Sr. Business Systems Analyst

Our client operates in the Search AI industry, helping users find real-time answers by making large-scale structured and unstructured data more accessible, secure, and actionable. Its cloud-based technology brings together search, security, and observability capabilities and is trusted by a significant number of Fortune 500 companies. The organization focuses on helping businesses unlock the value of their data while maintaining scalability, security, and operational efficiency.

About the Opportunity

The Senior Business Systems Analyst serves as a strategic bridge between IT and business teams, with a primary focus on supporting Services and Education organizations. This role specializes in Professional Services Automation (PSA), helping optimize the systems and processes used to quote, sell, deliver, and manage professional services. The position serves as a subject-matter expert for Certinia PSA, formerly known as FinancialForce, and works closely with stakeholders to translate business needs into scalable technology solutions. The role combines business process analysis, Salesforce expertise, system optimization, testing, documentation, and cross-functional project collaboration to ensure immediate business needs are addressed while maintaining a scalable long-term technology roadmap.

Responsibilities

• Serve as the subject-matter expert for Certinia PSA and its related integrations.
• Build strong partnerships with business stakeholders across Services, Education, Strategic Operations, and other relevant teams.
• Translate complex business requirements into clear, detailed functional specifications.
• Partner with Strategic Operations teams to optimize, maintain, and enhance the PSA platform.
• Maintain a comprehensive understanding of business processes, data flows, system dependencies, and downstream impacts.
• Communicate complex system concepts clearly through presentations, documentation, process diagrams, and other formats.
• Develop and maintain comprehensive system and process documentation.
• Perform functional testing and work with technical teams to investigate and resolve system defects.
• Create and maintain documentation describing current-state and future-state PSA processes.
• Identify opportunities to streamline workflows, eliminate inefficiencies, and increase automation.
• Participate in cross-functional IT initiatives and ensure system changes remain aligned with business objectives.
• Support technology roadmap development by balancing immediate operational requirements with long-term scalability.

Requirements

• Minimum of 5 years of Business Systems Analysis and Salesforce platform experience.
• At least 3 years of hands-on Certinia PSA experience.
• Experience supporting Professional Services organizations with service delivery and process optimization.
• Demonstrated ability to design, implement, and support complex Salesforce and PSA solutions.
• Strong expertise with PSA modules including:
  • Project Management
  • Resource Management
  • Time & Expense
  • Billing
  • Revenue Recognition
• Knowledge of CPQ and Quote-to-Cash processes, including related system integrations.
• Experience working with business processes and integrations involving ERP systems.
• Strong understanding of the broader Salesforce ecosystem and its integrations.
• Experience with quality assurance and user acceptance testing (UAT), including defining acceptance criteria and supporting test execution.
• Strong analytical, documentation, communication, and stakeholder-management skills.