- Hourly
- Expert
- Est. time: 3 to 6 months, 30+ hrs/week
The opportunity We're a damage recovery services company in the middle of a real platform transformation, and we need a Salesforce Business Analyst who's part craftsman, part translator, and part builder. Someone who can sit with operators, hear what they actually need, write it down in a way developers can build from, and then stay with it through UAT until it's live and working. This isn't a "gather requirements and throw them over the wall" role. We're modernizing a Sales Cloud Enterprise org across four business verticals, untangling a decade of accumulated debt, and standing up new capabilities at the same time. You'll work directly with the CTO and a small, sharp internal team. No layers, no politics, no quarterly steering-committee theater. If you're someone who's tired of writing user stories that nobody reads while the real decisions happen in a meeting you weren't invited to — this is the opposite of that. We are deliberately building something new here: a lean, AI-augmented operating model where the BA isn't a notetaker but a designer. You'll use Claude, Copilot, and the rest of the modern toolkit every day to draft specifications faster, generate test cases, mine documents for rules, and turn meeting transcripts into structured artifacts. The expectation is that you lean into these tools, not that you defend the old way of doing things. What you'll actually do 1) Requirements, end to end. Stakeholder interviews, process documentation, user stories, acceptance criteria, traceability from business need through delivered solution. The full lifecycle, not just the fun parts. 2) Specifications across systems. Salesforce is the center of gravity, but ACM also runs Natterbox (telephony), Basepilot (AI/OCR), Microsoft 365, QuickBooks, and other systems. You'll write specs that cross system boundaries cleanly. 3) UAT ownership. Build test plans, run UAT with operations, sign off before production. The buck stops with you on "is this actually ready." 4) Rules capture. ACM has years of business rules living in spreadsheets, sticky notes, and people's heads — billing logic, claim routing, vertical-specific exceptions. You'll help us turn that tribal knowledge into durable system artifacts. 5) Hands-on admin as needed. Declarative configuration, flow updates, report and dashboard builds, data hygiene, light troubleshooting. Code-level and architectural work goes to the architecture seat — but you should be comfortable in the org, not afraid of it. 6) Vendor coordination. ACM works with external delivery partners (implementation, telephony, AI automation). You'll be a primary day-to-day liaison — holding scope, running traffic, surfacing decisions. 7) Documentation that lasts. Build the internal library so institutional knowledge accumulates inside ACM rather than at vendors. 8) AI as a daily multiplier. Use Claude, Copilot, or equivalent tools to compress the time between "what do they need" and "here's the spec." We expect you to bring opinions about which tools work and which don't. What we're looking for - A Salesforce Certified Business Analyst — or someone clearly on the path and willing to certify within 90 days. The cert isn't a fetish, but it's a useful baseline that you've done the reps. - Strong BA fundamentals. Requirements elicitation, process mapping, user story authoring, UAT design and execution, traceability, executive-ready written communication. The classic toolkit, done well. - Hands-on Salesforce admin capability. Flows, reports, dashboards, page layouts, light data hygiene. You won't live in Apex, but you should be able to land in the org and be useful. - Versatility. Comfortable picking up a new system and becoming quickly functional in it. We bring in new platforms regularly; the right person sees that as fun, not threatening. - AI fluency, or the clear desire to develop it. Daily use of Claude, Copilot, or equivalent — or a genuine, demonstrated appetite to become deeply versed. If you're an analyst who's been quietly using these tools to do better work, you'll fit right in. If you've been resisting them, this isn't the role. - Vendor and offshore coordination experience. You'll be in the middle of multiple delivery threads at once. - Direct communicator. Comfortable saying "I think we're wrong about this" to executives and "let's break this down further" to engineers. Good to have - Additional Salesforce certs (Admin, Advanced Admin, Platform App Builder, Service Cloud Consultant) Natterbox, Service Cloud Voice, or other CTI/telephony experience - AI automation platforms (Basepilot, n8n, Zapier, similar) - Gearset, GitHub, or other Salesforce DevOps / version control tooling - Insurance, claims, subrogation, or damage-recovery industry exposure - SOC 2 control environments and audit evidence workflows Why this might be a great fit - You build something