263 results for Crm Business Analyst

Salesforce Business System Analyst <ul><li>Analyze complex business problems</li><li>Techno-functional and provide techno functional solutions</li><li>Strong and Seasoned collaboration skills to work with internal and external technical resources, business partners, product managers, architect, developers, quality testers, and application support teams, project/program managers + other stakeholders</li><li>Translates business needs into actionable requirements by capturing enough information to define a solution and drive clarity</li><li>Both functional and solution analysis and light design for the Salesforce platform and related technical areas</li><li>Plans and manages small to large size projects, in coordination with technical and business teams, and can work more than 1 project at a time</li><li>Partner with internal customers to craft requirements and ensure alignment with business/technology strategy and planned initiatives</li><li>Agile/PI Planning</li><li>Can do demos/presentation to all stakeholders and upper-level management</li><li>Ability to ‘think outside the box’</li><li>Ability to break down scope, features, capabilities into smaller chunks</li><li>Drive the planning, prioritization, design, development and deployment of new projects & system improvements.</li><li>Responsible for understanding business requirements, creating/grooming user stories, to deliver a solution and a plan.</li><li>Participate in the go-to-market and launch processes (Concept-to-Delivery) – Requirement Gathering/Design & Build/Execution/Testing -SIT,UAT/Production Readiness/Go-Live</li><li>Leverage business knowledge and technical expertise to find opportunities for process improvements; serve as a trusted techno-functional advisor for business users </li></ul>

Business Analyst We are in the process of expanding our team with the addition of a Business Analyst. This position is situated in Banning, California, United States and is part of our ongoing commitment to enhancing our operations. As a Business Analyst, your role will involve various tasks within the commercial real estate industry, requiring an adept understanding of business process functions, CRM, gap analysis, and Microsoft Excel. Responsibilities: • Performing trend analysis to assess and forecast business performance • Conducting cash flow analysis for current and projected periods • Regularly analyzing operating and net margins to inform strategic decision making • Managing and updating customer credit records for accuracy • Assisting in the preparation and control of operational budgets • Processing customer credit applications promptly and accurately • Applying knowledge of real estate accounting and government regulations in everyday tasks • Ensuring customer inquiries are resolved in a timely manner • Monitoring customer accounts and taking appropriate action when necessary • Utilizing Microsoft Excel for various business process functions.

Business Analyst We are seeking a Business Analyst to become an integral part of our Wholesale Distribution team located in Houston, Texas. In this role, you will be tasked with analyzing business processes and functions, conducting AB testing, and using tools such as Atlassian Jira and Microsoft Excel to deliver solutions that meet our business needs. Responsibilities: • Analyze and understand business process functions to identify areas for improvement • Utilize Atlassian Jira for project management and task tracking • Conduct Gap Analysis to identify discrepancies between existing and desired business processes • Use CRM systems for managing customer interactions and data • Employ Microsoft Excel for data analysis and reporting • Use Microsoft Word for creating and maintaining business requirement documents • Conduct AB Testing to compare different versions of a product or service • Apply Agile Scrum methodologies in project management • Administer claims in accordance with company policies and procedures • Resolve customer inquiries and ensure customer satisfaction.

Business Analyst We are offering an exciting opportunity for a Business Analyst to join our team in Hartford, Connecticut. In this role, you will be an integral part of our team, working closely with business units to support and enhance the use and functionality of our ERP system. You will be expected to provide both routine and strategic support, guiding users through process design, system changes, and maximizing the use of the ERP system. Responsibilities: • Act as the primary Business Analyst for our business units using the ERP system, providing both daily and strategic support.• Collaborate directly with business users to understand and document their requirements, applying your knowledge and judgement to implement effective solutions.• Design, develop, implement, and support business processes and solutions using ERP and other technologies to ensure the business operates at high-quality, consistent standards.• Lead the development and support of user-facing ERP configurations, including Custom Objects, Crystal Reports, Saved Searches, and Lobbies.• Train business users on ERP Applications and other necessary processes.• Manage changes, take ownership and provide guidance for business testing when new ERP releases, critical fixes, and other changes are required.• Adhere to and advocate for strong SDLC practices within both the IT team and the business, ensuring that design specifications, testing, and documentation are completed for every project or activity.• Work with all IT support functions, including external vendors and service partners, to troubleshoot and resolve complex problems.• Be an engaged member of the IT team, providing top quality guidance and support to IT colleagues and business users, while establishing and maintaining good relationships to support effective collaboration.• Champion process improvement opportunities that will benefit the business proactively.

