CRM Business Analyst

Position Summary

The CRM Business Analyst - Finance Operations plays a pivotal role in driving predictable, scalable revenue growth by optimizing the entire customer lifecycle-from lead generation through retention.

This role will serve as a critical functional partner to Sales, Client Services, Marketing, and Product development teams by enhancing operational efficiency, maintaining CRM excellence and hygiene, and delivering data driven insights that empower smarter business and operational decision making.

This role blends analytical rigor, process optimization and systems management.

This role focuses on deeply understanding business processes, translating requirements into well-defined user stories, supporting quality assurance testing, and ensuring product enhancements achieve measurable business value.

The ideal candidate is curious, collaborative, analytical, and passionate about improving user experiences.

They understand how to uncover business needs, document requirements with clarity, and work as part of an Agile product team to deliver meaningful improvements to our Salesforce platform.

"Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role."

Key Duties and Responsibilities

Data Analysis & Reporting:


* Develop, maintain, and enhance dashboards, reports, and KPIs to measure performance and identify trends.


* Analyze revenue metrics, new business pipeline performance, and customer lifecycle data to uncover insights and opportunities.


* Present findings and recommendations to leadership and cross functional stakeholders to support strategic decision making.


* Develop monthly, quarterly, and annual reporting related to sales and retention by geography.

System Management (CRM & Tech Stack)


* Own and optimize the Salesforce CRM day-to-day administration and related enablement tools.


* Ensure data hygiene, accuracy, and consistency across all systems.


* Implement workflow automation and system enhancements that support scalable growth.


* Maintain documentation for system configurations, integrations, and processes.

Process Optimization


* Identify bottlenecks across sales, marketing, and client services workflows.


* Recommend and implement targeted solutions to improve revenue velocity and operational efficiency.


* Document processes, workflows, and standard operating procedures (SOPs) for the Revenue Operations function.

Forecasting & Planning


* Support sales leaders with accurate forecasting, territory planning, reporting, and quota management.


* Provide actionable insights that inform revenue strategy and long‑term planning.


* Assist in modeling scenarios and evaluating performance against targets.

Cross‑Functional Collaboration


* Partner with Sales, Client Services, Marketing, and Product Development to streamline pipeline management and ensure a seamless customer jou...