CRM Business Analyst Job Description

CRM Business Analyst Job Description

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CRM business analyst provides guidance to software development teams on activities including service-oriented and object-oriented analysis and design.

CRM Business Analyst Duties & Responsibilities

To write an effective CRM business analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included CRM business analyst job description templates that you can modify and use.

Sample responsibilities for this position include:

Provide front-line business process support across the entire Sales lifecycle leveraging best practices and facilitating enhanced business metrics across multiple platforms
Apply critical thinking to troubleshoot issues quickly and effectively
Drive adoption and business benefits through day to day support, training and engagement with the Global user community
Liaise with business group representatives and stakeholders across the APAC Institutional and Liquidity lines of business to help identify automation opportunities of existing processes leveraging technology tool sets supporting the end to end client lifecycle
Apply business acumen to help define and improve business process flow in the CRM and connecting platforms (through definition of best practices, generate ideas for improvement and management of special projects)
Execute ongoing release management to ensure an informed, efficient and confident user base
Own the release communication planning, execution, success definition, measurement and post implementation efforts
Maintain the customer relationship management tool
Train on salesforce.com
Presentations regarding salesforce.com

CRM Business Analyst Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for CRM Business Analyst

List any licenses or certifications required by the position: CRM, ITIL, SFDC, PMP, SAP, PMI, LEAN, S/HANA

Education for CRM Business Analyst

Typically a job would require a certain level of education.

Employers hiring for the CRM business analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Business, Computer Science, Education, Engineering, Technical, Information Systems, Information Technology, Business/Administration, Marketing, Management

Skills for CRM Business Analyst

Desired skills for CRM business analyst include:

Approvals and quoting business processes
Pricing
Product configuration
Software development methodologies
Excel
Object-oriented analysis and design
Database design and software development lifecycle
CRM issue diagnosing and troubleshooting
Visio
Word

Desired experience for CRM business analyst includes:

Strong business acumen, superb knowledge of business processes and CRM best practice required
Salesforce.com administrator certification a strong plus
Broad IT background (e
Basic knowledge CRM processes in the area of sales, service & marketing and the utilization of IT systems for this
Minimum 5 years’ experience in a role related to marketing or database technology, including customer databases, email marketing or web analytics
Proven ability to deliver complex technology solutions

CRM Business Analyst Examples

1

CRM Business Analyst Job Description

Job Description Example
Our company is looking to fill the role of CRM business analyst. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for CRM business analyst
  • Participates in cross-functional teams focused on the delivery of new or existing projects
  • Become the subject matter expert for the area being analyzed
  • Identification of enhancement and fix opportunities
  • Writing of detailed functional requirements
  • Coordination between stakeholders and delivery teams
  • Execution of testing and providing support for all updates
  • Creating documentation and work instructions related to changes and assisting in communicating updates to the field
  • Acting as an escalation point for helpdesk tickets that require extra analysis and performing defined system updates when required during busy times
  • Provide strong analytical skills to contribute to achievement of revenue targets
  • Assist in developing business strategies and support for account plans
Qualifications for CRM business analyst
  • Experience creating and customizing business and technical documentation for varying audiences
  • Ability to effectively manage expectations at multiple levels of an organization
  • Experience working on projects in an enterprise environment, ideally in different roles, analyst, tester, and/or project lead
  • Previous experience with Unica or other marketing automation systems
  • Previous experience with Microstrategy or other BI tools
  • Able to influence decision making through analysis
2

CRM Business Analyst Job Description

Job Description Example
Our company is growing rapidly and is looking for a CRM business analyst. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for CRM business analyst
  • Day to day front-line business process support through managing requests and meeting SLAs
  • Applying critical thinking to troubleshooting issues, proactively identify and develop new ideas / innovations that will add value to the business and team
  • Data quality management and analysis to ensure exceptional data quality and reporting
  • Support strong data governance and management to ensure application security is compliant and a single client view is maintained
  • Liaise with business group representatives and stakeholder across the Institutional business to gather, review and define new requirements
  • Execute ongoing release management to continuously enhance the solution
  • Define and maintain standard operating procedures and documentation
  • Assisting the Global Institutional CRM team members with project or BAU work, as needed
  • Performs the analysis, design and implementation of the CRM (Customer Relationship Management) system
  • Responsible for the maintenance and effectiveness of the CRM system
Qualifications for CRM business analyst
  • Ability to convey and influence stakeholders through high quality verbal and written communication at all levels
  • Languages – Manderin, Cantonese, Japanese
  • Experience with Salesforce.com CRM in the Investment Management industry
  • Experience working on Sales and Marketing related initiatives website development, digital marketing, mobile, social media, campaign workflow
  • A minimum of one years of experience
  • Experience with salesforce.com or a relatable system
3