Functional Business Analyst (D365) We are in the search for a Functional Business Analyst (D365) to join our clients team in MUSCATINE, Iowa! In this role, you will be a crucial part on D365 implementation as a functional business analysis. Your primary tasks will involve analyzing business processes and functions, manage configurations, and define detailed business requirement to implement solutions in areas such as Finance, Procurement, QA, and R& D within F& O. TO learn more, please apply now, call 319-362-8606, or email your resume direct to: Shawn M Troy - Technology Practice Director with Robert Half (additional contact information is on LinkedIn). Responsibilities: • Utilizing your knowledge of IT enterprise level business applications, including data warehousing and analytical reporting, to support business operations.• Applying your experience in Finance, Procurement, QA, and R& D within F& O to analyze and improve current business practices.• Using your understanding of IT Business Architecture and Project Management frameworks to guide project execution.• Leveraging your knowledge of system life cycle, system testing, relational databases, and programming constructs to enhance IT operations.• Using your skills in Microsoft and D365 to gather and define requirements, and to manage configurations.• Drawing from your previous experience with business rule collection methodologies and process mapping to optimize business processes.• Communicating complex business and technical issues to all levels of the company effectively.

Sr Business Analyst We are offering a long-term contract employment opportunity for a Sr Business Analyst in Woodland Hills, California. This role involves a broad spectrum of responsibilities, ranging from data analysis and requirements gathering to technical documentation and cross-functional collaboration. Responsibilities: • Engage in the accurate and efficient analysis of business and technical requirements, ensuring their clear documentation and creation of acceptance criteria. • Collaborate effectively with project managers, product managers, developers, and other stakeholders to guarantee comprehensive understanding and delivery of requirements. • Participate in the design, testing, and deployment of technical solutions, working closely with cross-functional teams. • Maintain detailed technical documentation, including functional requirements, use cases, and process flows. • Facilitate workshops and meetings to gather requirements and provide updates on project progress. • Support the delivery of training sessions and aid in user adoption of new systems. • Identify and document risks and issues related to technical solutions, collaborating with the project team on mitigation strategies. • Utilize SQL to write complex queries and analyze large data sets. • Leverage skills in Atlassian Jira, CRM, Gap Analysis, Microsoft Excel and Word, AB Testing, Agile Scrum, Business Process Functions, Business Requirement Document, Claim Administration, QA - Quality Assurance, QA Testing, Agile Software Development, and Software Development within the SDLC - Software Development Life Cycle.

Business Analyst We are on the hunt for a Business Analyst, an integral role within our Asset Management industry, based in Chicago, Illinois. The individual will be an essential link between the business and technology teams, focusing on Alternatives and Fund Accounting. This role offers a long term contract employment opportunity on site in Chicago. Responsibilities:• Accurately translate business requirements to the tech teams• Work in Agile Scrum teams for effective project execution• Handle analysis of Alternatives and Fund Accounting• Use iCapital tools for efficient onboarding processes• Maintain a general understanding of capital markets for better decision making• Perform gap analysis to identify possible improvements• Use SQL skills for data management and manipulation• Use Atlassian Jira, CRM, Microsoft Excel, and Microsoft Word for various tasks• Conduct AB Testing for continuous improvement of business processes • Manage claim administration effectively• Create and maintain Business Requirement Documents.

