Our client is seeking a CRM Business Analyst to to join a co-mingled consulting and client team supporting a waste-industry CRM implementation. In this role, you will act as the essential link between each facility’s unique operational requirements and a standardized CRM platform, helping translate and guide existing processes into a unified system while enabling a smooth transition to the new solution.
This opportunity is remote with travel to the client site on the West Coast. Travel will be during implementation timelines every 4-6 months.
Responsibilities
Requirements & Documentation
Partner independently with client Subject Matter Experts (SMEs) to elicit, document, and validate business requirements
Develop as-is and future-state process documentation, including detailed workflows and narrative process descriptions
Conduct gap analysis between current business processes and CRM system capabilities, clearly documenting findings and implications
Author Business Requirements Documents (BRDs), Functional Requirements Documents (FRDs), and Run Books in alignment with established standards
CRM Configuration & Design
Evaluate and design CRM configuration options that align client requirements with platform capabilities
Configure site-specific CRM data, including contracts, price books, materials, vehicles, actions, and related reference data
Perform exception mapping analysis to identify and resolve edge cases, process variations, and operational deviations
Change Management & Testing
Support change management activities by documenting current and future-state processes and identifying business impacts
Execute multi-phase testing, including Functional Testing, Integration Testing, and User Acceptance Testing (UAT), to validate system behavior and data accuracy
Proactively identify, document, and escalate issues to ensure high-quality deliverables and on-time execution
Collaboration & Communication
Serve as the bridge between technical teams and business stakeholders, translating complex requirements into clear, actionable language
Maintain consistent communication via Slack or MS Teams, ensuring visibility into status, blockers, and progress
Participate in Agile ceremonies, including Daily Stand-Ups, Sprint Planning, and Sprint Reviews
Engage confidently with stakeholders at all levels, including senior leadership, using a consultative, solution-oriented approach
Coordinate work through the Project Manager as appropriate and proactively seek additional assignments when capacity allows
Qualifications
Strong Business Analysis experience with hands-on requirements elicitation and end-to-end process documentation
Excellent analytical and conceptual thinking skills, with the ability to deconstruct complex workflows and design practical solutions
Advanced documentation skills with experience producing BRDs, FRDs, Run Books, and process documentation using structured templates and high-quality writing standards
Proven experience across Functional Testing, Integration Testing, and UAT cycles
Working knowledge of Agile methodologies and participation in Agile ceremonies (Daily Stand-Ups, Sprint Planning, Sprint Reviews, etc.)
Strong stakeholder communication skills with the ability to translate technical and operational discussions into clear business requirements
Self-directed work style with the ability to ramp quickly, manage multiple priorities, and deliver high-quality outputs with minimal oversight
Consulting-level professionalism, attention to detail, and a consistent focus on delivering high-quality work products
Bachelors Degree
Nice to Have
Experience supporting enterprise system RFPs, vendor evaluations, and scoring analysis
Background in financial systems or transactional/operational platforms
Experience developing and delivering end-user training materials