CRM Business Analyst Resume Samples
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CRM Business Analyst Resume Samples
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SC
S Champlin
Shanny
Champlin
897 Gutkowski Parkway
Phoenix
AZ
+1 (555) 190 3235
897 Gutkowski Parkway
Phoenix
AZ
Phone
p
+1 (555) 190 3235
Experience
Experience
Detroit, MI
CRM Business Analyst
Detroit, MI
Bosco and Sons
Detroit, MI
CRM Business Analyst
- Follow the development with the development teams and external companies to answer functional questions and review functional impacts of technical decisions
- Can act as a Project Manager on certain workpackages or rollouts for which a similar project has been done before
- Work with developers in the resolution of production incidents as well as handling service requests
- Provide estimates to project managers as part of planning activities
- Work with offshore and onshore teams in the development, maintenance and support of CRM application customizations
- Assist in the development and execution of test plans
- Provide end user training and change management support on CRM systems or tools
San Francisco, CA
Microsoft Dynamics CRM Business Analyst
San Francisco, CA
Funk, O'Reilly and Quitzon
San Francisco, CA
Microsoft Dynamics CRM Business Analyst
- Provide guidance in creating solutions for the gaps
- Use CRM workflow technology to automate business processes
- Obtain approval and validation on solution developed
- Conduct gap analysis to analyze the asis and wouldbe state of the business
- Design end to end solution for the client and plan for integration
- Confirm technical feasibility of solution
- Understand context of different clients to suitably structure solution implementation
present
Los Angeles, CA
Senior CRM Business Analyst
Los Angeles, CA
Dickinson, Tremblay and Kling
present
Los Angeles, CA
Senior CRM Business Analyst
present
- Accelerate CRM Excellence initiatives by leading the PMT CRM Center of Excellence, governing change management, and executing best-practice solutions
- Measure, assess, and improve CRM end-user engagement and adoption across PMT commercial organizations; Monitor CRM efficacy KPIs and end-user satisfaction results
- Provide functional leadership and support for Nuance's CRM Applications, including Salesforce.com with a primary focus around Service Cloud and Communities
- CRM governance and change management model
- Marcom and Marketing
- Actively participating in CRM strategy sessions with Commercial Excellence leaders
- CRM tools best practice repository and plan for knowledge sharing
Education
Education
Bachelor’s Degree in Business
Bachelor’s Degree in Business
University of California, Los Angeles
Bachelor’s Degree in Business
Skills
Skills
- Proven capability working with clients to identify and develop CRM capabilities enabling clients to deliver profitable growth
- Strong attention to detail
- Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
- Excellent time management skills and ability to manage multiple priorities
- Strong Microsoft Office knowledge
- Ability to travel, occasionally overnight
- Ability to adapt to changes in the work environment and manage competing demands
- Excellent customer service orientation
- Ability to work independently while interacting with employees at all levels within the firm
- Strong technical skills
15 CRM Business Analyst resume templates
Read our complete resume writing guides
1
Associate, CRM Business Analyst Resume Examples & Samples
- Contact point for CRM related matters as well as contributing to related initiatives
- Preparing business aligned analysis
- Ensure highly efficient usage of CRM is maintained
- Coordination of CRM projects and BAU initiatives
- Actively managing data integrity
- Supporting user end requests
- Effective communication with stakeholders in business improvement
- Ad hoc administrative duties
- 5 years experience in CRM management, sales operations, with preference who have worked in financial services
- Experience with CRM systems, especially SalesPage, SalesForce or MS Dynamics
- Understanding of BAU, integration and implementation processes
- Possess problem solving capabilities in resolving complex/technical issues in a creative, practical and commercial manner
- Strong time management, ensuring quality output whilst demonstrating excellent attention to detail
- Ability to think broadly with a focus on strategic analysis
- Be inquisitive by nature with systems, with a strong level of interest in analyzing sales and marketing activities in an investment management context
- Seeks best practices internally and externally
- Adaptable and develops as the organization evolves
- Asian languages highly regarded
2
CRM Business Analyst Resume Examples & Samples
- Document and maintain operational processes
- Collaborates with other analysts and project contributors to create comprehensive and cohesive solution approaches
- Solve complex problems and develops innovative solutions related to the Salesforce CRM platform while driving for OOTB solutions and articulate pros/cons of customizations
- Experience with lead management, opportunity management, and customer data
- Experience with SFDC Territory Management, Forecasts and Quotas
- Experience with telephony deployment in a CRM context
- Enterprise business solutioning experience for large corporations
3
Crm Business Analyst Cpq Resume Examples & Samples
- Gather requirements, including building a robust catalog with acceptance criteria and prioritization
- Demonstrate understand technical details and solutions
- Experience working in complex, enterprise, global Salesforce.com and/or Apttus implementations
- Experience working in a business process team and coordinating process efforts
- At least 2 years experience in business process and/or requirements gathering
4
Crm Business Analyst Marketing Resume Examples & Samples
- Work with clients, business partners and technology partners to identify, define, interpret and clarify scope of problems/issues in terms of business and/or system requirements and processess
- Solve complex problems and develop innovative solutions related to the Salesforce CRM platform while driving for OOTB solutions and articulate pros/cons of customizations
- Support all testing, unit through UAT
- Experience with traditional and digital marketing, lead generation and qualification
- Experience with marketing analytics/statistics
- At least 1 year experience in SFDC or ExactTarget
5
Crm Business Analyst Service Resume Examples & Samples
- Create and/or support creation of training materials
- Experience with SFDC Service Console, SFDC Communities, SFDC Case Management
- Experience working in complex, enterprise, global Salesforce.com implementations
- Ability to perform efficiently within a high pressure, fast-paced environment
- At least 1 year experience in SFDC
- Certified Salesforce.com Administrator
- Experience with identity and access management
- Experience with robust product offerings
- Experience with JIRA and Agile methodology
- Previous work in customer service
- Education or Publishing industry experience
- Languages other than English
6
CRM Business Analyst Resume Examples & Samples
- Certified Salesforce.com Administrator preferred
- Bachelor of Science Finance/Computer/Business preferred
- Demonstrable experience within Financial Services preferred
- Previous experience within a CRM Business Analysis position
7
CRM Business Analyst Resume Examples & Samples
- Experience designing and implementing enterprise-wide CRM
- Demonstrated project leadership skills
- General understanding of the Financial Services/Asset Management industry
- Experience with Oracle CRM on Demand a plus
- Ability to work independently while interacting with employees at all levels within the firm
