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

Veradigm®; Houston (TX); Remote; USD 90,000 - 120,000; Full time

Job summary

Join a leading company as a Senior Business Analyst focused on Salesforce and Kantata SX. You'll collaborate with various teams to streamline processes and enhance systems. This role requires strategic thinking and a hands-on approach to support professional services operations.

Qualifications

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

Responsibilities

• Collaborate with stakeholders to gather and document requirements.
• Lead user story refinement and grooming sessions.
• Support backlog management and agile ceremonies.

Skills

Communication

Analytical Skills

Agile Methodologies

Tools

JIRA

Confluence

Excel

Job description

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

Join to apply for the Sr Business Analyst – Salesforce, Kantata SX & Professional Services Operations - Remote role at Veradigm.

Welcome to Veradigm, where our mission is transforming health through insight. Join our team to help address healthcare challenges faced by biopharma, health plans, providers, and patients. We focus on leveraging research, analytics, and AI to develop scalable, data-driven solutions that benefit all healthcare stakeholders. Together, we can transform healthcare and enable smarter care for millions.

About The Job

We seek a highly motivated Senior Business Analyst with expertise in Salesforce and Kantata SX. This role supports business processes related to Professional Services, Project Portfolio & Program Management (PPPM), and Implementation workflows. You will collaborate with Product, Engineering, Professional Services, and Operations teams to gather requirements, refine user stories, and support agile development and system improvements across key platforms.

This hands-on role requires strategic thinking and detailed execution. You will act as a liaison between business stakeholders and technical teams, ensuring solutions meet business needs and are scalable.

Responsibilities

• Collaborate with stakeholders to gather and document requirements for Salesforce and Kantata SX.
• Lead user story refinement and grooming sessions.
• Translate business processes into system workflows and configurations.
• Serve 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 for system enhancements and training.
• Guide system configurations and support issue triage.
• Track progress, identify risks, and communicate updates.
• Identify opportunities for automation and system integration.

About You

• 5+ years 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 knowledge of Kantata SX lifecycle.
• Excellent communication skills to bridge technical and business teams.
• Ability to manage multiple workstreams in an agile environment.
• Proficient with JIRA, Confluence, Excel, and process mapping tools.
• Strong analytical skills and attention to detail.

Bonus Qualifications

• Experience with enterprise tools like NetSuite, Workday, or Zuora.
• Familiarity with 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 will shape how our teams work across Salesforce and Kantata SX, streamline processes, and contribute to platform enhancements. If you're a systems-savvy problem solver passionate about professional services operations, this is your opportunity to make a lasting impact.