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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