CRM Business Analyst (Consultant)

Full Job Description

The Company is seeking a CRM Business Analyst (Consultant) to engage with our customers as part of our fast-growing Consulting Team. The successful candidate will work to understand and document customers’ current and proposed business processes, research CRM software-enabled improvement opportunities, and develop recommendations for software that will meet customer requirements. Leading candidates will have experience in more than one of the following: sales, sales operations, process mapping, business intelligence, CRM software, Marketing Automation software, data analytics/business intelligence.
 

Responsibilities:

• Generate creative solutions to customer’s business problems
• Work closely with customer’s business units to gain an in-depth understanding of their challenges, constraints and growth objectives.
• Use broad experience in operations, technology, and data solutions to generate recommendations for driving change within a company
• Lead meetings/workshops to discover, visualize and document existing and future customer business process flows and/or requirements
• Map customer’s internal processes to understand strategy and identify opportunities to streamline processes
• Share insights and learnings to help customers improve their business processes while leveraging existing or new technologies; align processes with supporting technologies to showcase recommendations to address customer pain points
• Research customer’s technology stack, data and processes, and identify any risks, issues, or pain points, and identify opportunities for alignment
• Help identify challenges and opportunities for digital transformation
• Participate in pre-sales activities to help develop relationships and provide consulting expertise
• Advise customers on the planning, delivery, and management of innovative technology initiatives
• Stay on top of emerging technology trends and methodologies
• Collaborate with sales, customer success and marketing teams to identify opportunities to design and deliver data or technology capabilities and offerings
• Present professional-grade deliverables and presentations documenting ideas, decisions, and recommendations

Requirements:

• 5+ years of experience as a Solutions Consultant or Business Analyst in the SaaS industry with advanced business knowledge in sales, sales operations, marketing or finance/accounting business functions and processes
• Experience presenting to internal and external stakeholders (i.e., customers)
• Experience facilitating stakeholder discovery and requirements gathering sessions
• Direct experience in delivering multi-faceted projects using Agile/Scrum or other methodologies
• Experience working with technical and business users
• Strong soft skills with the ability to partner effectively with various cross-functional teams
• Strong knowledge of line-of-business applications and platforms such as CRM/CX, Marketing Automation, Integrations, ERP, cloud software, Customer Service software, etc.
• Must have the ability to effectively manage varied workload in a fast-paced, often ambiguous, environment
• Demonstrated structured problem-solving approach to help a team work through a wide range of issues
• Organized with an eye for process optimization and efficiency
• Excellent communication skills
• Strong attention to detail
• Experience with Microsoft 365 apps (Outlook, Excel, Word, PowerPoint, OneNote, OneDrive, SharePoint) and process mapping software such as Visio or Lucidchart

Benefits:

• 401(k) matching
• Health insurance
• Paid time off
• Parental leave

Schedule:

• Day shift
• Monday to Friday

Experience:

• SQL: 1 year (Preferred)

Work Location: Hybrid remote in Danvers, MA 01923

 

Job Type: Full-time

Salary: $70,000.00 - $85,000.00 per year

Kindred Communications is boutique direct-hire placement headhunting firm with a focus on diversity and inclusion tech placement. We strive to diversify the workforce once placement at a time.