Business Analyst CRM Process Optimization
Aviso de fuente externaen RCM Technologies, Inc.
Business Analyst – CRM & Process Optimization role with a full-time contract for 6+ months and potential for extension. Supports CRM workflows and improvements.
Salario
No especificado
Ubicación
San Juan, Puerto Rico
Tipo de empleo
Tiempo completo
Modalidad
No especificado
Business Analyst CRM Process Optimization
San Juan, Puerto Rico
Descripción del empleo
About the role
RCM Technologies, Inc. is seeking a Business Analyst – CRM & Process Optimization to join its client team. The role focuses on optimizing the CRM ecosystem, streamlining workflows, and connecting business needs with IT execution. This is a full-time contract for 6+ months, with potential for extension.
Responsibilities
- Partner with cross-functional business units to identify needs, define user stories, and translate business challenges into CRM requirements, including BRDs and FRDs.
- Map current operational workflows and design future processes to improve CRM efficiency, automation, and user adoption.
- Work with IT development teams and external vendors to design, test, and implement CRM features and integrations.
- Lead User Acceptance Testing (UAT), define test scripts, and validate CRM enhancements before deployment.
- Create user documentation, process maps, and training materials to support platform adoption across business teams.
- Provide functional subject matter expertise for CRM platforms, including user support, troubleshooting, and continuous enhancement requests.
Requirements
- 3 to 5+ years of experience as a Business Analyst supporting CRM systems such as Salesforce, Microsoft Dynamics 365, HubSpot, or similar enterprise platforms.
- Strong understanding of CRM architecture, data workflows, integrations, and business analyst tools such as Visio, Jira, and Power BI.
Datos clave
- Full-time contract for 6+ months, with potential for extension.
- The role supports CRM systems such as Salesforce, Microsoft Dynamics 365, HubSpot, or similar platforms.
- Requires 3 to 5+ years of experience as a Business Analyst supporting CRM systems.
Preguntas frecuentes
What does the role involve?
It involves optimizing the CRM ecosystem, streamlining workflows, and connecting business needs with IT execution.
What experience and tools are required?
The listing asks for 3 to 5+ years of Business Analyst experience supporting CRM systems and a strong understanding of CRM architecture, data workflows, integrations, and tools such as Visio, Jira, and Power BI.
What is the contract length?
The full-time contract is for 6+ months, with potential for extension.