crm business analyst

CCI- Computer Consultants International, Inc.

<div>
 <p>
  <strong>
   WE ARE HIRING! Enterprise Project Manager (Business Analyst &ndash; CRM Consultant)
  </strong>
 </p>
 <p>
  <strong>
   Location: Hybrid &ndash; Columbia, SC - CCI W2 ONLY &ndash;
   <em>
    Candidate must be a South Carolina resident
   </em>
  </strong>
 </p>
 <p>
  <strong>
   Deadline: Monday, 5:00 PM EST
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <p>
  We are urgently seeking an
  <strong>
   Enterprise Project Manager
  </strong>
  with strong
  <strong>
   Business Analysis
  </strong>
  expertise to support a
  <strong>
   CRM implementation project
  </strong>
  . The ideal candidate will have
  <strong>
   5&ndash;7 years of experience
  </strong>
  leading CRM projects, gathering business requirements, documenting processes, and collaborating closely with technical teams to deliver tailored CRM solutions.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Mandatory Qualifications
  </strong>
 </p>
 <ul>
  <li>
   Proven experience implementing and managing
   <strong>
    CRM platforms
   </strong>
   across multiple industries.
  </li>
  <li>
   Strong understanding of
   <strong>
    sales, marketing, and customer service best practices
   </strong>
   .
  </li>
  <li>
   Hands-on experience with
   <strong>
    Microsoft Dynamics 365
   </strong>
   and
   <strong>
    Salesforce CRM
   </strong>
   .
  </li>
  <li>
   Solid knowledge of
   <strong>
    software selection methodologies
   </strong>
   and
   <strong>
    CRM integration strategies
   </strong>
   .
  </li>
  <li>
   Ability to
   <strong>
    translate business requirements
   </strong>
   into functional CRM solutions.
  </li>
 </ul>
 <p>
  <strong>
   Preferred Skills
  </strong>
 </p>
 <ul>
  <li>
   Bachelor&rsquo;s degree in
   <strong>
    Business, Information Systems, Marketing
   </strong>
   , or a related field.
  </li>
  <li>
   <strong>
    CRM certification
   </strong>
   (e.g.,
   <em>
    Salesforce Certified Consultant
   </em>
   ,
   <em>
    Microsoft Dynamics 365 Functional Consultant
   </em>
   ) is a plus.
  </li>
 </ul>
 <p>
 </p>
</div>


Enterprise Project Manager (Business Analyst - CRM Consultant)

Inpro

<div>
 The Business Analyst II is a seasoned professional who leads complex initiatives supporting Sales teams, CRM systems (such as Salesforce), and sales-related processes. This role is pivotal in driving strategic business and sales transformation, mentoring junior analysts, and serving as a subject matter expert for cross-functional projects. The Business Analyst II partners with business leaders to deliver innovative solutions, optimize processes, and ensure the successful implementation of high-impact projects.
 <br/>
 <br/>
 <strong>
  Key Responsibilities
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Lead requirements gathering, analysis, and documentation for large-scale, cross-functional projects impacting multiple business units.
  </li>
  <li>
   Design and implement advanced workflows, process improvements, and automation to enhance sales operations and CRM utilization.
  </li>
  <li>
   Serve as a primary liaison between business stakeholders, IT, and external vendors, ensuring alignment of business objectives and technical solutions.
  </li>
  <li>
   Mentor and train junior analysts and business users on best practices, system capabilities, and process improvements.
  </li>
  <li>
   Oversee and manage the support queue for complex system changes, enhancements, and issue resolution, prioritizing based on business impact.
  </li>
  <li>
   Develop and execute comprehensive test plans, coordinate user acceptance testing (UAT), and ensure quality assurance for new features and system upgrades.
  </li>
  <li>
   Analyze business processes, identify opportunities for optimization, and recommend strategic solutions to improve efficiency and effectiveness.
  </li>
  <li>
   Lead change management efforts, including communication, training, and adoption strategies for new systems and processes.
  </li>
  <li>
   Track and report on project deliverables, milestones, risks, and outcomes to IT management.
  </li>
  <li>
   Stay current with industry trends, emerging technologies, and best practices in sales software, CRM platforms, and business analysis.
  </li>
  <li>
   Author and maintain detailed documentation, including business requirements, system specifications, process flows, training materials, and post-implementation support guides.
  </li>
  <li>
   Collaborate with developers, system administrators, and project stakeholders to resolve complex issues and deliver innovative solutions.
  </li>
  <li>
   Represent the IT department in cross-functional meetings, steering committees, and strategic planning sessions.
  </li>
  <li>
   Other duties as assigned.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Job Specifications
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Demonstrated ability to lead and manage complex projects independently and within cross-functional teams.
  </li>
  <li>
   Advanced declarative and programmatic development skills within Salesforce or similar CRM platforms.
  </li>
  <li>
   Exceptional analytical, problem-solving, and organizational skills; proven track record of solving complex business challenges.
  </li>
  <li>
   Strategic thinker with creativity and a continuous improvement mindset.
  </li>
  <li>
   Excellent communication skills, including the ability to present and facilitate stakeholder workshops.
  </li>
  <li>
   Strong adherence to company policies and ability to influence policy development.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Job Relationships
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Reports to Business Analyst Manager.
  </li>
  <li>
   Leads and coordinates activities across IT, Sales, Marketing, and other business units.
  </li>
  <li>
   Mentors junior analysts and collaborates with external partners/vendors.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Qualifications
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Bachelor&rsquo;s degree in Business, Information Technology, or a related field.
  </li>
  <li>
   Minimum of 3 years of experience as a Business Analyst, with at least 2 years of hands-on experience with Salesforce or 5 years with other CRM platforms.
  </li>
  <li>
   Proven experience with systems analysis, requirements gathering, documentation, and declarative/programmatic development.
  </li>
  <li>
   Strong background in Agile methodologies, sprint-based delivery, and project management.
  </li>
  <li>
   Expertise in CRM systems (e.g., Salesforce) and business analysis tools (e.g., JIRA, Confluence, Visio, Excel, PowerPoint).
  </li>
  <li>
   Experience leading change management, training, and adoption initiatives.
  </li>
  <li>
   Demonstrated ability to mentor and develop junior team members.
  </li>
  <li>
   Proactive, detail-oriented, and able to manage multiple priorities in a fast-paced environment.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  What We Offer
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Leadership opportunities in supporting strategic sales systems and business initiatives.
  </li>
  <li>
   Career growth within a dynamic IT and business environment.
  </li>
  <li>
   Collaborative team culture with advanced mentorship, training, and professional development support.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Benefits
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Health insurance
  </li>
  <li>
   Dental insurance
  </li>
  <li>
   Generous employer 401k contributions
  </li>
  <li>
   Flexible spending account
  </li>
  <li>
   Tuition reimbursement
  </li>
  <li>
   Generous paid time off
  </li>
  <li>
   Employee assistance program
  </li>
  <li>
   Vision insurance
  </li>
  <li>
   Employee discount
  </li>
  <li>
   Life insurance
  </li>
  <li>
   Referral program
  </li>
 </ul>
</div>


Business Analyst II

Kingsview Partners

<p><b>Job Summary</b><br/>We are seeking an experienced Business Analyst with a strong background in CRM systems and financial services applications. The ideal candidate will bring expertise in analyzing complex business processes within mid-to-large scale organizations, translating requirements into actionable solutions, and collaborating directly with business stakeholders to drive operational efficiency and system enhancements.</p><p><b>Essential Functions:</b></p><ul><li>Analyze and document business processes across financial services operations, identifying opportunities for improvement and automation.</li><li>Gather, validate, and document user requirements, ensuring alignment with organizational goals.</li><li>Evaluate alternative solutions and recommend optimal approaches for CRM and financial services applications.</li><li>Collaborate closely with business managers and stakeholders to understand needs and deliver effective solutions.</li><li>Work with IT teams to ensure seamless integration of enterprise systems, data flows, and workflows.</li><li>Support project lifecycle activities including requirements gathering, testing, and implementation.</li><li>Prepare clear documentation, including business requirements, functional specifications, and workflow diagrams.</li></ul><p><b>Required Education &amp; Experience:</b></p><ul><li>Minimum 5 years of experience as a Business Analyst in mid-to-large business environments.</li><li>Proven experience with CRM platforms (e.g., Salesforce, Microsoft Dynamics) and financial services applications.</li><li>Strong background working within financial services organizations.</li><li>Excellent communication skills with the ability to engage directly with business managers and stakeholders.</li><li>Solid understanding of enterprise systems, data flows, and workflows.</li><li>Strong analytical and problem-solving skills with attention to detail.</li><li>Bachelor&rsquo;s degree in business, Finance, Information Systems, or related field (Master&rsquo;s preferred).</li></ul><p><b>Preferred Education &amp; Experience:</b></p><ul><li>Experience with regulatory and compliance requirements in financial services.</li><li>Familiarity with Agile methodologies and project management practices.</li><li>Ability to create process maps, data flow diagrams, and use case documentation.</li></ul><p><b>Work Environment &amp; Physical Demands:</b></p><p>Indoor, office setting with essential physical requirements, such as climbing, standing, stooping or typing. Potential for some travel.</p><p>This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change, or new ones may be assigned at any time with or without notice.</p><p>Job Type: Contract</p><p>Pay: $50.00 - $75.00 per hour</p><p>Expected hours: 8 &ndash; 40 per week</p><p>Work Location: In person</p>

