities.