CareerPlan

Sr. Business Analyst, Salesforce

United StatesFull-time2026-10-23 → 2026-11-11

Core

Lead planning and execution of business-critical technology projects, translating business requirements into functional specifications for scalable Salesforce solutions focused on billing and revenue cycle applications.

Role type

Senior Business Analyst (Salesforce)

Builds

Salesforce configurations, customizations, and integrations for billing and revenue cycle applications

Domain

Healthcare / Revenue Operations / Finance

Required skills

Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce CPQ, Salesforce Revenue Cloud, order-to-cash processes, healthcare revenue cycle processes, billing, claims submission, denial management, collections, sales processes, finance processes, accounting processes, revenue recognition, requirements elicitation, project management

Preferred skills

Salesforce Administrator certification, Scrum certification, Agile certification, PMP certification

Technologies

Salesforce, CPQ, Revenue Cloud

Responsibilities

Lead planning and execution of business-critical technology projects, Partner with Sales, Sales Ops, Finance, Legal, Product Management, Operations, Data, and Engineering to assess business needs, Lead requirements sessions with business stakeholders, Translate business requirements into clear, detailed functional specifications and designs, Manage the delivery of Salesforce solutions including configuration, customization, and integration, Develop and manage project plans including timelines, budgets, resources, and risks, Drive technical integration projects, 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

Seniority

Senior, hands-on IC