Senior Salesforce Business Analyst

Quick Facts

Senior Salesforce Business Analyst

Description

Senior Salesforce Business Analyst to lead a multi-phase replacement of a legacy fleet scheduling application with a modern Salesforce-based CRM. You will define CRM data model and functional requirements for activities, permissions, scheduling, quoting, document generation, routing/tour capabilities, and QuickBooks integration—starting with an MVP and progressing end-to-end.

Responsibilities

• Guide the client business owner and EPAM team through end-to-end CRM replacement of the legacy fleet scheduling application
• Define and document CRM data model requirements (Accounts, Contacts, Leads, Opportunities, Quotes, Orders/Invoices, 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 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 related quoting processes
• Define requirements for document generation for contracts, quotes, and invoices
• Capture requirements for tour mapping, distance calculations, and route modification with quote revisions based on updated routings
• Document integration requirements with QuickBooks
• Collaborate with Salesforce Functional Testing/QA to validate delivered functionality against business requirements

Benefits

• Hybrid by design; remote within Poland
• Chance to work abroad up to 60 days annually; business-driven relocation opportunities
• Career development programs, thought leadership, mentoring, and soft skills/well-being programs
• Certification (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 and social/well-being events

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 in gathering and translating business requirements for third-party integrations
• Capability to work directly with client business owners to drive requirements gathering and solution design
• English proficiency at B2 level or higher