CRM Business Analyst Resume
Objective : As a CRM Business Analyst, supported the CRM Enablement team, work in a fast paced environment to effectively execute strategic priorities of varying complexity, supported user engagement inclusive of executive communications.
Skills : CRM software proficiency, Data analysis, Training and support, Collaboration tools, Salesforce expertise
Description :
- Identified and implemented opportunities for improving the efficiency of processes within Salesforce.
- Tracked progress and conduct analysis of data and reports.
- Supported in the tracking and communication of performance metrics.
- Supported the delivery of priority Salesforce projects, processes, reporting and dashboards.
- Performed business analysis, document current and future state processes.
- Prepared presentation material and communications and partner on change management activities to support initiatives.
- Maintained professional relationships with multiple partners and clients through excellent interpersonal skills.
Experience
0-2 Years
Level
Junior
Education
MBA in Marketing
CRM Business Analyst Resume
Objective : As a CRM Business Analyst, assisted in the development and execution of test plans, provided end user training and change management support on CRM systems or tools.
Skills : Business process modeling, Requirements gathering, User experience design, Performance metrics
Description :
- Used CRM workflow technology to automate business processes.
- Conducted gap analysis to analyze the asis and would-be state of the business.
- Designed end-to-end solution for the client and plan for integration.
- Understood the context of different clients to suitably structure solution implementation.
- Collaborated with cross-functional teams to implement a new CRM system, resulting in a 30% reduction in response time to customer inquiries.
- Developed and maintained comprehensive dashboards to track key performance indicators, enhancing visibility into customer engagement metrics by 40%.
- Conducted user training sessions for over 100 staff members on CRM best practices, improving user adoption rates by 50%.
Experience
0-2 Years
Level
Junior
Education
BSc in Business
CRM Business Analyst Resume
Headline : As a CRM Business Analyst, monitored and analyzed CRM system performance, identified and proposed improvements to CRM processes and systems.
Skills : Stakeholder management, User acceptance testing, CRM strategy development, Customer segmentation
Description :
- Tracked record of collaborating with cross-functional teams to drive CRM initiatives.
- Created custom reports and dashboards in CRM systems.
- Followed development with the development teams and external companies to answer functional questions and review the functional impacts of technical decisions.
- Acted as a Project Manager on certain work packages or rollouts for which a similar project has been done before.
- Worked with developers in the resolution of production incidents as well as handling service requests.
- Provided estimates to project managers as part of planning activities.
- Worked with offshore and onshore teams in the development, maintenance, and support of CRM application customizations.
Experience
5-7 Years
Level
Senior
Education
BA in Comm.
CRM Business Analyst Resume
Objective : As a CRM Business Analyst, provided training and support to users of the CRM system, identified and addressed issues with the CRM system to ensure its effectiveness.
Skills : Project management, SQL proficiency, Data governance, Data analysis, Requirements gathering
Description :
- Translated business requirements into technical specifications.
- Created and maintained documentation related to CRM processes and systems.
- Collaborated with stakeholders to ensure successful implementation of CRM solutions.
- Analyzed customer data trends and behaviors, leading to a 25% increase in customer retention rates over one year.
- Led the integration of CRM with marketing automation tools, which increased lead conversion rates by 20% within six months.
- Facilitated workshops to gather business requirements, ensuring alignment between CRM functionalities and organizational goals, which improved project delivery timelines by 15%.
- Implemented data quality initiatives that reduced duplicate records by 60%, significantly enhancing the accuracy of customer insights.
Experience
2-5 Years
Level
Junior
Education
MSc in Data Sci.
CRM Business Analyst Resume
Headline : As a CRM Business Analyst, responsible for identifying data quality issues and worked closely with impacted groups for resolution, responsible for conducting root cause analysis on complex data issues and managed cleanup activities for over 15,000 Company Master Data discrepancies.
Skills : Data visualization, Reporting and analytics, Business intelligence, CRM software proficiency
Description :
- Responsible for analyzing and prioritizing requirements for the SAP roadmap process improving system usability.
- Responsible for creating functional specifications and detailed test scripts for UAT providing business approval.
- Responsible for acting as the liaison between business and the IT department managing requirements and resolving defects.
- Designed and implemented CRM systems to effectively manage customer relationships.
- Collaborated with sales, marketing, and customer service teams to gather requirements for CRM system improvements.
- Created reports and dashboards to track and measure the performance of CRM initiatives.
- Monitored and analyzed customer feedback through CRM tools, leading to actionable insights that improved product satisfaction scores by 35%.
Experience
5-7 Years
Level
Senior
Education
BBA in Business
CRM Business Analyst Resume
Headline : As a CRM Business Analyst, released the SugarCRM software solution resulting in sales process standardization and uniform revenue recognition allowing management to begin accurate real-time forecasting.
Skills : Customer journey mapping, Change management, User acceptance testing, SQL proficiency, Stakeholder management
Description :
- Implemented a customized revenue forecasting reporting module for SugarCRM leading to greatly increased accuracy and flexibility.
- Responsible for supporting an international sales force greater than 70 and responsible for sales of greater than 300M.