Business Analyst – Financial Services

Orbitouch Outsourcing Private Limited

<p>Profile: Business analyst</p><p>Experience: 5 to 8 years</p><p>CTC : 15&ndash;20lpa</p><p>Location - Pune</p><p>Working days &ndash; 5days (9 to 6pm or 10 to 7pm)</p><p><b>Key Responsibilities:</b></p><ul><li>Captures customer&rsquo;s and service providers&rsquo; requirements into user stories, helps to solution the approach and manage the overall implementation process in cooperation with developers</li><li>Performs thorough data analysis in order to provide requirements for developers enabling configuration and customisation</li><li>Designs and execute E2E training which can include hosting live training sessions and issuing training documentation from Train the Trainer to training support staff</li><li>Support the test phases with the test team</li><li>Assists in gathering core configuration requirements, translate these into design model and manage the overall implementation process in cooperation with developers</li><li>Support and create any necessary project documentation that relates to evidencing our requirements and their traceability. Documenting our processes and procedures and supporting the creation of solution and operations documents</li><li>Very good Understanding Scrum Methodology</li><li>Willingness and quick learning of new business domains</li><li>Expert organizational and time management skills with the ability to prioritise, self-starter able to work independently</li><li>Interpersonal skills, to help negotiate priorities and to resolve conflicts among project stakeholders; such as clients and internal team members</li><li>Strong analytical skills are needed to critically evaluate the information gathered from multiple sources, reconcile conflicts,</li><li>Decompose high-level information into details,</li><li>Facilitation skills to assist gathering requirements in workshops and provide training to clients and internal team members</li><li>Use of industry recognized technologies line MS applications in order to facilitate work environment</li><li>Demonstrate experience in communicating across all levels of an organization, at the most senior level</li><li>5 to 8 years of experience in performing Business analyst role for various market leading Enterprise Service Management/CRM tools like ServiceNow, Salesforce, BMC</li><li>Preferred experience in ServiceNow ITSM, HRSD, GRC modules</li></ul><p>Job Types: Full-time, Permanent</p><p>Application Question(s):</p><ul><li>Are you qualified with Diploma/Degree in Graducation or relevant field?</li><li>are you most comfortable with location Pimple Nilakh, Pune?</li><li>what is your current annual salary / ctc?</li><li>what is your expected annual salary / ctc?</li><li>How many years of Proven experience in performing Business analyst role for various market leading Enterprise Service Management/CRM tools like ServiceNow, Salesforce, BMC?</li></ul><ul><li>what is your notice period? (in days)</li><li>How would you rate yourself on a scale of 1 to 10?&quot; between your experience /skills &amp; as required experience in job descriptions?</li></ul><p>Work Location: In person</p>

