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We are seeking a Senior Salesforce Business Analyst with a hands-on, AI-versed approach to guide our team and client business owners through the replacement of a fleet scheduling application with a modern Salesforce-based CRM. This multi-phase project begins with an MVP focused on replicating existing functionality while introducing core CRM capabilities such as activity tracking, data modeling, scheduling, quoting, document generation, and third-party integrations.
Responsibilities
- Guide the client business owner and EPAM team through the end-to-end process of replacing a legacy fleet scheduling application with a Salesforce-based CRM
- Define and document requirements for the CRM data model, including Accounts, Contacts, Leads, Opportunities, Quotes, Orders/Invoices, and custom objects such as Tour/Tour Stop and Asset/Asset Reservation
- Translate business needs into functional specifications for CRM activities, permissions, and change log capabilities
- Analyze and document notification requirements, particularly around Account and Opportunity Team use cases
- Support data migration efforts across 4-5 entities from two Star Tracker instances
- Define requirements for a scheduling solution, including asset reservation tracking and a custom LWC component
- Document requirements for a product catalog of approximately 50 products and related quoting processes
- Define document generation requirements for contracts, quotes, and invoices
- Capture requirements for tour mapping, distance calculations, and route modification capabilities, including quote revisions based on updated routings
- Document integration requirements with QuickBooks
- Collaborate with Salesforce Functional Testing/QA to validate delivered functionality against business requirements
Requirements
- 5+ years of experience as a Business Analyst on Salesforce platform implementations
- Experience leading multi-phase CRM replacement or migration projects
- Knowledge of Salesforce CRM data modeling, including standard and custom objects
- Familiarity with GenAI tools and their application in business analysis processes
- Understanding of Salesforce Functional Testing and QA practices
- Experience with data migration planning and execution across multiple source systems
- Background in documenting requirements for scheduling, quoting, and document generation solutions
- Skills in gathering and translating business requirements for third-party system integrations
- Capability to work directly with client business owners to drive requirements gathering and solution design
- English proficiency at B2 level or higher