- Ability to adapt to changes in the work environment and manage competing demands
- Flexibility to work irregular hours at times to interact with global offices
- Strong Microsoft Office knowledge
8
CRM Business Analyst Resume Examples & Samples
- Solve complex problems and develop innovative solutions related to the Apttus CPQ platform while driving for OOTB solutions and articulating pros/cons of customizations
- Experience with product models
- At least 1 year experience in Salesforce.com
- At least 1 year experience with Apttus CPQ
9
CRM Business Analyst Resume Examples & Samples
- You aren’t afraid to challenge the way things are done... You have a knack for looking at things from new or different perspectives. You are able to challenge how things are done and take the best of the past to build something new for the future
- You “get” sales. You have either been in sales before or have worked alongside sales professionals for enough years to understand the fast-paced, competitive and demanding world that your learning experiences will have to accommodate
- …AND you work well with others. You know the nuances of when to let others speak, and when/how to insert yourself—without ego—and always remain focused on identifying and solving the business problems at hand. As an effective communicator, you understand that influencing requires winning both hearts and minds. You also have experience working at all levels of the company
- Identify and research end to end processes, pain points, inefficiencies and the reasons for them. Highlight redundant and/or unnecessary activities in the process
- Defines future state processes that remove unnecessary steps
- Become the subject matter expert for the area being analyzed. Be the central contact person for multiple sales teams, marketing, support and more
- Participate in discussions on scope of project, definition of process, prioritization and implementation
- Be a subject matter expert on our sales tools, most importantly SFDC
- Suggests new methods to improve the experience and productivity of internal users and customers
- Identify root causes of problems and demonstrate the ability to develop and make recommendations for solutions to mitigate root cause
- Researches best practices and industry benchmarks for the business
- Access and analyze processes, data points, and controls to determine sub-optimal performance, communicate findings clearly and effectively and make recommendations for improvement
10
CRM Business Analyst Resume Examples & Samples
- Undergraduate Degree from an accredited university
- Exposure to the Pharmaceutical industry
- Experience with the Veeva CRM system
- Expertise writing detailed UAT scripts for software applications
- Experience managing software releases and schedules in a regulated, enterprise environment
- Solid documentation skills
- Veeva certification
11
CRM Business Analyst Resume Examples & Samples
- Engagement with business and IT users in defining target business processes and requirements
- Facilitation of client workshops to document, present and validate business requirements
- Managing issues and risks, with escalation to client /company management as required
- Support related teams as required to ensure successful delivery of projects (e.g. PMO ,Comms, Training, IT Delivery)
- Drive production of project deliverables including process maps, project plans, training materials and communications
- Report status under area of responsibility to the company and / or client management team
- Provide estimates to project managers as part of planning activities
- Minimum of 3 years' experience in a business/technical analyst role with a focus of responsibility on requirements gathering and detailed documentation specification
- Experience within the Financial Services industry a distinct advantage
- Excellent leadership, communication (written and oral) and interpersonal skills
- An honours University Degree is required to apply for this position, preferably in a technical discipline
- A good understanding of the Financial Services industry
- Familiarity with different software delivery methodologies both Agile and Waterfall
- Strong Process/Business Change skills
- Proven experience in one or more of functional design, business change, Operating model design and process design
- Proven capability working with clients to identify and develop CRM capabilities enabling clients to deliver profitable growth
- CRM business consultants typically have specific experience in several of the following areas: Multi-Channel Strategy, Digital Strategy, Customer Insights and Analytics, Customer Segmentation and Proposition, Customer Experience, Marketing Effectiveness, Sales Force Effectiveness ,Service Transformation, CRM Technologies
12
CRM Business Analyst Resume Examples & Samples
- High school diploma or G.E.D
- Five or more years of administrative assistance experience
- Experience working with administrative practices and procedures
- Experience working with writing style such as grammar, sentence form, and structure
- Good skills in utilizing presentation and database software and preparing presentations
- Good office equipment skills such as faxing and photocopying
- Good interpersonal skills for communicating with internal and external personnel of all levels
- Good organization skills to balance work and prioritize tasks
13
Microsoft CRM Business Analyst Lead Resume Examples & Samples
- 2252
- 5-10 years of relevant working experience which includes: Sales, Marketing, and Customer Service Business Process Experience
- 3+ Years in Microsoft Dynamics CRM architecture
- 3+ years with Agile Methodology
- 3+ years experience developing custom solutions for Microsoft Dynamics CRM using custom entities, relationships, dashboards, dialogues, workflows, dashboards, and SQL Reporting Services
- 3+ years performing gap analysis between package delivered functionality and client's requirements
- 3+ years mapping client requirements with CRM application functionality and identifying creative work-arounds when necessary or customizations/custom development
- 3+ years training client personnel on the usage and administration of CRM applications
- 3+ years developing data conversion, test strategies and work plans
- 3+ years experience with project methodology techniques and documentation (waterfall, agile)
14
CRM Business Analyst Resume Examples & Samples
- Manage data integrity and processes to ensure data security policies are followed
- Optimize business process and procedures by implementing best practices and solutions to enhance the systems and user experience
- Document best practices and processes
- Develop and generate comprehensive reports for business leaders and users
- Identify and analyze process gaps and trends and/or reoccurrences of process errors and forward recommendations for resolution to technology partners
- Participate in projects related to CRM to ensure subject matter expertise is available for improvement
- Evaluate new CRM releases, in conjunction with Technology Department to determine benefits and/or impacts to the CRM users
- Train new and existing CAM employees on CRM functionality, procedures and guidelines to ensure user adoption and consistency of application use
- Develop and maintain user training collateral
15
CRM Business Analyst Resume Examples & Samples
- Minimum 5 years of experience with sales management software (e.g., Salesforce.com, etc.) administration required, preferably with a large-scale, multi-national company
- Certification from vendor/supplier programs (e.g., Salesforce.com) required
- Advanced certification from vendor/supplier programs (e.g., Salesforce.com) preferred
- Advanced certifications include: Sales Cloud, Service Cloud, Marketing Cloud, etc
