Salesforce Business Analyst
Job Overview:
Experience : 8-10 years
Job Mode- Hybrid
Primary Skills: Salesforce Business Analyst with Health cloud
- Role Overview
The Business Analyst (BA) supports Patient Services and Commercial Operations by translating
complex, regulated business needs into clear, testable, and auditable requirements for Health
Cloud and other solutions support Patient Access and External Growth and Innovation projects.
The BA operates at the intersection of business stakeholders (Patient Services, Access,
Reimbursement, Hub Operations) and technology delivery teams, ensuring that solutions
comply with regulatory requirements (e.g., FDA, GxP where applicable) while improving patient,
provider, and internal user experiences.
This role is critical to the successful delivery of Salesforce Health Cloud, digital patient
engagement, data exchange, and workflow automation initiatives, ensuring traceability from
business intent through design, testing, and production deployment.
Primary Responsibilities
Patient Services & Stakeholder Engagement
• Partner closely with Patient Services business leaders, product owners, and operational
teams to understand end-to-end workflows (e.g., enrollment, benefits verification, prior
authorization, copay, case management).
• Act as the primary requirements liaison for Health Cloud capabilities supporting patient,
provider, and field-facing use cases.
Requirements & Functional Analysis
• Elicit, analyze, validate, and document business and functional requirements in support
of regulated Patient Services solutions.
• Translate high-level business needs into detailed functional requirements, user stories,
and acceptance criteria that are consumable by development and configuration teams.
• Evaluate requirements for feasibility, regulatory impact, data integrity, security, and
downstream operational implications.
Health Cloud Delivery Support
• Create and maintain user stories within backlog management tools (e.g., Jira), ensuring
clarity, traceability, and alignment to Patient Services priorities.
• Collaborate with solution architects and developers to ensure requirements align with
Salesforce Health Cloud capabilities, integration patterns, and enterprise standards.
• Support sprint planning, backlog refinement, and cross-team dependency management
in Agile or hybrid delivery models.
Process & Data Documentation (Regulated Context)
• Document current-state and future-state patient services workflows, system interactions,
and data flows.
• Produce and maintain formal artifacts such as User Requirement Specifications (URS)
and Source-to-Target mappings (STTM), functional specifications, and process diagrams
required for audits and compliance reviews.
• Ensure end-to-end requirements traceability from business need through solution
design, testing, and validation.
Testing, Validation & UAT
• Support System Integration Testing (SIT) by clarifying business intent, validating test
scenarios, and resolving defects tied to requirements.
• Lead or actively support User Acceptance Testing (UAT) with Patient Services
stakeholders, ensuring solutions meet functional, data, and compliance expectations.
• Facilitate demos and walkthroughs to validate delivered Health Cloud functionality prior
to business sign-off.
Continuous Improvement & Quality
• Identify opportunities to streamline Patient Services workflows through automation, data
integration, and enhancements.
• Contribute to the standardization and continuous improvement of business analysis
practices, templates, and documentation across Patient Services IT.
• Support knowledge transfer to operations, support teams, and Test/Validation partners.
Required Skills & Experience
Core Business Analysis
• Strong experience in business requirements elicitation, functional analysis, and
stakeholder facilitation
• Proven ability to translate regulated business workflows into clear, testable system
requirements
• Excellent written and verbal communication skills, with the ability to operate across
business and technical audiences
Health Cloud & Delivery Model
• Experience supporting platforms, preferably Salesforce and/or Health Cloud
• Familiarity with Agile / DevOps delivery models, user stories, and backlog management
• Experience working with integration-heavy solutions and cross-system dependencies
Regulated IT & Patient Services (Preferred)
• Experience in healthcare, life sciences, or regulated commercial environments
• Understanding of compliance, auditability, data privacy, and validation expectations in
Patient Services solutions
• Ability to produce clear, traceable documentation suitable for regulated IT delivery
Education & Experience
• Bachelors degree in Business, Information Systems, Computer Science, or related field
(or equivalent experience).
• 3–7+ years of experience as a Business Analyst, with experience supporting Health
Cloud or enterprise platforms.
• Experience supporting Patient Services, Commercial Operations, or healthcare
workflows is strongly preferred.
Key Interfaces
• Patient Services business teams and product owners
• Stakeholder Success Leads / Product Management
• Solution Architects, Developers, and Integration teams
• QA, Validation, and Support teams