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Business Analyst
2 weeks ago
Dear Candidates,
Greetings for the Day
We are Hiring for a
Business Analyst - CRM & Marketing
role for
Hyderabad
Location,
Please find below attached Job description and details,
Job Description :
Designation: Business Analyst - CRM & Marketing
Client : IDEXCEL Technologies, Full Time Position
Experience: 5+ Years
Notice Period: immediate to 15 Days
Work Mode: Work From Office( 5 Days in a week)
Interview Mode: ( 2 Levels) 1 St Level will be online, 2 nd Level will be F2F.
Work Location: Hyderabad
Business Analyst - CRM & Marketing
Job Summary
Business Analyst/ Product Owner– CRM and Marketing Systems
Position Overview
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 our 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.
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.
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.
Note : Kindly share your Updated CV only If Job Description matches your skill
