CRM Business Analyst
Core
Bridge the gap between business stakeholders and the CRM product development team to shape product enhancements and drive adoption.
Role type
CRM Business Analyst
Builds
CRM product enhancements and user experience for insurance clients
Domain
Insurance / Enterprise CRM
Deliverable
product features
Required skills
Requirements elicitation, user story creation, process mapping, UAT coordination, stakeholder management, data analysis, wireframing, change management support, Agile backlog management
Preferred skills
Insurance industry experience, Salesforce platform expertise, Azure DevOps/Jira proficiency, Visio/Lucidchart usage
Technologies
Salesforce, Azure DevOps, Jira, Visio, Lucidchart
Responsibilities
Elicit and document business requirements; translate needs into user stories and acceptance criteria; create process maps and wireframes; coordinate User Acceptance Testing (UAT); maintain product documentation and governance; support product demonstrations and training; analyze data to drive product improvements.
Seniority
Mid-level, hands-on IC