Product Analyst at Upward Health in Dallas, Texas

Job description

• We are seeking a Product Analyst to join our Product team. Our Product team designs and maintains a highly customized Salesforce ecosystem, enabling field and central staff to deliver compassionate, coordinated care. This individual will play a critical role in understanding business requirements, designing declarative Salesforce solutions, managing stakeholder relationships, and supporting ongoing enhancement and maintenance of our Salesforce instance. The ideal candidate will be passionate about improving healthcare delivery through technology, collaborative in nature, and highly skilled in Salesforce administration.

Responsibilities

• Collaborate with internal stakeholders to understand and document business needs and translate them into Salesforce-based solutions.
• Participate in design and scoping sessions with stakeholders, Product team members, and developers to refine product enhancements or new features.
• Build and configure Salesforce components using declarative tools (e.g., Flows, Page Layouts, Validation Rules, Lightning App Builder, etc.).
• Partner with developers to support custom code (Apex, LWCs, Aura) and ensure declarative solutions align with technical requirements.
• Execute end-to-end testing to validate functionality, performance, and data integrity of new or updated features.
• Manage and resolve escalated user support tickets, providing detailed root cause analysis and long-term solutions.
• Research and analyze new Salesforce features (e.g., seasonal releases), assess their relevance, and make implementation recommendations.
• Document solution designs, process changes, and configuration updates for cross-functional transparency and future reference.
• Contribute to special projects as needed, including integration initiatives, managed package enhancements, or regulatory compliance efforts

Requirements

• Salesforce Administrator Certification (Required)
• 3+ years of hands-on experience working with Salesforce, preferably in complex environments with custom workflows, fields, and components
• Proficiency in Salesforce declarative tools (Flows, Validation Rules, Record Types, etc.)
• Strong knowledge of Salesforce Health Cloud and/or Field Service (preferred but not required)
• Familiarity with managed packages (e.g., Elixir) and their implications on system configuration
• Comfortable working with tools such as Jira for documentation and collaboration
• Basic understanding of Apex, LWCs, Aura components, and Visualforce (ability to collaborate with developers and understand code-level constraints)
• Business Analysis: Ability to elicit, document, and translate business requirements into effective technical solutions.
• Communication: Excellent verbal and written communication skills; able to translate technical details for non-technical audiences.
• Problem Solving: Approaches issues analytically and methodically to identify root causes and implement durable fixes.
• Collaboration: Works well in a cross-functional team, values diverse perspectives, and contributes to shared goals.
• Adaptability: Comfortable shifting priorities and responding to evolving business needs in a fast-paced environment.
• Curiosity: Proactively explores new Salesforce capabilities and proposes innovations that can add value.
• Project Ownership: Takes accountability for assigned projects and sees them through to completion with minimal supervision.
• Quality Assurance: Applies testing rigor to ensure reliable and scalable Salesforce configurations.

Skills

Required

• Salesforce
• Flows
• Validation Rules
• Record Types
• Page Layouts
• Lightning App Builder
• Salesforce Health Cloud
• Field Service
• Managed packages (e.g., Elixir)
• Jira
• Apex
• LWCs