Idexcel - Business Analyst - CRM & Marketing Systems

3 days ago

Hyderabad, India Idexcel Technologies Private Limited Full time

Business Analyst - CRM & MarketingLocation - Hyderabad- We are Hiring for a Business Analyst - CRM & Marketing role for Hyderabad Location,Designation : Business Analyst - CRM & MarketingClient : IDEXCEL Technologies, Full Time PositionExperience : 3+ YearsNotice Period : immediate to 15 DaysWork Mode : Work From Office( 5 Days in a week)Interview Mode : ( 2 Levels) 1 St Level will be online, 2 nd Level will be F2F.Work Location : HyderabadJob Summary:Business Analyst/ Product Owner - CRM and Marketing SystemsPosition Overview:- We are seeking a highly motivated and experienced Business Analyst/Product Owner to join our dynamic team. This individual will play a pivotal role in designing, developing, and launching a robust CRM system that integrates seamlessly with our deposit account opening, personal and commercial loan origination systems (LOS), and lightweight marketing platform.- The ideal candidate will have hands-on experience with leading CRM platforms like Salesforce, HubSpot, or similar, and possess a strong ability to bridge technical requirements with business objectives.Key Responsibilities:- Collaborate with stakeholders to define the requirements, scope, and goals for the CRM system within our LOS ecosystem.- Analyze business processes, identify gaps, and propose solutions to enhance customer relationship management and marketing workflows.- Design user-friendly interfaces and workflows for the CRM system, ensuring seamless integration with deposit account opening, LOS, and marketing platforms.- Create detailed documentation, including functional specifications, user stories, and process flows.- Conduct competitive analysis of CRM solutions (e.g., Salesforce, HubSpot) to incorporate industry best practices and innovative features.- Work closely with developers, UX/UI designers, and quality assurance teams to ensure accurate implementation of requirements.- Lead user acceptance testing (UAT) and support change management efforts during CRM deployment.- Provide training and support to end-users to maximize adoption and utilization of the CRM system.- Monitor and measure CRM performance post-launch, leveraging insights to recommend Bachelor's degree in business administration, Information Systems, or a related field.- 3+ years of experience as a Business Analyst or Product Analyst, with a focus on CRM systems (e.g., Salesforce, HubSpot, Zoho CRM).- Proven track record of designing and implementing CRM systems or enhancements in a commercial lending, deposit account opening, or financial services environment.- Strong understanding of CRM functionalities, including lead management, customer segmentation, marketing automation, and reporting.- Familiarity with commercial loan origination systems (LOS) and marketing platforms is a strong plus.- Excellent analytical and problem-solving skills with the ability to translate business needs into technical requirements.- Proficiency in tools like JIRA, Confluence, and wireframing tools (e.g., Figma, Balsamiq).- Exceptional communication and interpersonal skills, with the ability to engage technical and non-technical stakeholders.- Agile/Scrum experience is preferred. (ref:iimjobs.com)

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