Elicit, analyze, and document business requirements by leading workshops, interviews, and process reviews to clarify objectives and success measures.
Own the functional design for complex, multi-workstream CRM initiatives, balancing business needs with platform best practices.
Translate requirements into epics, user stories, acceptance criteria, and process flows while partnering with technical teams on design and delivery.
HealthEquity is a healthcare financial services company that empowers consumers to save and improve their lives through health savings accounts and related solutions. They are a growing organization with a mission-driven culture focused on innovation and employee well-being.
Facilitate business process workshops and discovery sessions.
Lead journey mapping, current-state / future-state walkthroughs, and stakeholder interviews.
Translate business conversations into clear functional requirements, user stories, and process documentation.
Neocol helps innovative subscription companies solve pressing initiatives to ignite subscription performance. As the largest pure-play Salesforce Summit Partner dedicated to the subscription economy, Neocol empowers transformation.
Administer and enhance Salesforce Sales Cloud, Service Cloud, CPQ, using declarative tools.
Collaborate with business stakeholders and IT partners to gather requirements, design solutions, and implement changes.
Troubleshoot and resolve system issues, ensuring high availability and performance.
Edmentum is a dynamic educator and student-focused company dedicated to tech-enabled learning solutions. We are a Remote First organization of unspecified employee count with a strong commitment to excellence, innovation, and customer satisfaction.
Gather, validate, and document business requirements from regional teams for CRM enhancements.
Assist in CRM workflow administration, configuration, and data quality monitoring.
Analyze seller behavior and CRM utilization to identify adoption gaps and improve workflow effectiveness.
PureIntegration is a technology consulting firm that services Fortune 100 clients in communications, media, and entertainment. With 22 years of experience and headquarters in the DC area, the company fosters a collaborative culture focused on innovation and client success.
Partner with Salesforce Developers, RevOps, and Analytics to implement solutions and translate business requirements into user stories.
Perform hands-on Salesforce administration including Flows, validation rules, custom objects, and user management.
Serve as a first-line technical escalation point for Sales and Marketing users, troubleshooting issues and providing timely support.
Chainguard is the trusted source for open source, delivering hardened, secure, and production-ready builds of open source software. They are venture-backed by leading investors and serve Fortune 500 enterprises and global industry leaders.
Coordinate with project teams and clients, actively managing stakeholder expectations.
Communicate project status, risk management, and issue escalation.
RYZ Labs is a startup studio founded in 2021 by two lifelong entrepreneurs. Their remote teams are distributed throughout the US and Latam and use the latest technologies in cloud computing to create scalable applications; they aim to provide diverse product solutions for different industries.
Lead Agile ceremonies including sprint planning, backlog refinement, and sprint acceptance to ensure delivery success.
Gather, analyze, and document business and system requirements, translating them into clear Jira user stories and acceptance criteria.
Collaborate with cross-functional stakeholders to prioritize work, align timelines, and refine requirements.
Dexcom Corporation is a global leader in continuous glucose monitoring (CGM) technology, dedicated to improving diabetes management and broader health outcomes. The company employs thousands of passionate, ambitious individuals worldwide and fosters a culture of integrity, innovation, and dependability.
Own the Salesforce product roadmap to align with manufacturing sales, service, and operations, converting business requirements into solution designs.
Partner with cross-functional teams to map manufacturing processes like BOM-driven quoting, job costing, and warranty claims, ensuring platform governance and scalability.
Lead solution design for CPQ, field service, warranty, and installed base management, and drive agile delivery with QA and release management.
Mission Critical Group (MCG) is an end-to-end power solutions and services provider that accelerates time-to-power for mission critical environments. With over 1.5 million square feet of manufacturing capacity, MCG supports data centers, healthcare, and industrial facilities where uptime is critical.
Responsible for the day-to-day configuration, support, and maintenance of the Salesforce platform.
Collaborate with stakeholders to gather requirements, building scalable solutions using declarative tools, and ensuring data integrity and security.
Provide end-user support, monitors for new platform features, and helps to optimize the platform for the best possible user experience.
Applied Systems has spent 40+ years building technology that solves real problems for insurance professionals. They are pushing what’s possible in Insurtech while fostering a culture built on trust, inclusion, and growth.
Executes user and license management, including new user setup/deactivation.
Performs Salesforce configuration changes, including Flow, page layouts, and reports.
Identifies requirements and translates them into scalable solutions with exceptional user experience.
Tenna provides a comprehensive platform to control mixed assets anytime, anywhere. They value quality, grit, continuous learning, and collaboration, fostering a dynamic and innovative culture.
Lead end-to-end requirements for complex cross-functional initiatives across the SDLC, partnering with business, product, engineering, and QA stakeholders to deliver measurable value.
Facilitate stakeholder workshops to analyze current processes, identify gaps, and design improved future-state workflows, creating clear deliverables like user stories and process flows.
