Sr CRM Business Analyst

Our mission is to SAVE AND IMPROVE LIVES BY EMPOWERING HEALTHCARE CONSUMERS. Come be part of remarkable.

As a Senior CRM Business Analyst (BA) at HealthEquity, you will be part of a team responsible for delivering Salesforce.com solutions that support the development of new and existing program functionality that drives Sales and transforms Service delivery within our organization. As a BA, you will partner with Product Owners, business stakeholders, Solution Architects, and delivery teams to define and deliver scalable Salesforce solutions that drive revenue growth and transform service delivery. You will lead discovery, translate business outcomes into clear requirements and user stories, and ensure end-to-end solutions align to enterprise architecture, security, data, and integration standards across the Salesforce platform.

The Sr. BA will be responsible for the management of complex multi-disciplined CRM projects. This role will be working alongside Solution Architects to design, develop, and deploy large-scale enterprise solutions.

Elicit, analyze, and document business requirements; lead workshops, interviews, and process reviews to clarify objectives, scope, and success measures
• Own the functional design for complex, multi-workstream CRM initiatives, balancing business needs with platform best practices and out-of-the-box (OOTB) capabilities
• Translate requirements into epics, user stories, acceptance criteria, process flows, use cases, and functional specifications
• Partner 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-live
• Review proposed technical solutions to confirm alignment with business processes, compliance needs, data governance, and operational readiness
• Plan and prioritize systems enhancements; support roadmap planning, dependency management, and release communications
• Document and maintain operational process flows, training inputs, and support handoffs to ensure smooth adoption
• Drive continuous improvement by identifying optimization opportunities, simplifying processes, and promoting reusable patterns and standards

• Bachelor's degree in related field or relevant experience
• 5+ years of implementation experience with Salesforce.com Sales and Service clouds
• Salesforce Platform Administrator Certification (required)
• Proven ability to lead requirements and functional design for complex CRM initiatives, including cross-functional and cross-system dependencies
• Hands-on understanding of Salesforce configuration and automation, with the ability to distinguish when to use OOTB vs. custom approaches
• Strong analytical/problem-solving skills and the ability to simplify ambiguous problems into actionable requirements
• Excellent written and verbal communication skills; comfortable presenting to stakeholders and facilitating working sessions
• Experience 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) concepts

Preferred qualifications

• Salesforce 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 patterns
• Experience with Salesforce Knowledge AI (preferred)
• Experience with Salesforce Agentforce capabilities (preferred)
• Domain experience with health benefits administration processes (HSA, FSA, COBRA, etc.)

#LI-Remote

This is a remote position.

The actual compensation offer is determined based on job-related knowledge, education, skills, experience, and work location. This position will be eligible for performance-based incentives as part of the total compensation package, in addition to a full range of benefits including:

• Medical, dental, and vision

• HSA contribution and match

• Dependent care FSA match

• Uncapped paid time off

• Paid parental leave

• 401(k) match

• Personal and healthcare financial literacy programs

• Ongoing education& tuition assistance

• Gym and fitness reimbursement

• Wellness program incentives

Onboarding & Travel

This is a remote role, with an in-person onboarding training component. New team members must participate in Trailhead, HealthEquity's immersive onboarding experience Trailhead is designed to foster meaningful connections, support your integration into the organization, and equip you with a strong understanding of our business. Trailhead participation is a key expectation of this role. Trailhead is held onsite at our headquarters once per quarter. HealthEquity covers all required travel and accommodations.

This role may begin with a virtual, self-paced onboarding experience, followed by a mandatory onsite Trailhead session at a later date.

HealthEquity is committed to providing reasonable accommodations to team members with qualifying disabilities. Should you be selected for this role and require an accommodation, we will put you in touch with our Benefits Team so you can begin the accommodation request process.

HealthEquity has a vision that by2030 we will make HSAs as wide-spread and popular as retirement accounts. We are passionate about providing a solution that allows American families to connect health and wealth. Join us and discover a work experience where the person is valued more than the position. Click here to learn more.

You belong at HealthEquity!

HealthEquity, Inc. is an equal opportunity employer, and we are committed to being an employer where no matter your background or identity - you feel welcome and included. We ensure equal opportunity for all applicants and employees without regard to race, age, color, religion, sex, sexual orientation, gender identity, national origin, status as a qualified individual with a disability, veteran status, or other legally protected characteristics. HealthEquity is a drug-free workplace. For more information about our EEO policy, or about HealthEquity's applicant disability accommodation, drug-free-workplace, background check, and E-Verify policies, please visit our Careers page.

HealthEquity uses Microsoft Copilot to transcribe screening interviews between candidates and their direct Talent Partner for note taking and interview summaries. By scheduling a screening interview with us, you consent to Microsoft Copilot's AI technology recording and transcribing your interview with your Talent Partner. This information will be reviewed for accuracy and then used by HealthEquity to summarize the interview, ensure accuracy, and facilitate our hiring process. We take privacy seriously. You have the option to opt out. If you wish to opt out of this Microsoft Copilot transcription, please notify your Talent Partner in advance of the interview. If we do not receive an opt-out request from you, we will assume that you consent to the use of Microsoft Copilot.

At HealthEquity, our goal is to save and improve lives by empowering healthcare consumers. This shared purpose inspires everything we do, including how we approach hiring. Our process is designed to get to know the real you: your skills, experiences, and potential to make a difference. We value honesty, originality, and the courage to do the right thing, even when it is not the easiest path. Showing up as your authentic self reflects these values and helps us build something truly remarkable together.

As AI is becoming a common tool throughout the application process, we want to be clear about its appropriate use at HealthEquity. Using AI to support resume writing, research, or interview preparation is perfectly acceptable, provided the content is accurate and genuinely represents your qualifications and skills. For other key parts of our interview process, however, it is important that the ideas, communication, and work you share reflect your own voice, experiences, and thinking. We ask that you participate in our live interviews and complete any assessments without AI assistance unless instructions explicitly indicate otherwise or a specific exception is discussed and approved in advance. This approach ensures fairness, celebrates your individuality, and allows your authentic perspective to shine. Behaviors that do not align with these guidelines may result in disqualification from the hiring process or termination of employment if later discovered. We appreciate your understanding and look forward to learning about the unique contributions only you can bring to HealthEquity.

HealthEquity is committed to your privacy as an applicant for employment. For information on our privacy policies and practices, please visit HealthEquity Privacy.