CRM/ERP Business Analyst

Role Overview Mindset As a Business Analyst, you are the strategic bridge between our clients' operational realities and cloud technology. Possessing a strong client-facing mindset, you love engaging with people, driving conversations, and guiding teams through business process improvements and system changes with empathy, clarity, and simplified communication. " You are highly coachable, welcome constructive feedback as a tool for personal growth, and thrive as an active team player in a collaborative environment.

Key Responsibilities

Business Analysis Workshops: Lead and facilitate discovery workshops to gather comprehensive client

Requirements

and map current business processes. Process Improvement Optimization: Analyze client operational workflows, identify systemic inefficiencies, and design optimized processes aligned with industry best practices. Software Configuration: Translate improved and validated workflows into functional system designs and configurations within the NetSuite platform.

Testing User Acceptance (UAT): Prepare and guide clients through User Acceptance Testing (UAT) scripts to ensure the optimized operational logic flows perfectly. Go-Live Involvement: Play an active role during high-stakes deployment phases ( Go-Live ) to ensure a smooth operational transition. Client Training Enablement: Conduct engaging training sessions for client Subject Matter Experts (SMEs) and end-users, creating clear documentation to solidify the new workflows.

Post-Go-Live Support: Provide proactive functional support and hypercare to clients during the operational stabilization phase immediately following deployment.

Qualifications

SaaS Experience (Core Requirement): 2 to 5 years of experience in business analysis or software implementations within the SaaS ecosystem (ERP, CRM, HRIS, or related solutions). Client-Facing Process Mindset (Core Requirement): Proven client-facing background with a natural ability to analyze, document, and improve business processes. Bilingualism (Core Requirement): Flawless verbal and written communication skills in both French and English (essential for handling our bilingual North American client base).

Education: University degree in Business Administration (Operations Management, MIS), Information Technology, or a related field. Nice-to-Haves: Foundational knowledge of corporate accounting: General understanding of standard financial workflows ( General Ledger / GL, Accounts Payable / AP, Accounts Receivable / AR ). Direct exposure to NetSuite or other mainstream cloud systems (Salesforce, Odoo, Sage, Dynamics).

Experience drafting process workflows using mapping tools (Lucidchart, Visio). Logistics Permanent, full-time position (40 hours/week). Hybrid Model: 3 days/week in-office at our Montreal office (near Sauvé metro station).