Description

You will own the analysis, implementation, and optimization of CRM systems to meet organizational objectives.

This role is hybrid.

Responsibilities

• Lead discovery and design sessions with stakeholders to capture requirements and define workflows.
• Translate business needs into functional and technical documentation for configuration and development.
• Serve as the liaison between business units, IT, and CRM vendors on scope and timelines.
• Guide data and integration planning, defining migration and governance strategies.
• Drive user adoption through training, documentation, and change management efforts.

Required Skills

• 5+ years of experience as a Business Analyst or CRM Specialist.
• Direct experience in at least one full-cycle CRM implementation (Creatio preferred).
• Proven ability to gather and validate requirements and translate them into system solutions.
• Demonstrated experience in data mapping, migration, and integration planning.
• Strong understanding of change management and user adoption strategies.
• Proficiency with Microsoft 365 tools for documentation and collaboration.
• Familiarity with platforms such as Salesforce, Dynamics, or Creatio.

Preferred Skills

• Experience implementing CRM solutions within financial services or regulated industries.
• Relevant certifications like Creatio Specialist or Salesforce Admin.

Key Skills

Education

Any Gradute