- Trained documentation and conducted training sessions for users on the SugarCRM software.
- Responsible for maintaining partnerships with all company IS teams and vendors to ensure constant compatibility between Siebel application and inter-related systems
- Responsible for performing UAT testing of both existing and newly developed functionalities to ensure performance; informed vendors of progress or issues
- Responsible for creating ad hoc reports using multiple systems including SQL, Access, and Oracle Business Intelligence Siebel Analytics.
- Responsible for facilitating face-to-face and classroom training sessions for CRM users of all levels and positions.
Experience
5-7 Years
Level
Senior
Education
CRM Cert.
CRM Business Analyst Resume
Summary : As a CRM Business Analyst, designed, Configured, implemented, and supported Dynamics 365 application user security in O365 environment, updated on planned service outages and feature releases with Microsoft, coordinate with the technical team and business stakeholders.
Skills : Agile methodology, Documentation skills, Business process modeling, Reporting and analytics, Change management
Description :
- Followed all IT standards, processes, and methodologies as applicable including but not limited to Quality Assurance (QA), Project Management Life Cycle (PMLC) and Software Delivery Life Cycle (SDLC).
- TranslatedMapped business requirements into D365 functions. Help to build and implement testing scenarios.
- Conducted analyses of CRM data requirements.
- Assisted in defining, documenting, and maintaining process flows as well as policies and procedures.
- Adhered to corporate data management processes and oversight procedures to ensure data integrity.
- Assisted in projects by conducting business analysis and submitting necessary documentation.
- Measured, assessed, and improved CRM end-user engagement and adoption across PMT commercial organizations. Monitored CRM efficacy KPIs and end-user satisfaction results.
Experience
10+ Years
Level
Senior
Education
AS in Info Sys.
CRM Business Analyst Resume
Objective : As a CRM Business Analyst, participated in migration and release management processes and perform other Dynamics system admin duties as needed.
Skills : Problem-solving, Customer journey mapping, Documentation skills, Communication skills, Agile methodology
Description :
- Provided full back-end system administration tasks and day-to-day support.
- Trained, gathered feedback, and troubleshooted problems.
- Built Flows, Workflow and Process Builds, sales maps, and other processes as needed.
- Advised on complex Microsoft Dynamics CRM business cases and propose comprehensive solutions based on Dynamics CRM.
- Created functional requirements, estimates, and functional designs for projects andor enhancements.
- Worked with the internal staff to implement functions and features of D365 as needed including but not limited to workflows, data imports and exports, automation, and optimization opportunities.
- Developed a thorough understanding of the business needs and priorities by developing strong relationships with business owners.
Experience
0-2 Years
Level
Junior
Education
MIS
CRM Business Analyst Resume
Headline : As a CRM Business Analyst, conducted experienced assessments to understand client business needs and strategic direction and identifies technology solutions to achieve goals; consults with IT staff and business users to identify, analyze, refine and document business requirements and processes and develop associated solutions.
Skills : System integration, Project management, Communication skills, Technical writing, Training and support
Description :
- Collaborated with other departments at IU to develop and implement complex processes utilizing the CRM (Intent to Enroll process, Cancellation form process, BloomingtonIU Indianapolis Denial processes, RRM journeys).
- Facilitated and led interviews, focus groups, and workshops to establish current and future business requirements; coordinated the communication between stakeholders and service owners to effectively implement solutions.
- Performed experienced business analyses, including the construction of data models, business use cases, process flows, and technical specifications for transition to IT solutions; established system requirements through functional and technical assessments of existing software.
- Provided stakeholders with necessary analysis documentation for buy-in, leadership decision, and implementation; conducted walk-throughs of recommended system functionality and prototypes with business users in small group or large group settings.
- Ensured uniform documentation presentation and content structure including, but not limited to, online documentation.
- Developed test plans and conducted systemintegration testing; can test changes, enhancements, and new programs or functions to ensure they meet business needs.
- Interacted with business functional users and executives to understand business requirements.
Experience
5-7 Years
Level
Senior
Education
BTech in IT
CRM Business Analyst Resume
Objective : As a CRM Business Analyst, communicated proactively with colleagues to plan and organize work across stakeholders, liaised with stakeholders to solicit their input into the development of new or enhanced business processes, and to ensure aligned operations and communications.
Skills : Market research, Problem-solving, Business intelligence, Workflow optimization, CRM strategy development
Description :
- Understood that success is in the details.
- Supported 9 Indiana University (IU) campuses and IU Online with their Customer Relationship Management (CRM) needs.
- Utilized the CRM to create reports, dashboards, forms, and campaigns to support partner communication plans, events, data needs, and overall recruitment goals.
- Utilized Marketing Cloud to implement communication (emails, SMS, and letters) plans through the creation of automations and journeys.
- Frequently merge duplicate records in the CRM and resend individual emails as needed.
- Formated and uploaded list loads to the CRM on a weekly or as-needed basis.
- Frequently troubleshooted and problem-solved complex processes related to the CRM.
Experience
2-5 Years
Level
Junior
Education
Dip in Marketing
