CRM & Software Solutions Analyst: Growth & Automation
Itlearn360
Software/CRM Business Analyst job at SM Staffing. Monsey, NY. Position Overview As a Software Business Analyst, you will lead discovery, requirements gathering, and solution design for tailored software projects—especially around CRM, automation, and systems integration. You'll serve as the vital link between client operations and our technical team, ensuring that every software decision contributes to long-term growth and operational efficiency. This is an in office position located in NY. Key Responsibilities
- CRM Process Design: Analyze and design CRM workflows that enhance efficiency, visibility, and customer experience across departments.
- Requirements Gathering: Collaborate with stakeholders to define business needs and translate them into functional specifications for technical teams.
- Systems & Process Evaluation: Map current workflows and recommend technology-driven improvements to eliminate manual tasks and increase productivity.
- Solution Design: Partner with clients to design optimal software solutions that align with operational goals, technical constraints, and user needs.
- Documentation: Create detailed business requirements, process flows, and user stories to guide development and testing efforts.
- Testing & Validation: Conduct software testing to ensure solutions meet functional requirements and business expectations.
- Stakeholder Collaboration: Act as a liaison between non-technical stakeholders and software teams, ensuring clarity and alignment throughout the project lifecycle.
- Innovation & Best Practices: Stay current with CRM trends, enterprise software platforms, and automation strategies to bring proactive solutions to client needs. Qualifications
- Proven experience in a business analyst or process design role
- Hands-on experience with CRM systems (Salesforce, Zoho, HubSpot, or similar)
- Ability to translate business processes into system requirements and process improvements
- Strong written and verbal communication skills, especially in client-facing environments
- Analytical mindset with a focus on problem-solving and continuous improvement
Vacancy posted 21 hours ago
Similar jobs that could be interesting for youBased on the CRM & Software Solutions Analyst: Growth & Automation in Monsey, NY vacancy
- ...impossible and find transformative solutions that turn dreams into... ...technology vision and execution across CRM, Sales Planning, Sales... ...scenario planning. Modernize and automate territory management processes... ...objectives of driving growth, productivity, margin expansion...CRM
Becton Dickinson
Franklin Lakes, NJ3 days ago - Konica Minolta Business Solutions U.S.A., Inc. is seeking a Sr. Salesforce Data Analyst in Ramsey, New Jersey. This role requires an analytical mindset and a deep understanding... ...Salesforce to drive data-driven insights, enhance CRM processes, and influence decision-making across...CRM
- ...Representative Join a well-established industrial solutions provider recognized for technical... ...its team members' professional growth. Regional Sales Representative Benefits... ...distributors or OEMs Familiarity with CRM systems such as Salesforce, HubSpot, or Microsoft...CRM
$70k - $80k
About Us At AMS, we’re all about growth—helping our clients scale and creating space... ...Pearl River, New York. We are seeking a CRM Data Analyst to transform CRM and related business... ...This role sits within the Global CRM Solutions team and reports to the SVP, Global CRM...CRMWork visa- ...Account Manager - Commercial HVAC Drive Growth in the Dynamic Tri-State NYC... ...at the forefront of industrial process automation and HVAC solutions in the New York tri-state area. As an... ...forecasts and opportunity pipelines using CRM tools • Conduct regular onsite client...CRMWork at officeFlexible hours
Control Associates Inc
Allendale, NJ5 days ago $105k - $140k
...leading PhD programs like Stanford, high growth startups like Stripe, Vercel, Bolt, and many... ...engine, sales infrastructure, and automation stack that fills pipeline and keeps it moving... ...— from lead enrichment and sequencing to CRM architecture and AI-powered personalization...CRMSpeechify
New City, NY15 days ago$75k - $150k
...150,000 based on qualifications and experience. The role requires strong data-driven sales practices, utilizing AI technologies and CRM for exceptional client engagement. Join a company that values innovation and growth in an impactful industry. #J-18808-Ljbffr AcrisureCRM- ...Manager for Measurement Solutions Role: We are... ...He will drive business growth within new and established... ...through use of CRM tool Maintain a thorough... ...industrial process automation solutions in the metropolitan... ...automation systems & software, valves, measurement...CRMWork at officeLocal areaMonday to FridayFlexible hours
Control Associates Inc
Allendale, NJ2 days ago $8k
...and innovative business solutions that support our... ...groundbreaking integrated software solutions including; Cloud... ...through sales force automation tools. Drive sales,... ...Using AI and advanced CRM tools, the Velocity Selling... ...success and career growth. Sales recognition...CRMFull timeTemporary workPart timeWork experience placementWork at officeWork from homeShift work3 days per weekVerizon
West Nyack, NY2 days ago$100k - $120k
...role is responsible for driving revenue growth, securing new retail partnerships, and executing... ..., address challenges, and execute solutions effectively Management & Ownership Mindset... ...analysis ERP systems (NetSuite or similar) CRM systems (HubSpot or similar) Data...CRMWork at officeMonday to Friday- ...Salesforce Solution Architect Location: Mahwah, NJ About the Role The candidate will be responsible for creating and delivering... ...progressive leadership in the full life cycle of the software development environment. Through the use of visual tools, diagrams...Flexible hours
Keylent Inc
Mahwah, NJ4 days ago - ...and healthcare organizations to demonstrate the value of their software solutions. Responsibilities Conduct outbound calls... ...Maintain accurate records of activities and pipeline in CRM software Consistently meet or exceed sales goals and call...CRMFull timeMonday to Friday
Inficare
