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Lead Business Strategist

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Job Title: Business Analyst

Overview of the Position:

We are seeking a highly skilled and experienced business professional to join our team as a Business Analyst/Product Owner.

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, 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 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.