Job Description Job Description Paylocity is an award-winning provider of cloud-based HR and payroll software solutions, offering the most complete platform for the modern workforce. The company has become one of the fastest-growing HCM software providers worldwide by offering an intuitive, easy-to-use product suite that helps businesses automate and streamline HR and payroll processes, attract and retain talent, and build a strong workplace culture. While traditional HR and payroll providers automate basic HR processes such as payroll and benefits administration, Paylocity goes further by developing tools that HR and businesses need to compete for talent and deliver against the expectations of the modern workforce. We give our employees what they need to succeed, including great benefits and perks! We offer medical, dental, vision, life, disability, and a 401(k) match, as well as perks that support you, your family, and your finances. And if it's career development you desire, we provide that, too! At Paylocity, people matter most and have always been at the heart of our business. When you feel like you belong, work is no longer work - it's personal. At Paylocity, we believe better employees lead to better companies. Workplaces and cultures that care will build the future, and at Paylocity, we're doing just that. Join us as we change the future and transform your career! There are jobs and then there are careers . Since 1997, Paylocity has been hiring talented people, giving them big challenges, and providing the right resources to help them succeed. Our award-winning culture ensures all employees feel truly welcome, appreciated, and free to be themselves. While other companies talk about it, we make it happen. Join Paylocity and launch your career! Position Overview The Senior Financial Data Analyst independently plans, leads, and executes advanced analytics projects that have a strategic impact on Paylocity's revenue growth, operational efficiency, and client experience. This role partners closely with executives, directors, and key stakeholders to provide data-driven guidance for sales enablement and operational initiatives, ensuring tools, processes, and insights align with organizational goals. The analyst performs enhanced reporting and deep analysis of data from various data sources, identifying trends, strengths, and areas of opportunity. Leveraging advanced modeling and visualization techniques, this role establishes prescribed, executable strategies that maximize sales productivity, improve operational efficiency, and inform high-level decision-making. Primary Responsibilities The below represents the primary duties of the position, others may be assigned as needed. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Independently lead analytics projects that influence executive decisions, such as optimizing territory assignments or identifying churn risk for high-value accounts. Partner with senior leadership to define KPIs and reporting frameworks that align with corporate growth objectives. Meets regularly with the leadership team to report on current and pending reporting requests, present analysis results, and discuss areas of opportunity for productivity improvement. Performs independent analysis and leads projects by identifying a business opportunity, evaluating data, modeling and communicating final insightful analytical results to leadership that drive strategic decisions. Develop predictive models and financial forecasts using SQL, Python/R, and BI platforms to support strategic planning and scenario analysis. Apply advanced statistical methods and machine learning techniques for trend analysis and revenue forecasting. Design and implement automated reporting systems and dashboards leveraging Salesforce, Tableau, Power BI, and cloud data platforms (Snowflake, AWS, Azure). Ensure scalability and accuracy of data pipelines to support enterprise-level analytics. Lead cross-functional analytics projects from concept to deployment, applying Agile methodologies and ensuring measurable ROI. Evaluate emerging technologies and vendors, providing input on technology roadmaps and adoption strategies. Identify inefficiencies and implement process improvements that enhance data integrity and streamline workflows. Drive adoption of new tools and processes through stakeholder engagement and training. Provide technical guidance to junior analysts, establish standards for data governance, and foster a culture of analytics excellence across the organization. Other duties as assigned. Education and Experience Bachelor's degree in Finance, Business Analytics, Economics, Statistics, Data Science, or related field or equivalent experience; advanced degree preferred. 5-8 years of experience in financial analysis, business intelligence, or sales operations within a SaaS or technology-driven environment. Expertise in SQL, Python/R, Power BI, and advanced Excel modeling; experience with ERP/CRM systems and strong relational database skills (Snowflake, BigQuery, etc.) preferred. Strong understanding of sales processes, operational metrics, and financial modeling. Proven ability to lead projects, influence stakeholders, and deliver insights that drive strategic outcomes. PMP or Agile certification a plus. Fully Remote (U.S. Only): This is a fully remote position, allowing you to work from home or location of record within the U.S. with no in-office requirements. You must be available five days per week during designated work hours. The work arrangement for this role is subject to change based on business needs and individual performance. This may include adjustments to on-site requirements or schedule expectations, as necessary. Physical requirements Ability to sit for extended periods: The role requires sitting at a desk or workstation for long periods, typically 7-8 hours a day. Use of computer and phone systems: The employee must be able to operate a computer, use phone systems, and type. This includes using multiple software programs and inquiries simultaneously. Paylocity is an equal-opportunity employer. Paylocity is committed to the full inclusion of all individuals. We recruit, train, compensate, and promote regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law. At Paylocity, we believe diversity makes us better. We embrace and encourage our employees' differences in age, culture, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion or spiritual belief, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. We actively cultivate these differences through our employee resource groups (ERGs), employee experiences, perspectives, talents, and approaches to drive innovation in the software and services we provide our customers. We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. To request reasonable accommodation in the job application or interview process, please contact . This email address is exclusively designated for such requests, aligning with federal and state disability laws. Please do not send resumes to this email address, as they will be removed. The base pay range for this position is $86,500 - $107,000; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This position is eligible for an annual bonus and restricted stock unit grant based on individual performance in addition to a full range of benefits outlined here. This information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed. Base pay information is based on market location. Applicants should apply via Your personal data will be processed for recruitment purposes in accordance with our Notice of Privacy Practices for Job Applicants and applicable data protection laws.
11/07/2026
Full time
Job Description Job Description Paylocity is an award-winning provider of cloud-based HR and payroll software solutions, offering the most complete platform for the modern workforce. The company has become one of the fastest-growing HCM software providers worldwide by offering an intuitive, easy-to-use product suite that helps businesses automate and streamline HR and payroll processes, attract and retain talent, and build a strong workplace culture. While traditional HR and payroll providers automate basic HR processes such as payroll and benefits administration, Paylocity goes further by developing tools that HR and businesses need to compete for talent and deliver against the expectations of the modern workforce. We give our employees what they need to succeed, including great benefits and perks! We offer medical, dental, vision, life, disability, and a 401(k) match, as well as perks that support you, your family, and your finances. And if it's career development you desire, we provide that, too! At Paylocity, people matter most and have always been at the heart of our business. When you feel like you belong, work is no longer work - it's personal. At Paylocity, we believe better employees lead to better companies. Workplaces and cultures that care will build the future, and at Paylocity, we're doing just that. Join us as we change the future and transform your career! There are jobs and then there are careers . Since 1997, Paylocity has been hiring talented people, giving them big challenges, and providing the right resources to help them succeed. Our award-winning culture ensures all employees feel truly welcome, appreciated, and free to be themselves. While other companies talk about it, we make it happen. Join Paylocity and launch your career! Position Overview The Senior Financial Data Analyst independently plans, leads, and executes advanced analytics projects that have a strategic impact on Paylocity's revenue growth, operational efficiency, and client experience. This role partners closely with executives, directors, and key stakeholders to provide data-driven guidance for sales enablement and operational initiatives, ensuring tools, processes, and insights align with organizational goals. The analyst performs enhanced reporting and deep analysis of data from various data sources, identifying trends, strengths, and areas of opportunity. Leveraging advanced modeling and visualization techniques, this role establishes prescribed, executable strategies that maximize sales productivity, improve operational efficiency, and inform high-level decision-making. Primary Responsibilities The below represents the primary duties of the position, others may be assigned as needed. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Independently lead analytics projects that influence executive decisions, such as optimizing territory assignments or identifying churn risk for high-value accounts. Partner with senior leadership to define KPIs and reporting frameworks that align with corporate growth objectives. Meets regularly with the leadership team to report on current and pending reporting requests, present analysis results, and discuss areas of opportunity for productivity improvement. Performs independent analysis and leads projects by identifying a business opportunity, evaluating data, modeling and communicating final insightful analytical results to leadership that drive strategic decisions. Develop predictive models and financial forecasts using SQL, Python/R, and BI platforms to support strategic planning and scenario analysis. Apply advanced statistical methods and machine learning techniques for trend analysis and revenue forecasting. Design and implement automated reporting systems and dashboards leveraging Salesforce, Tableau, Power BI, and cloud data platforms (Snowflake, AWS, Azure). Ensure scalability and accuracy of data pipelines to support enterprise-level analytics. Lead cross-functional analytics projects from concept to deployment, applying Agile methodologies and ensuring measurable ROI. Evaluate emerging technologies and vendors, providing input on technology roadmaps and adoption strategies. Identify inefficiencies and implement process improvements that enhance data integrity and streamline workflows. Drive adoption of new tools and processes through stakeholder engagement and training. Provide technical guidance to junior analysts, establish standards for data governance, and foster a culture of analytics excellence across the organization. Other duties as assigned. Education and Experience Bachelor's degree in Finance, Business Analytics, Economics, Statistics, Data Science, or related field or equivalent experience; advanced degree preferred. 5-8 years of experience in financial analysis, business intelligence, or sales operations within a SaaS or technology-driven environment. Expertise in SQL, Python/R, Power BI, and advanced Excel modeling; experience with ERP/CRM systems and strong relational database skills (Snowflake, BigQuery, etc.) preferred. Strong understanding of sales processes, operational metrics, and financial modeling. Proven ability to lead projects, influence stakeholders, and deliver insights that drive strategic outcomes. PMP or Agile certification a plus. Fully Remote (U.S. Only): This is a fully remote position, allowing you to work from home or location of record within the U.S. with no in-office requirements. You must be available five days per week during designated work hours. The work arrangement for this role is subject to change based on business needs and individual performance. This may include adjustments to on-site requirements or schedule expectations, as necessary. Physical requirements Ability to sit for extended periods: The role requires sitting at a desk or workstation for long periods, typically 7-8 hours a day. Use of computer and phone systems: The employee must be able to operate a computer, use phone systems, and type. This includes using multiple software programs and inquiries simultaneously. Paylocity is an equal-opportunity employer. Paylocity is committed to the full inclusion of all individuals. We recruit, train, compensate, and promote regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law. At Paylocity, we believe diversity makes us better. We embrace and encourage our employees' differences in age, culture, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion or spiritual belief, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. We actively cultivate these differences through our employee resource groups (ERGs), employee experiences, perspectives, talents, and approaches to drive innovation in the software and services we provide our customers. We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. To request reasonable accommodation in the job application or interview process, please contact . This email address is exclusively designated for such requests, aligning with federal and state disability laws. Please do not send resumes to this email address, as they will be removed. The base pay range for this position is $86,500 - $107,000; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This position is eligible for an annual bonus and restricted stock unit grant based on individual performance in addition to a full range of benefits outlined here. This information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed. Base pay information is based on market location. Applicants should apply via Your personal data will be processed for recruitment purposes in accordance with our Notice of Privacy Practices for Job Applicants and applicable data protection laws.
