Job Description

About Dashline

At Dashline, we redefine business software for industry leaders, transforming fragmented systems into streamlined, scalable solutions. Our expertise lies in customizing and optimizing enterprise software, eliminating inefficiencies, and driving profitability through automation.

We are looking for a Software Business Analyst who thrives at the intersection of technology and strategy—someone who can translate complex business challenges into high-impact software solutions. The ideal candidate brings hands-on experience in CRM analysis and implementation, working with platforms like Salesforce, Zoho, HubSpot, or other enterprise CRM systems.

Position Overview

As a Software Business Analyst, you will play a crucial role in analyzing business needs, defining software requirements, and optimizing enterprise software solutions. Your work will focus on CRM system enhancements, automation, and integration, ensuring that our clients maximize their technology investments.

This is an in-office role based in Montebello (Monsey Area), NY. We are not offering remote or hybrid options for this position.

Key Responsibilities

• CRM Analysis & Optimization: Evaluate, enhance, and implement CRM solutions (Salesforce, Zoho, HubSpot, etc.) to improve sales, marketing, and customer engagement processes.
• Software Requirements Gathering: Collaborate with stakeholders, developers, and project managers to define clear, actionable business and functional requirements for software solutions.
• Process & Systems Analysis: Analyze existing workflows, data structures, and integrations, identifying opportunities for automation and system enhancements.
• Solution Design & Validation: Ensure software solutions align with business objectives, validate functionality, and provide feedback throughout the development lifecycle.
• Product Roadmapping: Maintain product backlogs, user stories, and feature roadmaps, prioritizing software enhancements based on business impact.
• Stakeholder Collaboration: Act as a bridge between business leaders, technical teams, and end-users, ensuring seamless communication and alignment.
• Quality Assurance & Testing Support: Assist with UAT (User Acceptance Testing) by defining test cases, supporting execution, and ensuring software meets business needs.
• Continuous Improvement & Innovation: Stay ahead of CRM trends, enterprise software advancements, and automation strategies to drive digital transformation.

What You Bring

• CRM Expertise: Experience with Salesforce, Zoho, HubSpot, or other CRM platforms, either in analysis, customization, or full-scale implementation.
• Business & Technical Acumen: Ability to translate business processes into actionable software requirements with a strategic, big-picture mindset.
• Strong Communication & Collaboration Skills: You can bridge the gap between technical and non-technical stakeholders, ensuring clarity and alignment.
• Software Project Experience: Hands-on experience in software development lifecycles (SDLC), including custom software, CRM implementation, and enterprise system integrations.
• Proficiency in Analysis & Documentation Tools: Experience with process modeling (BPMN), requirements management tools, and project collaboration platforms like JIRA, Confluence, or similar.
• Detail-Oriented & Solution-Focused: Ability to prioritize competing initiatives, manage multiple projects, and deliver high-quality requirements documentation.
• Why Join Dashline?Reimagine Business Software: Work on cutting-edge software projects, transforming enterprise systems into streamlined, automated solutions.
• Partner with Industry Leaders: Collaborate with high-caliber clients, delivering solutions that enhance operations and drive measurable growth.
• Advance Your Career: Gain exposure to CRM customization, business process automation, and enterprise software innovation.
• Strategic Impact: Help businesses eliminate inefficiencies, optimize software, and implement high-performing CRM solutions that scale.

Ready to Drive Software Transformation?

If you are a Software Business Analyst with CRM expertise, a passion for process automation, and a drive for business optimization, we want to hear from you.

Elevate enterprise software. Drive operational excellence. Join Dashline.

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