new inside something established — a real org with real revenue, real customers, and real complexity, but with a CTO who is actively rewriting the operating model - You get to define how the BA function operates here. The role hasn't existed before in this shape. The patterns you set will stick. - AI-augmented working is encouraged, expected, and resourced — not viewed with suspicion - Small team, direct access, fast decisions - Long-runway engagement for the right person How to apply In your response, please include: 1) Two or three sentences on the most interesting Salesforce BA engagement you've run, and what made it interesting 2) Your Salesforce certifications (current and in progress) 3) Your hourly rate 4) Earliest start date 5) One example of how you've used AI tools in your BA work — or, if you haven't yet, how you'd like to
- Hourly: $40.00 - $75.00
- Intermediate
- Est. time: 3 to 6 months, 30+ hrs/week
We are a partnership platform that helps IT Managed Services Providers (“MSPs”) identify and take the next step in growth. Our organization thrives on the values of Teamwork, Service, Growth-Minded, Trust, and Innovation. We are building a team to deliver cutting-edge AI solutions that transform business processes and drive efficiency. AI Business Analyst for Small Business Enablement The AI Business Analyst is a consultative role focused on aligning AI capabilities with small business client needs. This individual will identify opportunities for our base of clients to drive operational AI- efficiencies, lead envisioning sessions, and champion adoption of Microsoft 365 Copilot and related AI tools. They will act as a bridge between business stakeholders and technical teams, ensuring AI solutions deliver measurable value. The majority of business in the U.S. are small businesses, and they are falling behind in the race to adopt and realize efficiencies in AI. This role will be a small business champion to enable AI adoption and increase revenue / cost efficiencies through using Copilot and related tools. Key Responsibilities: • Business Process Analysis: Assess client workflows to identify high-value AI use cases and map AI and Automation capabilities to business objectives. • Solution Design: Develop AI-enabled business solutions leveraging Microsoft 365 Copilot and Power Platform tools. • Governance & Strategy: Contribute to AI governance frameworks, define KPIs, and ensure ethical and compliant AI usage. • Communication: Translate technical AI concepts into clear, actionable insights for business leaders; create demos and presentations to showcase AI benefits. • Collaboration: Work closely with technical analysts and client teams to ensure feasibility and alignment of proposed solutions, as well as project outcomes. • Prompt Engineering & Agent Strategy: Develop effective prompt templates and identify opportunities for custom Copilot Agents to address specific business needs. • AI Readiness: Evaluate and prepare the client’s environment for AI deployment by checking data availability, licensing, and security/compliance alignment, and coordinate with technical teams to remediate any gaps before Copilot rollout. • User Adoption & Training Support – Collaborate on user enablement efforts to drive Copilot adoption, including delivering initial training, creating how-to guides, and supporting change management initiatives. • AI Content Management – Develop, curate, and maintain AI training and enablement content (e.g. tutorials, guides, success stories) and ensure it’s accessible via LMS • Adoption Metrics & Value Realization (ROI Management): Monitor Copilot usage and adoption metrics (e.g. active users, frequency of use) and quantify the impact on productivity (time saved, output quality), then refine the AI roadmap based on these insights. • Continuous Innovation & AI Trend Integration: Stay up to date with emerging Microsoft AI features (such as new Copilot capabilities, Copilot Studio agent tools, or relevant Azure AI services) and proactively incorporate those into solution proposals and strategy updates. • AI Champion Program & User Community: Establish an internal “AI Champions” network at customer organizations to foster peer learning and sustain Copilot adoption. • Copilot Readiness Workshop Delivery: Plan and facilitate comprehensive readiness workshops to ensure clients’ environments and teams are fully prepared for Copilot deployment, including technical audits (licensing, security, data access) and interactive sessions with business stakeholders to identify high-value use cases and change management needs. • Change Management: Lead the human side of AI adoption by anticipating how change affects people, reducing disruption, and keeping teams confident and supported. Apply proven change management frameworks (e.g., Kotter’s 8-Step) to guide employees through new AI‑enabled workflows. • Prospect & Customer