Senior Business Analyst - Salesforce, Kantata SX & Professional Services Operations

📋 Description

• We are seeking a highly motivated and experienced Senior Business Analyst with proven expertise in Salesforce and Kantata SX to join our dynamic team.

• This role will focus on supporting business processes related to Professional Services, Project Portfolio & Program Management (PPPM), and Implementation workflows.

• You will collaborate with cross-functional teams, including Product, Engineering, Professional Services, and Operations, to gather requirements, refine user stories, and support agile development and system improvements across key platforms.

• This is a hands-on role that requires both strategic thinking and detailed execution.

• You’ll serve as a key liaison between business stakeholders and technical teams, ensuring solutions are aligned with business needs and scalable across the organization.

🎯 Requirements

• 5+ years of experience as a Business Analyst, with at least 2 years of direct experience working with both Salesforce and Kantata SX.

• Strong understanding of Professional Services operations, including PPPM, resource management, project financials, and client implementation workflows.

• Hands-on experience with Salesforce configuration (custom objects, flows, validation rules) and working knowledge of Kantata SX project lifecycle functionality.

• Excellent verbal and written communication skills; able to bridge the gap between technical teams and business users.

• Demonstrated ability to manage multiple workstreams and stakeholders in a fast-paced, agile environment.

• Proficient with tools such as JIRA, Confluence, Excel, and process mapping tools like Lucidchart or Visio.

• Strong analytical skills with a keen attention to detail and a process-oriented mindset.

• Bonus Qualifications:

• Experience working with related enterprise tools such as NetSuite, Workday, or Zuora.

• Familiarity with API integrations, basic SQL, or data validation for cross-system flows.

• Background in SaaS or consulting organizations with complex service delivery models.

• Certifications such as Salesforce Administrator, Certified Scrum Product Owner (CSPO), or IIBA CBAP/CCBA.