16
IT CRM Business Analyst Resume Examples & Samples
- At least 5 years of experience in business analysis
- Proven ability to work in a dynamic international environment
- Excellent understanding and restitution regarding business issues
- Excellent structured thinking skills
- Proven experience in Agile projects (Scrum, Kanban)
- Strong curiosity and interest in deepening subjects and formalizing them
- Ability to ask lightening questions, resolve uncertainties and conflicts
- Team spirit providing abilities to work with open-mindedness, respect and kindness regarding to peers
- Ability to get out of his comfort zone and to remain results oriented
- Perseverance, autonomy and ability to take initiative
17
CRM Business Analyst Resume Examples & Samples
- Bachelor’s Degree in Accounting, Finance, Management Information Systems or some related field
- Five years of progressively responsible experience in IT support activities, data warehouse support activities, or business. College or university experience strongly desired
- Demonstrated knowledge of administrative applications, systems and modern data analysis and reporting tools
- Ability to analyze and document business processes in a technical format
- Understanding of project management software
- Prior experience implementing enterprise applications, Salesforce solutions or other CRM systems preferred
- Experience in Advancement/fundraising in higher education preferred
18
Senior CRM Business Analyst Resume Examples & Samples
- Grow sales, drive lead generation & sales pipeline conversion, and improve our customer’s experience via implementation of key CRM processes and tools aligned to HOS Gold and STRAP (strategic plan)
- Accelerate CRM Excellence initiatives by leading the PMT CRM Center of Excellence, governing change management, and executing best-practice solutions
- Drive productive usage, high data quality, and value realization of CRM & other enablement tools used by Sales, Marketing, and Customer & Product Services (CP&S) teams
- Partner with IT to rapidly deliver CRM related solutions according to prioritized business requirements
- Develop and deliver effective training programs to ensure awareness and effectiveness of available tools & processes; Build business expertise and cultivate SBU business champions
- Enhance decision making through the use of insightful dashboards, reporting, and analytics tools
- Measure, assess, and improve CRM end-user engagement and adoption across PMT commercial organizations; Monitor CRM efficacy KPIs and end-user satisfaction results
- Actively participating in CRM strategy sessions with Commercial Excellence leaders
- Cultivate strong partnerships with PMT commercial teams, IT, partners/vendors, and other key stakeholders for CRM-related services
- CE Leadership Team
- Sales leaders and sales reps across PMT
- Marcom and Marketing
- Customer & Technical Service
- PMT and SBU Sales Operations
- Corporate and PMT IT
- Total Customer Experience (TCx)
- Honeywell User Experience (HUE)
- Exposure to Marketo, Tableau, PROS, Vendavo, SAP, Business Objects
- Demonstrated success in project lead roles
- Highly energized, self-starter, capable of working multiple projects
- Strong communication skills, implementation skills, ability to work with various functions
- Collaborative approach to team projects; ability to work well with others and produce quality work under pressure situations
- Ability to adapt to and embrace change
- Ability to work in a matrix organization; proven ability to work within large, diverse teams
- Ability to work across a global resource base
- Strong PMT business acumen, product knowledge, and customer knowledge
- Ability to think strategically and to scope tasks and set goals
- Developed time and resource management skills
- Microsoft Office advanced skills; Word, Excel, Project and PowerPoint
- Six Sigma Greenbelt trained/certified
19
IT CRM Business Analyst Resume Examples & Samples
- Understands Sales, Marketing, Customer Service processes to assist business and stakeholders in driving process improvements with CRM applications
- Lead Functional Analysis and Documentation of application enhancements including Functional Design Documentation, Gap Analysis, and Use Cases
- Document application enhancements and detail specifications aligned with business needs and in accordance with standard Business Intelligence, Global Governance, and Quality Assurance best practices
- Participate and plans accordingly with CRM roll outs, releases and upgrades to CRM users
- Perform gap analysis between a client's requirements and the functionality within Microsoft Dynamics CRM
- Help configure applications to meet a client's requirements using Microsoft Dynamics CRM
- Extend capability of CRM through creation of new entities, forms, workflows and reports
- Coordinate internal system release testing and User Acceptance Testing (UAT) to facilitate effective and organized issue resolution. This includes training of UAT team on the application and/or process change, and management of all phases of testing for the team's supported applications
- Maintain and review analysis of information required from other applications: Enterprises Resource Planning, Business Intelligence, Marketing Automation Tools, & industry databases, etc…
- Leads or participates in design and testing of INTEGRATION and INTERFACE solutions as applicable while working in concert with company IT development & integration team
- Help perform data migration activities as needed
- Maintains oversight for data conversion rules from disparate systems and synchronization rules as applicable
- Assists in creation and maintains user oriented list views such as territory, opportunities, follow ups, product up-sell, etc
- Understanding of data models, tables, ability to write basic SQL queries and analysis - assist in data analysis in databases
- Design dashboards and reports for analysis, KPI’s and process improvements
- Serve as application support analyst for the help desk ticket queues for assigned CRM issues. Quickly analyze, investigate, follow-up, and route all questions, queries, and service desk tickets as they arrive in the support queue
- Trains and troubleshoot with users at various business locations or via internet as required
- Travel required 20% to sites for support and implementations
- Good understanding of business, sales and marketing principles
- Knowledge of and proficiency with the native configuration tools exposed from Microsoft Dynamics CRM
- Adept in planning, leading change and multi-tasking on multiple projects. Ability to work under pressure, meet deadlines, and work on multiple projects simultaneously. Prioritizes work activities and uses time efficiently
- Adapts to changes in work environment, manages competing demands, able to deal with frequent change, delays or unexpected events
- Willing to undertake new responsibilities as business needs change
- Process oriented and pragmatic in getting things done
- Strong communicator and problem-solver
- Able to write reports, business correspondence and procedure manuals
- Pays attention to details, thorough and quality oriented
- Able to write basic SQL queries for analysis and design needs
- Understanding of Data models, Tables, queries and analysis needs
- Proficient with MS Office products including Word, Excel, Access, Power Point, MS Project, Visio and Outlook
- Undergraduate degree in business, or computer science, & or mathematics is required
- 2+ years’ experience with Microsoft Dynamics CRM 2013 or 2015 or 2016 on cloud or on premise is required
- 3+ years providing end user support in a functional and technical environment
- Preferred Experience
- Certified and or knowledgeable in Business Analysts processes
