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We are seeking a detail-oriented and analytical Business Intelligence Specialist to join our 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 marketing platform.
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 enhancements.
Required Skills and Qualifications:
- 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.
Benefits:
As a Business Intelligence Specialist, you will have the opportunity to work with a dynamic team and contribute to the development of a cutting-edge CRM system. You will also have access to ongoing training and professional development opportunities to help you grow in your career.
Others:
Our company is committed to providing a positive and inclusive work environment that values diversity and promotes collaboration. We believe that our employees are our greatest asset, and we strive to create a workplace culture that is respectful, supportive, and empowering.
