Senior Systems Business Analyst (FinancialForce)

Senior Systems Business Analyst (FinancialForce)

Customer Success | San Francisco or Seattle or Remote US

Consulting services and technical support to help our customers succeed.

Senior Systems Business Analyst (FinancialForce)
Customer Success | San Francisco, CA or Seattle, WA or Remote - US

This position is eligible for remote employment in all but the following states: Alaska, Hawaii, Iowa, Maine, Mississippi, North Dakota, South Dakota, Vermont, West Virginia and Wyoming.

Our agreement with employees
DocuSign is committed to building trust and making the world more agreeable for our employees, customers and the communities in which we live and work. You can count on us to listen, be honest, and try our best to do what’s right, every day. At DocuSign, everything is equal. We each have a responsibility to ensure every team member has an equal opportunity to succeed, to be heard, to exchange ideas openly, to build lasting relationships, and to do the work of their life. Best of all, you will be able to feel deep pride in the work you do, because your contribution helps us make the world better than we found it. And for that, you’ll be loved by us, our customers, and the world in which we live.

The team
Our Customer Success team is the largest organization in the world focused entirely on agreement processes and technologies. We are the Agreement Experts. With hundreds of thousands of successful customers worldwide, we know how to help our customers see results quickly. And that experience is just one of the reasons our customers trust us to connect, automate, and integrate their systems of agreement, everywhere they need to get work done. As part of our global team of Agreement Experts – in professional services, customer success management, learning and enablement, and customer support – you’ll bring your knowledge, insights, and proven expertise to help our customers achieve more than they ever thought possible.

This position
As a Senior Systems Business Analyst, you will play a critical role in working with our Customer Success business teams, technical teams and operations teams to optimize applications that impact the customer experience and deliver business value.

The right candidate for this role will be a hands-on FinancialForce Professional Services specialist with a background in process methodologies, functional analysis, detailed use case documentation and both FinancialForce and Salesforce product knowledge including the latest Lightning technologies. The candidate will be responsible for working closely with the Professional Services organization on requirements gathering and analysis to extend and enhance the FinancialForce platform in alignment with the business strategy, maintaining functional specifications and collaborating with development and QA teams to support our FinancialForce and Salesforce instances.

To be successful, you will need to understand the business thoroughly, rapidly diagnosing issues and formulating solutions. An eagerness to learn, a customer and partnership oriented mindset, humility and initiative are essential traits.

This position is an individual contributor role reporting to the Director of Systems Strategy & Operations and is designated Flex.


  • Understand the customer’s business objectives, processes, needs, and user feedback, and work with partners and stakeholders to synthesize all of that into a prioritized set of user-centric functional and technical requirements
  • Review, analyze, and make recommendations for modifying applications, workflows, or business processes, including identifying defects, and work with key stakeholders to validate that business and systems requirements have been met to support the organization’s business needs
  • Analyze data and documents from enterprise applications to support system management needs
  • Ensure issues are identified, tracked, reported on and resolved in a timely manner
  • Serve as the primary point of contact for FinancialForce PSA system, and perform functional and second-level technical support as needed
  • Capture, analyze, and document solution requirements
  • Facilitate user story creation and backlog grooming in an agile delivery environment
  • Review and edit specifications, business processes and recommendations related to proposed solutions
  • Define problem statements and success metrics, participate in demos, work with technical leads on the creation of design documents and artifacts, own confirmation of acceptance criteria and required sign-offs, lead pilots and proof of concepts
  • Manage and mitigate risks proactively
  • Work closely with enterprise applications to ensure systems are built and configured to requirements and design specifications
  • Develop test plans, test cases and lead user acceptance testing
  • Be a key partner in communications for project team, stakeholders, and technical leads
  • Develop and lead presentations to stakeholders and project communications

Basic qualifications

  • BA/BS degree or equivalent work experience
  • 8+ years relevant experience translating business requirements into technical requirements and leading technology implementation
  • Experience working with a Professional Services Organization
  • Experience with business requirement elicitation techniques, including interviews, document analysis, requirements workshops, surveys, business process descriptions, use cases, scenarios, business analysis, task and workflow analysis

Preferred qualifications

  • Experience working with and developers to support a broad user base (over 800+ global users)
  • Experience working in SCRUM / Agile methodology and in common tool sets like Jira
  • Demonstrates critical analysis coupled with a proactive and positive approach
  • Excellent interpersonal and customer relationship skills, including the ability to communicate to various levels of the organization and with non-technical partners
  • Ability to work independently, effectively manage time, prioritize tasks and work within deadlines with little supervision
  • Experience developing test plans and leading user acceptance testing
  • Ability to effectively apply risk mitigation techniques and coordinate dependencies between other teams and initiatives across an organization
  • Ability to couple technology expertise with deep understanding of business requirements to craft and deploy highly reliable, scalable, and sustainable technology solutions
  • Ability to produce clear procedures and system documentation
  • Proficient written and verbal communication skills
  • Accurate and precise attention to detail
  • Resilient and resourceful when solving complex problems
  • Experience influencing without authority in a matrixed, fast-paced environment
  • Experience supporting sales teams, sales operations and an understanding of sales processes
  • Project management experience
  • Knowledge of sales engagement systems and Salesforce App Exchange applications
  • Working knowledge of all facets of systems development lifecycle and IT operations
  • Experience creating training and enablement materials and documentation for users

Based on Colorado law, the following details are for Colorado individuals only: Colorado base salary range: $105,400 - $145,000 and eligible for bonus, equity and benefits at

Vaccination requirement
DocuSign may require all employees to be fully vaccinated against COVID-19 and provide proof of vaccination to visit a DocuSign office, to meet with potential or actual customers or business partners, or for other business-related purposes, in accordance with local law. Please note that DocuSign has contracts with different governments globally which may require compliance with local and federal laws.

About us
DocuSign helps organizations connect and automate how they prepare, sign, act on and manage agreements. As part of the DocuSign Agreement Cloud, DocuSign offers eSignature, the world's #1 way to sign electronically on practically any device, from almost anywhere, at any time. Today, over a million customers and more than a billion users in over 180 countries use the DocuSign Agreement Cloud to accelerate the process of doing business and simplify people's lives. And we help save the world’s forests and embrace environmental sustainability.

It's important to us that we build a talented team that is as diverse as our customers and where all employees feel a deep sense of belonging and thrive. We encourage great talent who bring a range of perspectives to apply for our open positions. DocuSign is an Equal Opportunity Employer and makes hiring decisions based on experience, skill, aptitude and a can-do approach. We will not discriminate based on race, ethnicity, color, age, sex, religion, national origin, ancestry, pregnancy, sexual orientation, gender identity, gender expression, genetic information, physical or mental disability, registered domestic partner status, caregiver status, marital status, veteran or military status, or any other legally protected category.

DocuSign provides reasonable accommodations for qualified individuals with disabilities in job application procedures, including if you have any difficulty using our online system. If you need such an accommodation, you may contact us at


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