Senior Salesforce Business Analyst

Quick Facts

• Role: Senior Salesforce Business Analyst

• Focus: Business analysis for replacing a legacy fleet scheduling app with a Salesforce-based CRM (MVP first)

Description

We are seeking a Senior Salesforce Business Analyst with a hands-on, GenAI-versed approach to guide a multi-phase project replacing a legacy fleet scheduling application with a modern Salesforce-based CRM. The MVP will replicate existing functionality and introduce key CRM capabilities including activity tracking, data modeling, scheduling, quoting, document generation, and third-party integrations.

Responsibilities

• Guide the client business owner and the delivery team through the end-to-end CRM replacement

• Define and document CRM data model requirements for standard and custom objects (including 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 requirements for scheduling, including asset reservation tracking and a custom LWC component

• Document requirements for a product catalog (~50 products) and related quoting processes

• Define requirements for document generation (contracts, quotes, invoices)

• Capture requirements for tour mapping, distance calculations, and route modification (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

Benefits

• Career development programs, 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

• Hybrid-by-design work mode with opportunity to work remotely within Poland and chance to work abroad up to 60 days annually

• Relocation opportunities and corporate/social/well-being events