CRM Business Analyst

1 day ago


Vadodara, India Columbia Machine, Inc. Full time

Position Overview:We are seeking a dynamic and experienced CRM Business Analyst to support our global CRM initiatives. This role is critical in ensuring effective user adoption, driving process optimization, and enabling data-driven decision-making through robust reporting and collaboration with cross-functional teams worldwide. The CRM Business Analyst will bridge the gap between business needs and technical execution, ensuring our CRM platform evolves in alignment with global business strategies.Key Responsibilities:1. Requirement Gathering & Analysis- Collaborate with global stakeholders to collect and document business requirements.- Translate business needs into detailed functional specifications for CRM system enhancements.2. CRM Optimization & System Enhancements- Identify and implement CRM process improvements to enhance efficiency, user experience, and system performance.- Work with developers and vendors to implement features and integrations, ensuring alignment with global business processes.3. User Adoption & Training- Develop user-centric training materials, conduct workshops, and provide hands-on support to drive adoption of CRM tools.- Act as a CRM ambassador to promote consistent usage, best practices, and system benefits across departments and regions.4. Reporting & Data Analysis- Design and generate dashboards and reports for sales, marketing, and service functions using CRM tools and business intelligence platforms (e.g., Power BI, Tableau).- Monitor data integrity and quality; perform root cause analysis and develop corrective action plans where needed.5. Global Collaboration & Communication- Work closely with global IT teams and CRM stakeholders to ensure consistent deployment of CRM standards.- Facilitate communication between regional users and centralized IT teams to prioritize enhancements and support needs.6. Project Management Support- Contribute to CRM project planning, risk assessment, and progress tracking.- Ensure CRM-related initiatives are delivered on time and within scope.7. Compliance & Governance- Support data privacy and compliance efforts, ensuring CRM processes adhere to international regulations (e.g., GDPR).- Maintain documentation on data governance, user roles, and access control.Qualifications:- Bachelor’s degree in business, Information Systems, Computer Science, or related discipline.- 3–5 years of experience as a CRM Business Analyst in a multinational manufacturing organization.- Expertise in Microsoft Dynamics 365.- Strong skills in data visualization and reporting tools such as Power BI or Tableau.- Excellent interpersonal and communication skills with a global mindset.- Proven ability to lead user training and change management initiatives.



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