[Remote] Sr CRM Business Analyst

Note: The job is a remote job and is open to candidates in USA. HealthEquity is dedicated to saving and improving lives by empowering healthcare consumers. As a Senior CRM Business Analyst, you will deliver Salesforce.com solutions that enhance program functionality and service delivery, collaborating with various stakeholders to define and execute scalable solutions.ResponsibilitiesElicit, analyze, and document business requirements; lead workshops, interviews, and process reviews to clarify objectives, scope, and success measuresOwn the functional design for complex, multi-workstream CRM initiatives, balancing business needs with platform best practices and out-of-the-box (OOTB) capabilitiesTranslate requirements into epics, user stories, acceptance criteria, process flows, use cases, and functional specificationsPartner with Solution Architects and technical teams to design solutions across Salesforce capabilities (configuration, automation, data, security, and integrations)Collaborate daily with Development, Configuration, QA, and Release teams to refine backlog items, remove ambiguity, and support delivery through UAT and go-liveReview proposed technical solutions to confirm alignment with business processes, compliance needs, data governance, and operational readinessPlan and prioritize systems enhancements; support roadmap planning, dependency management, and release communicationsDocument and maintain operational process flows, training inputs, and support handoffs to ensure smooth adoptionDrive continuous improvement by identifying optimization opportunities, simplifying processes, and promoting reusable patterns and standardsSkillsBachelor's degree in related field or relevant experience5+ years of implementation experience with Salesforce.com Sales and Service cloudsSalesforce Platform Administrator Certification (required)Proven ability to lead requirements and functional design for complex CRM initiatives, including cross-functional and cross-system dependenciesHands-on understanding of Salesforce configuration and automation, with the ability to distinguish when to use OOTB vs. custom approachesStrong analytical/problem-solving skills and the ability to simplify ambiguous problems into actionable requirementsExcellent written and verbal communication skills; comfortable presenting to stakeholders and facilitating working sessionsExperience working in an Agile/Scrum delivery model (backlog refinement, sprint ceremonies, UAT coordination)Knowledge management and AI-assisted experiences (including Salesforce Knowledge/AI capabilities where applicable)Experience with enterprise Salesforce integrations: REST/SOAP APIs, platform events/event-driven patterns, middleware (e.g., iPaaS), ETL/data sync, and single sign-on (SSO) conceptsSalesforce Consultant certification in Sales and/or Service (preferred)Experience with Salesforce integration strategy and API-based designs (data mapping, error handling, monitoring, and supportability)Working knowledge of Salesforce Einstein, AI features, and next-best-action/automation patternsExperience with Salesforce Knowledge AI (preferred)Experience with Salesforce Agentforce capabilities (preferred)Domain experience with health benefits administration processes (HSA, FSA, COBRA, etc.)BenefitsPerformance-based incentives as part of the total compensation packageMedical, dental, and visionHSA contribution and matchDependent care FSA matchUncapped paid time offPaid parental leave401(k) matchPersonal and healthcare financial literacy programsOngoing education& tuition assistanceGym and fitness reimbursementWellness program incentivesHealthEquity covers all required travel and accommodations for onsite Trailhead onboarding trainingReasonable accommodations to team members with qualifying disabilitiesCompany OverviewHealthEquity connects health and wealth by administering Health Savings Accounts (HSAs) and other consumer-directed benefits. It was founded in 2002, and is headquartered in Draper, Utah, USA, with a workforce of 1001-5000 employees. Its website is http://www.healthequity.com.