Business Analyst We are seeking a Business Analyst/ Application Product Owner to join our team in the Banking industry located in Lawrenceville, New Jersey. In this role, you will be collaborating with stakeholders while using Agile methodologies to achieve project goals. You will also be responsible for understanding stakeholder needs, identifying opportunities for product enhancement, and maintaining a product backlog. This role offers a long term contract employment opportunity. Responsibilities: • Collaborate with stakeholders using Agile methodologies to meet project goals and deadlines.• Understand stakeholder needs, identify pain points, and generate innovative ideas for product enhancement.• Maintain a product backlog, translating unstructured or ambiguous requests into actionable user stories.• Conduct functional testing of PBIs before their release into production.• Continuously evaluate, prepare, and meticulously plan PBIs for future development cycles.• Evaluate current business processes and requirements to identify opportunities for enhancement.• Host meetings and presentations to share application process ideas and findings.• Review support tickets or customer feedback to identify common issues or pain points experienced by users.• Serve as Operations Department backup support when necessary.• Participate in seminars and community outreach efforts to provide tutorials and walkthroughs of the web application.

Business Analyst We are offering an exciting opportunity in the financial services industry for a Business Analyst in McAllen, Texas. This role involves comprehensive business analysis tasks, including the elicitation, examination, and documentation of business requirements. Responsibilities: • Elicit business requirements through interviews, workshops, and document analysis • Accurately create detailed user stories, use cases, and process flow diagrams to articulate business needs • Collaborate with technical teams to convert business requirements into functional specifications • Participate in testing and validation processes to ensure the designed solutions meet business objectives • Manage stakeholder expectations and maintain clear and effective communication throughout the project lifecycle • Identify opportunities for process improvement and propose appropriate solutions • Stay informed about industry trends and best practices in banking and financial software • Utilize business analysis tools and techniques such as UML and Agile methodologies • Work with financial software applications including core banking, lending, and treasury management • Maintain proficiency in Atlassian Jira, CRM, Gap Analysis, Microsoft Excel, Microsoft Word, AB Testing, Agile Scrum, Business Process Functions, Business Requirement Document, Claim Administration, and Fiserv.

Business Analyst We are offering an exciting opportunity for a Business Analyst in ETNA, Ohio. In this role, you will be a crucial part of our team, analyzing business operations, facilitating communication between stakeholders, and contributing to business decisions. This is a role suited for those who excel in a team setting and demonstrate strong interpersonal skills, with a focus on dependability and attention to detail. Responsibilities: • Facilitate cross-departmental collaboration to solve problems and advance business initiatives • Support the improvement of business processes by identifying and recommending changes • Ensure the accuracy and consistency of data analysis and reporting • Actively contribute to meetings, providing valuable insights and listening attentively • Maintain organized and detailed documentation of business processes and recommendations • Communicate with internal and external stakeholders to ensure a clear understanding of project objectives • Assist in the accurate and comprehensive gathering, documentation, and analysis of business requirements from stakeholders Skills: • Proficiency in CRM, Microsoft Excel, and Microsoft Word • Understanding of Business Process Functions • Experience with Business Requirement Document creation and maintenance

Business Analyst We are in search of a Business Analyst for a long-term contract employment opportunity in New York. The successful candidate will be instrumental in executing gap analysis, managing CRM, and utilizing Atlassian Jira, Microsoft Excel, and Microsoft Word. This role is integral to our operations and is based in our New York office. Responsibilities • Effectively use Atlassian Jira for project management and tracking tasks • Manage and utilize CRM to maintain customer relationships and drive business growth • Conduct gap analysis to identify areas for improvement and develop solutions • Utilize Microsoft Excel and Microsoft Word for data analysis and documentation • Implement AB Testing to improve business processes and customer experience • Apply Agile Scrum methodologies to manage projects and enhance team productivity • Understand business process functions to provide effective solutions • Prepare comprehensive business requirement documents to guide project execution • Oversee claim administration to ensure efficient and timely resolution of claims.