Advising: Lead discovery and advisory conversations with prospects and customers to shape AI initiatives, clarify outcomes, and align AI investments to business value. • Solutions architecting: Partner with Sales and Account Managers during pre‑sales to scope AI opportunities, support solution positioning, and reduce deal risk through informed discovery. • Agent Design, Build, and Delivery: Use Standard Agent Builder Process to design, document, test, and deliver customer‑specific Copilot Agents. • Facilitate AI READY workshops: Lead outcome‑driven workshops (use‑case envisioning, AI roadmap definition, adoption planning) with executive and functional stakeholders. Synthesize findings into executive‑ready readouts that drive clear go / no‑go and sequencing decisions. • Economic Value Translation: Frame AI recommendations in terms of productivity lift, cost‑to‑serve reduction, risk mitigation, and operating leverage. Support leadership with clear tradeoffs and sequencing options tied to financial outcomes—not technical preference. Qualifications: • Bachelor’s degree in Business, Information Systems, or related field. • Strong understanding of Microsoft 365 Copilot capabilities and AI fundamentals. • Experience in business analysis, process improvement, or technology consulting. • Excellent communication and change-management skills. • Familiarity with Microsoft ecosystem (Power BI, Power Platform) and prompt engineering for AI tools. Preferred Technical Skills: • AI Business Professional (AB-730) • AI Transformation Leader (AB-731) • Microsoft 365 Copilot & AI Administration Fundamentals (AB-900) Preferred Soft Skills: Strategic Thinking & Business Acumen • Systems Thinking: Ability to understand how AI solutions impact broader business processes and outcomes (bonus points for small business experience) • Problem Solving: Comfort navigating ambiguity and identifying high-value opportunities for AI applications. • Decision-Making: Balancing technical feasibility, business value, and user impact when recommending solutions. Communication & Influence • Stakeholder Engagement: Skilled at building trust with clients, executives, and cross-functional teams. • Storytelling with Data: Translating complex AI insights into clear, compelling narratives for business audiences. • Active Listening: Drawing out client needs and pain points through thoughtful questioning and empathy. Change Leadership • Change Management Mindset: Understanding how to guide individuals and teams through AI-driven transformation. • Coaching & Enablement: Supporting users in building confidence and capability with new AI tools. • Resilience & Adaptability: Navigating evolving technologies and organizational dynamics with flexibility. Collaboration & Facilitation • Workshop Facilitation: Leading engaging, outcome-driven sessions to co-create AI use cases and roadmaps. • Cross-Functional Collaboration: Partnering effectively with technical analysts, project managers, and client teams. • Conflict Resolution: Managing differing perspectives and aligning stakeholders toward shared goals. Innovation & Curiosity • Continuous Learning: Staying current on AI trends, Microsoft certifications, and emerging AI capabilities. • Creative Thinking: Exploring novel ways to apply AI to solve business challenges. • Bias Awareness: Recognizing ethical considerations and promoting responsible AI practices.
- Hourly: $25.00 - $30.00
- Expert
- Est. time: More than 6 months, 30+ hrs/week
Senior Business Analyst Contract | Remote | 6 months (could get extended) | Full-time, 40 hrs/week | ***YOU MUST SUBMIT YOUR RESUME IN MS WORD FORMAT TO BE CONSIDERED FOR THE ROLE*** We are seeking an experienced Business Analyst to support ERP integrations and business process optimization across Operations, Finance, Accounting, and Field teams. RESPONSIBILITIES * Gather requirements and translate business processes into scalable ERP workflows * Act as the primary liaison between business users and ERP/vendor teams * Create process maps, workflow documentation, FAQs, and user guides * Support ERP integrations involving multiple ERPs (training will be provided on ERP) * Lead user training, demos, office hours, and adoption support * Gather feedback, identify recurring issues, and drive process improvements * Support testing, UAT, go-live activities, and post-launch stabilization REQUIRED SKILLS * Strong Business Analysis experience (requirements gathering, process mapping, user stories) * Excellent communication, stakeholder management, and facilitation skills * Experience documenting current-state and future-state processes * Strong coaching and end-user training abilities * Must be comfortable working closely with cross-functional business teams and driving user adoption in a fast-paced environment NICE TO HAVE * Experience with ServiceTitan, Sage Intacct and/or Miter * Data analysis, reporting, or dashboarding experience * Change management experience Working Hours & Availability * Monday through Friday. Full-time commitment of 40 hours per week, 8 hours per day is required, US Central business hours. * You must be reachable and responsive during your 8 hours for daily standups, demos, and real-time collaboration with the client team. ***YOU MUST SUBMIT YOUR RESUME IN MS WORD FORMAT TO BE CONSIDERED FOR THE ROLE***