- Knowledge of Project Management processes
- Knowledge of CRM industry standards and best practices
- Microsoft Dynamics CRM certifications
- Any experience in cloud based CRM, Global CRM roll out, migration and data import
20
Microsoft CRM Business Analyst Resume Examples & Samples
- 4+ years of experience with working in a business analyst role on development projects
- 2+ years of experience with working in a business analyst role on Microsoft Dynamics CRM 2013 or 2015 project
- 1+ years of experience in working with xRM solutions on Microsoft Dynamics CRM platform
- Experience with Agile development process
- Ability to build CRM solutions using out-of-the-box functions, including business rules, form editing, and workflows
- Ability to obtain a security clearance
- Experience with Scribe
- Experience with Rational Team Concert
- Experience with Visual Studio
- Experience with development languages, including C# or JavaScript
- BA or BS degree in a related field
- Certified Scrum Master preferred
21
CRM Business Analyst Resume Examples & Samples
- Leading all aspects of design, development and deployment for the firm’s CRM application (currently Oracle CRM on Demand) and/or associated tools (eg, Sales Consoles), to include the integration of related/relevant data sources
- Identifying the needs of the client base, communicating the benefits of the application as it relates to each need and recommending the appropriate course of action
- Defining reports and key metrics
- Training new users
- Testing of application features; overseeing changes to system fields, screens and picklists
- Writing Workflows within CRM on Demand in conjunction with IT to support business processes
- Experience designing and implementing enterprise-wide CRM. (Experience with Oracle CRM on Demand is a plus.)
- General understanding of the sales process in the Financial Services/Asset Management industry
- Demonstrated project leadership skills and ability to work independently while interacting with employees at all levels within the firm
- 5 plus year of relevant experience
22
CRM Business Analyst Resume Examples & Samples
- 1+ years of experience with SalesForce.com CRM administration
- 1+ years of SQL user experience
- 1+ years of experience with report development using applications Crystal Reports or SQL report services
- 1+ years of experience with email marketing management applications; (e.g. Informz, Constant Contact, Marketo)
- 1+ years of experience using APEX
23
CRM Business Analyst Resume Examples & Samples
- Bachelor’s Degree from an accredited higher learning institution (preferred area of study: Business, Mathematics, Computer, )
- Basic project management skills and understanding of project management lifecycle
- Experience with eliciting, defining, and documenting user requirements. Includes identifying gaps in requirements resolving inconsistencies, and prioritizing requirements
- Ability to effectively run a meeting
- Experience in at least one CRM system (salesforce.Com, SAP CRM etc)
- Must be results driven with an excellent attention to detail
- Must be comfortable managing projects and timelines
- Must work well within teams, be flexible and adapt to change easily
- Demonstrate innovative and creative thinking and problem solving
24
Microsoft CRM Business Analyst Resume Examples & Samples
- Ability to build CRM solutions using out
- The
- Box functions, including business rules, form editing, and workflows
25
MS CRM Business Analyst Resume Examples & Samples
- 3-5 years of experience as Functional Consultant / Business Analyst Microsoft Dynamics CRM
- Strong understanding of the Dynamics CRM solution from the business / functional perspective
- Experience in leading and participating in Requirements Workshops, creating Process Flow diagrams, creating Use Case documents
- Participate in systems design and implementation and support for building processes and requirements, configuration, development, testing, documentation, and user support for CRM applications
- Experience writing user stories in CRM Unified Service Desk environment
- Create and communicate detailed requirements, solution proposals, business process designs (BPD) and business system designs (BSD) that meet the business needs
26
CRM Business Analyst Resume Examples & Samples
- Excellent written and oral communication skills
- Ability to communicate effectively with technical and non-technical staff
- Desire to mentor team members and develop their skills
- Experience leading internal initiatives
- Be independent and self-driven
- Certification in Salesforce
- Prior experience working with a Sales Team
- Scrum/Agile Project Management Experience
- Leadership and team management experience with ability to provide strategic planning and oversight
27
CRM Business Analyst Resume Examples & Samples
- Responsible for the collection of Business requirements raised by HQ departments and/or markets, and their analysis to produce functional specifications. Responsible for the fit/gap analysis when rolling out a new CRM solution in a Market. Collects setup requirements
- Follow the development with the development teams and external companies to answer functional questions and review functional impacts of technical decisions
- Ensure project deliverables and quality. Test and validate the proposed developments / improvements for the implementation
- Answer the various requests from users to provide support on incidents qualified as Level 3 (expert analysis/resolution required) during the aftercare of the projects. Ensure the handover to the IS support organization
- Collaborates with the Project Manager to identify risks and issues
- Participate to the future IS tools evolution and deployment
- Can act as a Project Manager on certain workpackages or rollouts for which a similar project has been done before
- Degree in Information Systems Management or similar (HES, HEC or University)
- Good communication skills in English & French (fluent)
- Business processes background
- Distinctive skills in planning & prioritizing
- Ability to identify and advice on an improvement action plan
- Proactive & solution finding approach
- Mobility: the position may involve international traveling
28
CRM Business Analyst Resume Examples & Samples
- Provide CRM functional expertise related to business processes and applications
- Elicit and document detailed business/functional requirements from users and sponsors
- Define and document business processes; support the configuration of software to enable the business processes
- Work closely with IT teams to ensure CRM application designs are aligned with business objectives and meet requirements
- Work with offshore and onshore teams in the development, maintenance and support of CRM application customizations
- Assist in the development and execution of test plans
- Create and deliver training materials and other documentation as necessary to support the rollout of new, or enhanced, systems and processes
- Plan and conduct transition activities of newly implemented functionality to appropriate teams
- Work with developers in the resolution of production incidents as well as handling service requests
- Provide post-implementation support for implemented solutions, including direct support to end users
- Assist in status reporting and project milestone tracking
- Assist in coordinating project activities and deliverables across other team members
- Minimum of five years of experience in a Business Analyst role
- Direct experience with enterprise CRM applications; experience with Otis CRM systems is preferred
- Expertise working with business teams to develop detailed functional requirements / use cases
- Experience documenting As Is processes and working with business stakeholders to define To Be processes
