GTM and Legal Systems Business Analyst

Crescendo is the only AI-Native Customer Experience solution designed to run AI and human agents as one unified system. The GTM and Legal Systems Business Analyst will gather business requirements, configure Salesforce solutions, and implement Docusign CLM workflows to enhance the organization's customer relationship management and contract lifecycle management operations.

Responsibilities:

• Gather and document business requirements from stakeholders across sales, legal, operations, and finance departments
• Configure and customize Salesforce solutions including CRM core, Sales Cloud, and related modules to meet organizational needs
• Design and implement Docusign CLM workflows, template management, and signature processes
• Facilitate integration between Salesforce and Docusign CLM platforms to streamline contract management and CRM processes
• Create detailed functional specifications, process documentation, and user guides
• Perform system testing and quality assurance to ensure solutions meet business requirements
• Provide end-user training and support during system implementations and post-deployment
• Analyze and optimize existing CRM and CLM processes to improve efficiency, user adoption, and business outcomes

Requirements:

• 3-5 years of professional experience as a Business Analyst, Systems Analyst, or Salesforce Administrator/Developer
• Proven hands-on experience with Salesforce platform, including configuration, customization, and implementation
• Demonstrated proficiency with Docusign CLM, including AI features, template creation, workflow design, and system configuration
• Strong understanding of contract lifecycle management processes and best practices
• Experience gathering business requirements and translating them into technical solutions
• Excellent written and verbal communication skills
• Strong analytical and problem-solving abilities with attention to detail
• Salesforce Administrator (ADM 201) or higher-level certification
• Experience with Salesforce Integration Cloud (MuleSoft) or equivalent integration/orchestration platforms or API integrations
• Familiarity with other contract management or CLM platforms
• Knowledge of legal processes, compliance requirements, or regulatory frameworks
• Experience with project management methodologies (Agile, Scrum, Waterfall)