PartnerHeroRemote
GTM and Legal Systems Business Analyst
United States of America
Full Time
3 weeks ago
Visa Sponsor
Key skills
Salesforce configurationSalesforce customizationSalesforce implementationDocusign CLMContract lifecycle managementBusiness requirements gatheringFunctional specificationsSystem testingAISalesforceCRMAgileScrumProject ManagementCommunicationSales
About this role
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)