Sr. Business Analyst, Salesforce

Remote; San Francisco (CA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Healthcare coverage

Equity in the company (RSUs)

401K with matching

Monthly tech allowance

Paid parental leave

Paid time off

Job summary

Lyra Health is seeking a Sr. Business Analyst, Salesforce to join our Enterprise Systems team in San Francisco.

You will lead delivery of technology projects supporting Revenue and Accounting Operations, using Salesforce to optimize billing and revenue cycle processes. You will partner with Sales, Finance, Legal, Product, and Engineering to define requirements, translate them into scalable specifications, and manage end-to-end Salesforce implementations.

Qualifications

• 5+ years delivering and supporting revenue operations and finance technology projects.
• Experience with Salesforce Sales Cloud and Service Cloud.
• Experience with Salesforce CPQ or Revenue Cloud.
• Experience with healthcare revenue cycle processes and billing.
• Strong knowledge of revenue recognition.
• Ability to elicit complex requirements from business and technical audiences.
• Excellent project management and leadership skills.
• Strong communication and collaboration abilities.

Responsibilities

• Lead planning and execution of technology projects, delivering on time and within budget.
• Partner with Sales, Sales Ops, Finance, Legal, Product, Operations, Data, and Engineering to assess needs and propose solutions.
• Lead requirements sessions with stakeholders to capture use cases.
• Translate requirements into functional specs for scalable solutions.
• Manage Salesforce projects, including configuration, customization, and integration with billing/revenue apps.
• Develop project plans with timelines, budgets, resources, and risks; report to stakeholders.
• Drive technical integrations, secure commitments, and manage documentation.
• Identify operational gaps and opportunities for automation.
• Ensure projects comply with policies and standards.
• Troubleshoot issues and provide ongoing end-user support.

Skills

Enterprise systems

Salesforce Sales Cloud

Revenue Cloud

Salesforce CPQ

Healthcare revenue cycle

Revenue recognition

Requirements elicitation

Project management

Leadership

Communication

Problem solving

Domain knowledge

Education

Bachelor’s degree

Salesforce certifications

Agile/Scrum cert

Tools

Salesforce

CPQ/Revenue Cloud

Job description

About Lyra Health

Lyra Health is a leading provider of evidence-based mental health care, serving more than 20 million people globally in partnership with employers and more than 100 million through health plan and partner relationships. The company has delivered more than 15 million sessions of mental health care, published more than 35 peer-reviewed studies, and delivered unmatched outcomes in terms of access, clinical effectiveness, and cost efficiency. Extensive peer-reviewed research confirms Lyra’s transformative care model helps people recover twice as fast and results in a 26% annual reduction in overall healthcare claims costs. Lyra is transforming access to life-changing mental health care through Lyra Empower, the only fully integrated, AI-powered platform combining the highest-quality care and technology solutions.

About the Role:

We’re looking for an experienced Sr. Business Analyst, Salesforce to join our Enterprise Systems team and lead the delivery of technology projects supporting Revenue and Accounting Operations. You’ll use Salesforce to optimize revenue operations, including the custom applications that power our employer billing and health plan claims processes.

This role calls for a versatile skill set. You’ll step in as project manager, technical lead, business partner, and support analyst as needs arise. We’re looking for someone with a strong background in sales, finance, accounting, or technology who is passionate about building solutions that meaningfully expand what the organization can do.

At Lyra, we care deeply about making a difference in people’s lives, and we hope you do too. Your work will directly shape the performance, security, and effectiveness of our business processes. You bring a sharp eye for detail, empathy for user needs, and the ability to listen well and communicate clearly.

Responsibilities

• Lead the planning and execution of business-critical technology projects, delivering them on time, within budget, and to a high standard of quality.

• Partner with Sales, Sales Ops, Finance, Legal, Product Management, Operations, Data, and Engineering to objectively assess business needs, gather feedback, and recommend effective solutions.

• Lead requirements sessions with business stakeholders, using creative tools and techniques to capture requirements and use cases.

• Translate business requirements into clear, detailed functional specifications and designs that support scalable technical solutions.

• Manage the delivery of Salesforce solutions, including configuration, customization, and integration with other systems, with a focus on our custom billing and revenue cycle applications.

• Develop and manage project plans, including timelines, budgets, resources, and risks, and report on progress, risks, and issues to stakeholders and senior leadership.

• Drive technical integration projects by identifying needs, securing commitments, tracking deliverables, and managing documentation and communication.

• Identify operational gaps and opportunities for process improvement and automation.

• Ensure projects comply with company policies, procedures, and standards.

• Troubleshoot and resolve issues reported by end users, and provide ongoing support.

Qualifications

• 5+ years of experience in enterprise systems or IT, delivering and supporting application services and managing revenue operations and finance technology projects.

• Experience implementing and supporting Salesforce Sales Cloud and Service Cloud, including configuration, customization, and user administration.

• Experience with order-to-cash processes, including Salesforce CPQ or Revenue Cloud.

• Experience with healthcare revenue cycle processes, including Billing, claims submission to health plans, denial management, and collections, ideally supported through Salesforce.

• Strong knowledge of sales, finance, and accounting processes and standards, including revenue recognition.

• Proven ability to elicit complex business requirements from both business and technical audiences, in settings large and small.

• Excellent project management skills, including the ability to manage multiple projects concurrently, work independently, and meet tight deadlines.

• Strong leadership and collaboration skills, with the ability to work effectively with stakeholders at all levels.

• Excellent communication skills, with the ability to present information clearly and concisely.

• A structured approach to problem solving: you quickly evaluate issues, identify root causes, assess impact, and develop action plans and resolution options.

• A strong drive to learn business processes deeply and apply that domain knowledge to your requirements.

Preferred Qualifications

• Bachelor’s degree in Finance, Accounting, Computer Science, Information Systems, or a related field.

• Salesforce Administrator certification or other Salesforce certifications.

• Scrum, Agile, or project management certification.

Benefits

• Comprehensive healthcare coverage (including medical, dental, vision, FSA/HSA, life and disability insurances)

• Lyra for Lyrians; coaching and therapy services

• Equity in the company through discretionary restricted stock units

• Competitive time off with pay policies including vacation, sick days, and company holidays

• Paid parental leave

• 401K with up to 3% matching

• Monthly tech allowance

• We like to spread joy throughout the year with well-being perks and activities, surprise swag, regular community celebration…and more!