Senior Salesforce Business Analyst

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

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