Job Description Job Description Job Title: End to End Automation Test Manager Experience: 12-15 years Location: Santa Clara, CA Domain: Enterprise SaaS, CRM, Government Applications, Financial Systems Job Summary We are seeking an experienced Senior QA Lead / UAT Lead to drive end-to-end quality assurance, User Acceptance Testing (UAT), functional testing, integration testing, and release readiness for enterprise applications and cloud-based SaaS platforms. The ideal candidate will have extensive experience collaborating with business stakeholders, product owners, developers, and cross-functional teams to ensure that applications meet business requirements, functional expectations, and quality standards. This role requires strong leadership in UAT planning and execution, defect lifecycle management, requirements traceability, test strategy development, and stakeholder communication. The candidate should possess hands-on experience with test management tools, SQL-based backend validation, API testing, cloud applications, and enterprise integrations. Key Responsibilities 1. QA Strategy and Test Planning Develop and execute comprehensive QA strategies, test plans, test estimates, schedules, and resource plans. Lead functional, integration, regression, system, and user acceptance testing. Define testing scope, entry and exit criteria, acceptance criteria, and release readiness requirements. Identify testing risks, dependencies, and business-critical scenarios. Establish standardized QA processes, templates, metrics, and reporting practices. 2. User Acceptance Testing (UAT) Lead end-to-end UAT planning, preparation, execution, and sign-off activities. Collaborate with business users, product owners, and subject matter experts to understand business processes and requirements. Translate business requirements into UAT scenarios, test cases, and expected results. Maintain requirements-to-test traceability and ensure adequate test coverage. Coordinate UAT schedules, test data preparation, execution tracking, and business validation. Facilitate UAT review sessions and obtain stakeholder approval before production releases. 3. Defect Management and Resolution Lead daily defect triage meetings with business, development, product, and QA teams. Review defects for reproducibility, severity, business impact, and release priority. Ensure defects are documented with clear steps, test evidence, expected results, and actual results. Track defects through investigation, resolution, retesting, and closure. Communicate defect trends, outstanding risks, and quality metrics to project stakeholders. 4. SaaS Application and Integration Testing Lead testing of cloud-based SaaS applications, configurable workflows, business rules, and role-based access controls. Validate end-to-end business processes across integrated enterprise applications. Test REST APIs, web services, interface data exchanges, and cross-application dependencies. Validate data synchronization, batch processing, notifications, payment workflows, and reporting functionality. Perform backend data verification using SQL Server and Oracle databases. Support testing in AWS and other cloud-hosted application environments. 5. Release Management and Quality Reporting Coordinate smoke testing, regression testing, and release validation activities. Establish risk-based regression scope based on application changes and business impact. Assess overall application quality and communicate release risks to stakeholders. Prepare QA dashboards, test execution summaries, defect reports, and go/no-go recommendations. Ensure critical defects are resolved or appropriately assessed before production deployment. 6. Team Leadership and Stakeholder Collaboration Lead QA teams and coordinate testing activities across onshore, offshore, and globally distributed teams. Partner with business analysts, developers, product managers, project managers, and business users. Conduct requirements reviews, test case reviews, defect triage meetings, and status presentations. Mentor QA engineers and promote consistent testing practices. Identify opportunities to improve testing efficiency, coverage, and delivery quality. 7. Test Automation and Continuous Improvement Support test automation initiatives using Selenium, Python, and relevant automation frameworks. Collaborate with development and automation teams to maintain reliable regression suites. Identify repetitive test scenarios suitable for automation. Integrate automated testing into regression and release validation activities where appropriate. Improve test coverage, reduce manual effort, and strengthen overall QA effectiveness. Required Technical Skills Testing: Functional Testing, UAT, Integration Testing, Regression Testing, System Testing, Smoke Testing, Acceptance Testing. Test Management: Azure DevOps, Jira, Rally, Client Quality Center/ALM, Spira. Database: SQL Server, Oracle SQL, backend data validation, data integrity testing. API Testing: Postman, REST APIs, web services, interface validation. Automation: Selenium, Python, test automation support. Cloud and Enterprise Platforms: AWS, SaaS applications, Salesforce Service Cloud, Oracle Cloud HCM. Development and Technology Exposure: Java, .NET Core, JavaScript, enterprise application architectures. Delivery Methodologies: Agile, Scrum, Waterfall, SDLC, STLC, defect lifecycle management. Required Qualifications 12-15 years of experience in software quality assurance, software testing, and test leadership. Demonstrated experience leading UAT and coordinating with business stakeholders. Strong understanding of enterprise application workflows, business requirements, and acceptance criteria. Experience managing end-to-end testing across complex, integrated systems. Proficiency in test management tools, defect tracking, and quality reporting. Strong analytical, communication, leadership, and problem-solving skills. Experience managing multiple projects and collaborating with distributed delivery teams. Bachelor's degree in Computer Science, Information Technology, Engineering, or a related field; a master's degree is an advantage.
