Key skills
Salesforce expertiseFinancial operations knowledgeBusiness Analyst experienceBillinginvoicingSalesforce BA certificationConsultative skillsProactivityCuriositycommunication skillsOrganizational skillsGoSalesforceLeadershipCommunication
About this role
SAS is a global powerhouse of innovation and excellence, and they are seeking a Sr Salesforce Business Analyst to join their Commercial Success team. This role involves partnering with the Business Information Systems team to gather requirements and drive enhancements to the Salesforce environment, particularly focusing on finance-related processes.
Responsibilities:
- Acts as a trusted advisor to internal finance and business stakeholders by engaging with leadership to understand strategic goals, workflows, and Salesforce usage for billing, invoicing, revenue recognition, and related financial processes
- Provide deep support resolving complex Salesforce lead-to-cash issues with focus on financial data integrity
- Assess impacts of new go-to-market, pricing, or contractual models on downstream financial processes
- Collaborate with Finance, Operations, and BIS to define requirements that enhance Salesforce for financial operations
- Gather and analyze finance stakeholder feedback to surface feature improvements and drive continuous enhancement
- Assist in developing the Salesforce enhancement roadmap aligned to financial accuracy, compliance, and business goals
- Support UAT for finance-impacting enhancements and provide go/no-go recommendations
- Build cross-functional relationships to improve the end-to-end financial experience in Salesforce
- Support ad hoc projects and evolving financial systems initiatives
Requirements:
- 5+ years of experience as a Business Analyst in a technology-driven company
- Bachelor's degree in Business, Finance, Accounting, Operations, or related field
- Extensive Salesforce experience including lead-to-cash, releases, UAT, and data validation
- Understanding of Salesforce-finance integration is a significant advantage
- Experience producing BRDs, User Stories, Use Cases, and workflows with finance focus
- Excellent organizational, documentation, communication, and consultative skills
- High degree of proactivity, curiosity, and financial process awareness
- Ability to travel as needed
- Familiarity with billing, invoicing, revenue recognition, quoting, or subscription/contract management strongly preferred
- Salesforce BA or Admin certification preferred