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The Engagement Manager oversees multiple projects, manages client relationships, and ensures delivery of SailPoint solutions, focusing on project management and sales efforts.
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At PointClickCare our mission is simple: to help providers deliver exceptional care. And that starts with our people. As a leading health tech company that’s founder-led and privately held, we empower our employees to push boundaries, innovate, and shape the future of healthcare.
With the largest long-term and post-acute care dataset and a Marketplace of 400+ integrated partners, our platform serves over 30,000 provider organizations, making a real difference in millions of lives. We also reinvest a significant percentage of our revenue back into research and development, ensuring our employees have the resources to innovate and make a lasting impact. Recognized by Forbes as a top private cloud company and honored as one of Canada’s Most Admired Corporate Cultures, we offer flexibility, growth opportunities, and meaningful work.
At PointClickCare, we empower our people to be the architects of a smarter healthcare future; one that is human-first and accelerated by AI to create meaningful and lasting change. Employees harness AI as a catalyst for creativity, productivity, and thoughtful decision-making. By integrating AI tools into our daily workflows, collaboration is enhanced, outcomes are improved, and every team member has the proficiency to maximize their impact. It all starts with our hiring practices where we uncover AI expertise that complements our mission, and we continue to invest in training and development to nurture innovation throughout the employee journey.
Join us in redefining healthcare — so it doesn’t just survive, it thrives. To learn more about PointClickCare, check out Life at PointClickCare and connect with us on Glassdoor and LinkedIn.
PointClickCare is searching for a Sr. Business Analyst that is Salesforce certified and a subject matter expert to support our strategic initiatives and build relationships with the business community.
As a member of the Technical Delivery & Operations team, you will be responsible for analyzing and validating business needs, leading and conducting QA activities, and designing processes to improve system effectiveness and solidify our relationships with our business contributors.
This role collaborates closely with business Subject Matter Experts (SMEs), Product Owners, Business Solution Managers (BSMs), Application Analysts, Application Engineers, Project and Program Managers, and other members of the team to deliver solutions successfully.
Key Responsibilities:
•Develop a strong understanding of the current projects and our Salesforce roadmap.
•Build and maintain strong relationships with business stakeholders to ensure alignment of project goals with business needs.
•Lead requirements interviews, workshops, and collaborative sessions to gather business requirements and identify opportunities for process improvements. Utilize technology to optimize business operations.
•Capture and document detailed business requirements, including user personas and to-be process flows, using Agile and Design Thinking methodologies to ensure flexibility and iterative development.
•Work closely with the Business Systems Manager (BSM) to understand the applicable technology strategy, including integration needs and data management considerations. Ensure alignment between business and technology.
•Identify gaps and risks in business processes and technology solutions. Collaborate with stakeholders to propose mitigation strategies and improvements.
•Create L3 & L4 Business Process Maps and capture other business process changes while gathering requirements.
•Create user stories from business use cases and processes, defining functional and non-functional requirements with clear success criteria.
•Identify and communicate user story dependencies, actively participate in grooming and planning sessions to ensure user stories are well-defined, prioritized, and aligned with business objectives.
•Lead QA activities for user stories from inception until deployment in production.
•Identify test scenarios and follow QA standards and best practices to create detailed test scripts, test cases, and test plans, ensuring that test scenarios align with business requirements and that the system meets both functional and non-functional needs.
•Use test automation tools like Copado CRT to generate test cases faster.
•Perform QA testing following the defined test scripts, log bugs, and track the bug life cycle.
•Coordinate and manage the UAT process, ensuring that business SMEs are onboarded to the testing tool, have reviewed the test scripts, and are prepared for testing.
•Support end-user training and enablement programs to facilitate smooth adoption.
Required Experience:
•5+ years of experience as a Business Analyst with at least 3 years focused on Salesforce (Sales Cloud, Service Cloud, or Experience Cloud)
•Strong understanding of industry QA processes and activities, including the various types of testing
•Strong understanding and experience with business process analysis and design, with proven ability to lead stakeholders through detailed process workshops
•Experience working in Salesforce and connected apps and integrations, gathering business requirements, analyzing and synthesizing solution proposals, including presenting the material back to the applicable audience
•Familiarity with project management methodology and processes including the software development life cycle
•Experience with modeling tools relating to process, data, and workflow at the conceptual level
•Demonstrated experience in developing training plans, materials and conducting training sessions
•Experience working in DevOps and Agile Teams
•Experience in creating clear test scripts, test scenarios, and defining and user acceptance criteria to validate new systems and ensure quality throughout development and deployment.
•Salesforce Business Analyst Certifications
•Copado Robotic Testing Certifications are desired
•A bachelor’s degree in related field or equivalent experience
•A continuous learning mindset and ability to adapt to change
•Ability to prioritize and execute tasks in a fast-paced environment
•The ability to work on multiple projects concurrently
•Excellent communication skills: verbal, written, listening, and facilitating
•Excellent self-management skills and ability to take initiative
•Excellent organizational and problem-solving skills
•A great team player that understands how to build trust, manage conflict, and commit to delivering team goals while holding themselves and the team accountable.
•Experience working with JIRA, Confluence, Lucid Chart, Smartsheets or similar tools.
Generative AI Code Assistants - Use of Generative AI Code Assistants (e.g. Github Copilot) and knowledge of latest Generative AI Model capabilities would be an asset.
It is the policy of PointClickCare to ensure equal employment opportunity without discrimination or harassment on the basis of race, religion, national origin, status, age, sex, sexual orientation, gender identity or expression, marital or domestic/civil partnership status, disability, veteran status, genetic information, or any other basis protected by law. PointClickCare welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection process. Please contact [email protected] should you require any accommodations.
When you apply for a position, your information is processed and stored with Lever, in accordance with Lever’s Privacy Policy. We use this information to evaluate your candidacy for the posted position. We also store this information, and may use it in relation to future positions to which you apply, or which we believe may be relevant to you given your background. When we have no ongoing legitimate business need to process your information, we will either delete or anonymize it. If you have any questions about how PointClickCare uses or processes your information, or if you would like to ask to access, correct, or delete your information, please contact PointClickCare’s human resources team: [email protected]
PointClickCare is committed to Information Security. By applying to this position, if hired, you commit to following our information security policies and procedures and making every effort to secure confidential and/or sensitive information.
What you need to know about the Chicago Tech Scene
With vibrant neighborhoods, great food and more affordable housing than either coast, Chicago might be the most liveable major tech hub. It is the birthplace of modern commodities and futures trading, a national hub for logistics and commerce, and home to the American Medical Association and the American Bar Association. This diverse blend of industry influences has helped Chicago emerge as a major player in verticals like fintech, biotechnology, legal tech, e-commerce and logistics technology. It’s also a major hiring center for tech companies on both coasts.
Key Facts About Chicago Tech
- Number of Tech Workers: 245,800; 5.2% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: McDonald’s, John Deere, Boeing, Morningstar
- Key Industries: Artificial intelligence, biotechnology, fintech, software, logistics technology
- Funding Landscape: $2.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Pritzker Group Venture Capital, Arch Venture Partners, MATH Venture Partners, Jump Capital, Hyde Park Venture Partners
- Research Centers and Universities: Northwestern University, University of Chicago, University of Illinois Urbana-Champaign, Illinois Institute of Technology, Argonne National Laboratory, Fermi National Accelerator Laboratory
