Senior Salesforce Business Analyst

Quick Facts

• Role: Senior Salesforce Business Analyst

• Focus: Hands-on business analysis for replacing a legacy fleet scheduling application with a Salesforce-based CRM

• Project scope: Multi-phase; MVP includes core CRM, scheduling, quoting, document generation, routing/tour features, and QuickBooks integration

Description

Lead a multi-phase CRM replacement of a fleet scheduling application, starting with an MVP that replicates existing functionality and expands it with core Salesforce CRM capabilities. You will define requirements for the CRM data model, functional behavior, notifications, scheduling and quoting, document generation, tour/routing updates, and QuickBooks integration. You will also collaborate with Salesforce Functional Testing/QA to ensure delivered functionality matches business requirements.

Responsibilities

• Guide client business owners and the team through the end-to-end replacement process
• Define and document CRM requirements for data model entities (Accounts, Contacts, Leads, Opportunities, Quotes, Orders/Invoices, and 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 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 document generation requirements for contracts, quotes, and invoices
• Capture requirements for tour mapping, distance calculations, and route modification (including quote revisions for 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 in 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 model with remote opportunities within Poland; chance to work abroad up to 60 days annually
• Career development programs, thought leadership and 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) and referral bonuses up to $2,000
• Corporate, social and well-being events
• Note: benefits are for employees only; B2B contractor terms are agreed individually