- Hourly: $10.00 - $40.00
- Intermediate
- Est. time: 1 to 3 months, Less than 30 hrs/week
MARKET & PRODUCT RESEARCH ANALYST — PROPTECH / REAL ESTATE AI SOFTWARE (FULL, SELF-DIRECTED DEEP-DIVE EVALUATIONS) === PROJECT OVERVIEW === I'm in the early, exploratory stage of a new venture in property technology and real estate AI tooling. Before I build anything, I want a thorough, ground-level understanding of the existing software landscape — how today's leading platforms actually work, what they offer, how they're sold, and what they really cost once you get past the entry-level plan. I'm hiring a detail-oriented research analyst to run complete, hands-on evaluations of established software products in this space. Think of this as the kind of due diligence you'd do if you were about to enter a market and wanted to understand a product inside and out — not a surface-level summary, but a complete walkthrough of the product, the buying process, the people you talk to, and the real pricing at scale. This work is self-directed. I'll assign you a specific product (privately, after we kick off) and you own the entire process from there — how you sign up, who you contact, how you present yourself, what you ask, and how you get to a real enterprise-level quote. You run it end to end and bring me back the full picture. I'm available throughout to answer your questions. === WHAT YOU'LL DO (THE FULL PROCESS — YOU OWN IT END TO END) === For the assigned product, you will go through the entire prospective-buyer journey yourself: 1. PRODUCT & OFFERING ANALYSIS - Sign up for / gain access to the product (free trial, freemium, or demo access as available). - Explore and document everything: every feature, capability, module, dashboard, data set, workflow, report, and any AI / automation functionality. - Capture the user experience: onboarding, ease of use, navigation, depth and quality of data, integrations, supported use cases, target customer, strengths, gaps, and limitations. - Screenshot as you go. 2. VENDOR COMMUNICATIONS ON PRODUCT & PRICING - Reach out to the vendor's sales team and carry out the conversation by email. - Ask thorough questions about capabilities, data coverage, onboarding, support, and — especially — pricing. - Record the name and title of every person you communicate with, and save the full email correspondence. 3. FULL PRODUCT DEMO (RECORDED) - Schedule and complete a live product demo with the vendor. - Record the entire demo meeting (screen + audio). You must be comfortable recording video calls. - Also record your own narrated screen walkthrough of the product, showing how it actually works in practice. 4. PRICING & LICENSING AT SCALE *** MOST IMPORTANT *** - Take the process all the way to a real quote for a LARGER, MULTI-SEAT / TEAM / ENTERPRISE-level license — NOT a single-user or entry-level plan. - To get there, you'll present yourself as a prospective business buyer evaluating the product for a larger organization. The persona and approach are entirely up to you — figure out what's needed to reach the right pricing tier and the right people. - Capture every pricing detail: all tiers and what's included at each, per-seat vs. flat pricing, add-ons, data / usage limits, contract length, onboarding / implementation fees, and every discount offered or negotiated.
- Hourly
- Intermediate
- Est. time: 3 to 6 months, Less than 30 hrs/week
We are looking for a Business Analyst to join our team and help document software projects for a small electronics distributor and dropshipping company. The role is to attend project meetings (held via Zoom), understand the business processes being discussed, ask clarifying questions when needed, and translate those discussions into clear, organized project documentation. Responsibilities include: * Defining project scope * Documenting business requirements * Creating current (“As-Is”) and proposed (“To-Be”) workflows * Producing process flow diagrams * Documenting business rules * Writing user stories and acceptance criteria * Identifying assumptions, dependencies, and open questions The ideal candidate is an excellent listener and communicator who can organize complex discussions into documentation that developers can easily build from. Experience documenting software projects and business processes is required. Experience with e-commerce, distribution, inventory management, or dropshipping is a plus. This is an ongoing, part-time opportunity with multiple small software projects.
