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Mid-Level CRM Implementation Analyst
במקום העבודהמשרה מלאהCRM ImplementationInsuranceBanking
Analyze organizational data and implement, maintain, and improve the company CRM system. Partner with business and technology teams to define requirements, manage data, test changes, and support informed decision-making.
תחומי אחריות
- Retrieve data from company systems and databases
- Process, clean, validate, and maintain data quality
- Build recurring and ad hoc business reports
- Present findings, insights, and recommendations to management
- Manage the CRM system and support users
- Configure business processes, tables, fields, permissions, and interfaces
- Gather and specify business requirements with system users
- Coordinate development activities and perform user acceptance testing
- Test new releases and implement CRM changes
- Investigate issues and coordinate resolution with development teams
- Train users and implement new workflows
דרישות
- Bachelor’s degree in information systems, industrial engineering, economics, statistics, or a related field
- Previous experience in business analysis and data analysis
- Experience working with CRM systems
- Advanced Excel skills
- Experience writing SQL and retrieving data from databases
- Experience with system testing and business process analysis
- Strong analytical and information presentation skills
- Systems thinking and business understanding
- Ability to work independently and manage multiple tasks
יתרון
- Experience with Dynamics CRM, Salesforce, or Monday CRM
- Experience with Power BI
- Knowledge of financial, service, or sales processes
- Experience working with software vendors and development teams