CRM Business Analyst

The Squires GroupCave Creek, AZ
$60 - $70Hybrid

About The Position

Our client is seeking a CRM Business Analyst 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.

Requirements

  • 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

Nice To Haves

  • 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

Responsibilities

  • 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
  • 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
  • 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
  • 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

Benefits

  • paid time off (PTO)
  • medical coverage
  • dental coverage
  • vision coverage
  • life insurance
  • long-term disability insurance
  • a 401(k) plan
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