Saddle River, NJ1 day ago - ...stakeholders, including sales leaders, analysts, and IT teams, to understand... ...translate them into Power BI solutions. Data Modeling & ETL -... ...data from multiple sources (CRM, ERP, and other sales-related... ...and impact business growth. Collaborate in an innovative...CRMContract work
3B Staffing LLC
Mahwah, NJ4 days ago - ...opportunity to make a significant impact as a Software Engineer. In this role, you will be... ...be instrumental in developing software solutions for Work and Asset Management playing a... ...the workplace to foster personal growth and holistic wellbeing. Our life-changing...Full timePart timeFlexible hours
- ...an IT customer-related solutions provider committed to... ...systems. The Senior System Analyst will serve as the... ...record in managing IT software, data analytics platforms... ...Platform, and Power Automate, including Power BI,... ...workplace to foster personal growth and holistic wellbeing...Part timeWork experience placementFlexible hoursNight shift
Consolidated Edison Inc
Spring Valley, NY3 days ago - ...specialize in providing personalized insurance solutions to protect families and businesses. Our... ...integrity, mentorship, and professional growth. We are looking for motivated and... ...effectively Basic computer skills for CRM and client management GIA Legacy PlanningCRMWork from homeFlexible hours
- ...Insurance Mon-Fri Schedule Hands on Training Career Growth Opportunities Responsibilities Engage with... ...desire to help people find the right insurance solutions. Proficiency in using CRM systems and standard office software. Self-motivated with a strong work ethic and a...CRMWork at office
$50k
...into their jobsites anytime, anywhere. Our solutions support project monitoring, documentation... ...forecasting, and pipeline updates in the CRM Collaborate with Sales Leadership to... ...people-first environment where innovation, growth, and collaboration thrive. Our...CRMWorldwideEarthCam
Upper Saddle River, NJ10 days ago- ...compensation. Utilize risk management software tools to track, analyze, and... ..., implement new software solutions as needed, train staff on... ...required. Certified Risk Manager (CRM), preferred. Ability to sit... ...paths and opportunities for growth! Competitive Compensation...CRMFull timeWork at officeLocal area
FutureRecruit
Spring Valley, NY2 days ago $55k
...into their jobsites—anytime, anywhere. Our solutions support project monitoring, documentation... ..., product adoption, retention, and growth within existing accounts. The position requires... ..., and Product teams Maintain accurate CRM documentation and account records Follow...CRMWorldwideEarthCam
Upper Saddle River, NJ1 day ago- ...mailboxes and mailroom management software since 2007! Our network of... ...responsible for driving revenue growth and expanding market share for iPostal1 Workspace solutions, including iPostal1 and iWorkSpaceMail... ...records within Freshsales CRM. Negotiate and close sales...CRMWork at officeRemote workFlexible hours
USZoom LLC
Suffern, NY2 days ago $150k - $250k
...advisory, technology transformation, and client growth. The CSD acts as a trusted C-suite... ..., and the ability to design tailored solutions—whether integrating platforms, optimizing... ..., CFO, and VP level ▸ Proficiency in CRM systems (Salesforce or equivalent) and pipeline...CRMContract workProtected Harbor Inc
Orangeburg, NY3 days ago$101.2k - $215.1k
...today's most important industries. Our growth is driven by delivering real results for... ...Technology Transformation COE to join our the Automation team. Responsibilities: Define and... ...and code reviews for RPA and GenAI solutions; ensure compliance with security and audit...H1bLocal areaKPMG
Montvale, NJ5 days ago- ...external legal stakeholders, ensuring an efficient, timely, and solutions-oriented contracting process. Strengthen relationships with... ...thoughtful, innovative ideas to strategic discussions to drive business growth. Perform initial analysis of microgrid opportunities using...CRM
- ...their jobsites—anytime, anywhere. Our solutions support project monitoring, documentation... ...brand visibility and pipeline growth across construction and infrastructure... ...initiatives Familiarity with marketing automation, CRM, or analytics platforms Benefits...CRMWorldwide
EarthCam
Upper Saddle River, NJ2 days ago - ...qualification, and strategic solution positioning, while owning the... ...solution proposals across hardware, software, IT services, and workflow... ...opportunities. Maintain accurate CRM updates, forecasting, and... ...Tenacity, initiative, and a growth mindset Ability to quickly...CRMFor contractorsWork at officeShift work
Konica Minolta Business Solutions Ltd
Ramsey, NJ1 day ago $280k
...in people's lives. Our medical devices, software and related services are used worldwide to... ...innovative lifesaving products and software solutions to EMS, hospital, public safety, and... ...experience using Salesforce.com or another CRM software required and * Previous experience...CRMMinimum wageOngoing contractWork at officeLocal areaRemote workWorldwideZOLL Resuscitation
Suffern, NY4 days ago- Konica Minolta Business Solutions U.S.A., Inc. is seeking an IIM Product Engineer III for a remote role in the USA. This commissioned... ...technical knowledge, with proficiency in Salesforce and Tungsten Automation preferred. #J-18808-Ljbffr Konica Minolta Business Solutions U...Remote job
- ...Software Engineer Seize the opportunity to make a significant impact as a Software Engineer. In this role, you will be designing,... ...Software Engineer, you will be instrumental in developing software solutions for Work and Asset Management playing a crucial role in our...Full timeWork experience placementFlexible hoursNight shift3 days per week
Consolidated Edison Inc
Pearl River, NY1 day ago $197k - $236k
...every conversation with Instagram-focused automations and support for other channels like... ...engagement, more sales, and real, sustainable growth. With a diverse team of 350+ people spread... ...-party integrations (eg. payments, SMS, CRM, ecommerce) WHAT YOU'LL BRING ~10...CRMWork at officeLocal areaWorldwideVisa sponsorshipManyChat
New City, NY5 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to CRM & Software Solutions Analyst: Growth & Automation. Be the first to apply!
