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For Companies At a Glance
- Tasks: Analyse business needs and enhance Professional Services operations using Salesforce and PSA tools.
- Company: Join a dynamic team focused on innovative solutions in Professional Services.
- Benefits: Competitive salary, flexible working options, and opportunities for professional growth.
- Why this job: Be the bridge between business and tech, driving impactful solutions in a collaborative environment.
- Qualifications: 5+ years as a Business Analyst with expertise in Salesforce and PSA tools.
- Other info: Exciting role with potential for career advancement in a fast-paced industry.
The predicted salary is between 36000 - 60000 £ per year.
About the Role
We are looking for a Senior Business Analyst with deep expertise in Salesforce, Professional Services (PSA tool), Kantata SX, and Napta to support and enhance our Professional Services operations. You will 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 will 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, PSA tool, Kantata SX, and Napta (Mandatory).
- 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 only if you have these skills, highlighting Business Analyst experience with Salesforce and Professional Services operations, PSA tool.
Senior Business Analyst- Professional Services operations(PSA tool) employer: Careerwise
Contact Detail:
Careerwise Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Business Analyst- Professional Services operations(PSA tool)
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, especially those who work with Salesforce or PSA tools. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Get your hands dirty with practical experience. If you can, volunteer for projects or take on freelance gigs that involve Salesforce or Professional Services operations. This not only boosts your CV but also gives you real-world examples to discuss in interviews.
✨Tip Number 3
Prepare for interviews by brushing up on your knowledge of Kantata SX and Napta. Be ready to discuss how you've used these tools in past roles. We want to see your expertise shine through!
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Senior Business Analyst- Professional Services operations(PSA tool)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with Salesforce and Professional Services operations. We want to see how your skills align with the role, so don’t be shy about showcasing relevant projects and achievements!
Showcase Your Analytical Skills: As a Senior Business Analyst, your analytical mindset is key. Use your application to demonstrate how you've tackled complex problems in the past, especially in relation to PSA tools and project management.
Be Clear and Concise: When writing your application, clarity is crucial. We appreciate straightforward language that gets to the point. Avoid jargon unless it’s necessary, and make sure your key points stand out!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Careerwise
✨Know Your Tools Inside Out
Make sure you’re well-versed in Salesforce, Kantata SX, and Napta. Brush up on how these tools integrate with Professional Services operations. Being able to discuss specific features or configurations will show that you’re not just familiar but truly knowledgeable.
✨Prepare Real-World Examples
Think of concrete examples from your past experience where you’ve successfully gathered requirements or optimised processes. Be ready to explain how you translated business needs into actionable user stories, as this will demonstrate your hands-on experience and strategic insight.
✨Understand the Cross-Functional Dynamics
Since this role involves working closely with Product, Engineering, and Operations teams, it’s crucial to understand their perspectives. Research how these departments interact within a Professional Services context and be prepared to discuss how you can bridge gaps between them.
✨Showcase Your Communication Skills
Excellent communication is key for a Senior Business Analyst. Practice articulating complex ideas clearly and concisely. You might even want to prepare a brief presentation on a relevant topic to showcase your ability to convey information effectively during the interview.
