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

Veradigm®; Philadelphia (Philadelphia County); Remote; USD 80,000 - 110,000; Full time

Job summary

A leading company is seeking a Senior Business Analyst with expertise in Salesforce and Kantata SX. The role involves supporting business processes related to Professional Services and collaborating with cross-functional teams to enhance platform usage and streamline 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

• Gathering and documenting requirements for Salesforce and Kantata SX from stakeholders.
• Leading user story refinement and grooming sessions.
• Documenting workflows, process maps, and data flows.

Skills

Communication

Analytical Skills

Process-Oriented Mindset

Tools

Salesforce

Kantata SX

JIRA

Confluence

Excel

Lucidchart

Visio

Job description

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

This role at Veradigm seeks a highly motivated Senior Business Analyst with expertise in Salesforce and Kantata SX. The focus is on supporting business processes related to Professional Services, Project Portfolio & Program Management (PPPM), and Implementation workflows. You will collaborate with cross-functional teams to gather requirements, refine user stories, and support agile development across key platforms.

Responsibilities include:

1. Gathering and documenting requirements for Salesforce and Kantata SX from stakeholders.
2. Leading user story refinement and grooming sessions.
3. Translating business processes into system workflows and configurations.
4. Serving as a subject matter expert to optimize platform usage.
5. Partnering with Implementation teams to identify pain points and define future processes.
6. Supporting backlog management, sprint planning, and agile ceremonies.
7. Documenting workflows, process maps, and data flows.
8. Providing guidance on system configurations and support issues.
9. Tracking progress, surfacing risks, and communicating updates.
10. Recommending opportunities for automation and system integration.

Qualifications include:

• 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 and ability to manage multiple stakeholders.
• Proficiency with tools like JIRA, Confluence, Excel, Lucidchart, or Visio.
• Strong analytical skills and a process-oriented mindset.

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'll help shape platform enhancements and streamline processes across Salesforce and Kantata SX, making a significant impact in professional services operations.