CRM Business Analyst Consultant

Overview

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

• Exposure to industries involving physical operations (e.g., waste management, logistics, transportation, recycling, manufacturing)

• Familiarity with field operations such as drivers, trucks, routing, or materials management workflows

4 Reasons to Join The Squires Group, Inc.:

_1. Our Commitment to You - We offer competitive pay, multi-year projects, and a list of exciting clients._2. Work-Life Balance - We work hard; we work smart and have quality time for family and "life." _3. Golden Rule - We treat our consultants the way we want to be treated: with integrity, professionalism, and trust._4. We Care About You – We help you meet your career goals and continuously support your efforts in the field.

_Check out our Referral Program!_The Squires Group will pay you for every qualified professional that you refer and we place. If you see a position posted by The Squires Group and know the perfect person for the job, please send us your referral. For more information, go to https://bit.ly/squiresreferral.

The Squires Group, Inc. is an Equal Opportunity/Affirmative Action Employer.

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