Senior Salesforce Business Analyst

Quick Facts

• Role: Senior Salesforce Business Analyst

Description

Lead the end-to-end replacement of a legacy fleet scheduling application with a Salesforce-based CRM, starting with an MVP that replicates existing functionality while adding core CRM capabilities. Own requirements and documentation for CRM data modeling, activities/permissions/change logs, notifications, scheduling (including asset reservation and a custom LWC component), quoting, document generation, tour mapping and routing revisions, and QuickBooks integration. Partner with Salesforce Functional Testing/QA to ensure delivered functionality matches business requirements.

Responsibilities

• Guide the client business owner and delivery team through the CRM replacement from legacy fleet scheduling to Salesforce
• Define and document the CRM data model (Accounts, Contacts, Leads, Opportunities, Quotes, Orders/Invoices, plus custom objects like 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 for Account and Opportunity Team use cases
• Support data migration across 4–5 entities from two legacy instances
• Define requirements for scheduling, including asset reservation tracking and custom LWC development
• Document product catalog (~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, including quote revisions based on updated routings
• Define 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 (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 documenting requirements for scheduling, quoting, and document generation solutions
• Skills gathering and translating requirements for third-party system integrations
• Ability to work directly with client business owners to drive requirements gathering and solution design
• English proficiency at B2 level or higher

Benefits

• Career development programs; mentoring, soft skills, and well-being programs
• Certification support (Anthropic, Gemini, GCP, Azure, AWS); English classes
• Stable pay; Employee Stock Purchase Plan with a 15% discount
• Health insurance and additional benefits (e.g., multisport, shopping vouchers)
• Referral bonuses up to $2,000
• Hybrid working model with remote work options within Poland; chance to work abroad up to 60 days annually; relocation opportunities
• Corporate, social and well-being events