Full-Time
CRM Business Analyst Consultant
Updated on 9/10/2026
Deadline 8/12/27
The Squires Group
No salary listed
Cave Creek, AZ, USA
Remote
Remote role with travel to the client site on the West Coast every 4–6 months during implementation.
Bachelor's
Category
 Solution Engineering (1) |
|---|
Required Skills
Agile
Software Testing
CRM
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 Business Requirements Documents, Functional Requirements Documents, Run Books, and process documentation using structured templates and high-quality writing standards.
- Proven experience across Functional Testing, Integration Testing, and User Acceptance Testing cycles.
- Working knowledge of Agile methodologies and participation in Agile ceremonies, including Daily Stand-Ups, Sprint Planning, and Sprint Reviews.
- Strong stakeholder communication skills with the ability to translate technical and operational discussions into clear business requirements.
- A 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.
- A Bachelor's Degree.
Responsibilities
- Partner independently with client Subject Matter Experts 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, Functional Requirements Documents, 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, 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 Microsoft Teams, ensuring visibility into status, blockers, and progress.
- Participate in Agile ceremonies, including Daily Stand-Ups, Sprint Planning, and Sprint Reviews.
- Engage with stakeholders at all levels, including senior leadership, using a consultative, solution-oriented approach.
- Coordinate work through the Project Manager as appropriate and seek additional assignments when capacity allows.
Desired Qualifications
- Experience supporting enterprise system requests for proposals, vendor evaluations, and scoring analysis.
- Background in financial systems or transactional or operational platforms.
- Experience developing and delivering end-user training materials.
- Exposure to industries involving physical operations, such as waste management, logistics, transportation, recycling, or manufacturing.
- Familiarity with field operations such as drivers, trucks, routing, or materials management workflows.