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Senior Salesforce Business Analyst

Role overview

Qualifications

  • 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

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
  • 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

Key facts

Hard skills

Other skills

  • Collaboration
  • Communication

About the company

EPAM Systems logo

EPAM Systems

IT Services & IT Consulting

Since 1993, EPAM Systems, Inc. (NYSE: EPAM) has used its software engineering expertise to become a leading global provider of digital engineering, cloud and AI-enabled transformation services, and a leading business and experience consulting partner for global enterprises and ambitious startups. We address our clients’ transformation challenges by fusing EPAM Continuum’s integrated strategy, experience and technology consulting with our 30+ years of engineering execution to speed our clients’ time to market and drive greater value from their innovations and digital investments. We make GenAI real with our AI LLM orchestration, testing and engineering solutions, EPAM DIAL, EPAM EliteA™ and EPAM AI/RUN™, respectively. We deliver globally, but engage locally with our expert teams of consultants, architects, designers and engineers, making the future real for our clients, our partners and our people around the world. We believe the right solutions are the ones that improve people’s lives and fuel competitive advantage for our clients across diverse industries. Our thinking comes to life in the experiences, products and platforms we design and bring to market. Added to the S&P 500 and the Forbes Global 2000 in 2021 and recognized by Glassdoor and Newsweek as a Top 100 Best Workplace, our multidisciplinary teams serve customers across six continents. We are proud to be among the top 15 companies in Information Technology Services in the Fortune 1000 and to be recognized as a leader in the IDC MarketScapes for Worldwide Experience Build Services, Worldwide Experience Design Services and Worldwide Software Engineering Services. Learn more at www.epam.com.

Company details

Company typeXLarge
IndustryIT Services & IT Consulting
Company size10001

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Job 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 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 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 Capability 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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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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