business analyst for Salesforce CRM

The project replaces a legacy fleet scheduling application with a modern Salesforce-based CRM. Its multi-phase MVP will replicate existing functionality while adding core CRM capabilities, including activity tracking, data modeling, scheduling, quoting, document generation, and third-party integrations.

• Guide the client business owner and EPAM team through the end-to-end replacement of a legacy fleet scheduling application with a Salesforce-based CRM
• Define and document requirements for the CRM data model, including Accounts, Contacts, Leads, Opportunities, Quotes, Orders/Invoices, and 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, particularly for Account and Opportunity Team use cases
• Support data migration across 4–5 entities from two Star Tracker instances
• Define requirements for a scheduling solution, including asset reservation tracking and a custom LWC component
• Document requirements for a product catalog of approximately 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 capabilities, 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

• 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

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