CRM Business Analyst

Spearhead Group
  • Post Date: February 14, 2023
  • Apply Before: February 14, 2024
  • Applications 1
  • Views 1086
Job Overview

Job Title: CRM Business Analyst

Job Location: Remote

Job Duration: 6 months Contract (Possible Extention)


Our client is currently in the early stages of implementing the TargetX/Salesforce Customer Relationship Management software suite and is looking to fill the role of CRM Business Analyst for the duration of the project.


  • Survey existing technology infrastructure and systems to form a high-level view of present capabilities and future opportunities for improvement.
  • Interact directly with business partners to identify pain points/opportunities and design systems solutions.
  • Document and analyze user business processes and requirements.
  • Gather and document business needs and data use from internal and external stakeholders, including data rules, data usage, and BI reporting requirements.
  • Assist in developing high-quality analysis work products, such as business and activity diagrams and data flows, process flow diagrams, business requirements specifications, functional and technical specifications, traceability matrices, etc.
  • Produce high-quality verbal and written consulting deliverables (including proposals, customer presentations, consulting reports, etc.) to effectively communicate project findings.
  • Serve as a communications link between functional users and technical groups to ensure effective collaboration throughout the project life cycle.
  • Collaborate with the marketing team to develop CRM strategies based on enrollment funnel and student lifecycle, including leveraging CRM data to create appropriate segments for targeting and analysis.
  • Monitor the quality of data and processes and create reports and queries.
  • Assist users with the setup of campaigns/events.
  • Conduct User Acceptance Testing.
  • Provide ongoing user support including troubleshooting and resolution of system issues.


  • Minimum of 5 years experience in creating and customizing business and technical documentation for varying audiences.
  • Previous experience with TargetX Salesforce or other customer relationship automation systems, ideally in a community college or higher education setting.
  • Knowledge of CRM processes in customer service and marketing and the utilization of IT systems in these areas.
  • Experience working on projects in an enterprise environment, ideally in different roles, such as analyst, tester, and/or project lead.
  • Ability to effectively manage expectations at multiple levels of an organization
  • Critical thinking and ability to influence decision-making through analysis.
  • Proven ability to deliver complex technology solutions.
  • Strong organizational and oral/written communication skills and attention to detail.
Job Detail
  • Offered Salary$50,000+
  • Career LevelExecutive
  • Experience5-10 Years
  • GenderBoth
  • INDUSTRYEducation
  • QualificationBachelor Degree
  • Display StatusOpen
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