D+H

Sr Business Analyst (Professional Services Operations & Salesforce) - Remote

D+H$90K — $120K *
Business Services
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years as a Business Analyst in Professional Services or consulting organizations
  • Deep understanding of service delivery operations, especially in project portfolio management
  • Experience with Salesforce and PPCM tools such as Mavenlink or FinancialForce PSA
  • Strong communication and facilitation skills to bridge business and technical teams
  • Ability to manage multiple priorities in a fast-paced, agile environment
  • Proficient in JIRA, Confluence, Excel, and process mapping software
  • Analytical mindset with a focus on improving business processes

Responsibilities

  • Partner with stakeholders to translate business needs into system and process requirements
  • Lead current-state and future-state workflow documentation for project delivery
  • Facilitate user story refinement and backlog grooming for development teams
  • Support agile ceremonies for initiative alignment
  • Recommend and implement scalable efficiency improvements
  • Collaborate with technical teams for system configuration and troubleshooting
  • Identify opportunities for automation and process optimization
  • Communicate progress and risks to stakeholders and leadership

Benefits

  • Comprehensive medical, dental, and vision insurance
  • Company-paid life insurance
  • Retirement savings plan
  • Flexible working environment
  • Vacation and holidays allowance
Full Job Description
Welcome to Veradigm, where our Mission is transforming health, insightfully. Join the Veradigm team and help solve many of today's healthcare challenges being addressed by biopharma, health plans, healthcare providers, health technology partners, and the patients they serve. At Veradigm, our primary focus is on harnessing the power of research, analytics, and artificial intelligence (AI) to develop scalable data-driven solutions that bring significant value to all healthcare stakeholders. Together, we can transform healthcare and enable smarter care for millions of people.

About the job:
We are seeking a strategic and experienced Senior Business Analyst to support and enhance our Professional Services operations. This role is ideal for someone who excels at translating complex business processes into scalable system solutions and has deep experience in project portfolio and program management (PPPM), resource planning, and client onboarding workflows.

While familiarity with tools like Kantata SX is a plus, we're primarily looking for someone with strong process knowledge and hands-on experience with PPPM platforms (e.g., Mavenlink, FinancialForce PSA, Kimble, or similar). You'll collaborate with cross-functional teams-including Product, Engineering, Professional Services, and Operations-to gather requirements, refine user stories, and drive improvements across platforms such as Salesforce and other services delivery tools.

Responsibilities:
  • Partner with stakeholders across Professional Services and Operations to understand business needs and translate them into actionable system and process requirements.
  • Lead discovery and documentation of current-state and future-state workflows, especially around project delivery, resource management, time tracking, and implementation processes.
  • Facilitate user story refinement and backlog grooming to ensure development teams have clear, prioritized requirements.
  • Support agile ceremonies including sprint planning, retrospectives, and stand-ups to keep initiatives aligned and moving forward.
  • Recommend and implement scalable solutions that improve efficiency, reduce manual effort, and enhance visibility across the services lifecycle.
  • Collaborate with technical teams to configure systems (e.g. Salesforce) and troubleshoot issues or enhancement requests.
  • Identify opportunities for automation, integration, and process optimization across tools and teams.
  • Communicate progress, risks, and outcomes clearly to stakeholders and leadership.


About You:
  • 5+ years of experience as a Business Analyst, with a strong background in supporting Professional Services or consulting organizations.
  • Deep understanding of services delivery operations including project portfolio management, resource planning, financial tracking, and client onboarding.
  • Experience working with Salesforce (custom objects, flows, validation rules) and PPPM tools such as Kantata SX, Mavenlink, FinancialForce PSA, or similar.
  • Strong communication and facilitation skills; able to bridge gaps between business and technical teams.
  • Comfortable managing multiple priorities in a fast-paced, agile environment.
  • Proficient in tools like JIRA, Confluence, Excel, and process mapping software (e.g. Lucidchart, Visio).
  • Analytical mindset with attention to detail and a passion for improving business processes.


Bonus Qualifications:
  • Familiarity with enterprise platforms such as NetSuite, Workday, or Zuora.
  • Experience with API integrations, basic SQL, or data validation across systems.
  • Background in SaaS or consulting environments with complex services delivery models.
  • Relevant certifications such as Salesforce Administrator, CSPO, or IIBA CBAP/CCBA.


Enhancing Lives and Building Careers

Veradigm believes in empowering our associates with the tools and flexibility to bring the best version of themselves to work and to further their professional development. Together, we are In the Network. Interested in learning more?