- Hourly: $45.00 - $75.00
- Expert
- Est. time: 3 to 6 months, Hours to be determined
Candor Group Is adding a freelancer role to service our Fortune 500 accounts. The role is part time, “on demand” in that we plan 1-2 weeks ahead on work and the work may have 0,5,10 hours for those weeks. Availability during EST hours is required for some meetings, and support while some work can be done “off hours”. The role is not just technical but also business facing. ________________________________________ We are seeking a professional with experience in SharePoint Online, Power Apps, and Power Automate, combined with strong business analysis skills. This role will design, build, and support business solutions while working closely with stakeholders to translate requirements into scalable, user-friendly applications. ________________________________________ Key Responsibilities • Design, develop, and maintain solutions using SharePoint Online, Power Apps, and Power Automate • Gather, analyze, and document business requirements, workflows, and use cases • Translate business needs into technical designs and functional solutions • Build and customize SharePoint sites, lists, libraries, and permissions • Develop Power Apps applications • Create and maintain Power Automate workflows for process automation • Conduct testing, troubleshooting, and optimization of solutions • Collaborate with stakeholders, end users, and IT teams • Provide user training, documentation, and ongoing support ________________________________________ Required Skills & Qualifications • 3–5 years of experience with: o SharePoint Online (site design, lists, libraries, permissions) o Power Apps o Power Automate (flows, approvals, integrations) • Strong understanding of business process analysis and requirements gathering • Experience writing functional and technical documentation • Familiarity with: o Microsoft 365 ecosystem o Data sources (SharePoint, Excel, Dataverse) • Strong communication and stakeholder engagement skills ________________________________________ Desired / Preferred Skills • Experience with: o Power BI for reporting and dashboards(nice to have, not required) o SharePoint Framework (SPFx) or light customization o Dataverse and model-driven apps • Knowledge of: o Agile / Scrum methodologies o Governance and best practices for the technologies o SharePoint security and basic site administration. • Certifications (nice to have): o PL-100, PL-200, or related Microsoft certifications ________________________________________ Soft Skills • Strong analytical and problem-solving ability • Ability to bridge business and technical teams • Self-starter with attention to detail • Effective communicator and collaborator
- Hourly: $40.00 - $50.00
- Intermediate
- Est. time: More than 6 months, 30+ hrs/week
About the Role: Boxplot is looking for a versatile, senior-level Data Professional to join our hands-on consulting team. This is a high-impact role where you will dive into diverse client ecosystems, solving complex problems across multiple industries. We aren't looking for someone to just "run queries"—we need a strategic thinker who can bridge the gap between sophisticated data engineering and clear business storytelling. As a remote-first firm, we value radical transparency, high-level ownership, and the ability to work autonomously. What You’ll Do: - Build production-ready dashboards and Python/Pandas analysis pipelines that drive real business decisions. - Translate vague business questions into structured technical workflows. - Act as a lead on client engagements, eventually taking full ownership of communication and project management. - Maintain high-quality, extensive technical documentation to ensure project continuity and client success. - Leverage tools like n8n and APIs to streamline workflows and integrate emerging AI technologies. - Manage and peer-review work from specialized contractors to ensure Boxplot’s quality standards are met. Technical Requirements: We are looking for a "hit-the-ground-running" expert. You should have 5+ years of experience (minimum 3) in a data-heavy role. - Advanced proficiency in SQL, Python, and Pandas. - Ability to create advanced, insight-driven dashboards in Tableau (Power BI is a plus). - Familiarity with Azure, AWS, or Microsoft Fabric is highly preferred. - Previous experience in a client-facing or agency environment is a significant advantage. More About the Role and Our Culture To thrive here, you should identify with the following: - You enjoy switching gears between projects and stay calm in a fast-paced environment. - You have a "figure it out" mentality and don't require constant hand-holding to deliver high-quality code. - You understand that in a remote environment, visibility is key. You are proactive about sharing daily progress and keeping stakeholders in the loop. - You can explain complex technical concepts to non-technical clients with ease and grace. Compensation & Benefits: - Flexibility: We offer a very high degree of autonomy. As long as you are meeting deadlines and are available during US-based timezones, you control your schedule and location. - Benefits: 401k (4% match), disability insurance, workers' comp, and a generous, flexible PTO/sick day policy. - Health Insurance: While we do not offer a group plan, we provide a negotiable stipend to help cover your Marketplace insurance costs. Interview Process: 1. Introductory Call (30 min): A vibe check to discuss your background and our culture. 2. Technical Deep Dive (30-60 min): A practical review of your technical skills and problem-solving approach. Benefits: 401(k) 401(k) matching Flexible schedule Paid time off