11/06/2026
Full time
Job Description Job Description Job Title: End to End Automation Test Manager Experience: 12-15 years Location: Santa Clara, CA Domain: Enterprise SaaS, CRM, Government Applications, Financial Systems Job Summary We are seeking an experienced Senior QA Lead / UAT Lead to drive end-to-end quality assurance, User Acceptance Testing (UAT), functional testing, integration testing, and release readiness for enterprise applications and cloud-based SaaS platforms. The ideal candidate will have extensive experience collaborating with business stakeholders, product owners, developers, and cross-functional teams to ensure that applications meet business requirements, functional expectations, and quality standards. This role requires strong leadership in UAT planning and execution, defect lifecycle management, requirements traceability, test strategy development, and stakeholder communication. The candidate should possess hands-on experience with test management tools, SQL-based backend validation, API testing, cloud applications, and enterprise integrations. Key Responsibilities 1. QA Strategy and Test Planning Develop and execute comprehensive QA strategies, test plans, test estimates, schedules, and resource plans. Lead functional, integration, regression, system, and user acceptance testing. Define testing scope, entry and exit criteria, acceptance criteria, and release readiness requirements. Identify testing risks, dependencies, and business-critical scenarios. Establish standardized QA processes, templates, metrics, and reporting practices. 2. User Acceptance Testing (UAT) Lead end-to-end UAT planning, preparation, execution, and sign-off activities. Collaborate with business users, product owners, and subject matter experts to understand business processes and requirements. Translate business requirements into UAT scenarios, test cases, and expected results. Maintain requirements-to-test traceability and ensure adequate test coverage. Coordinate UAT schedules, test data preparation, execution tracking, and business validation. Facilitate UAT review sessions and obtain stakeholder approval before production releases. 3. Defect Management and Resolution Lead daily defect triage meetings with business, development, product, and QA teams. Review defects for reproducibility, severity, business impact, and release priority. Ensure defects are documented with clear steps, test evidence, expected results, and actual results. Track defects through investigation, resolution, retesting, and closure. Communicate defect trends, outstanding risks, and quality metrics to project stakeholders. 4. SaaS Application and Integration Testing Lead testing of cloud-based SaaS applications, configurable workflows, business rules, and role-based access controls. Validate end-to-end business processes across integrated enterprise applications. Test REST APIs, web services, interface data exchanges, and cross-application dependencies. Validate data synchronization, batch processing, notifications, payment workflows, and reporting functionality. Perform backend data verification using SQL Server and Oracle databases. Support testing in AWS and other cloud-hosted application environments. 5. Release Management and Quality Reporting Coordinate smoke testing, regression testing, and release validation activities. Establish risk-based regression scope based on application changes and business impact. Assess overall application quality and communicate release risks to stakeholders. Prepare QA dashboards, test execution summaries, defect reports, and go/no-go recommendations. Ensure critical defects are resolved or appropriately assessed before production deployment. 6. Team Leadership and Stakeholder Collaboration Lead QA teams and coordinate testing activities across onshore, offshore, and globally distributed teams. Partner with business analysts, developers, product managers, project managers, and business users. Conduct requirements reviews, test case reviews, defect triage meetings, and status presentations. Mentor QA engineers and promote consistent testing practices. Identify opportunities to improve testing efficiency, coverage, and delivery quality. 7. Test Automation and Continuous Improvement Support test automation initiatives using Selenium, Python, and relevant automation frameworks. Collaborate with development and automation teams to maintain reliable regression suites. Identify repetitive test scenarios suitable for automation. Integrate automated testing into regression and release validation activities where appropriate. Improve test coverage, reduce manual effort, and strengthen overall QA effectiveness. Required Technical Skills Testing: Functional Testing, UAT, Integration Testing, Regression Testing, System Testing, Smoke Testing, Acceptance Testing. Test Management: Azure DevOps, Jira, Rally, Client Quality Center/ALM, Spira. Database: SQL Server, Oracle SQL, backend data validation, data integrity testing. API Testing: Postman, REST APIs, web services, interface validation. Automation: Selenium, Python, test automation support. Cloud and Enterprise Platforms: AWS, SaaS applications, Salesforce Service Cloud, Oracle Cloud HCM. Development and Technology Exposure: Java, .NET Core, JavaScript, enterprise application architectures. Delivery Methodologies: Agile, Scrum, Waterfall, SDLC, STLC, defect lifecycle management. Required Qualifications 12-15 years of experience in software quality assurance, software testing, and test leadership. Demonstrated experience leading UAT and coordinating with business stakeholders. Strong understanding of enterprise application workflows, business requirements, and acceptance criteria. Experience managing end-to-end testing across complex, integrated systems. Proficiency in test management tools, defect tracking, and quality reporting. Strong analytical, communication, leadership, and problem-solving skills. Experience managing multiple projects and collaborating with distributed delivery teams. Bachelor's degree in Computer Science, Information Technology, Engineering, or a related field; a master's degree is an advantage.
