CRM Business Analyst

5 days ago

vadodara, India Columbia Machine, Inc. Full time

Position Overview:

We are seeking a dynamic and experienced CRM Business Analyst to support our global CRM initiatives. This role is critical in ensuring effective user adoption, driving process optimization, and enabling data-driven decision-making through robust reporting and collaboration with cross-functional teams worldwide. The CRM Business Analyst will bridge the gap between business needs and technical execution, ensuring our CRM platform evolves in alignment with global business strategies.


Key Responsibilities:

1. Requirement Gathering & Analysis

  • Collaborate with global stakeholders to collect and document business requirements.
  • Translate business needs into detailed functional specifications for CRM system enhancements.

2. CRM Optimization & System Enhancements

  • Identify and implement CRM process improvements to enhance efficiency, user experience, and system performance.
  • Work with developers and vendors to implement features and integrations, ensuring alignment with global business processes.

3. User Adoption & Training

  • Develop user-centric training materials, conduct workshops, and provide hands-on support to drive adoption of CRM tools.
  • Act as a CRM ambassador to promote consistent usage, best practices, and system benefits across departments and regions.

4. Reporting & Data Analysis

  • Design and generate dashboards and reports for sales, marketing, and service functions using CRM tools and business intelligence platforms (e.g., Power BI, Tableau).
  • Monitor data integrity and quality; perform root cause analysis and develop corrective action plans where needed.

5. Global Collaboration & Communication

  • Work closely with global IT teams and CRM stakeholders to ensure consistent deployment of CRM standards.
  • Facilitate communication between regional users and centralized IT teams to prioritize enhancements and support needs.

6. Project Management Support

  • Contribute to CRM project planning, risk assessment, and progress tracking.
  • Ensure CRM-related initiatives are delivered on time and within scope.

7. Compliance & Governance

  • Support data privacy and compliance efforts, ensuring CRM processes adhere to international regulations (e.g., GDPR).
  • Maintain documentation on data governance, user roles, and access control.


Qualifications:

  • Bachelor’s degree in business, Information Systems, Computer Science, or related discipline.
  • 3–5 years of experience as a CRM Business Analyst in a multinational manufacturing organization.
  • Expertise in Microsoft Dynamics 365.
  • Strong skills in data visualization and reporting tools such as Power BI or Tableau.
  • Excellent interpersonal and communication skills with a global mindset.
  • Proven ability to lead user training and change management initiatives.

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