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Business Analyst, Professional Service Systems

Posted Yesterday
Easy Apply
Hybrid
2 Locations
122K-153K Annually
Senior level
Easy Apply
Hybrid
2 Locations
122K-153K Annually
Senior level
As a Salesforce Business Analyst, you will optimize professional services delivery by translating business processes into system solutions, collaborating closely with various teams.
The summary above was generated by AI
Join Udemy. Help define the future of learning.

Udemy is an AI-powered skills acceleration platform built to help people and teams grow. It’s personalized, practical, and focused on real-world impact.

Our mission is simple: to transform lives through learning. Your work helps people around the world build skills they can use, whether they’re picking up something new or leveling up to stay ahead.

Over 80 million learners and 17,000 businesses already learn with Udemy. If you’re excited by change, energized by learning, and ready to have a real impact, you’ll feel right at home. 

Learn more about us on our company page.

Where we work

Udemy is a global company headquartered in San Francisco, with additional U.S. offices in Denver and Austin, and international hubs in Australia, India, Ireland, Mexico, and Türkiye. This is an in-office position, requiring three days a week in the office (Tuesday, Wednesday, Thursday) and flexibility on Mondays and Fridays.


About your skills

You are an experienced business systems professional with deep expertise in professional services automation and a passion for optimizing customer lifecycle processes. You bring a unique combination of technical proficiency, strategic business understanding, and analytical problem-solving skills that enable you to design and implement solutions that enhance professional services delivery and customer success outcomes.

  • Strategic Thinking - You excel at understanding professional services business models and customer success strategies, translating organizational objectives into actionable system requirements. You can see how Salesforce and other system capabilities connect to drive project profitability, resource optimization, and customer satisfaction outcomes.

  • Problem Solving - You thrive on analyzing complex challenges and finding innovative ways to leverage Salesforce functionality to streamline processes. When faced with unique project delivery requirements, you can design creative solutions that improve efficiency while maintaining system integrity and user experience.

  • Technical Expertise - You possess advanced Salesforce Sales Cloud administration skills with deep hands-on experience configuring complex workflows. You understand the technical architecture needed to support project delivery, resource management, and customer success processes. You are excited by the opportunity to develop expertise in Certinia and other business systems. 

  • Collaboration: You excel at building relationships with team members and both technical and non-technical business partners to deliver integrated solutions that meet business objectives.


A note about Certinia experience:

  • While Certinia experience is not required for this role, willingness to learn Certinia is necessary. We are open to hiring talented Salesforce professionals who are committed to learning Certinia in their first 30 days. 

  • We understand a ramp period may be necessary to achieve expert-level knowledge of all aspects of Certinia PSA module, including project accounting, resource scheduling, timesheet management, expense management, and professional services billing



About this role 

As a Salesforce Business Analyst you will focus on scaling the systems and workflow that support Udemy’s professional services delivery and customer success operations. You will work closely with Professional Services, Customer Success and RevOps teams to translate complex business processes into efficient system solutions using Certinia PSA and Salesforce Sales Cloud.  While initially focused on our PS processes with Certinia PSA, you will have opportunities to expand into the broader Customer Success and Renewals motions.


What you’ll be doing 

  • Lead discussions with PS, CS and RevOps leaders to understand strategic goals and identify implementation phases

  • Translate existing business processes or future objectives into clear technical requirements and functional specifications with Jira, Google Docs, and process flow diagrams.

  • Configure new Salesforce or Certinia features and automation to support process management, resource allocation, time tracking and billing processes

  • Assist with user acceptance testing, quality assurance processes, and deployment activities to ensure successful project delivery and user adoption

  • Collaborate with Business Systems project managers, solution architects and developers to design, scope, and deliver complex enhancements and cross-functional  projects

  • Identify opportunities to leverage Salesforce and Certinia features to automate manual processes and improve operational efficiency across the PS and CS lifecycle

  • Contribute to roadmap and prioritization planning with your peers and business partners


What you’ll have

  • 7+ years of hands on experience administering Salesforce Sales Cloud, with emphasis on supporting global SaaS companies that integrate third party applications with Salesforce

  • 5+ years of experience as a business analyst or similar role with focus on translating business requirements into technical solutions

  • Required Salesforce certifications:

    • Salesforce Administrator

    • Platform App Builder

  • Experience working in an agile development environment with regular sprint cycles

  • Excellent communication and collaboration skills, with the ability to translate technical concepts to non-technical stakeholders

  • Curiosity and drive to learn new applications and tools that can be leveraged in the Salesforce GTM ecosystem.

Posting Date: 10/17/2025

Application window: 10/17/2025 - 10/31/2025

At Udemy, we strive to be transparent around compensation. Actual compensation for this role is based on several factors, including but not limited to job-related skills, qualifications, experience, and specific work location due to differences in the cost of labor. In addition to a base salary, this role is also eligible for equity.

Hiring Compensation Range
$122,000$153,000 USD
Why work here?

You’ll grow here.
Learning is part of the job. You’ll get full access to Udemy courses, a monthly UDay to invest in yourself, and a budget to spend on whatever helps you improve. Many people are diving into AI lately, but what you focus on is up to you.

AI is real here.
We use it in the way we learn and the way we work. You’ll have the space and tools to experiment, apply, and get better at using AI in practical ways.

You’ll own your work.
We trust people to lead, make decisions, and follow through. You don’t need to wait for permission or layers of approval to have an impact.

You’ll build with others.
We collaborate openly and shape ideas together. Everyone has a voice, and good thinking is welcomed from any direction.

You’ll see your impact.
What you build helps people grow their skills, change their careers, or find a path forward. You’ve got the experience, why not use it to help others gain theirs?

Bring your curiosity. We’ll bring the platform and the support. Let’s LEARN together. 

Our Benefits Start with U

Our benefits start with you and were built to provide you and your family with the protection and care you need, making it easy to access the right coverage when you need it most. Benefits vary by region, and we encourage applicants to review our Australia Benefits, India Benefits, Ireland Benefits, Mexico Benefits, Turkiye Benefits & US Benefits, pages to get an understanding of some of the benefits we offer. For details on region-specific benefits, please refer to the information provided during the hiring process. 

Benefits outlined are provided as a general overview and may vary depending on the location, role, and employment classification. All benefits are subject to change at the discretion of the organization and in accordance with applicable laws and policies.
 
At Udemy, we value diversity and inclusion and consider qualified applicants without regard to race, color, religion, sex, national origin, ancestry, age, genetic information, sexual orientation, gender identity, marital or family status, veteran status, medical condition, or disability. We understand that not everyone will match each of the qualifications. However, we also realize that everyone has unique experiences that can add value to our company. Even if you think your background might not perfectly align, we'd love to hear from you! 

Information regarding data privacy is available within the Udemy Careers Privacy Notice.

Top Skills

Certinia
Google Docs
JIRA
Salesforce Sales Cloud

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