CRM Business Analyst

Total experience required in years:

• 8+ Years

Location:

• Pune
• The workweek will consist of three days at the client location, although this may change according to business needs.

Notice Period:

• Immediate

Skillset:

• 8+ years in the technology change space with a background in CRM transformation initiatives in the financial/wealth management domain
• Self-motivated, proactive and able to work independently, perform multiple tasks and take decisions where necessary, under minimal supervision
• Should demonstrate accountability and ownership over and above assigned tasks
• Strong analytical and logical thought process to be able to independently drive and influence positive changes
• High level of curiosity and a keenness for constant improvement
• Tenacious and resilient, able to operate in fast moving environment with attention to details
• Good presentation skills, being able to structure the communication points & lead audiences through the key messages
• Good team player and willingness to go the extra mile to achieve common team goals

Soft skills

• Good communication skills, being able to speak the business and tech’ language
• Good presentation skills, being able to structure the communication points & lead audiences through the key messages
• Team player with an open mindset
• Sense of ownership, not just ‘passing the job’

Domain or platform knowlegde / experience:

• Closely with Emerging Markets Transformation team and business stakeholders for implementing solutions to business problems.
• Interactions with business user communities
• Able to drive discussions with user to understand and capture business requirements, and communicate / ‘sell’ solution proposals
• Handle & manage user queries, including e2e incident management
• Support in overall Change Management, including interactions to drive up user awareness
• Conduct training, develop training materials
• Managing CRM SharePoint page
• Managing solution design
• Ability to collaborate with architects and development team to translate business requirements into solution designs
• Creative thinking, think out of box
• Good understanding of Salesforce capabilities and peripheral system capabilities
• Good architectural awareness, take into consideration to develop lasting solution
• Own UAT testing & managing BISO, TISO approvals, and L2 sign offs
• Manage the Sprint demo, L1/L2 walkthrough and seeing through the sign offs
• Able to work well with developers & testers and at times do mini- project management, as role will be critical in seeing through e2e lifecycle of an initiative
• Managing interactions with other squads / tribes for dependencies / joint initiatives
• Leading investigations into incidents / production issues / data inaccuracies
• Good and structured investigative approach
• Comfortable in handling large amount of data as may be required to do reconciliations