Senior Business Analyst- Professional Services operations
Posted 25 minutes 15 seconds ago by Careerwise
About the Role
We're looking for a Senior Business Analyst with deep expertise in Salesforce and Kantata SX, as well as Napta, to support and enhance our Professional Services operations. You'll work closely with cross-functional teams - including Product, Engineering, and Operations - to analyse business needs, refine user stories, and drive improvements across our project and implementation workflows.
This is a hands-on, cross-functional role requiring a blend of strategic insight and detailed execution. You'll act as the bridge between business stakeholders and technical teams to ensure scalable, efficient, and impactful solutions.
Key Responsibilities
- Partner with business and technical teams to gather, document, and prioritise requirements.
- Support process optimisation within Professional Services, including PPPM, resource management, project financials, and implementation workflows.
- Configure Salesforce (custom objects, flows, validation rules) and collaborate on enhancements in Kantata SX, Napta .
- Translate business requirements into clear, actionable user stories for agile development.
- Drive documentation in JIRA and Confluence, including workflows, process maps, and release notes.
- Support data validation and integrations between Salesforce, Kantata SX, and related systems.
Qualifications
- 5+ years of experience as a Business Analyst, including 2+ years with Salesforce and Kantata SX, Napta .
- Strong knowledge of Professional Services and Project Portfolio Management processes.
- Proficiency in tools like JIRA, Confluence, Excel, and Lucidchart/Visio .
- Excellent communication and stakeholder management skills.
- Strong analytical mindset and attention to detail.
Bonus Skills
- Experience with NetSuite, Workday, or Zuora .
- Familiarity with API integrations, basic SQL, or data validation.
- Background in SaaS or consulting organisations .
- Certifications such as Salesforce Administrator, CSPO, or CBAP/CCBA .
How to Apply:
Send your CV highlighting Business Analyst experience with Salesforce and Kantata SX, and Professional Services operations