Business Analyst - CRM Consultant with Salesforce/Microsoft 365

Job Overview
The State of South Carolina is looking for a person focused on Business Analysis within CRM Implementation

Why this position is open: This position is open because we’re beginning a CRM reimplementation project and need dedicated support to ensure its success. The CRM Consultant will serve as a business analyst to gather requirements, document processes, and work closely with the technical team. This role is essential to help the agency enhance customer relationships, optimize business processes, and ensure the new CRM system is effectively designed, implemented, and adopted across the organization.

Max Bill Rate: $110-$120/hour W2 Contract

Will close to submissions on 11/12 at 5:00 PM EST.

Interview Process: 1 round, virtual (video required)

Duration of the Contract: 12 months

Possibility for Extension: Yes

Work Location: Role is hybrid (3 days onsite per week)

Visa Status: USC/GC/GC-EAD/H4-EAD

Candidate location: Candidate MUST be a SC resident. No relocation allowed.

Business Analyst - CRM Consultant with Salesforce/Microsoft 365

Overview:

The CRM Consultant will play a crucial role in helping the organization enhance

customer relationships and optimize business processes through the effective use of

CRM (Customer Relationship Management) software. This individual will assess

business needs, design tailored CRM solutions, and ensure systems are implemented

and adopted successfully to drive organizational goals.

Key Responsibilities:

* Evaluate business needs, workflows, and customer engagement processes to

identify CRM requirements and opportunities for improvement.

* Design, configure, and implement CRM systems that align with the organization’s

goals and operational structure.

* Develop and document Standard Operating Procedures (SOPs) and training

materials to ensure staff adoption and consistent CRM usage.

* Create and execute CRM strategies that improve customer relationships, data

management, and business productivity.

* Collaborate closely with sales, marketing, and customer service teams to ensure

CRM tools support their activities and objectives.

* Monitor and analyze CRM system performance, providing recommendations and

adjustments to optimize effectiveness.

* Prepare reports and insights for leadership and key stakeholders on CRM

performance, user adoption, and ROI.

* Stay up to date on CRM technology trends and emerging tools to recommend

improvements and innovations.

* Assist with CRM vendor selection, evaluation, and implementation processes

when introducing new platforms or upgrades.

Qualifications & Skills:

* Proven experience implementing and managing CRM platforms, ideally across

multiple industries.

* Strong understanding of sales, marketing, and customer service best practices.

* Hands-on experience with Microsoft Dynamics 365 and Salesforce CRM.

* Knowledge of software selection methodologies and CRM integration strategies.

* Excellent communication and stakeholder management skills.

* Strong analytical and problem-solving abilities.

* Ability to translate business requirements into functional CRM solutions.

Preferred Qualifications:

* Bachelor’s degree in Business, Information Systems, Marketing, or a related field.

* CRM certification (e.g., Salesforce Certified Consultant, Microsoft Dynamics 365

Functional Consultant) is a plus.

Required Skills

1. 5+ years of experience with Microsoft Dynamics 365 CRM – configuration, implementation, and optimization

2. 7+ years of experience with Sales Processes – workflows, pipeline management, and process optimization

3. 3+ years of experience as a Business Analyst – gathering requirements, documenting processes, working with cross-functional teams

Preferred Skills

1. CRM certifications (e.g., Salesforce Certified Consultant, Microsoft Dynamics 365 Functional Consultant)

2. Experience developing training materials and SOPs for CRM adoption

3. Experience with Salesforce CRM

Please reach me or email me sriram@palmettotech.org phone: 803-386-3085

Job Types: Contract, Temporary

Pay: $110.00 - $120.00 per hour

Expected hours: 40 per week

Experience:

• Business Analyst CRM Consultant Salesforce/Office 365: 10 years (Required)

Work Location: Hybrid remote in West Columbia, SC 29169