Business analyst

Red Hat

<div><div>The Sales and Ecosystem Technology team within Red Hat IT is hiring a Business Analyst, Sales &amp; Ecosystem Technology to act as a strategic bridge between our business stakeholders and technical teams. This role is critical in shaping and aligning business requirements with technology solutions that advance Red Hat&rsquo;s go-to-market strategy across the full Lead-to-Cash process, inclusive of direct, partner, and services value streams (Campaign to Quote, Quote to Order, and Attract to Manage).</div><div>
Our solutions are anchored on the Salesforce.com platform and extend to a broader ecosystem of applications that enable end-to-end revenue operations, including third-party applications (People.ai, LeanData, etc.) and other boundary systems (Oracle, Snowflake, SAP, etc.).</div><div>
The Business Analyst will bring deep expertise in sales and partner workflows, as well as the customer and partner buying journeys. This individual will serve as both a process strategist and a technology translator, ensuring solutions are intuitive, scalable, and accelerate business value delivery.</div><div></div><div>
What will you do:</div><ul><li><div>
Partner with business stakeholders across Sales, Partner, and Services organizations to understand and document business processes, goals, and challenges.</div></li><li><div>
Translate complex business needs into clear, actionable requirements, user stories, and acceptance criteria that guide design and development.</div></li><li><div>
Collaborate closely with product owners, solution architects, developers, and QA teams to ensure requirements are properly implemented and validated.</div></li><li><div>
Support end-to-end solution design for Salesforce and integrated applications (e.g., People.ai, LeanData, Oracle, Snowflake, SAP).</div></li><li><div>
Analyze and optimize Lead-to-Cash workflows, identifying opportunities to streamline processes and drive automation.</div></li><li><div>
Facilitate workshops and working sessions to align stakeholders, resolve ambiguity, and define optimal solutions.</div></li><li><div>
Contribute to data modeling and reporting design to ensure accurate metrics across sales performance, partner engagement, and revenue outcomes.</div></li><li><div>
Ensure business and technical documentation is up to date and supports adoption and change management efforts.</div></li><li><div>
Drive user enablement and readiness by providing context, documentation, and training for new functionality or process changes.</div></li><li><div>
Participate in testing cycles, including test case creation, UAT coordination, and defect triage.</div></li><li><div>
Support roadmap and backlog management by prioritizing requirements that deliver measurable business impact.</div></li></ul><div>
What will you bring:</div><ul><li><div>
5+ years of experience as a Business Analyst or in a similar role supporting Sales, Partner, or GTM organizations.</div></li><li><div>
Strong understanding of Lead-to-Cash processes, including Campaign to Quote, Quote to Order, and Attract to Manage.<br>
Demonstrated experience with Salesforce.com, including Sales Cloud, Partner Relationship Management (PRM), and integrations with third-party tools.</div></li><li><div>
Experience collaborating across cross-functional IT and business teams in large, matrixed organizations.</div></li><li><div>
Strong analytical, facilitation, and communication skills with the ability to simplify complex concepts for diverse audiences.</div></li><li><div>
Proven ability to translate business goals into scalable technical solutions.</div></li><li><div>
Familiarity with data and analytics platforms such as Snowflake, Tableau, or Power BI.</div></li><li><div>
Solid understanding of Agile methodologies, including user story creation, backlog grooming, and sprint planning.<br>
Excellent organizational skills and attention to detail, with a proactive mindset and bias for action.</div></li></ul><div></div><div>
Preferred Qualifications</div><ul><li><div>
Experience in enterprise software, SaaS, or technology industries.</div></li><li><div>
Working knowledge of SAP or Oracle ERP systems.</div></li><li><div>
Understanding of partner ecosystems, reseller models, and services delivery workflows.</div></li><li><div>
Salesforce certifications (Administrator, Business Analyst, or Sales Cloud Consultant) a plus.</div></li><li><div>
Experience supporting large-scale business transformations or CRM migrations.</div></li><li><div>
Familiarity with AI-driven CRM capabilities such as predictive forecasting, intelligent opportunity scoring, or generative insights within Salesforce or related platforms.</div></li><li><div>
Experience collaborating on AI or automation initiatives that enhance seller productivity, improve data quality, or streamline GTM workflows.</div></li></ul><div></div><div>
About Red Hat</div><div><div>
Red Hat</div> is the world&rsquo;s leading provider of enterprise<div> open source</div> software solutions, using a community-powered approach to deliver high-performing Linux, cloud, container, and Kubernetes technologies. Spread across 40+ countries, our associates work flexibly across work environments, from in-office, to office-flex, to fully remote, depending on the requirements of their role. Red Hatters are encouraged to bring their best ideas, no matter their title or tenure. We're a leader in open source because of our open and inclusive environment. We hire creative, passionate people ready to contribute their ideas, help solve complex problems, and make an impact.</div><div></div><div>
Inclusion at Red Hat<br>
Red Hat&rsquo;s culture is built on the open source principles of transparency, collaboration, and inclusion, where the best ideas can come from anywhere and anyone. When this is realized, it empowers people from different backgrounds, perspectives, and experiences to come together to share ideas, challenge the status quo, and drive innovation. Our aspiration is that everyone experiences this culture with equal opportunity and access, and that all voices are not only heard but also celebrated. We hope you will join our celebration, and we welcome and encourage applicants from all the beautiful dimensions that compose our global village.</div><div></div><div>
Equal Opportunity Policy (EEO)<br>
Red Hat is proud to be an equal opportunity workplace and an affirmative action employer. We review applications for employment without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, ancestry, citizenship, age, veteran status, genetic information, physical or mental disability, medical condition, marital status, or any other basis prohibited by law.</div><div><br>
Red Hat does not seek or accept unsolicited resumes or CVs from recruitment agencies. We are not responsible for, and will not pay, any fees, commissions, or any other payment related to unsolicited resumes or CVs except as required in a written contract between Red Hat and the recruitment agency or party requesting payment of a fee.</div><div><br>
Red Hat supports individuals with disabilities and provides reasonable accommodations to job applicants. If you need assistance completing our online job application, email <div>application-assistance@redhat.com</div>. General inquiries, such as those regarding the status of a job application, will not receive a reply.</div></div>

