Senior CRM Business Analyst

Hybrid role in Palo Alto

Principal CRM Business Systems Analyst 

As a Principal Business Systems Analyst, you will serve as a strategic partner and thought leader across business and technology teams, leading the design and delivery of transformative solutions that directly enable revenue growth and operational scale. You will drive enterprise-level initiatives, influence cross-functional strategy, and act as a trusted advisor to executive stakeholders, product management, and engineering. 

What You Will Do: 

As a senior-most analyst and systems strategist, you will: 

• Serve as a strategic liaison between business stakeholders and technical teams, shaping the long-term roadmap for CRM and adjacent platforms. 

• Lead high-impact programs from concept to delivery, owning the end-to-end solution lifecycle while ensuring alignment with business goals. 

• Drive enterprise-wide digital transformation initiatives across CRM, CPQ, and Partner Portal domains. 

• Champion scalable business process reengineering by evaluating emerging trends, assessing current-state workflows, and recommending innovative, tech-enabled solutions. 

• Lead the design and implementation of partner portals, with a focus on improving partner experience, accelerating time-to-revenue, and integrating seamlessly with internal systems. 

• Define and evangelize best-in-class business architecture for CRM, CPQ, and Partner Management ecosystems, driving consistency, maintainability, and extensibility across the application landscape. 

• Facilitate executive-level discussions, aligning business outcomes with platform capabilities and prioritizing initiatives based on ROI and business value. 

• Translate complex business requirements into scalable, agile user stories with measurable success criteria; ensure continuous refinement in collaboration with product owners. 

• Evaluate and influence enterprise architecture decisions by identifying technical and functional interdependencies across platforms. 

• Define KPIs and operational metrics; ensure instrumentation, monitoring, and visibility into outcomes and system performance. 

• Proactively assess risks, identify opportunities for innovation, and ensure delivery excellence through hands-on leadership and solution design oversight. 

What You Need: 

• 10+ years of experience in Business Systems Analysis, Product Ownership, or IT Strategy within a high-growth SaaS or enterprise software environment. 

• Proven experience designing and delivering Partner Portal solutions, with deep understanding of partner onboarding, enablement, and channel management processes. 

• Expert-level knowledge of Salesforce.com (Sales Cloud), Salesforce CPQ, NetSuite, and related enterprise SaaS applications. 

• Demonstrated ability to lead large-scale digital transformation initiatives and complex CRM program portfolios. 

• Strong understanding of agile delivery frameworks and enterprise integration patterns. 

• Exceptional analytical, facilitation, and communication skills with the ability to influence at all levels, including C-suite stakeholders. 

• Strategic thinker with a hands-on, execution-oriented mindset and a passion for solving challenging business problems through technology. 

Preferred Qualifications: 

• Bachelor’s degree in Computer Science, Engineering, or Business;