- Excellent communication skills, enabling complex business requirements to be communicated clearly and concisely to both technical and management audiences
- Strong problem solving skills to break down complex problems into manageable components and drive to resolution
- Solid understanding of Marketing, Sales and Customer Service processes; experience with Otis business processes and products/services is preferred
- Highly organized and able to juggle multiple projects and priorities
- Ability to work well in a virtual team environment with peers, business partners and end users
- Strong competency in Microsoft Office applications including Visio, Access, and MS Project
- Experience with Agile/Lean practices is a plus
29
CRM Business Analyst Resume Examples & Samples
- 2+ years of Business Analyst /Super User experience in CRM implementation
- Knowledge of product configuration, pricing, approvals and quoting business processes
- Experience in writing test scenarios, test cases and test scripts and executing the scripts using automated tools
- Experience documenting test results and resolving defects based on priority
- Experience providing support to business users and translate the needs to the IT teams for resolution
- Ability to interact with users/IT support from geographically diverse locations
- Bachelor's degree in IT or other business-related field or equivalent number of years of experience
30
CRM Business Analyst Resume Examples & Samples
- Hands on experience implementing/supporting Oracle Sales Cloud CRM
- Understand the requirements of the business and translate into technical/functional specifications
- Conduct requirements gathering and other project management tasks for upgrades/enhancements/new system implementations
- Able to analyze data structures across legacy and new set of CRM systems
- Work with business to elicit business process and system transformation between legacy and new systems
- Self-starter with the ability to work independently with minimal direction
- Able to run SQL queries (SQL server), export results, and other Oracle’s tools to update or insert data into OSC, CPQ and SPM
- Identify system issues and determine necessary resolutions
- Follow best practices for SDLC, change management
- Bachelor degree in Computer Science, Information Systems, Analytics, or Business Analysis
- 7+ years experience as a Business Analysis and/or Systems Analyst
- 5+ year working with CRM tools (at least 2 year working with Oracle Sales Cloud)
- Tableau/OBIEE experience is preferred
- Strong SQL Skills - Minimum 3 years experience querying data and joining disparate data sets
31
CRM Business Analyst Resume Examples & Samples
- Gathering, analyzing and defining functional and business requirements
- Aptitude for analyzing impacts, application solutions Design and systems integration
- Estimating, planning, coordinating the activities and resources
- Monitoring activities, Kick Off management, SAL and supervision
- Activities of business processes analysis: sales, customer service, campaign management and marketing on CRM applications
- Minimum 6 years of experience in consultancy or System Integration companies is required
- Knowledge of CRM products and processes (Siebel-Salesforce) preferably into Telco, Media and Utilities sectors
- Deep knowledge of orders’ management processes and offer model design
- Knowledge of International eTOM Standard
- Expertise in the management of projects with Waterfall and Agile methods
- Professional working knowledge of English
- Desirable Spanish as additional language
32
CRM Business Analyst, Mid Resume Examples & Samples
- 2+ years of experience in a business analyst role on software development projects
- Experience with working in an Agile development process
- BA or BS degree or 2+ years of experience with business analysis
- 1+ years of experience in working with xRM solutions on the Microsoft Dynamics CRM platform
- Experience with Scribe, SharePoint, Visual Studio, and development languages, including C# or JavaScript
- Dynamics CRM 2013 or 2015 Certification
33
Salesforce / CRM Business Analyst Resume Examples & Samples
- Apply in-depth professional experience and broad knowledge of both business and technology to analyze and develop integrated CRM solutions to resolve moderate to complex technical or business issues. Actively participate and interact with customers to understand business needs, work with technical teams to identify the best solution, and determine the processes to meet the needs
- Using multiple information gathering techniques, conduct facilitated sessions with CRM business stakeholders to define detailed business requirements for solution development. Establish and maintain clear scope boundaries for the solution. Develop clear and concise functional requirements for the technical team that are free from ambiguity to minimize re-work and errors. Articulate to stakeholders the implications of implementing new technologies in the current business and technology framework. Recognize the business’s needs and the implications of change. Formulate alternative solutions to satisfy business requirements
- Develop precise documentation of prioritized functional requirements that can directly be converted to test plans, use cases, and system conceptual designs to meet performance targets and development project plans
- Partner with technical architects and other planners to assess current capabilities and identify high-level requirements
- Translate requirements and use cases to the technical development team, ensuring there is a clear and concise understanding of requirements. Review test conditions and expected results for product, performance and user acceptance testing
- Participate in quality management reviews as outlined in the project work plan, and in reviews of the designs, prototypes and other project work products to ensure they fulfill the requirements
- Continue to build on technical and business knowledge. Seek out innovations in process improvement, better utilization of resources, product enhancements, improved communications and faster issue resolution
- Work with sales teams and business leaders for continuous improvement, ensure accuracy and completeness of data, and bring innovative ideas/best practices to help improve overall sales performance
- Assess available technologies and recommend solutions to technical teams
- Performs other related duties and participates in special projects as assigned
- Bachelor degree in business or technical discipline with 5-7 years of work experience in sales operations OR demonstrated ability to meet the job requirements through a comparable number of years of applicable work experience
- Able to apply broad work experience and knowledge when analyzing complex problems. Must be able consistently identify critical elements, variables and alternatives to develop solutions. Must be able to organize/prioritize existing resources and incorporate new information, as needed, to implement the most effective solutions. Able to communicate clearly and courteously with those who need to know of decisions/actions/problems. Able to apply excellent business acumen and collaborative skills when resolving problems
- Able to apply excellent functional computer knowledge utilizing technical tools in completing assignments. Able to apply expertise in all the tools or applications used to complete work assignments
- Requires excellent communication skills with ability to state messages in a clear manner by using language that is easy for others to understand. Able to explain programs policies and procedures in language that is understood by others