Business Analyst Position Overview: We are seeking an experienced Business Analyst - NetSuite with a strong background in optimizing ERP systems to support start up business in the healthcare industry. This position will focus on enhancing NetSuite ERP functionality to align with operational and compliance requirements while collaborating across multiple business units like Sales and Marketing. The ideal candidate will bring in-depth expertise in NetSuite modules, regulatory compliance, and cross-functional processes, with a strategic focus on advancing operational efficiencies in a regulated industry. This role is 100% remote but the candidate needs to reside in Indiana, Illinois, Michigan, Ohio, or Kentucky. Key Responsibilities:<ul><li>Oversee the implementation and customization of NetSuite modules (e.g., CRM, RMA, Complaint Management, Product Tracking, Sales/Marketing tools) to support both business and compliance needs.</li><li>Conduct gap analyses between current workflows and NetSuite capabilities, recommending actionable solutions to bridge these gaps.</li><li>Optimize NetSuite’s integration with Sales and Marketing operations, supporting lead tracking, pipeline management, and data analysis for campaigns and customer segmentation.</li><li>Identify and propose opportunities for process automation and integration across tools to enhance efficiency.</li><li>Develop dashboards and analytics to provide insights into performance metrics such as sales data, marketing ROI, and customer feedback.</li><li>Collaborate on integrations with ancillary tools (e.g., marketing platforms or CRM systems) to enhance efficiency across Sales and Marketing.</li><li>Ensure all configurations, data inputs, and workflows comply with relevant regulatory standards and align with best practices in a regulated environment.</li><li>Evaluate and maintain data integrity within NetSuite and integrated systems.</li><li>Monitor KPIs and provide recommendations for refining processes and operations.</li><li>Craft and update Standard Operating Procedures (SOPs), workflows, and training guides for end users.</li><li>Lead continuous improvement initiatives aimed at enhancing productivity and streamlining workflows across business functions.</li></ul>

Business Analyst We are offering a permanent employment opportunity for a Business Analyst role in the industry based in West Des Moines, Iowa. The Business Analyst will be tasked with analyzing, specifying, and validating the business needs of various internal customers across multiple small to medium scale projects. Your role will entail communicating with stakeholders and Product Owners, defining user requirements to the development team, and managing the project. Responsibilities: • Gather technical requirements to support the business needs. • Document data process and system for future reference and clarity. • Lead technical communications with Product Owners and other business contacts, ensuring clear understanding and expectations. • Assist with Software Development Methodology practices, including story writing and utilizing associated toolsets. • Oversee the coordination of projects, ensuring all elements are effectively managed. • Carry out additional tasks as assigned, contributing to the overall success of the team. • Leverage your skills in Atlassian Jira, CRM, Gap Analysis, Microsoft Excel, Microsoft Word, AB Testing, Agile Scrum, Business Process Functions, Business Requirement Document, Claim Administration for efficient task execution.

Sr Business Analyst We are offering a long term contract employment opportunity for a Sr Business Analyst in Woodland Hills, California. As a Sr Business Analyst, you will be a core part of our team, focusing on enhancing business processes and delivering optimized experiences. This role involves close collaboration with diverse teams such as Sales, Marketing, Operations, Air, Yield, and Digital. Responsibilities: • Gather, analyze, and document business and technical requirements, creating clear acceptance criteria. • Work in tandem with project managers, product managers, developers, and other stakeholders to ensure requirements are accurately understood and delivered. • Engage with cross-functional teams to design, test, and deploy technical solutions. • Maintain detailed technical documentation, including functional requirements, use cases, and process flows. • Organize workshops and meetings to collate requirements and provide project updates. • Support the delivery of training sessions and facilitate user adoption of new systems. • Identify and document risks and issues related to technical solutions and collaborate with the project team to mitigate them. • Write and interpret SQL queries for data analysis. • Lead small to mid-size projects and assist Product Managers on larger, more complex projects. • Review business processes from end-to-end to identify and address operational, technological risks and identify opportunities to improve efficiency.

Business Analyst Olivia from Robert Half is hiring for a Business Analyst in the Syracuse area. You must live in the Syracuse area as this is an on-site position. You must be eligible to work in the U.S. as a citizen or green card holder. Please do not apply or reach out if you do not meet these requirements. The Business Analyst will work closely with the Data Team to define and document requirements for new features, integrations, and system improvements. This role is responsible for authoring data stories and tickets, prioritizing work for development sprints, and collaborating with engineers to ensure smooth execution. The BSA will focus on data-driven projects, particularly CRM integrations and API-related work, and will act as a bridge between stakeholders and development teams. They must be adaptable, comfortable with shifting priorities, and capable of working with multiple engineering teams. Unlike traditional product support roles, this position is more strategic, requiring experience with newer products and an ability to drive technical requirements in an evolving environment. The ideal candidate has authored user stories and requirements before, thrives in fast-paced, changing environments, and has experience with data-centric projects—but does not need a banking/finance background.

