Business Analyst
4 weeks ago
Job Overview :
We are seeking a highly skilled and dynamic Business Analyst : CRM(Retail Banking Domain) to act as a key bridge between our technical teams, business stakeholders, and customer relationship management (CRM) systems. This role is ideal for someone who combines a strong technical background with an understanding of business processes and strategy, particularly in the context of CRM tools and systems. You will be responsible for overseeing technology-driven business improvements and ensuring the seamless integration of CRM systems to optimize customer interactions and drive business growth.
Responsibilities :
- Collaborate with technical teams and business stakeholders to understand business requirements and translate them into technical specifications, with a focus on CRM systems.
- Lead the planning, execution, and delivery of CRM-related technology projects, ensuring they are completed on time, within scope, and on budget.
- Optimize and integrate CRM solutions (such as Salesforce, Microsoft Dynamics, or other platforms) to enhance customer engagement, sales processes, and overall business efficiency.
- Act as a liaison between IT and business teams to ensure alignment between CRM initiatives and business goals.
- Conduct technical assessments and identify opportunities for system improvements, optimizations, and new CRM solutions.
- Analyze customer needs, market trends, and competitive landscapes to help shape CRM strategies that support business objectives.
- Develop and present business cases, proposals, and project plans for new CRM features and technical solutions.
- Monitor CRM system performance, resolve issues, and recommend enhancements or upgrades to improve user experience.
- Foster a culture of continuous improvement, innovation, and efficiency within the team and the organization.
- Provide leadership and guidance to both technical and business stakeholders throughout the CRM project lifecycle.
- Ensure all technical documentation related to CRM systems is accurate and up to date.
- Assist in training and supporting users on CRM tools and best practices, ensuring smooth adoption across the organization.
Mandatory Skills & Qualifications :
- Bachelor's degree in Computer Science, Engineering, Information Technology, Business Administration, or a related field. MBA or similar advanced qualifications are a plus.
- Proven experience (7+ years) in a Technical Business Manager or Business Analyst role with a focus on technology and CRM projects.
- Strong understanding of CRM systems (Salesforce, Microsoft Dynamics, HubSpot, or similar) and their integration with business processes.
- Experience with software development processes (Agile, Scrum, Waterfall) and technical frameworks.
- Exceptional communication skills, both written and verbal, with the ability to engage with both technical teams and non-technical stakeholders.
- Knowledge of business process modeling, requirements gathering, and system analysis, especially in the CRM domain.
- Technical proficiency in at least one major programming language (e.g., Java, Python, C++) or understanding of key technologies (cloud platforms, data analysis tools, ERP systems).
- Experience in managing CRM system implementations, customizations, and upgrades.
- Strong leadership skills with the ability to inspire, motivate, and manage cross-functional teams.
- Ability to think strategically and align technical solutions with business goals, particularly with CRM.
- Strong organizational skills with a keen attention to detail and the ability to manage multiple tasks simultaneously.
Preferred Skills :
- Experience with Agile methodologies and project management tools (e.g., Jira, Trello, Asana).
- Familiarity with cloud-based CRM platforms such as Salesforce, Microsoft Dynamics 365, or HubSpot.
- Understanding of data analytics and business intelligence tools (e.g., Power BI, Tableau) to gain insights from CRM data.
- Knowledge of enterprise resource planning (ERP) systems such as SAP, Oracle, or similar.
- Experience in customer engagement strategies and automation within CRM systems
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