Sr Business Analyst – Salesforce, Kantata SX & Professional Services Operations - Remote

Veradigm®; Chicago (IL); Remote; USD 90,000 - 120,000; Full time

Job summary

Join a leading company as a Senior Business Analyst, focusing on Salesforce and Kantata SX. Collaborate with teams to gather requirements, streamline processes, and enhance service operations. This remote role offers the chance to significantly impact professional services workflows.

Qualifications

• 5+ years of experience as a Business Analyst, with 2 years in Salesforce and Kantata SX.
• Strong understanding of Professional Services operations.

Responsibilities

• Gather and document requirements for Salesforce and Kantata SX.
• Lead user story refinement and grooming sessions.
• Support backlog management and agile ceremonies.

Skills

Communication

Analytical Skills

Agile Methodologies

Tools

JIRA

Confluence

Excel

Lucidchart

Visio

Job description

Sr Business Analyst – Salesforce, Kantata SX & Professional Services Operations - Remote

Join our team as a Senior Business Analyst at Veradigm. We are seeking an experienced professional with expertise in Salesforce and Kantata SX to support Professional Services, Project Portfolio & Program Management (PPPM), and Implementation workflows.

About the Role

This role involves collaborating with cross-functional teams to gather requirements, refine user stories, and support agile development for key platforms. You will serve as a liaison between business stakeholders and technical teams, ensuring solutions meet business needs and are scalable.

Responsibilities

• Gather and document requirements for Salesforce and Kantata SX.
• Lead user story refinement and grooming sessions.
• Translate business processes into system workflows and configurations.
• Act as a subject matter expert for Kantata SX and Salesforce.
• Partner with Implementation teams to identify pain points and define future processes.
• Support backlog management, sprint planning, and agile ceremonies.
• Document workflows, process maps, and data flows.
• Provide guidance on system configurations and support issue triage.
• Track progress, identify risks, and communicate updates.
• Recommend opportunities for automation and system integration.

Qualifications

• 5+ years of experience as a Business Analyst, with at least 2 years working with Salesforce and Kantata SX.
• Strong understanding of Professional Services operations.
• Hands-on experience with Salesforce configuration and working knowledge of Kantata SX.
• Excellent communication skills to bridge technical and business teams.
• Ability to manage multiple workstreams in an agile environment.
• Proficiency with tools like JIRA, Confluence, Excel, Lucidchart, or Visio.
• Strong analytical skills and attention to detail.

Preferred Qualifications

• Experience with enterprise tools like NetSuite, Workday, or Zuora.
• Knowledge of API integrations, SQL, or data validation.
• Background in SaaS or consulting organizations.
• Certifications such as Salesforce Administrator, CSPO, or IIBA CBAP/CCBA.

Why Join Us?

As a Senior Business Analyst, you'll influence how our services teams operate across Salesforce and Kantata SX, streamlining processes and contributing to platform enhancements. If you're passionate about systems and professional services, this is your opportunity to make a significant impact.