Hybrid Senior Business Systems Analyst

Posted 3 weeks ago

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About the role

  • Senior Business Systems Analyst optimizing Salesforce Service Cloud and PSA for Coupa. Bridging Customer Success with Professional Services and Finance departments for efficient service delivery.

Responsibilities

  • Requirements Discovery & Process Design: Lead discovery sessions with Customer Success and Professional Services stakeholders to document business requirements and 'as-is/to-be' workflows.
  • PSA & Service Cloud Optimization: Optimize project setup, resource management, time/expense tracking, and project accounting (revenue recognition) within the PSA tool.
  • Service Excellence: Enhance Service Cloud features including Case Management, Knowledge Base, Omni-Channel routing, and Service Level Agreements (SLAs).
  • Cross-Platform Alignment: Ensure seamless data flow between Service Cloud/PSA and our Zuora Billing platform for accurate usage-based billing and renewals.
  • Data Integrity & Insights: Develop and maintain executive dashboards and reports to track key performance indicators (KPIs) such as Resource Utilization, Project Margin, CSAT, and Time-to-Resolution.
  • Conduct User Acceptance Testing (UAT) and manage the end-to-end QA process for new feature releases.
  • Own the Services & Support systems backlog, balancing strategic initiatives, technical debt, and operational requests.
  • Partner with Product Owners and Developers to manage release readiness, go-live execution, and post-deployment validation.
  • Act as the 'Source of Truth' for service data, performing regular audits to ensure data hygiene.
  • AI Capabilities: Act as the functional lead for Salesforce Agentforce, designing AI agents that can autonomously handle Tier-1 support cases or project updates.

Requirements

  • Experience: 5-7 years as a Business Analyst, with at least 3 years specifically focused on the Salesforce ecosystem.
  • Domain Expertise: Deep understanding of the Professional Services lifecycle (Resource Management, Project Burn Rates) and Support operations.
  • Hands-on experience with PSA tools (e.g., FinancialForce/Certinia, Open Air …).
  • Strong configuration skills in Salesforce Service Cloud and Experience Cloud.
  • Proficiency in Jira, Confluence, and Lucidchart (or similar visualization tools).
  • Soft Skills: Exceptional ability to 'translate' between technical developers and non-technical business leaders.
  • Experience with utilizing AI tools like agentforce and other GenAI tools to Optimize ServiceCloud and PSA processes

Benefits

  • Pioneering Technology: At Coupa, we're at the forefront of innovation, leveraging the latest technology to empower our customers with greater efficiency and visibility in their spend.
  • Collaborative Culture: We value collaboration and teamwork, and our culture is driven by transparency, openness, and a shared commitment to excellence.
  • Global Impact: Join a company where your work has a global, measurable impact on our clients, the business, and each other.

Job title

Senior Business Systems Analyst

Job type

Experience level

Senior

Salary

Not specified

Degree requirement

No Education Requirement

Tech skills

Location requirements

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