Salesforce Business Analyst

Summary

Join PatientPoint as a Salesforce Business Analyst to bridge business stakeholders and technical teams, ensuring Salesforce solutions align with business needs. You will gather and analyze requirements, design scalable solutions, and support Salesforce implementations and enhancements. The ideal candidate possesses strong analytical skills, a deep understanding of Salesforce, and the ability to translate business objectives into functional system requirements. This remote position requires less than 5% travel and is open to candidates residing in the Mountain, Eastern, or Central Time Zones. PatientPoint offers competitive pay and benefits, including flexible time off, hybrid work options, wellness resources, and a 401K plan.

Requirements

• Bachelor’s degree or equivalent experience in a related field (e.g., business, technology, or a similar discipline)
• 5+ years of experience as a Business Analyst, with 3+ years focused on Salesforce
• Strong understanding of Salesforce platform capabilities, including Sales Cloud, Service Cloud, and basic configuration (objects, fields, workflows, reports)
• Proficiency in requirements elicitation techniques such as personas, user stories, and story mapping
• Strong communication, analytical, and problem-solving abilities to work effectively across technical and non-technical teams
• Experience analyzing data to identify process improvement opportunities and define success metrics
• Ability to develop and maintain internal support documentation, release notes, and training materials

Responsibilities

• Gather and analyze business requirements by working closely with stakeholders to understand current processes and identify areas for Salesforce-driven improvement
• Facilitate and manage the Scrum process, including leading daily stand-ups, sprint planning, backlog grooming, and retrospectives to ensure timely and effective delivery of Salesforce features and enhancements
• Lead User Acceptance Testing (UAT) by developing test plans, coordinating with end users, validating that Salesforce solutions meet business requirements, and documenting feedback for continuous improvement
• Collaborate with cross-functional teams, including developers, admins, and project managers, to ensure successful implementation and deployment
• Conduct user training and support change management efforts to drive user adoption and maximize ROI from Salesforce solutions

Preferred Qualifications

• Salesforce certifications, such as Salesforce Administrator (ADM 201) or Business Analyst
• Experience with Salesforce tools and technologies, such as Flow, Process Builder, and AppExchange products
• Familiarity with data management (e.g. Data Loader), reporting, and dashboards
• Background in change management or user training, particularly in Salesforce implementations
• Strong communication and collaboration skills to effectively engage with stakeholders, end users, and technical teams
• Proactive problem-solver who takes initiative and drives tasks to completion in a fast-paced, evolving environment
• Detail-oriented and organized, capable of managing multiple priorities, sprints, and deadlines with accuracy and efficiency
• Adaptability and a continuous learning mindset, staying current on Salesforce updates, features, and best practices
• Drive a culture of continuous improvement

Benefits

• Competitive compensation
• Flexible time off to recharge
• Hybrid work options
• Mental and emotional wellness resources
• A 401K plan