CRM Business Analyst Job Description
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:
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:
Desired experience for CRM business analyst includes:
CRM Business Analyst Examples
CRM Business Analyst Job Description
- 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
- 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
CRM Business Analyst Job Description
- 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
- 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
CRM Business Analyst Job Description
- 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)
- 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
CRM Business Analyst Job Description
- 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
- 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
CRM Business Analyst Job Description
- 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
- 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)