Job Description Job Description The Senior Business Intelligence Analyst position serves as a critical link between our internal business teams, external clients, and the Business Intelligence Engineering team. This highly collaborative, client-facing role translates business and client reporting requirements into accurate, actionable reports and dashboards, supporting the launch and ongoing operations of our patient services programs. Our technology environment includes Salesforce, Snowflake, dbt, Fivetran, and Tableau. This position focuses on reporting requirements, data quality validation, and visualization development, partnering with BI Engineers who are responsible for data integration, transformation, and underlying infrastructure. Core Duties/Responsibilities: Business Requirements & Stakeholder Engagement Lead requirements-gathering sessions with internal stakeholders and external clients to define reporting objectives, KPIs, and data requirements. Translate requirements into documented reporting specifications, including data definitions, calculation methodologies, business rules, and acceptance criteria. Manage requirements through the development lifecycle, including stakeholder reviews, testing, and final acceptance. Data Quality, Validation & Analysis Validate the accuracy, completeness, and integrity of data in reports and dashboards, using SQL to investigate discrepancies and reconcile results across source systems and the data warehouse. Develop and execute validation test cases; document discrepancies and coordinate remediation with BI Engineers and data owners. Establish repeatable validation and quality assurance procedures to improve reporting reliability and reduce manual testing. Reporting & Dashboard Development Design, develop, and maintain Tableau dashboards and reports that communicate operational performance, patient services program metrics, and client-specific KPIs; develop Salesforce reports and dashboards as needed. Apply data visualization best practices, leveraging curated datasets and approved data models from BI Engineering. Perform user acceptance testing, coordinate stakeholder approvals, support deployment, and maintain documentation of report definitions and business logic. Collaboration, Governance & Continuous Improvement Serve as primary liaison between business stakeholders, external clients, and BI Engineering; define requirements for new data elements and enhancements. Support reporting governance through standardized KPI definitions, documented business rules, and consistent dashboard design, ensuring appropriate handling of protected health information (PHI). Streamline recurring reporting processes, support reporting for new patient services program launches, and train stakeholders on dashboard use and self-service reporting. Skills & Requirements: Required Qualifications 5+ years of experience in business intelligence, data analytics, or reporting, with demonstrated ownership of reporting deliverables. Strong experience gathering and documenting business and reporting requirements with internal stakeholders and/or external clients. Hands-on Tableau proficiency, including interactive dashboards, calculated fields, filters, and parameters. Strong SQL proficiency, including data validation and reconciliation of reporting results. Demonstrated data quality validation experience and ability to translate business needs into clear specifications, KPI definitions, and acceptance criteria. Ability to independently manage deliverables from requirements gathering through development, testing, and stakeholder acceptance. Strong analytical and problem-solving skills, attention to detail, and excellent communication skills for technical and nontechnical audiences. Ability to manage competing priorities and deliver results in a fully remote, fast-paced environment. Preferred Qualifications Direct experience with external clients to define and deliver reporting requirements. Healthcare, pharmaceutical, patient services, or other regulated-industry reporting experience; familiarity with HIPAA and PHI handling. Experience with Salesforce CRM reporting and dashboards. Experience with Snowflake or another cloud data warehouse; working knowledge of dbt and Fivetran. Experience developing reporting templates, data dictionaries, or KPI definitions, or automating recurring reporting and validation. Education, Certifications and Experience: Bachelor's degree in Business Analytics, Information Systems, Data Science, Computer Science, or a related field, or equivalent relevant professional experience. Tableau, Salesforce, or Business Analysis certification is a plus. Physical Requirements: As a remote-forward organization, this position operates in a virtual professional office environment and teleworking from the employee's home address listed in their employment file. Prolonged periods of sitting at a desk and working on a computer Keyboarding Speaking Must be able to lift up to 15 pounds at times Flexibility of working hours to support activities across EST to PST zones Minimal travel possible Our PRO-spectus Culture Philosophy At PRO-spectus we have created a culture that is supportive, dedicated, and teamwork driven. We celebrate each other's joys in personal life and professional accomplishments, promoting meaningful relationships and friendships. Our employees bring strength of mind and spirit to make the extraordinary happen every day. With humility and compassion at our core, PRO-spectus is proud of our relentless focus towards the higher purpose of improving the lives of patients we support. We recognize it takes a lot of people working together with a common goal to make spectacular happen, and we never forget that at the heart of our company are the people who make it work. PRO-spectus is an Equal Opportunity / Affirmative Action employer. All qualified individuals will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, ancestry, age, disability, protected veteran status, marital status or other protected status under federal, state or local laws. At PRO-spectus, we are deeply committed to pay transparency and equity. The salary range for this position is $90,000 - 110,000 based on experience and qualifications, with the final offer reflecting skills and other job-related factors. Beyond competitive pay, we offer a comprehensive and generous benefits package designed to support your well-being and work-life balance. Our benefits include robust medical, dental, and vision plans; life insurance and disability coverage; and tax-advantaged savings accounts. We also provide an Employee Assistance Program, home office benefits, and unique perks like an Employee Ownership Program. With paid time off, holidays, bereavement leave, and a 401(k)-retirement plan with employer matching, PRO-spectus prioritizes your financial and personal security. Plus, you may be eligible for a performance-based bonus opportunity. Join PRO-spectus, where your career growth, well-being, and contributions truly matter!
