Description
We are seeking a Senior Salesforce Business Analyst with a hands-on, AI-versed approach to guide our team and client business owners through the replacement of a fleet scheduling application with a modern Salesforce-based CRM. This multi-phase project begins with an MVP focused on replicating existing functionality while introducing core CRM capabilities such as activity tracking, data modeling, scheduling, quoting, document generation, and third-party integrations.
Responsibilities
Guide the client business owner and EPAM team through the end-to-end process of replacing 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 around Account and Opportunity Team use cases Support data migration efforts 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 calcula
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