Senior Business Analyst - CRM Transformation

Jobgether • United State
Remote
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AI Summary

Drive transformation initiatives in sales domain on a global scale. Lead business process discovery, mapping, and documentation. Engage with stakeholders to guide strategic decisions.

Key Highlights
Lead business process discovery and documentation
Facilitate workshops with global stakeholders
Translate business needs into structured requirements documentation
Key Responsibilities
Lead business process discovery, mapping, and documentation across global Sales organizations
Facilitate workshops and working sessions with global stakeholders
Translate business needs into structured requirements documentation
Technical Skills Required
Salesforce Sales Cloud Tableau Power BI Excel Jira Confluence
Benefits & Perks
Comprehensive medical, vision, dental, and life insurance
AD&D, short-term and long-term disability insurance
Flexible Spending Account (FSA) and commuter benefits
Nice to Have
Seismic
Gong

Job Description


This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Senior Business Analyst - REMOTE. In this role, you will play a pivotal part in driving transformation initiatives within the sales domain on a global scale. Your expertise will bridge the gap between various sales functions and technology teams, ensuring alignment through effective communication and documentation. You'll engage with stakeholders from diverse regions, harnessing your deep knowledge of CRM systems to guide strategic decisions. This position offers the opportunity to spearhead influential projects that significantly impact business operations across multiple markets. Join us to shape the future of sales processes and deliver meaningful improvements that enhance service delivery.

Accountabilities

  • Lead business process discovery, mapping, and documentation across global Sales organizations in support of our CRM consolidation initiative.
  • Facilitate workshops and working sessions with global stakeholders to uncover and align business requirements.
  • Translate business needs into structured requirements documentation, including user stories, process flows, and acceptance criteria.
  • Act as the liaison between business stakeholders and RevTech product management teams to support backlog refinement and prioritization.
  • Partner with internal and external project teams to ensure that solutions align with business needs and are delivered successfully.
  • Maintain clear documentation of current state and future state processes, especially related to Salesforce functionality and Sales Enablement platforms.
  • Support Run-The-Business (RTB) initiatives on a smaller scale, ensuring operational continuity during the transformation period.
  • Contribute to business testing activities, UAT coordination, and validation of key use cases during rollout phases.
  • Work with DevOps and project delivery teams to ensure traceability between requirements, development, and testing.

Requirements

  • 8+ years of experience in Business Analyst roles with a primary focus on CRM platforms, particularly Salesforce Sales Cloud.
  • Proven experience leading business process documentation efforts — including process mapping, flowcharts, and system touchpoints.
  • Familiarity with global sales operations, enterprise sales methodologies, and sales process standardization.
  • Experience in large-scale CRM transformation or consolidation programs is strongly preferred.
  • Demonstrated ability to engage with VP- and Director-level stakeholders and facilitate productive workshops.
  • Hands-on experience with Salesforce is required; Salesforce certifications (Admin, BA, etc.) are a plus.
  • Experience with Seismic and Gong is preferred but not required.
  • High proficiency in reporting tools such as Tableau, Power BI, and Excel.
  • Expertise using Jira, Confluence, and other DevOps tools for managing requirements, sprints, and documentation.
  • Strong written and verbal communication skills, especially in summarizing findings and synthesizing across teams.
  • Comfortable working in a globally distributed, cross-functional environment.

Benefits

  • Comprehensive medical, vision, dental, and life insurance.
  • AD&D, short-term and long-term disability insurance.
  • Sleep care management and Health Savings Account (HSA).
  • Flexible Spending Account (FSA) and commuter benefits.
  • 401(k) and Employee Stock Purchase Plan (ESPP).
  • Employee Assistance Program (EAP) and tuition assistance.
  • Fifteen days Paid Time Off (PTO) in the first year.
  • Eleven paid holidays plus three floating days.
  • Eligibility for 14 weeks of primary caregiver or two weeks of secondary caregiver leave.
  • Flexible work arrangements and competitive salaries.

Why Apply Through Jobgether?

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.


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