11/06/2026
Full time
Job Description Job Description The Senior Business Intelligence Analyst position serves as a critical link between our internal business teams, external clients, and the Business Intelligence Engineering team. This highly collaborative, client-facing role translates business and client reporting requirements into accurate, actionable reports and dashboards, supporting the launch and ongoing operations of our patient services programs. Our technology environment includes Salesforce, Snowflake, dbt, Fivetran, and Tableau. This position focuses on reporting requirements, data quality validation, and visualization development, partnering with BI Engineers who are responsible for data integration, transformation, and underlying infrastructure. Core Duties/Responsibilities: Business Requirements & Stakeholder Engagement Lead requirements-gathering sessions with internal stakeholders and external clients to define reporting objectives, KPIs, and data requirements. Translate requirements into documented reporting specifications, including data definitions, calculation methodologies, business rules, and acceptance criteria. Manage requirements through the development lifecycle, including stakeholder reviews, testing, and final acceptance. Data Quality, Validation & Analysis Validate the accuracy, completeness, and integrity of data in reports and dashboards, using SQL to investigate discrepancies and reconcile results across source systems and the data warehouse. Develop and execute validation test cases; document discrepancies and coordinate remediation with BI Engineers and data owners. Establish repeatable validation and quality assurance procedures to improve reporting reliability and reduce manual testing. Reporting & Dashboard Development Design, develop, and maintain Tableau dashboards and reports that communicate operational performance, patient services program metrics, and client-specific KPIs; develop Salesforce reports and dashboards as needed. Apply data visualization best practices, leveraging curated datasets and approved data models from BI Engineering. Perform user acceptance testing, coordinate stakeholder approvals, support deployment, and maintain documentation of report definitions and business logic. Collaboration, Governance & Continuous Improvement Serve as primary liaison between business stakeholders, external clients, and BI Engineering; define requirements for new data elements and enhancements. Support reporting governance through standardized KPI definitions, documented business rules, and consistent dashboard design, ensuring appropriate handling of protected health information (PHI). Streamline recurring reporting processes, support reporting for new patient services program launches, and train stakeholders on dashboard use and self-service reporting. Skills & Requirements: Required Qualifications 5+ years of experience in business intelligence, data analytics, or reporting, with demonstrated ownership of reporting deliverables. Strong experience gathering and documenting business and reporting requirements with internal stakeholders and/or external clients. Hands-on Tableau proficiency, including interactive dashboards, calculated fields, filters, and parameters. Strong SQL proficiency, including data validation and reconciliation of reporting results. Demonstrated data quality validation experience and ability to translate business needs into clear specifications, KPI definitions, and acceptance criteria. Ability to independently manage deliverables from requirements gathering through development, testing, and stakeholder acceptance. Strong analytical and problem-solving skills, attention to detail, and excellent communication skills for technical and nontechnical audiences. Ability to manage competing priorities and deliver results in a fully remote, fast-paced environment. Preferred Qualifications Direct experience with external clients to define and deliver reporting requirements. Healthcare, pharmaceutical, patient services, or other regulated-industry reporting experience; familiarity with HIPAA and PHI handling. Experience with Salesforce CRM reporting and dashboards. Experience with Snowflake or another cloud data warehouse; working knowledge of dbt and Fivetran. Experience developing reporting templates, data dictionaries, or KPI definitions, or automating recurring reporting and validation. Education, Certifications and Experience: Bachelor's degree in Business Analytics, Information Systems, Data Science, Computer Science, or a related field, or equivalent relevant professional experience. Tableau, Salesforce, or Business Analysis certification is a plus. Physical Requirements: As a remote-forward organization, this position operates in a virtual professional office environment and teleworking from the employee's home address listed in their employment file. Prolonged periods of sitting at a desk and working on a computer Keyboarding Speaking Must be able to lift up to 15 pounds at times Flexibility of working hours to support activities across EST to PST zones Minimal travel possible Our PRO-spectus Culture Philosophy At PRO-spectus we have created a culture that is supportive, dedicated, and teamwork driven. We celebrate each other's joys in personal life and professional accomplishments, promoting meaningful relationships and friendships. Our employees bring strength of mind and spirit to make the extraordinary happen every day. With humility and compassion at our core, PRO-spectus is proud of our relentless focus towards the higher purpose of improving the lives of patients we support. We recognize it takes a lot of people working together with a common goal to make spectacular happen, and we never forget that at the heart of our company are the people who make it work. PRO-spectus is an Equal Opportunity / Affirmative Action employer. All qualified individuals will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, ancestry, age, disability, protected veteran status, marital status or other protected status under federal, state or local laws. At PRO-spectus, we are deeply committed to pay transparency and equity. The salary range for this position is $90,000 - 110,000 based on experience and qualifications, with the final offer reflecting skills and other job-related factors. Beyond competitive pay, we offer a comprehensive and generous benefits package designed to support your well-being and work-life balance. Our benefits include robust medical, dental, and vision plans; life insurance and disability coverage; and tax-advantaged savings accounts. We also provide an Employee Assistance Program, home office benefits, and unique perks like an Employee Ownership Program. With paid time off, holidays, bereavement leave, and a 401(k)-retirement plan with employer matching, PRO-spectus prioritizes your financial and personal security. Plus, you may be eligible for a performance-based bonus opportunity. Join PRO-spectus, where your career growth, well-being, and contributions truly matter!
