Senior Salesforce Business Analyst

Quick Facts

Senior Salesforce Business Analyst for a multi-phase Salesforce CRM replacement of a legacy fleet scheduling application.

Description

Lead an AI-versed, hands-on requirements effort to replace a legacy fleet scheduling application with a modern Salesforce-based CRM. The project starts with an MVP replicating existing functionality while introducing core CRM capabilities (activity tracking, data modeling, scheduling, quoting, document generation, and third-party integrations). Work with client business owners and the EPAM team to define, document, and validate requirements.

Responsibilities

• Guide the client business owner and the team through end-to-end replacement of a legacy fleet scheduling app with a Salesforce-based CRM
• Define and document CRM data model requirements for standard objects (Accounts, Contacts, Leads, Opportunities, Quotes, Orders/Invoices) and custom objects (Tour/Tour Stop, Asset/Asset Reservation)
• Translate business needs into functional specifications for CRM activities, permissions, and change log capabilities
• Analyze and document notification requirements, especially for Account and Opportunity Team use cases
• Support data migration across 4–5 entities from two Star Tracker instances
• Define requirements for scheduling, 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, route modification, and 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
• Ability to work directly with client business owners to drive requirements gathering and solution design
• English proficiency at B2 level or higher

Benefits

• Hybrid-by-design mode with opportunity to work remotely within Poland
• Chance to work abroad for up to 60 days annually; business-driven relocation opportunities
• Career development programs; thought leadership, mentoring, soft skills, and well-being programs
• Certifications (Anthropic, Gemini, GCP, Azure, AWS); English classes
• Stable pay; Employee Stock Purchase Plan participation with 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
• Contractor option available (B2B terms agreed individually)