- Hourly: $50.00 - $60.00
- Intermediate
- Est. time: More than 6 months, Less than 30 hrs/week
We are looking for a part-time Financial Analyst / FP&A contractor to support a growing fitness and wellness brand with financial reporting, budgeting, forecasting, and ad hoc operational analysis. This is a flexible, fully remote role expected to require approximately 2–10 hours per week, with hours likely increasing around month-end close, budgeting, and reforecast periods. The ideal candidate is someone who already has finance, FP&A, accounting, or business analytics experience and is looking for a consistent part-time project. Key responsibilities include reviewing monthly financial results, preparing leadership-ready financial analysis, managing pre-built weekly reporting, tracking KPIs, supporting annual budgets and quarterly reforecasts, and helping translate financial and operational data into clear, actionable insights for leadership and operations. We are looking for someone who is highly detail-oriented, strong in Excel, comfortable analyzing P&Ls and operational KPIs, and able to communicate financial information in a clear and business-friendly way. Experience with DataRails is strongly preferred. Experience with Power BI, reporting tools, fitness, wellness, hospitality, restaurants, multi-unit operations, or membership-based businesses is a plus. This person should be able to work independently, manage recurring deadlines, improve reporting processes where needed, and support ad hoc analysis around topics like labor efficiency, class performance, membership trends, revenue mix, pricing, and location profitability. Estimated commitment: 2–10 hours per week Compensation: $50–$60/hour depending on experience Location: Fully remote, U.S.-based candidates only Please include a brief overview of your FP&A or financial analysis experience, your Excel/reporting skillset, and whether you have experience with DataRails or similar reporting/planning tools.
- Hourly: $20.00 - $40.00
- Intermediate
- Est. time: More than 6 months, 30+ hrs/week
Freedonia Strategic Insights is a trusted provider of custom market intelligence and strategic research for leading companies across a wide range of industries. Backed by decades of experience and a reputation for objective, high-quality analysis, our team delivers actionable insights through proprietary research methodologies, demand modeling, forecasting, competitive intelligence, and value chain analysis. We are currently building a network of experienced contract research analyst contractors to support ongoing and upcoming custom research and demand analysis projects across multiple industrial and B2B sectors. This role is ideal for analytical professionals with specialized industry expertise who are interested in flexible, project-based work with the potential for recurring assignments. Preferred Industry Experience We are particularly interested in candidates with experience in one or more of the following sectors: Building & Construction Materials (examples: roofing, pipe, insulation, countertops, flooring, siding) Energy (examples: batteries, renewable energy, wind power, energy storage technologies) Industrial Equipment & Machinery (examples: power tools, agricultural equipment, industrial machinery, manufacturing equipment) Packaging (examples: flexible packaging, disposables, paper & pulp, industrial/B2B packaging) Candidates with expertise across multiple sectors are strongly encouraged to apply. Key Responsibilities Develop and maintain demand and supply forecasting models to support strategic decision-making Conduct market sizing, segmentation, competitive intelligence, and value chain analyses Analyze industry trends, economic indicators, and customer demand patterns Build and manage advanced Excel-based models, datasets, and reporting tools Support custom research projects through quantitative and qualitative analysis Collaborate with research teams to deliver actionable client insights Present findings and recommendations clearly to internal and external stakeholders and project teams Qualifications Bachelor’s degree in Economics, Finance, Business, Statistics, Market Research, or a related analytical field required Minimum of 3 years of experience in market research, forecasting, demand analysis, strategic analysis, or related consulting/research roles Strong experience with market sizing, competitive intelligence, and value chain analysis preferred Demonstrated expertise in economic/financial modeling and forecasting methodologies Advanced proficiency in Microsoft Excel, including financial and analytical modeling Strong logical reasoning, analytical thinking, and problem-solving capabilities Excellent written and verbal communication skills Prior experience within one or more target industry sectors strongly preferred B2B market research experience preferred Position Type Contract/freelance role Flexible remote work arrangement may be available Project-based assignments with the opportunity for ongoing collaboration Compensation is dependent on experience, industry specialization, and project scope Candidates with deep subject matter expertise may qualify for higher compensation ranges