CRM Business Analyst

Responsibilities

• CRM Platform Roadmap: Translate organizational objectives into a prioritized roadmap that improves efficiency, visibility, and adoption, ensuring to communicate risks to project deliverables and timelines.
• Business Analysis & Requirements Management: Gather, analyze, document, and align business requirements with stakeholders and technical partners through clear user stories, process flows, acceptance criteria, and solution documentation.
• CRM & Marketing Process Optimization: Optimize acquisition, campaign, segmentation, nurturing, conversion, and engagement processes to reduce manual work, improve data quality, and strengthen platform adoption.
• CRM Platform & Solution Delivery: Coordinate platform solution delivery by defining requirements, validating, enhancements, managing dependencies, and supporting planning, testing, releases, and post-release validation.
• Data, Reporting & Analytics: Define and improve CRM and marketing data, reporting, dashboard, KPI, segmentation, and governance requirements to support accurate insights and informed decision-making.
• Testing, Training & Continuous Improvement: Coordinate testing, training, communications, documentation, adoption, post-release monitoring, and continuous improvement to ensure effective platform use and governance.

Requirements

• 3-5 years of experience as a Salesforce/Hubspot/Equivalent Platform Business Analyst, CRM Analyst, Marketing Analyst, Systems Analyst, or in a related role.
• Hands-on experience with data analysis, user acceptance training, process mapping, and requirements gathering.
• Bachelor’s degree in Information Systems, Computer Science, Marketing, or an equivalent combination of education and experience.

Benefits

• Day-One Health & Wellness: Medical, dental, and vision coverage starting your first day (SA covers 82% of our core medical plan), plus a free One Medical membership and confidential mental health support via EAP/Talkspace.
• Financial Security: 403(b) retirement plan with a 3% employer match, up to $2,400/year in employer HSA contributions, employer-paid life/disability insurance, and Public Service Loan Forgiveness (PSLF) eligibility.
• Time to Recharge: Generous paid time off, paid holidays, and paid parental leave.
• Perks & Stipends: A $50/month cellphone stipend ($600/year), pre-tax commuter benefits, backup family care, and performance-based earning incentives.