Business Analyst **** For Faster response on the position, please send a message to Jimmy Escobar on LinkedIn or send an email to Jimmy.Escobar@roberthalf(.com) with your resume. You can also call my office number at 424-270-9193**** Robert Half is looking for a Business Analyst to work for a travel based firm company in Encino. The Business Analyst position will be hybrid 3 days a week on-site in Encino, CA and 2 days remote. The business Analyst should have at least 7 years of experience as Business Analyst. The tasks for the Business Analyst position includes writing SQL queries and gathering business requirements for reservation system. This is a great opportunity to work for a well established organization and learn new technical skills on the job.

Sr. Business Analyst We are offering a long term contract employment opportunity for a Sr. Business Analyst in Tampa, Florida. In this role, you will be a key player in the integration of new API systems with various vendors, focusing on specific software integrations. You will also be utilizing JIRA in a customized environment to manage project tasks and workflows. Your role will also include developing workflow documentation and visual presentations using Vizio and collaborating with a project team that operates on Monday.com, with significant use of Project for planning and tracking. Responsibilities: • Lead the integration process of new API systems with various vendors, focusing on specialized software integrations. • Utilize Atlassian Jira in a bespoke environment to manage and oversee project tasks and workflows. • Mentor your team of Business Analysts, fostering a collaborative and supportive work environment. • Create detailed workflow documentation and visual presentations utilizing Vizio. • Collaborate with the project team, promoting efficient use of Monday.com and Project for planning and tracking purposes. • Ensure the accuracy and efficiency of system integrations. • Use your knowledge of Agile Scrum methodologies to drive the project forward. • Oversee the management of customer credit applications and maintain accurate customer credit records. • Resolve any customer inquiries and monitor customer accounts, taking appropriate action when necessary.

Business Analyst **** For Faster response on the position, please send a message to Jimmy Escobar on LinkedIn or send an email to Jimmy.Escobar@roberthalf(.com) with your resume. You can also call my office number at 424-270-9193**** My client, anl Encino travel based firm is looking for a Business Analyst to join their IT team. The Business Analyst position will be hybrid 3 days a week on-site in Encino, CA and 2 days remote. The business Analyst should have at least 7 years of experience as Business Analyst. The tasks for the Business Analyst position includes writing SQL queries and gathering business requirements for reservation system. This is a great opportunity to work for a well established organization and learn new technical skills on the job.

CRM Analyst Are you a CRM expert looking to make a big impact? Our growing client is in the middle of a transition to NetSuite, and is looking for a CRM Analyst to be the subject matter expert. This role will work closely with key business units to optimize, maintain, and enhance the CRM system, ensuring it aligns with evolving business needs. This is a Direct Hire/Permanent Placement opportunity allowing for a negotiable hybrid schedule. What You’ll Do:<ul><li>Serve as the CRM SME, guiding the organization through NetSuite adoption and optimization.</li><li>Partner with stakeholders across sales, marketing, operations, and finance to understand requirements and improve CRM workflows.</li><li>Analyze, refine, and automate CRM processes to drive efficiency and business growth.</li><li>Ensure data integrity, reporting accuracy, and system performance.</li><li>Provide training and support to end users, ensuring best practices and maximum adoption.</li><li>Collaborate with IT and external vendors on system enhancements and integrations.</li></ul>

Business Analyst We are offering a long term contract employment opportunity for a Business Analyst, based in Appleton, Wisconsin. This role involves supporting a dispatch team during a key system transition period. The selected candidate will be tasked with process mapping, identifying key inputs, and structuring workflows to ensure smooth User Acceptance Testing (UAT) and future scalability. Responsibilities:• Document and map current processes within the dispatch operations• Extract key details from dispatchers to create clear, structured workflows and Standard Operation Procedures (SOPs)• Work on the implementation of a new ERP and Dispatch system• Utilize strong analytical skills to simplify complex operations• Leverage proficiency in Microsoft Excel and other technology systems for effective business process functions• Conduct gap analysis and contribute to the creation of business requirement documents• Support the team in change management activities• Ensure the efficient onboarding of new employees by establishing well-documented workflows and processes.