Take a look at our Culture, Benefits, Early Talent Program, and Additional Openings.

We strongly advocate that our associates receive all CDC recommended vaccinations in prevention of COVID-19.

Visa Sponsorship is not offered for this position.

At Veradigm, our greatest strength comes from bringing together talented people with diverse perspectives to support the needs of healthcare providers, life science companies, health plans, and the patients they serve. The Veradigm Network is a dynamic, open community of solutions, external partners, and cutting-edge artificial intelligence technologies that provide advanced insights, technology, and data-driven solutions. Veradigm offers a comprehensive compensation and benefits package, including holidays, vacation, medical, dental, and vision insurance, company paid life insurance and retirement savings.

Veradigm's policy is to provide equal employment opportunity and affirmative action in all of its employment practices without regard to race, color, religion, sex, national origin, ancestry, marital status, protected veteran status, age, individuals with disabilities, sexual orientation or gender identity or expression or any other legally protected category. Applicants for North American based positions with Veradigm must be legally authorized to work in the United States or Canada. Verification of employment eligibility will be required as a condition of hire. Veradigm is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse and inclusive workforce.

From a "VEVRAA Federal Contractor" We request Priority Referral of Protected Veterans

This is an official Veradigm Job posting. To avoid identity theft, please only consider applying to jobs posted on our official corporate site.

Thank you for reviewing this Veradigm opportunity. Does this look like a great match for your skill set? If so, scroll on down and tell us more about yourself!

About D+H

D+H is committed to being the technology partner that financial services organizations trust and rely on to build deeper and more profitable relationships with their own customers. In 1875, when D+H was founded, They may have looked a lot different than we do today, but the core of that commitment – being a trusted provider to our customers – has never changed. They have remained committed to delivering solutions that power our customers’ businesses in increasingly competitive markets. They are proud of their strong and vibrant history - it drives their culture and the way they do business today.

Veradigm Careers

Joining Veradigm presents an unparalleled opportunity to advance a career in healthcare technology with a company at the forefront of innovation and leadership. Veradigm, a leader in providing cutting-edge healthcare solutions, offers a range of job opportunities designed to empower professional growth and personal achievement.

Explore Career Opportunities

Veradigm is actively hiring and seeks professionals who are passionate about making a significant impact in the healthcare industry. With a variety of positions available, from technical roles to customer support, Veradigm ensures that every team member can find a place to excel.

Internship Programs

Veradigm's internship programs offer a robust introduction to the healthcare technology sector, providing hands-on experience and valuable networking opportunities. Interns at Veradigm gain practical skills and knowledge, setting the stage for future employment in a dynamic and evolving industry.

Professional Growth and Development

Veradigm is committed to the professional growth of its employees, offering extensive training and development programs. These initiatives are designed to enhance skills and foster innovation, ensuring that every team member can achieve their career aspirations within the company.

Diversity and Inclusion

At Veradigm, diversity is celebrated and actively promoted through comprehensive diversity training programs. The company believes that a diverse team enriches the workplace culture and drives the innovation that Veradigm is known for.

Benefits and Culture

Employees at Veradigm enjoy a range of benefits that support both their professional and personal lives. The company culture emphasizes teamwork, leadership, and the well-being of its staff, creating an environment where individuals can thrive.

Applying for a Position

Candidates interested in joining Veradigm are encouraged to explore available job opportunities on the Veradigm Careers page. The application process typically involves submitting a resume, completing an interview, and demonstrating how one's skills and experiences align with the company's needs.

Stay Connected with Veradigm Jobs

To stay informed about new openings and company news, potential candidates can sign up for job alert emails. These updates provide insights into Veradigm and highlight how the company continues to lead and innovate within the healthcare sector.

Networking and Career Advancement

Veradigm supports a vibrant professional community where networking and peer interactions are encouraged. This community helps foster relationships that can lead to career advancement and continued employment opportunities within the company.

Join the Veradigm Team

Veradigm is looking for curious, creative, and solution-driven team players. Search open positions that match your skills and interests on the Veradigm Jobs portal and discover how you can contribute to a leader in healthcare technology.

READ CAREERS BLOG

Stay ahead with career tips, insider perspectives, and industry-leading insights you can put to use today—all from the people who work at Veradigm. Explore how Veradigm is shaping the future of healthcare and how you can be a part of this exciting journey.
Learn more about D+H
Industry
Founded
1875

Similar Jobs

More Jobs at D+H

More Business Services Jobs

Find similar Sr Business Analyst (Professional Services Operations & Salesforce) - Remote jobs: