Project Management Institute logo
Project Management Institute

Project Management Institute, Inc. is committed to providing equal employment opportunities without regard to sex, gender identity, sexual orientation, race, color, religious creed, national origin, physical or mental disability, protected veteran status, or any other characteristic protected by applicable law.

CRM Business Analyst

Business AnalystBusiness AnalystFull TimeRemoteMid LevelTeam 501-1,000

Location

United States

Posted

4 days ago

Salary

$83K - $101.4K / year

Seniority

Mid Level

No structured requirement data.

Job Description

CRM Business Analyst

Project Management Institute

Role Description Are you a dreamer, innovator, thinker and a do-er who believes in contributing to something that makes a difference? Pursue your passion. Join PMI. You will be responsible for translating business needs into clear, actionable CRM requirements, process flows, user stories, acceptance criteria, and solution recommendations. Partnering with: - Business stakeholders - CRM Product Owner - CRM Platform Manager / Business Owner - Scrum team - IT - Data/reporting teams - Change/adoption partners Ensure CRM enhancements solve validated business problems, improve the user and customer experience, protect data quality, and support the broader enterprise CRM strategy. You will: - Clarify the business outcome - Define the current-state and future-state process impacts - Document data and reporting needs - Help move work from discovery into a delivery-ready backlog - Support value realization by helping define success measures, adoption needs, testing scenarios, release readiness, and post-release improvement opportunities Qualifications - 3-5+ years of experience in business analysis, CRM analysis, product analysis, business systems analysis, or a comparable role supporting technology-enabled business processes - Experience using generative AI tools to support business analysis activities, including drafting, refining, and validating user stories, acceptance criteria, business requirements, functional requirements, process documentation, and stakeholder-ready summaries - Experience eliciting, documenting, validating, and managing business and functional requirements with multiple stakeholder groups - Working knowledge of CRM concepts, including accounts, contacts, leads, opportunities, activities, cases, customer interactions, business process flows, forms, views, dashboards, and reporting - Experience writing user stories, acceptance criteria, process flows, requirement documentation, UAT scenarios, and business-facing release documentation - Familiarity with Agile/Scrum delivery practices and backlog tools such as Azure DevOps, Jira, or comparable platforms - Strong analytical, facilitation, communication, and critical-thinking skills, with the ability to translate ambiguity into clear requirements and practical next steps - Ability to understand data models, field definitions, reporting needs, data quality issues, and integration impacts at a business level - Experience supporting change management, training, adoption, stakeholder communications, or user enablement for business applications - Strong attention to detail and ability to balance business value, user experience, process governance, and delivery feasibility Benefits - An excellent total package, with compensation and benefits based upon your geographic location - Skill development opportunities, to help you grow now and into the future - Access to a global network, to enrich your professional experience - Flexible options to help balance work time and your time - Award and bonus opportunities The salary offer will be based on several factors, including the candidate’s demonstrated skills, qualifications and relevant experience. Company Description Project Management Institute, Inc. is committed to providing equal employment opportunities without regard to sex, gender identity, sexual orientation, race, color, religious creed, national origin, physical or mental disability, protected veteran status, or any other characteristic protected by applicable law.

Related Categories

Related Job Pages

More Business Analyst Jobs

Quid logo

Insights Analyst

Quid

See Around the Corner.

Full TimeRemoteTeam 201-500H1B Sponsor

• Perform analyses on Services projects using some of Quid’s most advanced AI methodologies, independently and/or in conjunction with Specialists, Consultants and Principals across the team. • Unpacking a customer workstream to define and own project delivery timelines. • Deliver insights and recommendations to customers of varying levels and departments with a clear narrative, answer questions, and facilitate dialogue to ensure insights delivered are valuable to customers. • Learn and leverage the Quid suite of products, capabilities and methodologies (and test new ones) to add critical insights to senior client executives. • Build and maintain a trusted relationship with key clients, communicate effectively, and work towards solutions. • Partner with Product Management and Engineering to drive efficiency in your work and speed to insight by documenting requirements and testing tools and new features.

United States
$85K - $95K / year
Gainwell Technologies logo

Associate Professional, Business Analyst

Gainwell Technologies

Gainwell Technologies is an award-winning digital health technology company that supports the administration of healthcare and human services programs. In past

• Analyze client recommendations that can improve business processes • Collaborate with a team of business analysts • Translate client’s business needs from the requirements generated for technical teams into simpler non-tech language • Help analyze and document systems requirements and business processes • Build basic conceptual data and process models to quantify the potential impact of changes to the system • Verify client requirements are built into the system design by executing and analyzing basic test case scenarios

Massachusetts
$44.5K - $63.5K / year
Solvative logo

Business Analyst

Solvative

Human-focused digital solutions.

Full TimeRemoteTeam 51-200H1B No Sponsor

• Analyze e-commerce performance metrics, customer behavior, and sales trends to generate actionable insights. • Gather, document, and manage business requirements from internal and client stakeholders. • Create and maintain reports, dashboards, and KPI tracking mechanisms. • Monitor key metrics — conversion rate, average order value, customer retention, and revenue growth. • Collaborate with product and development teams to define business requirements and user stories. • Conduct competitor analysis, market research, and customer journey analysis. • Identify opportunities for process improvement and e-commerce optimization. • Support A/B testing initiatives and measure outcomes. • Present findings and recommendations clearly to stakeholders and leadership.

India
ERM logo

Senior Financial Management Business Analyst

ERM

Shaping a sustainable future with the world’s leading organizations

Full TimeRemoteTeam 5,001-10,000H1B Sponsor

• Supports the Program Manager in leading all IT Financial Management activities • Ensures accurate Spend Plan Management and IAA oversight • Financial data reporting • Multi-year budget support aligned with FPAC's complex shared-cost model • Oversees financial planning, IAA execution, redistribution of funds, and multi-FY spend planning • Produces Monthly Statistical Reports, KPI reports, audits, and operational metrics • Ensures timely updates to the BOB Financial Database and related reporting • Coordinates with Budget, Working Capital Fund processes, and cost performance tracking

United States
Job Closed