Salesforce Business Analyst

Salary Band: $69,000 - $138,000 Location Type: Remote Employment Type: Full-time

Position Overview

Join PatientPoint to be part of a dynamic team committed to empowering better health. As a leading digital health company, we innovate to positively impact patient behaviors. Our purpose-driven approach offers an inspirational career opportunity where you can contribute to improving health outcomes for millions of patients nationwide.

Location: Remote (Employees must reside in, and be authorized to work from, locations within the Mountain, Eastern, or Central Time Zones) Travel Requirements: Less than 5%

We are seeking a detail-oriented and strategic Salesforce Business Analyst to join our team. In this role, you will serve as the bridge between business stakeholders and technical teams, ensuring Salesforce solutions align with business needs and drive process efficiency. You will gather and analyze requirements, design scalable solutions, and support Salesforce implementations and enhancements. The ideal candidate has strong analytical skills, a deep understanding of Salesforce capabilities, and the ability to translate business objectives into functional system requirements.

Responsibilities

• Requirements Gathering: Gather and analyze business requirements by working closely with stakeholders to understand current processes and identify areas for Salesforce-driven improvement.
• Scrum Facilitation: 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.
• User Acceptance Testing (UAT): 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.
• Cross-functional Collaboration: Collaborate with cross-functional teams, including developers, admins, and project managers, to ensure successful implementation and deployment.
• User Training & Change Management: Conduct user training and support change management efforts to drive user adoption and maximize ROI from Salesforce solutions.

Requirements

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

Desired Qualifications

• Certifications: Salesforce certifications, such as Salesforce Administrator (ADM 201) or Business Analyst.
• Salesforce Tools: Experience with Salesforce tools and technologies, such as Flow, Process Builder, and AppExchange products.
• Data Management: Familiarity with data management (e.g., Data Loader), reporting, and dashboards.
• Change Management: Background in change management or user training, particularly in Salesforce implementations.

What You'll Need to Succeed

• Communication & Collaboration: Strong communication and collaboration skills to effectively engage with stakeholders, end users, and technical teams.
• Problem-Solving: Proactive problem-solver who takes initiative and drives tasks to completion in a fast-paced, evolving environment.
• Organization: Detail-oriented and organized, capable of managing multiple priorities, sprints, and deadlines with accuracy and efficiency.
• Adaptability: Adaptability and a continuous learning mindset, staying current on Salesforce updates, features, and best practices.
• Continuous Improvement: Drive a culture of continuous improvement.

Company Information

PatientPoint is a leading digital health company committed to empowering better health. We innovate to positively impact patient behaviors and contribute to improving health outcomes for millions of patients nationwide through our purpose-driven approach.