Business Analyst (CRM)
Kforce
Kforce has a client in Dallas, TX that is seeking a Business Analyst (CRM).
Summary:
We are seeking a detail-oriented and strategic Business Analyst to lead the requirements gathering, design collaboration, and implementation support for a new Customer Relationship Management (CRM) system. This role will bridge the gap between business needs and technical solutions, ensuring the CRM supports our customer engagement, sales, and service operations effectively.
Key Responsibilities:
Requirements Gathering:
* Work closely with stakeholders across sales, marketing, support, and IT to understand current workflows and pain points
* Facilitate workshops, interviews, and surveys to capture business needs and translate them into functional requirements
CRM Design & Development Support:
* Partner with technical teams to design and validate CRM architecture, workflows, and data models
* Collaborate on decisions related to platform selection, configuration, and integrations
* Maintain and prioritize the product backlog in an Agile or hybrid development environment
* Define user stories, use cases, and process flows
Data & Process Mapping:
* Analyze existing customer data and map its migration to the new CRM
* Define and document business processes, ensuring alignment with CRM capabilities
* Identify opportunities for automation, optimization, and efficiency improvements
Testing & Quality Assurance:
* Develop and execute test plans to validate CRM functionality against requirements
* Coordinate UAT (User Acceptance Testing) with business stakeholders
Change Management & Training:
* Support change management efforts to drive CRM adoption across teams
* Assist in creating training materials, documentation, and onboarding sessions for end-users
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