Description
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.
Responsibilities
•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
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
Conditions
No conditions specified in the posting.
