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/NAPTA 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 requiring both strategic thinking and detailed execution.
You will 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 life cycle 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 Lucid chart or Visio.
Strong analytical skills with high attention to detail and a process-oriented mindset.

Bonus Qualifications

Experience working with enterprise tools such as NetSuite, Workday, or Zuora.
Familiarity with API integrations, basic SQL, or cross-system data validation.
Background in SaaS or consulting organizations with complex services delivery models.
Certifications such as Salesforce Administrator, CSPO, CBAP, or CCBA.