- Must be able to modify communication style both formal and informal to match the appropriate level of the audience targeted. Requires strong understanding of the impact of a message on the organization or customer. Able to write with the clarity and precision necessary for the work being performed
- Experience with Salesforce.com preferred
34
CRM Business Analyst Resume Examples & Samples
- Prioritize requirements with the business and the IT development team to plan release and roll out schedules required to implement the needed capabilities
- Document current state business processes with the subject matter experts (SME)
- Define and document the future state business processes with the SME using the digital capabilities that will be implemented
- Write test plans and scripts for use in system and user testing
- Coordinate and lead user testing with the business teams
- This position is located in Lexington, KY
- 4+ years of business process improvement experience
- 3+ Years in sales, sales-related role, marketing, or customer service
- 2+ years in IT, development, or other technical function
- 2+ years of business process flow design experience, including Visio experience
- Experience and knowledge of data mapping and data modeling
- Working knowledge of digital technologies and how those technologies can be applied to business efficiency efforts
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Microsoft Dynamics CRM Business Analyst Resume Examples & Samples
- Configure/change configuration based on the ticket, carry out testing before handover to the users, test development objects and give feedback to the technical team, meet project SLAs, give ticket resolution feedback to the customer
- Support creation of business case for an IT initiative
- Provide input towards determination of project risks and recommendations on product and platform
- Understand stakeholders' pain points, business objectives and organization culture
- Redesign processes/framework based on recommendations
- Communicate with client and project team when necessary
- Support organizational change management processes for respective work streams
- Create knowledge articles on the problem, workaround solutions
- Maintain knowledge management database
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CRM Business Analyst Resume Examples & Samples
- Work with business users and business relationship managers to gather the business requirements and prepare the specifications
- Work with business users and IT team for timely resolution of operational (functional and technical) and project issues
- Lead special projects and major initiatives related to CA/CRM
- Research and participate in benchmarks for Salesforce.com and other technologies for trends or emerging practices and opportunities for continuous improvements
- Bachelors degree, preferably in computer science, engineering or other technical major; graduate degree a plus
- Technical expertise working with Salesforce.com and with systems integration in an SAP environment
- Proven experience with systems/solutions delivery life-cycle and project management methodologies
- The ability to manage projects and provide leadership in delivering CRM projects
- Provide end user training and change management support on CRM systems or tools
- Strong data analysis, oral and written communication skills, including presentation and documentation
- Approximate 10% overnight travel required
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CRM Business Analyst Resume Examples & Samples
- Design and document Salesforce.com processes and solutions based on customer needs, user stories and feedback
- Develop peer, cross-functional and divisional business relationships to leverage best practices, maximize solution quality, and support successful implementations and user adoption
- Work closely with IT leadership to establish and support system architecture strategies for sales, service, field service, web portals, and the internet of things
- Support communication plans for timelines and change management activities related to Salesforce.com projects
- Partner with our software and service suppliers to ensure timely delivery of high quality, cost effective solutions
- Support ongoing operations to ensure SLAs are within tolerance
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Microsoft Dynamics CRM Business Analyst Resume Examples & Samples
- Microsoft Office Suite, specifically Microsoft Word, Excel, PowerPoint, and Visio
- Team Foundation Server (TFS)
- Familiarity with Microsoft technologies/trends
- Strong analytical, presentation, and writing skills
- Http://www.ibm.com/ibm/responsibility/corporateservicecorps
- At least 3 years team lead experience or management experience of 5+ team members (management consultant only)
- At least 2 years project experience in enterprise business application development and delivery (e.g., CRM, ERP, SCM, HCM)
- At least 1 year project implementation experience using Microsoft Dynamics 365, Microsoft Dynamics CRM online, or Microsoft Dynamics CRM 2016, 2015, or 2013
- At least 2 years project experience translating client business needs into software capabilities
- At least 2 years project experience with business requirements analysis and modeling
- At least 2 years project experience creating functional designs, test conditions and test scripts
- At least 2 years experience working within a team environment
- Basic knowledge of software development methodologies (Waterfall and/or Agile)
- At least 2 years consulting experience working for a global systems integrator
- Microsoft Certified Professional (MCP)
- At least 1 year project experience working with Microsoft Dynamics 365 Operations or Microsoft Dynamics AX 7, 2012, or 2009
- At least 1 year project experience working with global and offshore project teams
- At least 1 year experience with system integration or user acceptance testing
- At least 1 year experience with organizational design
- At least 1 year experience with business process design or re-engineering
- At least 1 year experience with developing and implementing end-user training programs
- At least 1 year experience implementing or using CRM systems to support sales and marketing functions
- At least 1 year experience implementing or using CRM systems to support customer service, call center, or field service operations
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CRM Business Analyst Resume Examples & Samples
- Work with marketing department to implement new communication tools and campaigns
- 3 years of related marketing experience with strong analytics background
- Must have working knowledge of CRM platforms (i.e. salesforce.com)
- Understands or has ability to learn the role and responsibility of the position (see job description and competencies)
- Technology Skills: Must possess a strong working knowledge of CRM Systems and Microsoft Office Suite, specifically Excel and Access
- Expertise with database management, data models, and CRM systems from a business user or marketing capacity. Strong project management, organizational skills, and attention to detail
- Experience working on market research projects that involve utilizing a database to set up test/control cells
- Coordinate training initiatives including course development, reference guide creation and actual training
- Proven success leading and interfacing with cross-functional internal and/or external support groups
- Excellent follow-up
- Excellent time management skills and ability to manage multiple priorities
40
CRM Business Analyst Resume Examples & Samples
- 6-10 years of experience designing process, systems, and/or software solutions involving the implementation of enterprise applications including the Salesforce.com platform (e.g. Sales, Service, and/or Community Clouds)
