PlanviewVerified Job Source

Sr. Business Application Administrator

Austin, Texas, United States, Bengaluru, Karnataka, India, Hod HaSharon, Center District, Israel, Stockholm, Sweden, Sydney, New South Wales, Australia, Vancouver, British Columbia, Canada
Remote
Posted Aug 21, 2026
1 position

Opens an external site

Employment type: Full-time
Experience level: Lead · 10+ years
Apply by: Aug 21, 2027
Posting language: English
Working hours: 40 hours per week

Job summary

The Sr. Business Application Administrator will serve as a strategic partner to optimize Lead-to-Quote-to-Cash processes through Salesforce configuration and system integrations. This role involves leading cross-functional projects, managing stakeholder requirements, and ensuring the scalability and stability of business applications.

Job details

Company Overview Planview has one mission: to close the gap between strategic intent and business outcome, providing the intelligence organizations need to act decisively. As the global leader in Strategic Portfolio Management, Planview helps organizations of all sizes achieve their business goals, faster and smarter. Our comprehensive platform bring initiatives, investments, and resources into a continuous, connected model of the business: the actionable understanding leaders need to move decisively, keep teams and AI in lockstep, and know how their initiatives are performing.—now powered by Planview Anvi, our next-generation enterprise AI that delivers expert guidance, intelligent recommendations, and actionable insights, turning complex data into decisive action from strategy through execution. Recognized as a Leader in the 2026 Gartner Magic Quadrant for Strategic Portfolio Management for the fifth consecutive year, we proudly serve more than 3,000 customers globally, including 45% of the Fortune 100—and more than 3 million users worldwide. Why Join Planview? At Planview, our people’s connections drive our innovation and success. Our global team of 1,500+ employees work remotely and across offices in Austin, Vancouver, Hod HaSharon, Bangalore, Sydney, and Stockholm. We've built a world-class, connected culture rooted in shared values that empowers our teams to thrive and succeed from anywhere. When you join Planview, you're not just joining a company, you're joining a movement to transform how the world works. Discover more about our portfolio at planview.com, and connect with us on LinkedIn, Instagram, and X. The Opportunity We are seeking a Sr. Business Application Administrator to join our North America team. As part of the IT Business Applications team, this role will serve as a strategic business partner supporting scalable solutions across Sales, Marketing, Revenue Operations, and adjacent business functions within the Lead-to-Quote-to-Cash process. The ideal candidate combines strong Business Systems Analyst capabilities, excellent communication skills, and hands-on Salesforce platform expertise. This role requires someone who can drive discussions with stakeholders, refine requirements, design scalable solutions, and lead hands-on execution in Salesforce. The role also extends beyond Salesforce into connected applications, workflow automation, and integrations that support end-to-end business processes. Experience with Salesforce CPQ and Revenue Cloud is highly desirable. What You'll Do Act as a subject matter expert on Salesforce business processes, system capabilities, and solution options. Partner with stakeholders across Sales, Marketing, Revenue Operations, Finance, Customer Support, Legal, and other cross-functional teams to analyze business processes, systems, and data flows, define project scope, objectives, and success criteria, and recommend scalable solutions that drive process optimization. Contribute to process and system improvements across the Lead-to-Quote-to-Cash lifecycle, including opportunity management, quoting, pricing, approvals, contracting, ordering, and revenue-related workflows. Support connected applications, workflow automation, and integrations across the Salesforce ecosystem, including GTM and GTC tools such as Outreach, LeanData, LeadIQ, LinkedIn Sales Navigator, n8n, and Gainsight, while understanding the upstream and downstream impacts of connected platforms such as NetSuite and Avalara. Drive automation, process improvements, and continuous improvement initiatives, managing tool-related workflows, compliance-related processes, and cross-system changes that enhance efficiency, system usability, operational effectiveness, and stakeholder experience. Perform hands-on Salesforce administration and configuration, including custom objects, fields, page layouts, record types, profiles or permission-related setup, validation rules, Flows, reports, dashboards, and other declarative automations. Lead the design and implementation of complex customizations, automations, and