CRM Business Analyst Consultant

The Squires Group, Inc.; Cave Creek (AZ); On-site; USD 85,000 - 120,000; Full time

Job summary

The Squires Group, Inc. is seeking a CRM Business Analyst to join a co-mingled consulting and client team supporting a waste-industry CRM implementation.

You will serve as the essential link between each facility’s operational requirements and a standardized CRM platform, guiding processes into a unified system and enabling a smooth transition to the new solution. This role is remote with periodic travel to client sites on the West Coast, with trips every 4–6 months during implementation

Qualifications

• Strong Business Analysis experience with hands-on elicitation and end-to-end process documentation.
• Excellent analytical and conceptual thinking, able to deconstruct workflows.
• Advanced documentation skills with BRDs, FRDs, Run Books and process documentation.
• Experience across Functional Testing, Integration Testing, and UAT cycles.
• Knowledge of Agile methodologies and participation in Agile ceremonies.
• Strong stakeholder communication translating technical and operational discussions into business requirements.
• Self-directed work style with the ability to ramp quickly, manage multiple priorities with minimal oversight.
• Consulting-level professionalism.

Responsibilities

• Partner independently with client SMEs to elicit, document, and validate business requirements.
• Develop as-is and future-state process documentation with detailed workflows.
• Conduct gap analysis between current processes and CRM capabilities; document findings.
• Author BRDs, FRDs, and Run Books in alignment with standards.
• Evaluate and design CRM configuration options aligned to client requirements.
• Configure site-specific CRM data including contracts, price books, materials, vehicles, actions.
• Perform exception mapping to resolve edge cases and deviations.
• Support change management and multi-phase testing (Functional, Integration, UAT).
• Proactively identify issues to ensure high-quality deliverables and on-time execution.
• Communicate with stakeholders via Slack/MS Teams; participate in Agile ceremonies.
• Coordinate work through the Project Manager and seek additional assignments when capacity allows.

Skills

Business Analysis

Analytical thinking

BRDs/FRDs

Functional Testing

Integration Testing

UAT

Agile

Stakeholder communication

Self-management

Professionalism

Education

Bachelor's Degree

Job description

Job Description

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.

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 elevate 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.

• Our Commitment to You - We offer competitive pay, multi-year projects, and a list of exciting clients.


• Work-Life Balance - We work hard; we work smart and have quality time for family and \"life.\"


• Golden Rule - We treat our consultants the way we want to be treated: with integrity, professionalism, and trust.


• We Care About You – We help you meet your career goals and continuously support your efforts in the field.

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