GTM and Legal Systems Business Analyst

Crescendo is an AI-Native Customer Experience solution provider that integrates AI technology with human expertise to enhance customer interactions. They are seeking a GTM and Legal Systems Business Analyst to gather business requirements, customize Salesforce solutions, and optimize contract lifecycle management processes.

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)