Salesforce Business Analyst II-UK
A business analyst on Certinia's internal Customer Operations team who gathers requirements, designs and documents Salesforce solutions (Sales, Service, Experience, PS and CS Cloud), creates test plans, and drives medium-sized projects to completion. Based in Harrogate or remote within the UK.
- Compensation
- Not disclosed
- Location
- United Kingdom
- Work setup
- Remote
- Seniority
- Middle
- Employment
- Full time
- Experience
- 3+ years
- Category
- Business analysis
- Posted
Skills
Must have
- 3+ years experience as a business analyst, Product Owner or similar role, on Salesforce
- Understanding of business processes, specifically in services and support
- Strong conceptual understanding; ability to document complex workflows clearly and concisely
- Ability to analyze complex business/technical problems and communicate options to stakeholders
- Strong personality; able to work with, challenge and convince key stakeholders
- Detailed operational understanding of Salesforce Sales Cloud & Service Cloud
- Structured approach to project execution with active ownership to drive to successful outcomes
- Understanding of Agile Methodology and use of JIRA to run sprints
- Proven track record of delivering medium projects to budget and deadlines
Nice to have
- Consulting experience implementing multiple different ERP vendor solutions
- Knowledge of FinancialForce PS Cloud
- Salesforce Trailheads or Admin Certifications
- Project Management certification
- Agile methodologies
Full description
Salesforce Business Analyst - Customer Operations(UK - Harrogate or Remote)WHO WE ARE
Certinia delivers a Services-as-a-Business platform that powers and connects all aspects of services operations, from services estimation and delivery to customer success management and financial planning and accounting. The company’s Professional Services Automation (PSA), Customer Success (CS), and Financial Management (FM) solutions—delivered on Salesforce’s leading cloud platform—provide the ability to run a connected services business, deliver with intelligence, and achieve business agility. Headquartered in Austin, Texas with presence around the world, Certinia is backed by Haveli Investments, TA Associates, General Atlantic and Salesforce Ventures. For more information, visit.
THE ROLE
The focus of this position is to work closely with the Customer Operations business unit to gain in-depth understanding of their business strategy and processes, services and roadmap for the use of Sales Cloud, Service Cloud, Experience Cloud, PS Cloud and CS Cloud at Certinia. You will provide strategic business analysis services to the internal business units who utilize the Salesforce suite of products.
You will be expected to translate knowledge of their strategic business goals into a best in class implementation of Salesforce to deliver the ‘First and Best’ initiative. You will own the requirements gathering process for Salesforce, with a specific focus on a holistic design. You will see the value in optimizing business processes, using technology to deliver productivity improvements, automation and business decisions from real time, accurate data. You will consider how AI can help optimize workflows and help with scaling the Certinia business. Working with business stakeholders, the BA will consider the impact of business process change on the architecture of the Salesforce org. With this understanding, business requirements will be documented to a detailed level to enable our Salesforce administrators to implement directly, with limited iterations.
In addition, the BA will advise on operational implications of proposed changes, maintaining an overall strategic view of business processes. The BA will be able to manage medium sized projects.work with the project manager for each project or enhancement to define test plans and drive change management. The Salesforce Business Analyst will report to the VP, Global Business Operations.
WHAT YOU WILL DO IN THIS ROLE
- Support the implementation the Customer1 strategy (a best in class Certinia & Salesforce implementation), by building relationships and partnerships with Services, Customer Success, Support and Training; identifying business needs; determining processes and practices; monitoring progress and results; recognizing and capitalizing on improvement opportunities
- Work closely with business stakeholders to get an in-depth understanding of their core business processes