
Strategic Business System Designer
1 day ago
We are seeking an experienced Business Systems Analyst 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 platforms.
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.
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.
About the Role
This is a challenging opportunity for an experienced Business Systems Analyst to take on a leadership role in driving business growth through effective CRM system design and development.
Benefits
We offer a comprehensive compensation package, including competitive salary, health insurance, retirement savings plan, and opportunities for professional growth and development.
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