CRM Business Analyst I

Franklin, TN (On-site)

Salary Not AvailableEntry Level3+ years expFull time

Posted 11 days ago

Job Summary

Own CRM process optimization within Salesforce to boost fundraising and donor engagement, guiding discovery, solution design, testing, and ongoing reporting and training across the team.

  • Lead analysis and solution design for CRM improvements
  • Collaborate with fundraising, data, and tech teams on enhancements
  • Deliver dashboards, UAT, and training to enable adoption

Job Description

Responsibilities

  • Perform CRM-focused business analysis activities by identifying workflow and system improvement opportunities and developing solution options within Salesforce.
  • Conduct discovery, synthesizes operational needs, evaluates system capabilities, data integrity considerations, and user experience factors, and translates those findings into structured process and system solutions.
  • Evaluate solution options, estimates potential operational impact, and contributes to implementation strategies to strengthen fundraising effectiveness and donor engagement outcomes.
  • Troubleshoot data and system issues, identifies root causes, and develops sustainable solutions in partnership with technical teams.
  • Partner with fundraisers, data analysts, and tech teams to design and implement enhancements that support fundraising and donor engagement
  • Build and maintain Salesforce reports and dashboards that provide fundraisers with clear, actionable insights.
  • Support Gift Services processes by identifying system or workflow improvements that enhance accuracy and timely gift entry and donor support.
  • Provide User Acceptance Testing (UAT) for new Salesforce features and related platforms enhancements to ensure alignment with defined business requirements and operational needs.
  • Provide training and onboarding support for new hires to ensure effective adoption of CRM processes.
  • Perform other duties as assigned.

Requirements

  • Bachelor's Degree, or combination of education/training with relevant experience.
  • Minimum 1-3 years of experience in business analysis, including gathering requirements, supporting users, and improving system processes.
  • Skilled at gathering, analyzing, and organizing information from stakeholders to define clear requirements.
  • General understanding and curiosity of how systems and processes work.
  • Experience with CRM systems (Salesforce or similar), particularly in reporting and dashboard creation
  • Organized, detailed, and customer focused
  • A collaborative communicator who thrives in a team environment.
  • Proactive in identifying issues and opportunities for improvement, with a solutions-focused mindset.
  • Excellent interpersonal skills with the ability to develop sincere business/ministry relationships.
  • Strong written and verbal communication and presentation skills.

Benefits

  • Industry leading Medical, Dental & Vision coverage
  • Short/long term disability and life insurance
  • Robust 401K with company match
  • Parental leave with Baby Bonding pay
  • Generous PTO, holiday and sick pay
  • Unique company culture that includes exclusive access to concerts, movie premieres, media industry events, and more
  • Leadership and Career Development Programs

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CRM Business Analyst I

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