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Sr. Salesforce BA
- Insight Global (Walnut Creek, CA)
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Job Description
Our client is seeking a Salesforce Business Analyst (BA) to drive successful delivery of user and functional requirements for Salesforce projects, with a focus on healthcare provider workflows and CRM/call center integrations. The BA will lead requirements elicitation sessions, document business and technical specifications, and act as a detective—questioning requirements, digging into root causes, and ensuring solutions truly meet business needs. This role is hands-on, highly collaborative, and requires curiosity, thoroughness, and strong communication skills.
Provide technical and functional expertise to Salesforce projects, including implementations, troubleshooting, maintenance, and support of existing applications.
Lead requirements gathering sessions with business, clinical, operational, and technical stakeholders.
Question requirements and dig into the root cause, asking clarifying questions
Act as a detective—curious and thorough in understanding business needs.
Document business requirements within functional and technical specifications, including user stories, program functions, and steps required for development or modification.
Analyze and review existing system capabilities, workflows, and scheduling limitations to determine feasibility of requested changes.
Evaluate the impact of corporate initiatives and recommend ways to improve or best utilize information systems.
Support Salesforce email-to-case and call center integration (previous experience with 8x8 is a plus).
Collaborate with developers, QA, UAT, and project managers to ensure comprehensive test plans and traceability to user stories.
Prepare and facilitate UAT scenarios and testing, ensuring user involvement and sign-off.
Assist in the development of training materials and provide end-user training as needed.
Create and maintain documentation on systems/applications used by the department.
Coordinate projects from development through implementation, working with IT teams, clients, vendors, and consultants.
Comply with all client IT security requirements and policies; safeguard passwords and report security incidents.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Skills and Requirements
Bachelor’s degree in Information Systems, Computer Science, Clinical focus, or equivalent experience.
10+ years of experience in business or systems analysis within IT development, with at least 3 years in the healthcare industry.
Experience with Salesforce (1-3 years), healthcare provider workflows, and CRM/call center platforms (e.g., 8x8) strongly preferred.
Excellent interviewing, facilitation, organization, project management, analytical, problem-solving, mentoring, verbal communication, and documentation writing abilities.
Strong customer service skills and prior experience supporting internal customers.
Good presentation skills and ability to provide end-user training.
Ability to make judgments, decisions, and suggestions for procedural improvements.
Ability to handle fast-paced workflow, multitask, and adapt to changing priorities.
High attention to detail and ability to manage multiple competing deadlines.
Familiarity with advanced IT concepts, LAN connectivity/security, web technologies, PC hardware platforms, and MS Operating Systems.
Strong experience with client/server databases (DB2, SQL), reporting tools, and database structure/design.
Proficiency with Microsoft Office, InfoPath, Word, Excel, Access, Project, XML, MS SQL Server, SharePoint, VSS, Microsoft Windows.
Experience with SCRUM/Agile processes and software quality assurance methodology.
Understanding of SDLC and change management. Experience running SQL statements against SQL databases.
Experience with vendor applications built on top of Salesforce for provider management.
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