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Strategic Business Solutions Expert

3 weeks ago


Thiruvananthapuram, Kerala, India beBeeAnalyst Full time ₹ 15,00,000 - ₹ 25,00,000
Business Analyst Role

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 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.

  • 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.
Key Qualifications

Bachelor's degree in business administration, Information Systems, or a related field is required.

  • At least 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.
  • Familiarity with commercial loan origination systems (LOS) and marketing platforms is a strong plus.
Required Skills

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.