Customer Relationship Management Business Analyst
TRUGlobal
Job Tile: CRM Business AnalystLocation : Charlotte, NC (Onsite)Job Type: ContractYou could be just the right applicant for this job Read all associated information and make sure to apply.WHAT YOU'LL DO:Partnering with Business Users and IT to facilitate discovery sessions and ensure backlog readiness.Defining, documenting, and managing business requirements, user stories, process documentation, and acceptance criteria for CRM initiatives.Collaborating with Division Managers and BD Leadership to ensure compliance with business processes and standards within the CRM tool.Leading the monthly change management and communication efforts related to CRM deployments, including designing training materials and updating manuals/forms.Daily administration and support of the CRM platform (e.g., user setup and training, production support, functional testing, and troubleshooting).Analysing CRM usage trends and user feedback to identify enhancement opportunities that improve adoption and operational efficiency.Serving as a trusted advisor to Pursuits stakeholders by recommending CRM solutions that support strategic and operational objectives.Developing and maintain dashboards, reports, and key performance metrics that provide actionable insights to users.Driving continuous improvement initiatives through process standardization, governance, and solutions that enhance data quality, adoption, and overall CRM effectiveness.Completing ad hoc data quality and maintenance requests.The duties and responsibilities above are intended to describe the general nature and scope of work being performed by this position. This is not a complete listing, and other duties will be assigned based on the position's evolving role within the business unit.WHAT YOU'LL NEED TO BE SUCCESSFUL:Understanding of CRM/Salesforce business workflows and technical architectureFamiliarity with and interest in Business Development/Sales processesExperience manipulating data (e.g., maintenance, migration, creation)Strong knowledge of Microsoft Excel and other Microsoft Office productsAttention to detail and diligent follow-up skillsQuick learner/adaptableEffective oral and written communication to define problems and present solutionsComfort and ease in building positive working relationshipsWHAT YOU BRING TO US:3+ years of professional experience, ideally with at least one year working with technology delivery using an Agile framework2+ years of CRM experience, ideally with at least one Salesforce certificationBachelor's degree in Business, Communications, Computer Science, Marketing or related fieldBootcamps and certifications demonstrating consistent continuation of education. xhyhwjd Proficient in all Microsoft Office applications.
$60k - $80k
...Business Analyst & Strategy Associate CTS Company & Role Description Founded in... ...staff-style capacity: turning market, customer, and performance data into insight,... ...briefs for BD executives. Customer Relationship Management ( CRM) and pipeline management:...CRMFull timeContract workInternship- ...Services Company is looking for a Business Analyst in Charlotte, NC (Hybrid).... ...cares about satisfying customers' financial needs and... ...Technology partners. ~ Ability to manage priorities and deliver... ...Familiarity with client relationship management, deal management...CRMLong term contractContract workInternshipLocal area
$110k - $125k
...Senior Business Analyst We are seeking a highly experienced Senior Business... ...initiatives, gather and manage requirements, and support... ...Management, Case Management, Customer Service, Workflow Automation... ...Strong communication and relationship-building skills; able to interact...CRM$50 - $53 per hour
...Business Analyst Location: Charlotte, NC Work Arrangement: Hybrid Client Industry: Banking Client Duration: 12+ months contract... ...interpersonal skills, both written and verbal Ability to manage multiple priorities and deliver quality results with aggressive...CRMHourly payContract workTemporary workMonday to Friday- ...this job and more exclusive features. Business Analyst Location: Remote. Collaboration from your... ...business challenges with AI, strategy, customer experience, and enterprise technology.... ...Teams: Partner with Technical Project Managers, Strategists, UX Designers, Developers,...CRMPermanent employmentFull timePart timeRemote workHome office
- ...Position Overview: Vanguard’s Cash & Savings business is growing, and we’re looking for a Business Unit Strategy Analyst Specialist to join our Rate Strategy team.The... ...execution across a broad network of partners, manage dependencies, validate results, maintain supporting...Full timeContract work
- ...experienced SAP IS-U FI-CA Functional Analyst to support and enhance SAP solutions across utility customer financial and receivables... ...will work closely with business stakeholders, Finance, functional... ...dunning and collections, refund management, security deposits, write-offs...Contract work
$124k - $163k
...SuccessWHAT YOU'LL BE DOING:Identify opportunities for business expansion, and develop and manage relationships in strategic markets and accounts that further... ...and facilitate contact with major prospective customers, in new or existing accounts.Target, manage and develop...CRMTemporary workWork at office- ...Business Sales Consultant, PEO The Business Sales Consultant,... ...broker and channel partner relationships, networking, and strategic market... ...workers' compensation, risk management, compliance support, and... ...prospective client visits, customer events, broker and channel partner...CRMWork at office
$86.7k - $170.9k
Position Summary Our Deloitte Customer team empowers organizations to build deeper relationships with customers through innovative... ...and architects. Our team balances business strategy, technology, creativity, and ongoing managed services to solve the biggest problems...CRMLocal areaVisa sponsorship- ...01Deadline: 0001-01-01Our client is seeking a dedicated Business Operations & Finance Analyst to join their dynamic team. As a Business Operations & Finance... ...through workforce planning and resource allocation Manage financial activities including budget forecasting,...