Business Analyst, Sales Technology

Roboxa Technologies Pvt Ltd

<p><strong>send resume</strong></p><br/><p>Conduct workshops with business users to understand CRM/CMM business processes and gather requirements.</p><p>Configure and customize SAP CRM/CMM modules, including partner functions, interaction centers, and Web UI.</p><p>Lead end-to-end implementation, data migration, and middleware setup for CRM solutions. Integrate CRM/CMM with SAP S/4HANA modules (SD, MM, FI), SAP BW, and third-party systems. Prepare test scenarios, conduct UAT, and resolve functional issues.</p><p>Deliver user training and documentation for CRM/CMM operations.</p><p>Provide ongoing support, troubleshoot issues, and implement system enhancements.</p>

SAP CRM Functional Consultant

Empower

<div><div>Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.</div><div>
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.</div><div><div><div>
Sr Business Analyst (Salesforce) &ndash; Job Description</div></div><div><div>
Responsibilities:</div></div><div><ul><li><div>
Works on highly complex systems applications and prepares detailed specifications from which system applications will be developed and maintained within the development lifecycle.</div></li></ul></div><div><ul><li><div>
Review, analyze and evaluate business systems and user needs, define scope and objectives and formulate systems to parallel overall business strategies.</div></li></ul></div><div><ul><li><div>
Through research and fact-finding develops or modifies highly complex systems applications while working with development, engineering teams and business units.</div></li></ul></div><div><ul><li><div>
Prepares detailed specifications from which system applications will be developed and maintained. Leads projects of varying scope and performs highly complex system/application analysis to ensure delivery meets business, budgetary, and end-user expectations.</div></li></ul></div><div><ul><li><div>
Determine operational objectives by studying business functions; gathering information; evaluating output requirements and formats, construct workflow charts and diagrams; studying system capabilities; writing specifications</div></li></ul></div><div><ul><li><div>
Improve systems by studying current practices; designing modifications, recommend controls by identifying problems; writing improved procedures</div></li></ul></div><div><ul><li><div>
Prepare technical reports by collecting, analyzing and summarizing information and trends and contribute to team effort by accomplishing related results as needed</div></li></ul></div><div><ul><li><div>
Interpret, evaluate and interrelate research data and develop integrated business analyses and projections for incorporation into strategic decision-making</div></li></ul></div><div><ul><li><div>
Create informative, actionable and repeatable reporting that highlights relevant business trends and opportunities for improvement</div></li></ul></div><div><ul><li><div>
Conduct insightful, ad hoc analyses to investigate ongoing or one-time operational issues</div></li></ul></div><div><ul><li><div>
Work within Agile team structure to decompose and determine final &quot;development ready&quot; business, technical, and design requirements. Day-to-day support</div></li></ul></div><div><ul><li><div>
Position will have regular interaction with business leaders. Works independently, with guidance in only the most complex situations. Reviews progress with management.</div></li></ul></div><div><div>
Required Skills</div></div><div><ul><li><div>
Bachelor s degree in Computer Science or Information Systems or equivalent experience.</div></li></ul></div><div><ul><li><div>
Minimum 5+ years working as a Business Systems Analyst, experience with financial systems, statements area preferred.</div></li></ul></div><div><ul><li><div>
2+ years of experience with Customer Relationship Management software and related integrations highly preferred.</div></li></ul></div><div><ul><li><div>
Superb communication skills with experience in gathering complex requirements from non-technical business users.</div></li></ul></div><div><ul><li><div>
Strong analytical and problem-solving skills.</div></li></ul></div></div><div><div><ul><li><div>
Familiar with Agile development methodology.</div></li></ul></div><div><ul><li><div>
Preferred experience using JIRA in Agile and/or iterative development methodologies.</div></li></ul></div><div><ul><li><div>
Experience working with relational databases.</div></li></ul></div></div><div></div><div><br>
This job description is not intended to be an exhaustive list of all duties, responsibilities and qualifications of the job. The employer has the right to revise this job description at any time. You will be evaluated in part based on your performance of the responsibilities and/or tasks listed in this job description. You may be required perform other duties that are not included on this job description. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason, as per terms and conditions of your employment contract.</div><div></div><div>
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.</div></div>

Senior Analyst Business Systems

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