CRM Business Analyst Job Description

Job Description Example
Our growing company is looking to fill the role of CRM business analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for CRM business analyst
  • Document and analyze user business processes and requirements
  • Conduct testing of new or modified systems
  • Serve as communications link between user and technical group
  • Provide ongoing user support including troubleshooting and resolution of system issues
  • Collaborate with marketing team to develop CRM strategies based on enrollment funnel and customer lifecycle including leveraging CRM data to create appropriate segments for targeting and analysis
  • Assisting users with setup of campaigns/events
  • Monitoring quality of data and processes Creating reports and queries
  • Adding/Removing users, training new users and maintaining user documentation
  • Assisting GT Team with management of system configuration, roll-out of upgrades, and implementation of new features and functionality
  • Experience in Agile projects (Scrum, Kanban)
Qualifications for CRM business analyst
  • Proven experience in of functional design, business change, Operating model design and process design
  • Understanding of the software development life cycle principles, background in software development
  • Strong background in business analysis and/or system analysis
  • Experienced in UAT and bug fix
  • Prior experience in Digital POS / MS Dynamics CRM projects is highly preferred
  • Background in insurance industry is a definite advantage
4

CRM Business Analyst Job Description

Job Description Example
Our innovative and growing company is looking for a CRM business analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for CRM business analyst
  • Collect, understand and challenge the needs of internal business partners
  • Make a detailed and structured functional analysis of the CRM needs
  • Formalize the detailed requirements / co-write stories from the backlog in collaboration with the product Owner
  • Act as the functional reference for the CRM tools scope
  • Identify areas of improvement regarding the tools and suggest them to the business in order to provide a better added value from the CRM tools
  • Possibly participate in user training for new features developed
  • Furthermore, you may need to work on ad hoc data analysis enabling a better consumer knowledge and a more reliable data quality
  • Participate in life-cycle “toll gates” to ensure quality and completeness of project requirement artifacts
  • Work with PMs, and other project stakeholders (Users, Architect, Dev Lead, ) to prioritize and sequence requirements in order to ensure appropriate risk management for individual projects
  • Ensure adherence to process and tools usage models for Requirements Management on individual projects as defined by SQA – Process and Tools team
Qualifications for CRM business analyst
  • Fluent in written and verbal English and Cantonese (Mandarin is an additional advantage)
  • Must have one Microsoft Dynamics CRM certification
  • Degree holder in Information Technology / Business, or related disciplines
  • Minimum 6 years' experience in distribution platform / CRM, preferably from financial institutions
  • Project Management Project (PMP) Certification is an advantage, Agile or Scrum experience preferred
  • Proven track record of working in a Business Analyst role
5

CRM Business Analyst Job Description

Job Description Example
Our innovative and growing company is looking for a CRM business analyst. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for CRM business analyst
  • Develop and deliver effective training programs to ensure awareness and effectiveness of available tools & processes
  • Coordinate internal system release testing and User Acceptance Testing (UAT) to facilitate effective and organized issue resolution
  • Serve as application support analyst for the help desk ticket queues for assigned CRM issues
  • Gathers and documents business and functional requirements from a diverse set of colleagues
  • Document and convey business rules, processes, and needs to technical developers
  • Leads and delivers Microsoft Dynamics CRM projects through analysis, design, development, testing, training, and deployment activities necessary to deliver superior quality solutions
  • Lead analysis of business process for Industrial Sales and Service platform
  • Basic configuration of MS Dynamics tool
  • Act as Scrum Master in prioritized efforts for Industrial Sales and Service
  • Coordination of all testing cycles for Industrial Sales and Service Projects
Qualifications for CRM business analyst
  • Highly energetic, self-motivated and proactive team player
  • Ability to analyze large data sets, summarize findings and ultimately recommend feasible solutions
  • Business experience with the CRM solution, Salesforce.com, within an Asset Management business
  • Understanding of the Asset Management industry and more specifically the Institutional business
  • At least 5 to 8 years’ experience in various aspects of systems development, including development, project management, business analysis, UI design, with a minimum of 3 years in a Business Analyst position
  • Experience with CRM (Salesforce, MS Dynamics)

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