Demo

Senior Business Systems Analyst (BSA), CRM (onsite work)

Everest Consultants, Inc.
Alameda, CA Full Time
POSTED ON 2/1/2025
AVAILABLE BEFORE 3/31/2025

Title: Senior Business Systems Analyst (BSA), CRM (onsite work)

Location: Alameda, CA

Duration: Permanent / FTE



Salary: $143K/yr - $180K/yr (DOE)


NOTE – Candidate need to have US work authorization (no Visa candidates)


The Senior Business Systems Analyst, you will be part of our IT functional team scoping, designing and delivering technology solutions that optimize and enable our Marketing, Sales and Services organizations. Our primary technology is Salesforce CRM, Microsoft Dynamics CRM, SAP ERP, several Marketing applications including Adobe Marketo, Showpad, cVent, and Tableau under minimal supervision. The Business Systems Analyst integrates strategic thinking, problem-solving skills and cross-functional collaboration to execute revenue strategy, drive innovation and business results.


Required Skills:

Bachelor's degree in Business Administration or Information Technology or related field with 7 years of experience as a Business Systems Analyst working with cloud-based CRM platforms or equivalent combination of education and experience.

Experience in process and system development in the following areas: MS Dynamics, Salesforce, Lead Routing, CRM, CPQ, Sales Chat, Prospecting and Enrichment Tools is required.

Thorough understanding of Campaign to Lead, Lead to Order, Order to Cash processes with extensive knowledge of industry best practices in CRM space both on process and technology.

Experience with upstream & downstream processes & solutions to CRM capabilities such as MDM (Customer, contact, product and company master), ERP Order Management, and Sales Analytics.

Business analysis and business process improvement, preferably in a high-growth enterprise SaaS environment.

Clear, concise technical writing skills and excellent interpersonal and communication skills

Strong collaboration skills while working with SME's, senior leaders, PMO and business users/ stakeholders to drive business analysis/user requirements,

Strong experience in negotiating scope and priorities and balancing for successful outcomes.

Self-motivated, creative person with analytical, problem-solving, organizational, and interpersonal skills and the ability to adapt quickly to shifting priorities.

Basic understanding of database and integration approaches.

Ability to write basic - medium complexity SQL queries.

Exposure to BI Applications such as Tableau, Salesforce Analytics, MS Dynamics,

Medical device, pharmaceutical, biotech, or other regulated industry experience preferred

Salesforce Admin Certification preferred.

Scrum Agile certification a plus.

PMP certification a plus.

Proficiency with MS Word, Excel, and PowerPoint.

Business travel from 5% to 10%

Must be able to read, prepare emails, and produce documents and spreadsheets.

Must be able to communicate and exchange accurate information with employees at all levels on a daily basis.


Responsibilities

Partner with the Business and Operations to translate business requirements (new capabilities and improvements to existing functionality) for the Sales, Support and Marketing functions.

Support the relationship with Global Sales, Services and Marketing, utilizing proactive account management strategies, and develop strong business relationships.

Collaborate with stakeholders to define analyze and document information needs and functional requirements.

Lead business analysis for Lead to Account, Order to Cash business processes, and modeling activities by interviewing process owners, users and other stakeholders to identify business processes, evaluates the current process and workflow for various business functions.

Deconstruct large work items/stories into smaller independent components understanding business requirements and translating into Epics, and User Stories within Jira. Lead work sessions with technical team members to address questions or issues etc.

Work with the business units to develop test plans and procedures, to validate the application design, define acceptance criteria with the overall project team.

Document findings and recommend improvements.

Act as a liaison between Project Sponsors/Stakeholders and technical teams. Lead cross-functional teams to deliver business and technical requirements, business rules, concept maps, process maps, user flows, acceptance tests.

Coordinate and schedule meetings, assist team members in preparing for meetings, lead discussions, summarize and communicate outcomes to users and managers and resolution of issues.

Be the 'go to' person for implementation, day-to-day operation of various Go to Market Technology platforms including but not limited to, MS Dynamics, Salesforce, Tableau and SAP.

Resolve issues between stated business requirements and what is technically feasible by identifying issues, evaluate alternative systems solutions with system designers and users and communicate the end result.

Test the application as required by project timelines. This also includes supporting stakeholder testing.

Act as a liaison between the IT organization and the Sales, Marketing and Services organizations to support the planning process, provide oversight of project delivery, resolve escalated issues, and facilitate communication on any critical issues.

Adhere to the Company's Quality Management System (QMS) as well as domestic and global quality system regulations, standards, and procedures.

Understand relevant security, privacy and compliance principles and adhere to the regulations, standards, and procedures that are applicable to the Company.

Ensure other members of the department follow the QMS, regulations, standards, and procedures. Perform other work-related duties as assigned.

Salary : $143,000 - $180,000

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