Senior CRM Systems Professional

3 days ago

Ajmer, Rajasthan, India beBeeBusinessAnalyst Full time ₹ 1,00,00,000 - ₹ 1,50,00,000

**Job Title:** CRM and Marketing Systems Business Analyst

We are seeking a highly motivated and experienced Business Analyst/Product Owner to 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.

The key responsibilities include:

  • Collaborating with stakeholders to define the requirements, scope, and goals for the CRM system within our LOS ecosystem.
  • Analyzing business processes, identifying gaps, and proposing solutions to enhance customer relationship management and marketing workflows.
  • Designing user-friendly interfaces and workflows for the CRM system, ensuring seamless integration with deposit account opening, LOS, and marketing platforms.
  • Creating detailed documentation, including functional specifications, user stories, and process flows.
  • Conducting competitive analysis of CRM solutions (e.g., Salesforce, HubSpot) to incorporate industry best practices and innovative features.
  • Working closely with developers, UX/UI designers, and quality assurance teams to ensure accurate implementation of requirements.
  • Leading user acceptance testing (UAT) and supporting change management efforts during CRM deployment.
  • Providing training and support to end-users to maximize adoption and utilization of the CRM system.
  • Monitoring and measuring CRM performance post-launch, leveraging insights to recommend enhancements.

The ideal candidate should possess:

  • A 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).
  • A proven track record of designing and implementing CRM systems or enhancements in a commercial lending, deposit account opening, or financial services environment.
  • A 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.

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