integrations across Salesforce and connected business applications. Lead end-to-end system changes through design, testing, user acceptance, deployment, and post-release validation. Partner with vendors and internal stakeholders to resolve escalated issues and help ensure the stability, performance, and scalability of business applications. Establish and support governance, controls, and best practices for business application usage, data management, and change management. Stay current on Salesforce platform capabilities, AI-enabled features, and relevant technologies to continuously improve solution design and delivery. What You'll Bring 8+ years of experience as a Business Administrator or Business Systems Analyst with strong Salesforce expertise supporting Sales, Marketing, and Service-related business processes. Proven experience leading complex requirements gathering, process analysis, and solution design for cross-functional business initiatives. Strong stakeholder management skills with the ability to adapt communication style to different audiences and build alignment across teams. Comfortable being hands-on in Salesforce and handling administrator tasks, with proven ability to design, configure, test, deploy, and support business changes using declarative tools and platform setup. Strong experience with Salesforce Flows, objects, fields, security model, page layouts, validation rules, reporting, and overall platform administration is required. Experience with connected GTM tools such as Outreach, LeanData, LeadIQ, Marketo, LinkedIn Sales Navigator, Gainsight or similar platforms is highly desirable. Solid understanding of Lead-to-Quote-to-Cash processes and related business workflows. Experience with Salesforce CPQ and exposure to Salesforce Revenue Cloud are preferred. Experience with Salesforce Agentforce, Einstein Copilot, Prompt Builder, or related AI capabilities and their application to Sales or Service automation is strongly preferred. Ability to learn new tools and processes quickly, work through ambiguity, and assess cross-system impacts to deliver scalable solutions. Ability to work independently with little day-to-day instruction, prioritize effectively based on business urgency and impact, and manage diverse, complex, cross-functional work that may not always be clearly defined. Strong verbal and written communication skills, including the ability to facilitate workshops, adapt communication style to different audiences, document requirements clearly, and present recommendations to stakeholders and leadership. Demonstrated judgment in making informed decisions, with appropriate input from management and stakeholders when needed. Experience establishing or supporting governance, controls, and best practices for business applications and data management is preferred. Salesforce certifications such as Salesforce Administrator, Salesforce Business Analyst, or related certifications are preferred. Benefits at Planview At Planview, you’ll join our global team and culture which reflects the vibrant communities in which our employees live and work. To support you at Planview, you will enjoy: Unplugged Days: 4 company-wide paid days off per year to recharge and relax. Generous PTO offerings (region dependent). Region specific competitive benefit plans to support you at any life stage including parental leave, retirement, medical plans, wellness support, and remote work support. Paid time to volunteer through Planview’s Force for Good Week. Employee Referral bonus program. Weekly office lunches for hybrid team members and social events. Flexible work hours/environment. Now is a great time to join our team. If you are looking for a place to grow your career, innovate with best-in-class solutions, and build the future of connected work, Planview is the right place for you! AI Use in Recruitment Planview may employ AI-based tools to support certain recruiting activities, however all decisions affecting a candidate's application are made by a human recruiter or hiring manager. Planview is committed to complying with applicable AI regulations, including the EU AI Act and other emerging legislation in the jurisdictions in which we operate, and reviews its AI practices as these requirements evolve. Questions regarding the processing of your data may be directed to privacy@planview.com.

What you’ll do

Requirements

Candidates must have 8+ years of experience as a Business Administrator or Systems Analyst with deep expertise in Salesforce and related GTM tools. Strong communication skills and the ability to lead complex, cross-functional initiatives are essential for this role.

Benefits

• Unplugged days • Paid time off • Parental leave • Retirement plans • Medical plans • Wellness support • Remote work support • Volunteer time off • Employee referral bonus • Weekly office lunches • Flexible work hours