- Demonstrates strong technical aptitude, project management, and data analysis skills
- Experience and background working with large and diverse teams to define and execute IT projects
- Excellent written, visual, and oral communication skills are essential with proficiency in Microsoft office suite
- Must be knowledgeable regarding Waterfall, SCRUM and AGILE methodologies
- Demonstrates proficiency in IT areas of analytical thinking and business innovation
- Demonstrates leadership, collaboration, hands-on approach, and the ability to succeed in a fast-paced, matrixed company
- Strong troubleshooting skills and demonstrates ability to perform root cause analysis
41
Dynamics CRM Business Analyst Resume Examples & Samples
- Conducting Fit/Gap Analysis
- Creating and configuring custom workflow activities
- Advanced client-side scripting
- Configuration of the Dynamics 365/CRM platform
- Understanding of Agile project methodology
42
Senior CRM Business Analyst Resume Examples & Samples
- Provide functional leadership and support for Nuance's CRM Applications, including Salesforce.com with a primary focus around Service Cloud and Communities
- Partnering with assigned business areas to understand and prioritize information needs, and translate
- Experience as Functional team lead on a major implementations, including experience facilitating analysis and design working sessions with business representatives
- Significant experience eliciting software requirements from cross-functional stakeholders and transforming them into functional specifications
- Ability to work in a cross-functional team environment within the Business System’s group as well as other groups within the IT organization
- Proven track record of delivering CRM projects
- Solid problem solving skills and a strong analytical thought process
- Thorough understanding of software development lifecycle
- Experience working with Sales and Marketing Organizations a plus
- Experience on SalesForce.com, Service Cloud, Communities implementations a plus
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MS Dynamics CRM Business Analyst Resume Examples & Samples
- Create specific artifacts for tasks allocated by supervisor
- Share artifact with supervisor for review
- Upload article in the knowledge management repository
- Seek inputs from knowledge repository to resolve problems
- Apply best practices/ learning during development activities
44
CRM Business Analyst Resume Examples & Samples
- Formulates and defines systems scope and objectives through research and fact-finding combined with an understanding of applicable business systems and industry requirements under general supervision
- Analyzes business processes, identifies process deficiencies, researches solutions and plans and coordinates the remediation of these deficiencies
- Assist with the design and implementation of operational and system enhancements to ensure production capabilities are both effective and efficient
- As appropriate, writes and validates business requirements and conducts system tests
45
CRM Business Analyst Resume Examples & Samples
- Be knowledgeable and discuss how requirement gathering sessions are setup and conducted
- Must be able to demonstrate documentation (Requirement documents, Testing related documents)
- Needs to be proficient in SDLC
- Some exposure to SCRUM is preferable
- Understanding of CRM systems (SFDC, MS Dynamics) is highly recommended
46
CRM Business Analyst Resume Examples & Samples
- Implement CRM/ERP initiatives in the firm as defined by the IT roadmap
- Perform annual maintenance of the CRM including but not limited to regular backups, testing/implementing version updates, and monitoring user licenses/access
- Manage and maintain CRM data
- Assist with new user onboarding, user access, and training
- Provide CRM End User support on day to day usage with inquires and reporting
47
CRM Business Analyst Resume Examples & Samples
- Leading the requirements analysis and functional design of Cognizant CRM projects
- Undertaking solution design
- Assisting the development of vertical and horizontal offerings
- Supporting the sales process for new offers and projects
- The primary duties of the role is business analysis and functional specification for CRM implementation, undertaken by combined Cognizant onsite/ offshore delivery team
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IS CRM Business Analyst Resume Examples & Samples
- Run workshops, gather requirements and be able to translate these into documented criteria and identify potential gaps in requirements or system limitations; be able to provide alternative solutions to help solve the business problem identified
- Take ownership of scope, control documentation, and be able to work with developers, design teams, and operational teams to clarify requirements
- Ensure that developers are producing technical designs that meet the requirements detailed and the quality delivered maintained against expected NE IS and architectural standards, including the documentation and implementation of unit tests and scripts
- Going beyond standard duties and responsibilities by spending time with other teams to help them understand the nature and complexity of change requests/requirements that could impact timelines to go to market
- Bachelor’s degree in computer science or equivalent
- 2 years minimum experience in CRM as Business analyst
- Automotive industry background is a plus
49
Lead Dynamics CRM Business Analyst Resume Examples & Samples
- Extensive experience of Microsoft Dynamics CRM
- Experience in defining business requirements in the context of software and application development, both from a technical and customer facing view points
- Extensive experience managing and supporting a team
- Previous exposure of working on large projects and programs, following good project management methodology
50
CRM Business Analyst Resume Examples & Samples
- Provide Salesforce.com and Marketo application expertise among a team of business solution analysts and functional architects to provide solutions to diverse problems for our business units in McGraw-Hill Education
- Work with the offshore vendor team on the requirements documentation, functional design, assembly testing, and User Acceptance Testing of Salesforce.com and Marketo enhancements/upgrades
- Analyze and troubleshoot application issues resulting from new features and enhancements. Work with the offshore vendor team to determine appropriate course of action
- Determine underlying issues to common business problems and use appropriate influencing negotiation, and change management techniques to implement best practice solutions. Actively network within the McGraw-Hill community to address standards business needs as well as proactively identify long and short term solutions, systematic and procedural, to improve efficiencies of McGraw-Hill's CRM functions
- Assist in the review and implementation of new Salesforce and Marketo technology and feature designs
- Bachelor’s degree in technology, business, or education, or equivalent experience
- Minimum of 2 years of experience implementing solutions on Salesforce.com platform
- Strong interpersonal as well as written and spoken communication skills
- Experience in creating and implementing business processes, preferred
- Salesforce.com: hands-on implementations using at least a few of the force.com platform features (Configuration, third-party/AppExchange integrations, Apex, Visualforce, Lightning component framework, Role Hierarchy/Profiles, Custom objects, Web Services, data analysis and extraction: reporting/dashboards/analytics/Workbench/Data Loader)
- Ability to perform data analysis using at least one query language (SQL / SOQL / R / Python, etc.)
