CRM Business Analyst
Zenith American Solutions, Tampa, FL, United States
CRM Business Analyst Finance Operations
The CRM Business Analyst Finance Operations plays a pivotal role in driving predictable, scalable revenue growth by optimizing the entire customer lifecyclefrom lead generation through retention. This role will serve as a critical functional partner to Sales, Client Services, Marketing, and Product development teams by enhancing operational efficiency, maintaining CRM excellence and hygiene, and delivering data driven insights that empower smarter business and operational decision making. This role blends analytical rigor, process optimization and systems management. This role focuses on deeply understanding business processes, translating requirements into well-defined user stories, supporting quality assurance testing, and ensuring product enhancements achieve measurable business value. The ideal candidate is curious, collaborative, analytical, and passionate about improving user experiences. They understand how to uncover business needs, document requirements with clarity, and work as part of an Agile product team to deliver meaningful improvements to our Salesforce platform. Key Duties and Responsibilities: Data Analysis & Reporting: Develop, maintain, and enhance dashboards, reports, and KPIs to measure performance and identify trends. System Management (CRM & Tech Stack): Own and optimize the Salesforce CRM day-to-day administration and related enablement tools. Process Optimization: Identify bottlenecks across sales, marketing, and client services workflows. Forecasting & Planning: Support sales leaders with accurate forecasting, territory planning, reporting, and quota management. Cross-Functional Collaboration: Partner with Sales, Client Services, Marketing, and Product Development to streamline pipeline management and ensure a seamless customer journey. Minimum Qualifications: Experience: 2 - 4 years in revenue operations, sales operations, business operations, finance/business analyst, product analyst or a similar analytical role, preferably in a Salesforce-driven or professional services environment supporting accounting/finance functions. Technical Proficiency: Advanced knowledge of Salesforce CRM. Strong Excel skills (complex formulas, modeling). Proficiency with Power BI. Data Visualization: Experience with Tableau, Power BI, Looker, or similar tools. Analytical Skills: Ability to analyze complex datasets, identify patterns, and translate insights into action. Communication: Excellent verbal and written communication skills for presenting insights to cross functional teams. Education: Bachelor's degree in Business Administration, Finance, Economics, Marketing, or a related field. Core Competencies: Experience with Salesforce capabilities (objects, fields, flows, permissions, reporting) and willingness to deepen Salesforce expertise Excellent communication skills with the ability to translate complex concepts into clear, user-friendly language Strong analytical and problem-solving abilities, with attention to detail Ability to work effectively with cross-functional teams in a fast-paced, high-growth environment Passion for delivering user-centric solutions and improving operational efficiency
The CRM Business Analyst Finance Operations plays a pivotal role in driving predictable, scalable revenue growth by optimizing the entire customer lifecyclefrom lead generation through retention. This role will serve as a critical functional partner to Sales, Client Services, Marketing, and Product development teams by enhancing operational efficiency, maintaining CRM excellence and hygiene, and delivering data driven insights that empower smarter business and operational decision making. This role blends analytical rigor, process optimization and systems management. This role focuses on deeply understanding business processes, translating requirements into well-defined user stories, supporting quality assurance testing, and ensuring product enhancements achieve measurable business value. The ideal candidate is curious, collaborative, analytical, and passionate about improving user experiences. They understand how to uncover business needs, document requirements with clarity, and work as part of an Agile product team to deliver meaningful improvements to our Salesforce platform. Key Duties and Responsibilities: Data Analysis & Reporting: Develop, maintain, and enhance dashboards, reports, and KPIs to measure performance and identify trends. System Management (CRM & Tech Stack): Own and optimize the Salesforce CRM day-to-day administration and related enablement tools. Process Optimization: Identify bottlenecks across sales, marketing, and client services workflows. Forecasting & Planning: Support sales leaders with accurate forecasting, territory planning, reporting, and quota management. Cross-Functional Collaboration: Partner with Sales, Client Services, Marketing, and Product Development to streamline pipeline management and ensure a seamless customer journey. Minimum Qualifications: Experience: 2 - 4 years in revenue operations, sales operations, business operations, finance/business analyst, product analyst or a similar analytical role, preferably in a Salesforce-driven or professional services environment supporting accounting/finance functions. Technical Proficiency: Advanced knowledge of Salesforce CRM. Strong Excel skills (complex formulas, modeling). Proficiency with Power BI. Data Visualization: Experience with Tableau, Power BI, Looker, or similar tools. Analytical Skills: Ability to analyze complex datasets, identify patterns, and translate insights into action. Communication: Excellent verbal and written communication skills for presenting insights to cross functional teams. Education: Bachelor's degree in Business Administration, Finance, Economics, Marketing, or a related field. Core Competencies: Experience with Salesforce capabilities (objects, fields, flows, permissions, reporting) and willingness to deepen Salesforce expertise Excellent communication skills with the ability to translate complex concepts into clear, user-friendly language Strong analytical and problem-solving abilities, with attention to detail Ability to work effectively with cross-functional teams in a fast-paced, high-growth environment Passion for delivering user-centric solutions and improving operational efficiency