The CRM Platform project focuses on supporting and evolving a cloud based CRM ecosystem used for business operations, integrations, and data driven decision making. The project emphasizes requirement management, process optimization, and close collaboration between business and technology teams to deliver scalable CRM capabilities.
Team
You will be part of a cross functional delivery team that includes business analysts, developers, and project managers. The team collaborates closely using agile practices and works across multiple workstreams to ensure alignment of CRM functionality and integrations.
Position overview
We are looking for a Business Analyst with hands on Salesforce CRM experience to support requirement gathering, analysis, and delivery of CRM related enhancements. You will work closely with business sponsors, product owners, and development teams to translate business needs into clear requirements and prioritized backlogs.
Technology stack
Salesforce CRM, AI productivity tools including GPT based assistants, SQL, system integration tools, REST APIs, agile project management tools
Responsibilities
Gather and analyze business requirements related to CRM functionality, system integrations, and data mapping
Write clear business requirements, functional specifications, and user stories
Work independently with business sponsors and product owners to prioritize functionality and manage the product backlog
Act as the first point of contact for new enhancement requests and assess alignment with existing capabilities
Translate business requests into documented requirements for new CRM features or improvements
Coordinate with analysts and project managers across workstreams to manage cross system process and integration changes
Provide process support to simplify, standardize, and document business workflows
Apply agile delivery practices including participation in ceremonies, planning, and backlog refinement
Use AI based tools to support story writing, documentation, and analysis activities
Requirements
At least 3 years of experience working with Salesforce CRM in a Business Analyst role
Experience gathering requirements for CRM systems including integrations and data mapping
Proven experience writing business requirements and user stories
Ability to work directly with business stakeholders and product owners
Experience supporting agile delivery processes and project ceremonies
Strong analytical and communication skills
Nice to have
Domain knowledge in Private Equity or financial services
Experience working with multiple integrated enterprise systems
Familiarity with data driven process optimization
Exposure to automation or advanced documentation tools
Experience supporting complex or regulated environments
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