Business Analyst We are looking for a Business Analyst with strong SQL and data analysis skills to support software development projects in an Agile/Scrum environment. This role involves gathering requirements, analyzing data, collaborating with cross-functional teams, and using JIRA and Confluence to manage workflows and documentation.

ERP Business Analyst ****For immediate consideration please email Valerie Nielsen on Linkedin or message with a copy of your resume*** Title: Senior Business Analyst- Supply ChainTarget Salary: $135-150K plus discretionary bonusAddress: Carson, CA onsite New role with a client our team has worked with for years! They are adding to the team and looking for someone to have experience in the ERP space. If you have the must haves below please message me directly for immediate response!

Business Analyst - Financial Services We are offering an exciting opportunity in Baton Rouge, Louisiana for a Business Analyst in the Financial Services sector. The successful candidate will play a key role in managing critical projects, improving processes, and acting as a liaison for operational issues. As a Business Analyst, you will also ensure the smooth functioning of our core operating system. Responsibilities: • Analyze operations, determine project scope, and document results to identify project requirements• Develop project plans and templates, ensuring regular reporting of milestones and maintaining action lists• Provide assistance and consultation regarding software system setup, facilitating changes as needed• Lead meetings as required and form dialogues with department managers to address current issues and inefficiencies• Develop new and standardized processes and procedures for repeatable tasks across the organization• Process and notify departments affected by system updates and schedule installation as necessary• Assist in report writing and data analytics to support decision-making• Author new policies as needed, treating each as a mini project• Study system capabilities, analyze alternative solutions, prepare system specifications, and write programs to meet requirements• Monitor department budgets for variations, ensuring validation of expenses paid• Organize past project decisions for reevaluation when required. This on-site role requires a bachelor's degree and 7+ years of Business Analysis and Project Management experience with Auditing of Processes and Procedures, Review of how Systems Support Interdepartmental needs and Overall Business Efficiencies and Effectiveness. If you have a proven track record in the financial services industry with audit, accounting, systems review, analysis, project management and change agent duties, this could be a an excellent career move for you. Please apply directly and call Carrie Lewis at 504-383-0612. Thank you for your interest in Robert Half!

Business Analyst We are offering an exciting opportunity for a Business Analyst within the IT industry, based in SELBYVILLE, Delaware. As a Business Analyst, you will serve as a subject matter expert (SME) for our Oracle Cloud ERP System, specifically within Financials modules such as AP, AR, GL, Projects, and Fixed Assets. Your role will involve a blend of system maintenance, continuous improvements, and effective solution delivery to the end-user community. Responsibilities: • Guide the deployment of complex applications, effectively leveraging best practices. • Engage with business users to understand and document functional requirements. • Lead functional activities such as planning, development, and testing of core applications. • Implement programmatic solutions, test these solutions for accuracy, and coordinate the completion of recommended specifications. • Continually enhance and streamline system portfolios through the adoption and learning of new technologies. • Foster robust relationships with other IT areas, the business community, and vendors. • Ensure the protection of company assets, including data and hardware, by adhering to guidelines, standards, and procedures. • Utilize available technology to optimize and improve business processes. • Maintain system health, provide first-line resolution/analysis assistance, and contribute to the ongoing maintenance and improvements of corporate applications.

Business Analyst We are seeking a detail-oriented and analytical Business Analyst to join our team. In this role, you will work closely with stakeholders to understand business needs, analyze data, and provide insights that drive strategic decisions. You will be responsible for gathering requirements, optimizing processes, and collaborating with IT and business teams to implement effective solutions.Responsibilities:<ul><li>Work with stakeholders to gather, document, and analyze business requirements.</li><li>Identify process inefficiencies and recommend improvements and automation.</li><li>Develop business cases, reports, and dashboards to support data-driven decision-making.</li><li>Create process models, workflows, and functional specifications.</li><li>Assist in testing, training, and deployment of new system implementations.</li><li>Conduct market and competitive analysis to identify trends and opportunities.</li><li>Collaborate with IT teams to ensure solutions align with business goals.</li><li>Support change management efforts and ensure smooth adoption of new processes or systems.</li></ul>