Business Analyst - CRM
$60,000–$80,000 year
On-siteChalfont, Pennsylvania, United States
Chalfont, Pennsylvania, United StatesOn-siteFull Time$60,000–$80,000 yearSmall
Full TimeSmall
Job Summary
Greet users with a prompt welcome, document CRM issues for resolution, and capture operational needs to create user stories for enhancements. Support standard configuration requests, testing, and user acceptance testing while tracking progress and maintaining documentation. Observe business processes to identify improvement opportunities, run standard reports, and communicate system changes to stakeholders. Coordinate requests between business units, vendors, and IT under the direction of the Project Manager. Maintain job aids and provide status updates on assigned requests and testing progress.
Required Qualifications
- Bachelor's degree in business, Information Systems, or related field (or equivalent experience)
- 2+ years of experience in a Business Analyst, business systems support, or similar role
- Excellent communication skills (written and verbal)
- Strong analytical skills and attention to detail
- Strong understanding of CRM business processes, including member management, opportunity tracking and case management
- Ability to manage multiple priorities and coordinate across business and technical teams
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
- Candidates must reside within commuting distance of Chalfont, PA
- Remote candidates will not be considered
Desired Qualifications
- Experience working with a CRM platform preferred (Creatio, Salesforce, etc.)
- Experience in a Credit Union or financial institution preferred
- Experience in Agile/Scrum methodologies and working with tools like JIRA, Smartsheet, and/or other platforms preferred
- Experience with data migration, integration, and user training within a CRM context is preferred
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