Drive implementation readiness, documentation, and adoption while mentoring others and elevating best practices to support Upstream's mission and values.
Upstream Rehabilitation is the largest dedicated provider of outpatient physical and occupational therapy services in the country, focused on inspiring and empowering lives through purpose-driven care. With over 1,200 clinics and 8,000 employees across 26 brand partners, they lead the industry with data, technology, and innovation while fostering an inclusive work environment.
Oversee day-to-day configuration, support, maintenance, and enhancement of the Salesforce platform.
Manage user access, permissions, roles, profiles, sharing rules, and workflows.
Build, test, and deploy configuration changes and conduct proactive system maintenance.
Tieto Tech Consulting creates digital futures for businesses and societies through technology solutions. The company is a large organization that values diversity, equity, and inclusion, fostering an inspiring workplace and innovation.
Manage configuration tasks in a Kanban workflow, adapting to shifting priorities and daily requests.
Build and maintain declarative Salesforce solutions including Flows, custom fields, objects, and page layouts.
Document business requirements and technical solutions in Jira, ensuring stakeholder-ready documentation.
Privia Health is a technology-driven physician enablement company partnering with medical groups, health plans, and health systems to optimize practices and improve patient care. The company is led by top industry talent and physician leadership, offering scalable operations and cloud-based technology in a collaborative environment.
Partner with business stakeholders across HR, Payroll, Benefits, Sales, and Client Services to elicit, analyze, and document business and functional requirements.
Translate business requirements into clear user stories, process flows, use cases, and functional specifications for technology delivery teams.
Provide Tier 2 application support by triaging, diagnosing, and resolving system issues; escalate complex incidents to Tier 3 or vendors as appropriate.
ExtensisHR is a Professional Employer Organization (PEO) in the U.S. with client employees in all fifty states. They deliver on their brand promise of helping organizations succeed through a people-first approach in solving customer’s ever-evolving HR needs.
Capture data, technical integration requirements and develop data flow diagrams, data dictionaries, and entity relationship diagrams.
Facilitate interviews and process workshops to gather requirements from key stakeholders and identify improvement opportunities.
Design, build and maintain enterprise business data architecture in collaboration with business systems teams.
PointClickCare is a health tech company that helps healthcare providers deliver exceptional care through a platform leveraging the largest long-term and post-acute care dataset. With over 30,000 provider organizations and 400+ integrated partners, the company is founder-led and privately held, recognized by Forbes as a top private cloud company and honored as one of Canada’s Most Admired Corporate Cultures.
Execute world-class GTM architectures and Salesforce configurations.
Transform clients' CRM environments into high-velocity revenue engines.
Ensure data hygiene, routing logic, and reporting are flawless.
Directive Consulting is a B2B marketing agency that focuses on metrics. They have over a decade of expertise and 420+ B2B brands. They have Performance, Communications, and Commerce divisions, and their methodology is DiscoverabilityOS™.
Lead technical delivery of Salesforce implementations and design custom code solutions using Apex, JavaScript, and Lightning Components.
Serve as Release Manager, owning end-to-end deployment strategy, source control, and production releases.
Mentor junior team members and partner with Solution Architects to produce sound designs and data models.
Neocol partners with subscription businesses to solve complex challenges using Salesforce expertise. They foster a people-first culture with employee-led ERGs, mentorship, and a focus on technical depth and measurable impact.
Own and optimize the Salesforce ecosystem, focusing on CPQ, automation, and system integrity.
Design automation, manage CPQ for revenue generation, and partner with Sales, Finance, and Operations.
Support integrations, reporting, and emerging capabilities like AI and Agentforce.
DYOPATH provides IT services and solutions to businesses, focusing on scalable systems and revenue enablement. The company is a growing organization with a collaborative culture that values innovation and growth.
Design and code functional programs and applications, producing fully functional software according to requirements.
Ensure consistent alignment of Sales and Marketing to optimize the sales process with a focus on improving lead management and reporting.
Assess impact of new requirements on Salesforce and all upstream/downstream applications, systems, and processes.
Everlight Solar is the leader of solar energy in the Midwest, offering a unique experience that fosters individual growth and rewards performance. The company is rapidly growing with a fast-paced, dynamic culture that values teamwork, quality, innovation, and customer success.
Partner with stakeholders across HR, IT, Facilities, Legal, and other functions to gather and document business requirements.
Facilitate workshops and interviews to understand pain points and translate business needs into user stories.
Support UAT planning and execution, ensuring requirements are met and tested.
Sony Interactive Entertainment (SIE) is the company behind the PlayStation brand, delivering cutting-edge hardware and network services to over 100 million people. As a subsidiary of Sony Group Corporation, SIE is a dynamic technology company with a culture of innovation and excellence.