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BlackLine

Cloud-based SaaS for financial close

Lead Business Systems Analyst

Enterprise ApplicationsConfirmed live in the last 24 hours
Full-timePleasanton, CA, USA

About the Job

Requirements

  • At least five years of experience as a Lead Business Systems Analyst or in a similar role, with extensive experience in Marketing, Salesforce CRM, Zuora CPQ, Service Cloud customer support, Salesforce Communities, and associated technology solutions.
  • Experience evaluating, prioritizing, and managing AI and automation intake requests from business stakeholders, balancing business value against feasibility, risk, and data sensitivity.
  • Hands-on experience building, deploying, and maintaining AI agents on enterprise platforms such as Gemini Enterprise and Claude using no-code, low-code, and “vibe coding” approaches, such as Claude Cowork and Claude Chat.

Responsibilities

  • Drive optimization of business processes spanning internal systems to improve efficiency, scalability, and user experience across business stakeholders.
  • Serve as the primary business systems analyst and subject matter expert for Salesforce CRM, Zuora CPQ, Salesforce Service Cloud, Marketo, Planhat, and Salesforce Communities, understanding and translating business requirements into actionable IT strategies and solutions.
  • Collaborate with Sales, Go-To-Market, Finance, Customer Success, and IT teams to gather business requirements and translate them into functional specifications.
  • Lead analysis, redesign, and implementation of business processes through discovery sessions, process reviews, and gap analysis to identify opportunities for improvement and automation.
  • Work with Salesforce administrators, developers, and external consultants to design, configure, and implement Salesforce solutions.
  • Drive integration of Zuora CPQ with Salesforce to support subscription management and billing processes.
  • Support Salesforce Service Cloud initiatives, including case management, knowledge base enhancements, and case- and service-related business processes.
  • Enhance and maintain Salesforce Communities to support customer and partner experiences.
  • Gather, document, and validate requirements from business counterparts; propose business processes and solutions to improve efficiency and effectiveness using Scrum and Agile best practices with Jira.
  • Oversee delivery of technology solutions from inception through completion, coordinating with technical development teams within IT.
  • Conduct user acceptance testing and coordinate go-live activities.
  • Monitor system performance, troubleshoot issues, and recommend enhancements.
  • Stay current with Salesforce releases, features, and best practices to support continuous system improvement.
  • Own business-perspective AI intake and prioritization for the BSA function by triaging stakeholder requests, evaluating feasibility, data sensitivity, risk, and expected return on investment, and prioritizing the backlog before solutions are built.
  • Build, test, deploy, maintain, and update AI agents using Gemini Enterprise and Claude via Claude Cowork and Claude Chat as business processes and requirements evolve.
  • Enable business teams to create no-code, low-code, and “vibe coded” agents and automations for CRM, CPQ, Customer Support, and Communities workflows; provide ongoing support and troubleshooting for agents in production.
  • Define and maintain a business-facing AI intake process, including intake templates, prioritization criteria, and governance guardrails for data privacy, security, and responsible-AI review.
  • Champion AI adoption across the BSA team and train and enable business users to responsibly build and maintain their own AI agents with Gemini Enterprise and Claude.

About the Company

BlackLine

Cloud-based SaaS for financial close

BlackLine provides cloud-based financial automation tools for finance and accounting teams to automate and streamline the financial close process. It uses a SaaS platform that customers access via a subscription, with pricing based on users or transaction volumes, plus optional professional services for implementation and optimization. The product helps organizations automate tasks, enforce internal controls, and standardize close activities across multinational enterprises. Its goal is to improve efficiency, accuracy, and compliance in financial operations while generating steady recurring revenue through subscriptions and services.

Company size
1,001-5,000
Company stage
IPO
Headquarters
Los Angeles, CA
Founded
2001

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