Senior Salesforce Business Analyst

Quick Facts

• Role: Senior Salesforce Business Analyst

• Focus: Multi-phase Salesforce CRM replacement (legacy fleet scheduling app to Salesforce-based CRM) starting with an MVP

Description

Lead a hands-on, AI-versed Business Analyst effort to replace a legacy fleet scheduling application with a modern Salesforce-based CRM. Define requirements and specifications across CRM data modeling, scheduling, quoting, activity tracking, document generation, routing/tour mapping, and third-party integrations. Support data migration and validation against business requirements with Salesforce Functional Testing/QA.

Responsibilities

• Guide the client business owner and delivery 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, 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, especially 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 document generation requirements 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

Requirements

• 5+ years of Business Analyst experience on Salesforce platform implementations

• Experience leading multi-phase CRM replacement or migration projects

• Strong knowledge of Salesforce CRM data modeling (standard and custom objects)

• Familiarity with GenAI tools and their use in business analysis processes

• Understanding of Salesforce Functional Testing and QA practices

• Experience planning and supporting data migration across multiple source systems

• Background documenting requirements for scheduling, quoting, and document generation

• Experience gathering and translating requirements for third-party integrations

• Ability to work directly with client business owners on requirements gathering and solution design

• English proficiency at B2 level or higher

Benefits

• Hybrid work model with opportunity to work remotely within Poland

• Chance to work abroad up to 60 days annually; business-driven relocation opportunities

• Career development programs; mentoring and soft skills/well-being programs

• Certification support (Anthropic, Gemini, GCP, Azure, AWS)

• English classes

• Stable pay; Employee Stock Purchase Plan (15% discount)

• Health insurance; multisport; shopping vouchers

• Referral bonuses up to $2,000

• Office amenities and events; corporate, social, and well-being activities