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CRM Business Analyst
3 months ago
Job Description: The most important skills for this role are Excel and SQL . Although this role is hybrid, most of the presenting will be done virtually, so strong communication skills are a must-have. As this role is on site 3 days per week, the candidate must be vaccinated. •6-7 years of hands-on experience with CRM systems (i.e., Dynamo and Salesforce) •Experience in the finance industry, including PE funds •Experience with data visualization and presentation (Excel including pivots and power query, Power BI, and/or Tableau, with SQL as a plus) •Strong understanding of how data is connected, comfortable joining different tabs in Excel at a minimum, ideally also able to join datasets within SQL •Ability to communicate technical information with colleagues as well as senior management who may not have a technical background, be able to understand what a business user needs and explain that in technical terms to the development team As a member of the Investor Solutions IT team: •Gain a deep understanding of the business and IT processes, logic, and applications supporting the sales and IR business functions and translate into clear process documents and visuals •Become an expert on the data and how it is all interconnected, be able to tell at a glance whether a report looks correct, be able to help developers connect data with joins to obtain the correct results •Suggest, implement, and test process improvements, especially leveraging prior experience in fundraising and marketing efforts, contacts management, events management, investor accounts, tax, and compliance reporting •Interpret user requests in layman's terms, translate that into technical tasks, and build new fields, workflows, and sophisticated and polished reports that will help the Sales team track activities, increase outreach rates, etc. •Analyze various contact, investor, and financial data to suggest and create new health checks or reconciliations, and work with the business team and IT team to maintain data quality •Partner with the IT development team to design and provide clear requirements and visuals documentation on the product to be built via web applications, SQL queries, APIs, etc., •Work with the QA team to develop test cases/scenarios as a part of the SDLC process and help them troubleshoot when there are data discrepancies •Help the IT team stay organized by updating the Azure Boards ticketing system and track status updates for our deliverables
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