- ...come up from the help desk and business users. DealCloud experience... ...and reports to support deal, relationship, fundraising, and portfolio processes... ...scalable configuration Manage user access, security groups,... ..., or ~ Salesforce (custom objects, flows, page layouts,...CRMContract workLocal area3 days per week
- ...Job Title: Senior Business Development Manager Employment Type: Full-Time Compensation commensurate with experience The Opportunity... ...will identify new markets, develop strategic customer relationships, and convert a strong technical reputation into repeatable...CRMFull time
- ...coordinate support for regional marketing and business development activities. Secondarily... ...and in person), database entry and management, proofreading, editing, and other... ...show booths as directed. Maintain customer relationship management (CRM) system. Utilize the...CRMFull timePart timeWork at officeLocal areaFlexible hours
- Job Description:The Analyst, Business Data will support sales data processes that are... ...areas of business insights, product management, intermediary relationships, client onboarding, reporting and... ...processes and projects involving customer data in Dynamics CRM and other internal...CRMFull timeInternship
- ...specialty or prescription products. Case Management : Guide consented patients through... ...case notes and actions inside Customer Relationship Management (CRM) or proprietary case systems... ...’s degree in a health, scientific, or business-related field is required...CRMFull timeWork at office3 days per week
- ...MUST HAVE: ~5+ years in data governance or data management, ideally at a bank or in financial services ~ Uses Collibra every day: business glossary, data definitions, CDEs, ownership and lineage ~ Documents metadata and source-to-target mappings, and traces data...Full time
- ...Position: Senior Business Analyst, SAP S4/Hana Supply Chain Management Location: Charlotte, NC, US, 28277 Job Summary/Overview We are currently seeking... ...all levels of the company as internal and external customers. Ability to work in a team environment and...Full timeWork at officeWorldwide
- ...partnership with a leading energy provider, is looking for a an IT Business Analyst. Position Summary: We are seeking a skilled SAP IS-U FI-... ...Analyst to enhance and support SAP solutions across utility customer financial and receivables processes. This role involves...Full timeContract work
- ...Business Analyst – Global Markets / Middle Office Operations Seeking a senior, highly analytical... ...role, not a technology BA, Project Manager, or traditional Agile/UAT delivery... ...independently and manage stakeholder relationships. Strong analytical, critical-thinking...Full timeWork at office
- ...VISA candidates or C2C candidates Guidewire PolicyCenter Business Analyst – Commercial P&C We are seeking an experienced Business... ...insurance. ~ Experience gathering, analyzing, documenting, and managing business and functional requirements. ~ Experience...Full time
- ...Business Systems Analyst – Project Closeout & Asset Management Location: Charlotte, NC (preferred); other locations considered for exceptional candidates Experience: 10+ years Work Arrangement: Potential onsite skills assessment during the interview process...Full time
- ...first, prioritizing long-term relationships, ethical decision-making,... ...Specialty, CRC’s brokerage business. • Support internal facing... ...12. Attend business unit management meetings, as needed. 13. Become... ...junior level Business/System Analysts. QUALIFICATIONS...Full timeWork at office
- ...Job Title: Business Analyst III / IV Position: Inventory Business Analyst Number of Roles: 1 I. JOB SUMMARY The Inventory Business Analyst will support Supply Chain and Inventory Management initiatives through data analysis, business process analysis, reporting...Full timeWork experience placement
$115 per hour
...Job Description: Role Overview: Business Analyst – Global Markets / Middle Office Operations... ...role, not a technology BA, Project Manager, or traditional Agile/UAT delivery... ...independently and manage stakeholder relationships. ~ Strong analytical, critical-thinking...Full timeContract workWork at officeImmediate start3 days per week- ...the Role We are looking for a Senior Business Analyst to support the delivery and enhancement... ...system improvements. Build strong relationships with business stakeholders and end users... ...with Product Owners or Product Management teams. What Success Looks Like...Full time
$73 per hour
...Job Title: Senior Business Analyst - Field Workforce Management (WFM) Location: Charlotte, NC 28217 Duration: 6 Months (Contract) Vendor Rate: $73/hr Candidate Rate: $56/hr on C2C Experience: 8-10 Years Start Date: October 12, 2026 Interview Mode...Contract work- ...Analysis | Process Mapping | Agile | User Stories | Banking • Business Analysis/Product Analysis experience within banking, payments,... ...22 • SWIFT • ACH / wire payments • Treasury or liquidity management • Reconciliation • Tokenized deposits • Stablecoin lifecycle...Contract work
- ...Description Description: A Business Development Representative (... ...with leads to develop relationships, educate, and build value for... ...relationships with previous customers, potential opportunities, and... ..., and Customer Relationship Management (CRM). Work with account...CRMTemporary workFor contractorsWork at officeRemote workFlexible hours
$93.77k - $179.24k
...military spouses consistent with applicable policy and business needs.The OpportunityAs a dedicated Business Rules Analyst Senior, you will gather and analyze internal... ...of business user needs.Serves as Subject Manager Expert for systems supported in business functions...Full timeH1bWork at officeRemote workHome officeRelocation packageFlexible hours
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