Senior Business Analyst – CRM, BI, Data

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SQDM

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2005

🤝 B2B

🤖 Artificial Intelligence

🏢 Enterprise

B2B • Artificial Intelligence • Enterprise

SQDM is a Latin America–based IT services and talent provider that helps enterprises implement and manage Salesforce ecosystems, Boomi integrations, intelligent process automation (BPM and RPA), business intelligence and AI solutions. The company operates as a software factory offering quality assurance, custom development, and nearshore bilingual teams aligned with U. S. time zones, and brings nearly 20 years of experience serving sectors like telecom, insurance and education.

📋 Description

• Lead discovery sessions, workshops, and interviews with business and technical stakeholders. • Gather, analyze, document, validate, and manage functional and non-functional requirements. • Translate business needs into user stories, acceptance criteria, process flows, business rules, functional specifications, and UAT scenarios. • Manage product backlogs and support sprint planning, backlog refinement, demos, release planning, UAT, and defect triage. • Define CRM requirements for sales, service, case management, customer journeys, workflows, fields, forms, integrations, security, and reporting. • Gather BI and Power BI requirements for dashboards, reports, KPIs, analytics, scorecards, data sources, refresh frequency, security, and acceptance criteria. • Document data requirements, mappings, flows, source systems, integrations, data lineage, validation rules, and data quality needs. • Collaborate with Product Owners, CRM consultants, developers, architects, BI developers, data engineers, business leaders, and technical teams. • Support validation of CRM enhancements, Power BI dashboards, reports, integrations, data solutions, and AI-enabled initiatives.

🎯 Requirements

• 5+ years of experience as a Business Analyst, Senior Business Analyst, Product Analyst, Functional Analyst, or similar role. • Experience managing requirements in complex or cross-functional technology environments. • Experience with CRM platforms; Microsoft Dynamics 365 is strongly preferred. • Experience with CRM processes, workflows, business rules, customer journeys, integrations, forms, fields, security, and reporting. • Experience gathering requirements for Power BI, BI dashboards, reports, KPIs, analytics, and self-service BI. • Experience with data sources, data flows, data mapping, data quality, data lineage, integrations, relational data concepts, and analytical outputs. • Experience writing user stories, acceptance criteria, functional specifications, process flows, use cases, business rules, and UAT scenarios. • Experience working in Agile/Scrum environments. • Strong stakeholder management, communication, documentation, analytical thinking, and problem-solving skills. • Bilingual proficiency in English and Spanish. English B2 or higher preferred.

🏖️ Benefits

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