Senior Salesforce Business Analyst

Quick Facts

• Role: Senior Salesforce Business Analyst

Description

Lead an end-to-end, multi-phase replacement of a legacy fleet scheduling application with a Salesforce-based CRM. Define and document requirements for a Salesforce CRM data model and key capabilities, including activity tracking, permissions, scheduling, quoting, document generation, routing/tour mapping, and QuickBooks integration. Support data migration efforts and validate delivered functionality with Salesforce Functional Testing/QA.

Responsibilities

• Guide the client business owner and delivery team through the replacement of the legacy fleet scheduling application with a Salesforce-based CRM.
• Define and document CRM data model requirements (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 Star Tracker instances.
• Define scheduling solution requirements, including asset reservation tracking and a custom LWC component.
• Document requirements for a product catalog (~50 products) and 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.
• 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 business requirements for third-party integrations.
• Ability to work directly with client business owners to drive requirements gathering and solution design.
• English proficiency at B2 level or higher.

Benefits

• Hybrid work by design with opportunity to work remotely within Poland.
• Chance to work abroad for up to 60 days annually and business-driven relocation opportunities.
• Career development programs and thought leadership/mentoring.
• Soft skills and well-being programs.
• Certification support (Anthropic, Gemini, GCP, Azure, AWS) and English classes.
• Stable pay.
• Employee Stock Purchase Plan with a 15% discount.
• Benefits package (health insurance, multisport, shopping vouchers).
• Referral bonuses up to $2,000.
• Office amenities (entertainment/relaxation zones, table tennis/football, free snacks/coffee).
• Corporate, social, and well-being events.