CRM Business Analyst

3 weeks ago


Reston, Virginia, United States Synechron Full time

Job Title: CRM Business Analyst

Location: NYC

Job Overview:

As a CRM Business Analyst at Synechron, you will play a critical role in driving business outcomes by analyzing and documenting business requirements. You will work closely with end-users, product managers, UX, and other technology partners to develop designs for implementation. In addition, this role will support BAU (e.g., production support, small improvements, and vendor upgrades).

Key Responsibilities:

  • Support product managers on large projects to produce better business outcomes
  • Analyze and decompose current state business processes
  • Define target state business processes and align functional solutions
  • Drive information gathering activities, such as surveying, analyzing, and evaluating processes, products, and services, using internal and external data
  • Develop and present documentation supporting project initiatives, including business cases, project scopes, business and functional requirements, user stories, and use cases, in accordance with established service levels and documentation standards
  • Assist with all phases of the SDLC, with an emphasis on requirements, UAT, and change management
  • Assist in coordinating business unit subject matter expert meetings to solicit and cross-reference business and functional requirements
  • Help ensure the project team adheres to project plans and identifies and resolves discrepancies
  • Support product managers in meetings and presentations, including meeting notes, presentation materials, business reviews, and sign-offs
  • Track deliverables and ensure items are closed within project timelines, including action items, open questions, requirements sign-off, business reviews, etc.
  • Complete assigned project deliverables according to project plans and expected quality
  • Ensure all product documentation, FAQs, and runbooks are captured and up-to-date
  • Work closely with change management and manage user feedback related to CRM products and features
  • Collaborate with product managers to review and prioritize feedback
  • Provide subject matter expertise for new and existing (BAU) products and serve as the first point of contact for the production support team for CRM products

Requirements:

  • The ideal candidate has a strong product sense, product vision, and ability to strategize product delivery
  • Able to actively listen to end-users, business stakeholders, grasp pain-points, and translate them into functional requirements
  • Well-versed in bridging the divide between end-users and engineering teams, i.e., able to speak non-technical jargon with business users and communicate requirements with the right technical details to the engineering team
  • 2-5 years of experience in a large organization or major consulting organization focused on business analysis within equity, fixed income, or investment banking business groups
  • Implementation and integration experience, including different business systems, as well as working with integration tools
  • Excellent attention to detail and thorough documentation skills
  • Strong experience with CRM platforms (Salesforce/Dynamics, etc.) and well-versed in core CRM concepts
  • Hands-on experience configuring Salesforce, including workflows, validation rules, and security controls
  • Proven ability to leverage analytical and problem-solving skills in a fast-paced environment
  • Experience collaborating with business stakeholders, business process owners, technical project managers, and technical teams to execute business analysis tasks
  • Drive and desire to learn and grow both technical and functional skill sets
  • Inquisitive and continuously focused on identifying inefficiencies and improving business processes
  • Excellent interpersonal skills and ability to thrive in a collaborative environment
  • Goal-oriented, self-motivated, and adaptable to changing situations
  • Strong presentation, communication (written and verbal) skills, and interpersonal skills; must be detail-oriented
  • Proficient in Microsoft Word, Excel, PowerPoint, Project, Visio, SharePoint, as well as other project management and time tracking tools
  • Candidate should have good tech skills:
  • Data discovery skills
  • Data analysis & profiling skills
  • Strong SQL knowledge
  • Salesforce Certifications (Plus, but not required)

We Offer:

  • A highly competitive compensation and benefits package
  • A multinational organization with 55 offices in 20 countries and the possibility to work abroad
  • Laptop and a mobile phone
  • 10 days of paid annual leave (plus sick leave and national holidays)
  • Maternity & Paternity leave plans
  • A comprehensive insurance plan, including medical, dental, vision, life insurance, and long-/short-term disability (plans vary by region)
  • Retirement savings plans
  • A higher education certification policy
  • Commuter benefits (varies by region)
  • Extensive training opportunities, focused on skills, substantive knowledge, and personal development
  • On-demand Udemy for Business for all Synechron employees with free access to more than 5000 curated courses
  • Coaching opportunities with experienced colleagues from our Financial Innovation Labs (FinLabs) and Center of Excellence (CoE) groups
  • Cutting-edge projects at the world's leading tier-one banks, financial institutions, and insurance firms
  • A flat and approachable organization
  • A truly diverse, fun-loving, and global work culture

Synechron's Diversity & Inclusion Statement:

Diversity & Inclusion are fundamental to our culture, and Synechron is proud to be an equal opportunity workplace and an affirmative action employer. Our Diversity, Equity, and Inclusion (DEI) initiative, Same Difference, is committed to fostering an inclusive culture promoting equality, diversity, and an environment that is respectful to all. We strongly believe that a diverse workforce helps build stronger, successful businesses as a global company. We encourage applicants from across diverse backgrounds, race, ethnicities, religion, age, marital status, gender, sexual orientations, or disabilities to apply. We empower our global workforce by offering flexible workplace arrangements, mentoring, internal mobility, learning and development programs, and more.

All employment decisions at Synechron are based on business needs, job requirements, and individual qualifications, without regard to the applicant's gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law.



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