Job Description

Job Description

Job Tile: CRM Business Analyst

Location : Charlotte, NC (Onsite)

Job Type: Contract

WHAT YOU’LL DO:

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• Partnering with Business Users and IT to facilitate discovery sessions and ensure backlog readiness.
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• Defining, documenting, and managing business requirements, user stories, process documentation, and acceptance criteria for CRM initiatives.
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• Collaborating with Division Managers and BD Leadership to ensure compliance with business processes and standards within the CRM tool.
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• Leading the monthly change management and communication efforts related to CRM deployments, including designing training materials and updating manuals/forms.
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• Daily administration and support of the CRM platform (e.g., user setup and training, production support, functional testing, and troubleshooting).
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• Analysing CRM usage trends and user feedback to identify enhancement opportunities that improve adoption and operational efficiency.
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• Serving as a trusted advisor to Pursuits stakeholders by recommending CRM solutions that support strategic and operational objectives.
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• Developing and maintain dashboards, reports, and key performance metrics that provide actionable insights to users.
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• Driving continuous improvement initiatives through process standardization, governance, and solutions that enhance data quality, adoption, and overall CRM effectiveness.
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• Completing ad hoc data quality and maintenance requests.
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The duties and responsibilities above are intended to describe the general nature and scope of work being performed by this position. This is not a complete listing, and other duties will be assigned based on the position’s evolving role within the business unit.

WHAT YOU’LL NEED TO BE SUCCESSFUL:

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• Understanding of CRM/Salesforce business workflows and technical architecture
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• Familiarity with and interest in Business Development/Sales processes
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• Experience manipulating data (e.g., maintenance, migration, creation)
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• Strong knowledge of Microsoft Excel and other Microsoft Office products
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• Attention to detail and diligent follow-up skills
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• Quick learner/adaptable
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• Effective oral and written communication to define problems and present solutions
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• Comfort and ease in building positive working relationships
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WHAT YOU BRING TO US:

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• 3+ years of professional experience, ideally with at least one year working with technology delivery using an Agile framework
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• 2+ years of CRM experience, ideally with at least one Salesforce certification
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• Bachelor's degree in Business, Communications, Computer Science, Marketing or related field
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• Bootcamps and certifications demonstrating consistent continuation of education.
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• Proficient in all Microsoft Office applications.
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