Job Description Job Description Tekfortune is a fast-growing consulting firm specialized in permanent, contract & project-based staffing services for world s leading organizations in a broad range of industries. In this quickly changing economic landscape, virtual recruiting and remote work are critical for the future of work. To support the active project demands and skills gaps, our staffing experts can help you find the best job for you. Position: Salesforce Functional Consultant Location: Remote Role Overview We are seeking an experienced Salesforce Functional Consultant to lead discovery and business analysis on Salesforce org assessment and revamp engagements. The ideal candidate combines strong Sales Cloud functional knowledge with hands-on experience analysing established, heavily customised orgs and turning what they find into recommendations a client can act on. This role works alongside a Solution / Technical Architect and a Technical Lead in a small senior team. The work is advisory: the consultant analyses the existing org, runs sessions with client subject-matter experts, and documents findings, requirements, and target-state design. No changes are made to the client production environment during the assessment. Key Responsibilities Run discovery and requirements workshops with client stakeholders, including product owners, sales operations, administrators, and operations teams. Synthesise existing voice-of-the-customer material and workshop output into structured themes and requirements. Document current-state and future-state business processes, and produce a formal readback for client sign-off. Build inventories across the assessment dimensions: users and security, data and storage, automation and customization, reporting and analytics, integrations, platform health and limits, ecosystem and environments, and data quality. Analyse field utilisation to identify which fields are actively used and which can be hidden, consolidated, or retired. Profile data quality, including duplicate records, obsolete data, and overlapping business processes. Classify every item assessed: continue, rebuild, consolidate, or retire for configuration and automation; purge, archive, or keep for data and process. Contribute to the purge and archive plan that reduces org load and storage consumption. Recommend out-of-the-box Salesforce features and licensed modules in preference to custom development, and flag where custom work is genuinely required. Author assessment workbook entries, requirement documents, and process flows to a client-ready standard. Contribute to the roadmap, effort sizing, and prioritized backlog that supports the client investment decision. Support executive readouts and respond to client questions on findings within your assigned areas. Required Skills & Qualifications Experience: Minimum 5 years of Salesforce experience, with at least 3 years in a consulting or professional services environment. Sales Cloud: Strong hands-on functional knowledge of Sales Cloud, including record types, page layouts, Dynamic Forms, sales processes and stages, opportunity management, validation rules, and Flow. Org assessment: Demonstrable experience analysing an existing Salesforce org, covering objects, fields, automation, reports, and security, and producing findings and recommendations from that analysis. Business analysis: Proven ability to elicit requirements, facilitate workshops, and document current-state and future-state business processes. Field & data analysis: Hands-on experience assessing field utilisation and data quality using reports, SOQL, Data Loader, or equivalent tools. Documentation: Demonstrated ability to author client-ready requirement documents, process flows, and assessment findings. Stakeholder engagement: Strong verbal communication skills, with the ability to lead working sessions with business and technical stakeholders, including senior audiences. Salesforce platform: Working understanding of the Salesforce data model, declarative automation, security model (profiles, permission sets, roles, sharing), and reporting. Tooling: Familiarity with Salesforce Optimizer, Security Health Check, and standard org analysis outputs. Delivery discipline: Experience working to fixed client milestones and delivering within short, time-boxed engagements. Governance: Comfortable operating with read-only access in a client production environment, following strict change control. Certification: Salesforce Certified Administrator. Teamwork: Collaborative team player who works effectively alongside architects, technical leads, and onshore/offshore teams. Preferred Qualifications Salesforce Certified Sales Cloud Consultant or Salesforce Certified Business Analyst. Experience assessing or remediating long-lived, heavily customised Salesforce orgs carrying significant technical debt. Financial services, banking, payments, or card network domain experience. Experience producing assessment or roadmap deliverables presented to executive audiences. Familiarity with Salesforce CLI, metadata retrieve, or code analysis output such as PMD or Salesforce Code Analyzer. Exposure to multi-region, partner, or channel sales processes. Bachelor's degree in Business, Information Systems, Computer Science, or a related field. For more information and other jobs available please contact our recruitment team at . To view all the jobs available in the USA and Asia please visit our website at .
