CRM Business Analyst

3 - 5 years

8 - 10 Lacs

Posted:1 day ago| Platform: GlassDoor logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Responsibilities :

  • Business analysis and requirements: Gather, document, and confirm business, financial, and operational needs with stakeholders, then convert them into clear technical specs and acceptance criteria.
  • Stakeholder collaboration: Act as the primary liaison between business teams (sales, marketing, commercial, supply chain) and engineering/product/data teams to design and deliver solutions.
  • Process improvement and delivery support: Identify process gaps in CRM, sales, and customer engagement workflows; recommend and implement improvements; support delivery and implementation activities including UAT and change management.
  • Communication and documentation: Communicate changes, enhancements, and solutions verbally and in writing to project managers, sponsors, and stakeholders so issues and resolutions are clearly understood.
  • Mapping and governance: Ensure requirements are accurately mapped to BI dashboards, MDM systems, data pipelines, forecasting engines, and other downstream systems.
  • Root cause analysis and automation: Partner with colleagues to perform root cause analysis on recurring issues and build automated detection and remediation processes using data-driven analytics.

Analytics and Dashboard Responsibilities:

Dashboard Development & Automation :

  • Dynamic dashboards: Build interactive Power BI dashboards and Google Sheets solutions for real-time monitoring at national, regional and cluster levels.
  • Process automation: Automate recurring reports and data workflows to reduce manual effort and improve timeliness.
  • Data visualization: Design intuitive visualizations, including geospatial analytics, to enable rapid decision-making by business teams.
  • Maintenance: Ensure data accuracy, troubleshoot issues, and continuously optimize dashboard performance.

Customer Analytics & Segmentation :

  • Segmentation: Apply clustering and segmentation techniques based on purchase behavior, demographics, and engagement.
  • Acquisition and retention: Analyze retention, churn, purchase propensity and customer lifetime value across segments.
  • Promotional impact: Measure campaign effectiveness through before/after and lift analyses.
  • Growth and margin analysis: Analyze category performance across geography, time, customer segments and growth opportunities.

Business Analytics Support :

  • Root cause and strategic analysis: Investigate performance anomalies and provide actionable insights to support strategic initiatives.
  • Data quality: Champion data integrity across analytical outputs.
  • Stakeholder reporting: Present findings and recommendations in clear, actionable formats to business leaders.

Core technical skills :

  • Advanced Excel: Expert-level proficiency including advanced formulas, pivot tables.
  • SQL: Strong SQL skills for data extraction, transformation, and analysis.
  • BI Tools: Proficiency in Power BI , Tableau for data modeling, and visualization.
  • Data systems familiarity: Experience mapping requirements to MDM systems, data pipelines, and forecasting engines.

Responsibilities

  • Business analysis and requirements: Gather, document, and confirm business, financial, and operational needs with stakeholders, then convert them into clear technical specs and acceptance criteria.
  • Stakeholder collaboration: Act as the primary liaison between business teams (sales, marketing, commercial, supply chain) and engineering/product/data teams to design and deliver solutions.
  • Process improvement and delivery support: Identify process gaps in CRM, sales, and customer engagement workflows; recommend and implement improvements; support delivery and implementation activities including UAT and change management.
  • Communication and documentation: Communicate changes, enhancements, and solutions verbally and in writing to project managers, sponsors, and stakeholders so issues and resolutions are clearly understood.
  • Mapping and governance: Ensure requirements are accurately mapped to BI dashboards, MDM systems, data pipelines, forecasting engines, and other downstream systems.
  • Root cause analysis and automation: Partner with colleagues to perform root cause analysis on recurring issues and build automated detection and remediation processes using data-driven analytics.

Analytics and Dashboard Responsibilities:

Dashboard Development & Automation

  • Dynamic dashboards: Build interactive Power BI dashboards and Google Sheets solutions for real-time monitoring at national, regional and cluster levels.
  • Process automation: Automate recurring reports and data workflows to reduce manual effort and improve timeliness.
  • Data visualization: Design intuitive visualizations, including geospatial analytics, to enable rapid decision-making by business teams.
  • Maintenance: Ensure data accuracy, troubleshoot issues, and continuously optimize dashboard performance.

Customer Analytics & Segmentation

  • Segmentation: Apply clustering and segmentation techniques based on purchase behavior, demographics, and engagement.
  • Acquisition and retention: Analyze retention, churn, purchase propensity and customer lifetime value across segments.
  • Promotional impact: Measure campaign effectiveness through before/after and lift analyses.
  • Growth and margin analysis: Analyze category performance across geography, time, customer segments and growth opportunities.

Business Analytics Support

  • Root cause and strategic analysis: Investigate performance anomalies and provide actionable insights to support strategic initiatives.
  • Data quality: Champion data integrity across analytical outputs.
  • Stakeholder reporting: Present findings and recommendations in clear, actionable formats to business leaders.

Core technical skills

  • Advanced Excel: Expert-level proficiency including advanced formulas, pivot tables.
  • SQL: Strong SQL skills for data extraction, transformation, and analysis.
  • BI Tools: Proficiency in Power BI , Tableau for data modeling, and visualization.
  • Data systems familiarity: Experience mapping requirements to MDM systems, data pipelines, and forecasting engines.

Educational background & Experience :

  • 3–5 years in business analytics, business Strategy, data analysis, or business intelligence roles.
  • Bachelor’s degree in Engineering, Mathematics, Statistics, Economics, or a related quantitative field. BBA , MBA or advanced degree in Analytics/Data Science is a plus.
  • Certifications in Power BI, SQL, or data analytics tools are preferred.
  • Demonstrated track record of delivering impactful dashboards and analytical solutions for large datasets and complex business problems.

Interested can drop their resumes to prasad.d@vigocare.com or can reach at 8019232805

Job Type: Full-time

Pay: ₹800,000.00 - ₹1,000,000.00 per year

Benefits:

  • Health insurance
  • Provident Fund

Work Location: In person

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