Company Overview Planview has one mission: to build the future of connected work, from ideas to impact.

As the global leader in work and resource management, Planview helps organizations accelerate the achievement of what matters most, supporting our customers from need to speed, from passion to progress, and from overhead to optimization. We provide the industry’s most comprehensive solutions designed for strategic planning, portfolio and resource management, Lean and Agile delivery, product portfolio management, capability, and technology management (enterprise architecture), innovation management, and collaborative work and project management. Our connected platform of solutions underpins the business and digital transformations of more than 4,500 customers globally, including 59 of the Fortune 100.

At Planview, our people connections drive our innovation and success. Our global team of 1400+ work remotely and across our offices including Austin, Vancouver, Hod Hasharon, Bangalore, Sydney, and Stockholm. We’re proud of our world-class, connected culture built on our shared values, that supports our teams to be successful from anywhere.

Learn more about our portfolio at planview.com, and connect with us on LinkedIn, Instagram, and X.

The Opportunity We are seeking a Sr. Business Application Administrator to join our North America team. As part of the IT Business Applications team, this role will serve as a strategic business partner supporting scalable solutions across Sales, Marketing, Revenue Operations, and adjacent business functions within the Lead-to-Quote-to-Cash process. The ideal candidate combines strong Business Systems Analyst capabilities, excellent communication skills, and hands-on

Salesforce platform expertise. This role requires someone who can drive discussions with stakeholders, refine requirements, design scalable solutions, and lead hands-on execution in

Salesforce. The role also extends beyond Salesforce into connected applications, workflow automation, and integrations that support end-to-end business processes. Experience with

Salesforce CPQ and Revenue Cloud is highly desirable.

What You'll Do

- Act as a subject matter expert on Salesforce business processes, system capabilities, and solution options.
- Partner with stakeholders across Sales, Marketing, Revenue Operations, Finance, Customer Support, Legal, and other cross-functional teams to analyze business processes, systems, and data flows, define project scope, objectives, and success criteria, and recommend scalable solutions that drive process optimization.
- Contribute to process and system improvements across the Lead-to-Quote-to-Cash lifecycle,



including opportunity management, quoting, pricing, approvals, contracting, ordering, and revenue-related workflows.
- Support connected applications, workflow automation, and integrations across the Salesforce ecosystem, including GTM and GTC tools such as Outreach, LeanData, LeadIQ, LinkedIn Sales Navigator, n8n, and Gainsight, while understanding the upstream and downstream impacts of connected platforms such as NetSuite and Avalara.
- Drive automation, process improvements, and continuous improvement initiatives, managing tool-related workflows, compliance-related processes, and cross-system changes that enhance efficiency, system usability, operational effectiveness, and stakeholder experience.
- Perform hands-on Salesforce administration and configuration, including custom objects, fields, page layouts, record types, profiles or permission-related setup, validation rules, Flows, reports, dashboards, and other declarative automations.
- Lead the design and implementation of complex customizations, automations, and integrations across Salesforce and connected business applications.
- Lead end-to-end system changes through design, testing, user acceptance, deployment, and post-release validation.
- Partner with vendors and internal stakeholders to resolve escalated issues and help ensure the stability, performance, and scalability of business applications.
- Establish and support governance, controls, and best practices for business application usage, data management, and change management.
- Stay current on Salesforce platform capabilities, AI-enabled features, and relevant technologies to continuously improve solution design and delivery.

What You'll Bring

- 8+ years of experience as a Business Administrator or Business Systems Analyst with strong Salesforce expertise supporting Sales, Marketing, and Service-related business processes.
- Proven experience leading complex requirements gathering, process analysis, and solution design for cross-functional business initiatives.
- Strong stakeholder management skills with the ability to adapt communication style to different audiences and build alignment across teams.
- Comfortable being hands-on in Salesforce and handling administrator tasks, with proven ability to design, configure, test, deploy,



and support business changes using declarative tools and platform setup. Strong experience with Salesforce Flows, objects, fields, security model, page layouts, validation rules, reporting, and overall platform administration is required.
- Experience with connected GTM tools such as Outreach, LeanData, LeadIQ, Marketo, LinkedIn Sales Navigator, Gainsight or similar platforms is highly desirable.
- Solid understanding of Lead-to-Quote-to-Cash processes and related business workflows.
- Experience with Salesforce CPQ and exposure to Salesforce Revenue Cloud are preferred.
- Experience with Salesforce Agentforce, Einstein Copilot, Prompt Builder, or related AI capabilities and their application to Sales or Service automation is strongly preferred.
- Ability to learn new tools and processes quickly, work through ambiguity, and assess cross-system impacts to deliver scalable solutions.
- Ability to work independently with little day-to-day instruction, prioritize effectively based on business urgency and impact, and manage diverse, complex, cross-functional work that may not always be clearly defined.
- Strong verbal and written communication skills, including the ability to facilitate workshops, adapt communication style to different audiences, document requirements clearly, and present recommendations to stakeholders and leadership.
- Demonstrated judgment in making informed decisions, with appropriate input from management and stakeholders when needed.
- Experience establishing or supporting governance, controls, and best practices for business applications and data management is preferred.
- Salesforce certifications such as Salesforce Administrator, Salesforce Business Analyst, or related certifications are preferred.

Benefits At Planview At Planview, you’ll join our global team and culture which reflects the vibrant communities in which our employees live and work. To support you at Planview, you will enjoy:

- Unplugged Days: 4 company-wide paid days off per year to recharge and relax.
- Generous PTO offerings (region dependent).
- Region specific competitive benefit plans to support you at any life stage including parental leave, retirement, medical plans, wellness support, and remote work support.
- Paid time to volunteer through Planview’s Force for Good Week.
- Employee Referral bonus program.
- Weekly office lunches for hybrid team members and social events.
- Flexible work hours/workplace.

Now is a great time to join our team. If you are looking for a place to grow your career, innovate with best-in-class solutions, and build the future of connected work, Planview is the right place for you!

📌 Sr. Business Application Administrator (Canada)
🏢 Planview
📍 Canada