11/06/2026
Full time
Job Description Job Description Tekfortune is a fast-growing consulting firm specialized in permanent, contract & project-based staffing services for world s leading organizations in a broad range of industries. In this quickly changing economic landscape, virtual recruiting and remote work are critical for the future of work. To support the active project demands and skills gaps, our staffing experts can help you find the best job for you. Position: Salesforce Functional Consultant Location: Remote Role Overview We are seeking an experienced Salesforce Functional Consultant to lead discovery and business analysis on Salesforce org assessment and revamp engagements. The ideal candidate combines strong Sales Cloud functional knowledge with hands-on experience analysing established, heavily customised orgs and turning what they find into recommendations a client can act on. This role works alongside a Solution / Technical Architect and a Technical Lead in a small senior team. The work is advisory: the consultant analyses the existing org, runs sessions with client subject-matter experts, and documents findings, requirements, and target-state design. No changes are made to the client production environment during the assessment. Key Responsibilities Run discovery and requirements workshops with client stakeholders, including product owners, sales operations, administrators, and operations teams. Synthesise existing voice-of-the-customer material and workshop output into structured themes and requirements. Document current-state and future-state business processes, and produce a formal readback for client sign-off. Build inventories across the assessment dimensions: users and security, data and storage, automation and customization, reporting and analytics, integrations, platform health and limits, ecosystem and environments, and data quality. Analyse field utilisation to identify which fields are actively used and which can be hidden, consolidated, or retired. Profile data quality, including duplicate records, obsolete data, and overlapping business processes. Classify every item assessed: continue, rebuild, consolidate, or retire for configuration and automation; purge, archive, or keep for data and process. Contribute to the purge and archive plan that reduces org load and storage consumption. Recommend out-of-the-box Salesforce features and licensed modules in preference to custom development, and flag where custom work is genuinely required. Author assessment workbook entries, requirement documents, and process flows to a client-ready standard. Contribute to the roadmap, effort sizing, and prioritized backlog that supports the client investment decision. Support executive readouts and respond to client questions on findings within your assigned areas. Required Skills & Qualifications Experience: Minimum 5 years of Salesforce experience, with at least 3 years in a consulting or professional services environment. Sales Cloud: Strong hands-on functional knowledge of Sales Cloud, including record types, page layouts, Dynamic Forms, sales processes and stages, opportunity management, validation rules, and Flow. Org assessment: Demonstrable experience analysing an existing Salesforce org, covering objects, fields, automation, reports, and security, and producing findings and recommendations from that analysis. Business analysis: Proven ability to elicit requirements, facilitate workshops, and document current-state and future-state business processes. Field & data analysis: Hands-on experience assessing field utilisation and data quality using reports, SOQL, Data Loader, or equivalent tools. Documentation: Demonstrated ability to author client-ready requirement documents, process flows, and assessment findings. Stakeholder engagement: Strong verbal communication skills, with the ability to lead working sessions with business and technical stakeholders, including senior audiences. Salesforce platform: Working understanding of the Salesforce data model, declarative automation, security model (profiles, permission sets, roles, sharing), and reporting. Tooling: Familiarity with Salesforce Optimizer, Security Health Check, and standard org analysis outputs. Delivery discipline: Experience working to fixed client milestones and delivering within short, time-boxed engagements. Governance: Comfortable operating with read-only access in a client production environment, following strict change control. Certification: Salesforce Certified Administrator. Teamwork: Collaborative team player who works effectively alongside architects, technical leads, and onshore/offshore teams. Preferred Qualifications Salesforce Certified Sales Cloud Consultant or Salesforce Certified Business Analyst. Experience assessing or remediating long-lived, heavily customised Salesforce orgs carrying significant technical debt. Financial services, banking, payments, or card network domain experience. Experience producing assessment or roadmap deliverables presented to executive audiences. Familiarity with Salesforce CLI, metadata retrieve, or code analysis output such as PMD or Salesforce Code Analyzer. Exposure to multi-region, partner, or channel sales processes. Bachelor's degree in Business, Information Systems, Computer Science, or a related field. For more information and other jobs available please contact our recruitment team at . To view all the jobs available in the USA and Asia please visit our website at .