Business Analyst - CRM & Marketing

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Business Analyst - CRM & Marketing

Please find below attached Job description and details,

Designation: Business Analyst - CRM & Marketing

Client : IDEXCEL Technologies, Full Time Position

Experience: 5+ Years

Notice Period: immediate to 15 Days

Work Mode: Work From Office( 5 Days in a week)

Interview Mode: ( 2 Levels) 1 St Level will be online, 2 nd Level will be F2F.

Work Location: Hyderabad

Business Analyst - CRM & Marketing

Job Summary

Business Analyst/ Product Owner– CRM and Marketing Systems

Position Overview

We are seeking a highly motivated and experienced Business Analyst/Product Owner to join our dynamic team. This individual will play a pivotal role in designing, developing, and launching a robust CRM system that integrates seamlessly with our deposit account opening, personal and commercial loan origination systems (LOS), and lightweight marketing platform. The ideal candidate will have hands-on experience with leading CRM platforms like Salesforce, HubSpot, or similar, and possess a strong ability to bridge technical requirements with business objectives.

Key Responsibilities

· Collaborate with stakeholders to define the requirements, scope, and goals for the CRM system within our LOS ecosystem.

· Analyze business processes, identify gaps, and propose solutions to enhance customer relationship management and marketing workflows.

· Design user-friendly interfaces and workflows for the CRM system, ensuring seamless integration with deposit account opening, LOS, and marketing platforms.

· Create detailed documentation, including functional specifications, user stories, and process flows.

· Conduct competitive analysis of CRM solutions (e.g., Salesforce, HubSpot) to incorporate industry best practices and innovative features.

· Work closely with developers, UX/UI designers, and quality assurance teams to ensure accurate implementation of requirements.

· Lead user acceptance testing (UAT) and support change management efforts during CRM deployment.

· Provide training and support to end-users to maximize adoption and utilization of the CRM system.

· Monitor and measure CRM performance post-launch, leveraging insights to recommend enhancements.

Qualifications

· Bachelor’s degree in business administration, Information Systems, or a related field.

· 3+ years of experience as a Business Analyst or Product Analyst, with a focus on CRM systems (e.g., Salesforce, HubSpot, Zoho CRM).

· Proven track record of designing and implementing CRM systems or enhancements in a commercial lending, deposit account opening, or financial services environment.

· Strong understanding of CRM functionalities, including lead management, customer segmentation, marketing automation, and reporting.

· Familiarity with commercial loan origination systems (LOS) and marketing platforms is a strong plus.

· Excellent analytical and problem-solving skills with the ability to translate business needs into technical requirements.

· Proficiency in tools like JIRA, Confluence, and wireframing tools (e.g., Figma, Balsamiq).

· Exceptional communication and interpersonal skills, with the ability to engage technical and non-technical stakeholders.

· Agile/Scrum experience is preferred.