- Informatica PowerCenter / Informatica Cloud experience is a plus
- Marketo: hands-on implementations are a plus (smart campaign creation, inbound/outbound API, custom objects)
- Strong diagnostic, troubleshooting, and problem-solving ability
- Comfort leading small teams by example, including displaying good judgment, time management, and proper prioritization of a variety of tasks
- Ability to work directly and communicate effectively with all levels and groups across the organization and provide useful information and explanations about technical issues in a complete, accurate, and understandable manner
51
CRM Business Analyst Resume Examples & Samples
- Identify the current-state and future-state business processes
- Help the business stakeholders envision the future and how their work will need to change to support the future
- Identify gaps between the desired future business processes and product requirements against the processes directly supported by the CRM/Eloqua packaged software application
- Analyze the process gaps, and define additional custom components needed to fill those gaps and balance stakeholders' needs and constraints
- Create, analyze, and validate detailed functional specifications
- Facilitate design sessions with the implementation team to define the solution
- Deliver elements of systems design, including data migration rules, business rules, wireframes, or other detailed deliverables
- Continuously internalize functionalities available in CRM/Eloqua packaged software application
- Perform functional testing
- Perform data cleansing
- Participate in Integration Testing and User Acceptance Testing (UAT)
- Identification of risk factors and mitigation alternatives
- Knowledgeable in Excel (Advanced), Visio, and MS Project
- Personal Attributes
- Disciplined
- Good communicator, able to explain technical stuff in layman's terms
- Knowledge in SQL a plus
- Knowledge in JIRA / Bitbucket a plus
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CRM Business Analyst Resume Examples & Samples
- Business analytics,
- Technical problem solving,
- SDLC participation
- Financial service delivery
- CRM administration or development experience
- Salesforce.com administration or development experience
- Work closely with ESA management, consultants, database analysts, project teams, BB&T lines of business, and IT resources to analyze, identify, define and develop information and technology-driven solutions that satisfy business needs
- Provide expertise in proper application of business processes relative to ESAs information systems needs
- Act independently or as a member of a project team to provide technical consulting on complex projects. Analyze and translate business needs into detailed requirements and functional specifications for development of information and technology-driven solutions
- Manage changes to specifications and existing processes and research and debug complex technical problems
- Provide technical guidance concerning the business implications of applications, relevant information and various systems. Assist in business process redesign and documentation as needed for new technology
- Devise and/or modify procedures used for solving complex business problems, management and procurement of information, and the selection of technology appropriate to an expressed business need
- Devise and/or modify procedures for determining resource capacity and limitations, and the form of desired results
- Manage receipt, retrieval, quality assurance, preparation, maintenance, central retention and version control maintenance on system and process documentation
- Assist with the evaluation, design and implementation of ESAs information management systems, programs, strategy, and tools; review workflow, methods, and procedures; create, manage, and perform updates to work intake processes, process design for repeatable production, change management processes, audit and access control
- Provide direction in the form of detailed requirements and specifications for repeatable production processes to offshore production support team
- Provide process clarity, best practices leadership and influence others with regard to the soundness of a technical approach
- Acquire an understanding of lines of business and their information systems, as needed
- Stay current with emerging technologies, their strengths and weaknesses and their application to business solutions
- Bachelor’s degree in business or information technology or equivalent education and related training
- Five years of experience in information security best practices, relational database technologies, project management and development of detailed requirements, creating and managing work intake processes, process and workflow design, and information and document management
- Six Sigma and CQIA (Certified Quality Improvement Associate) Certifications
- Strong relationship management skills, a high degree of flexibility, and the ability to work in a self-directed environment
- Experience developing in and using productivity tools, such as Microsoft SharePoint and Visio
- Negotiation
- Ability to effectively navigate competing priorities
- Reliability
- Client relationship management
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CRM Business Analyst Resume Examples & Samples
- Perform all the duties associated with being a CRM Administrator on a complex Salesforce CRM
- Analyze client requirements, determine solutions and make appropriate changes to the CRM
- Configure Salesforce objects, workflows, validation rules, etc
- Effectively resolve user issues and create strong working relationships with all levels within a group
- Ensure all business requirements are captured and all changes to the system are fully tested before being rolled out to the users
- Work across multiple, global, internal business and technology groups and assist and/or lead the initiative (depending on the scope) from the initial planning stages through to requirements documentation, system configuration, testing, training, implementation and on-going support
- Certified Salesforce Administrator 201 or equivalent work experience
- Bachelor of Science or equivalent work experience
- 3+ years of Salesforce configuration experience and support of a large user base
- Certified Salesforce Developer 401
- Knowledge of VisualForce, Apex and SQL
- Adept with Salesforce’s declarative capabilities and deployment of change sets
