CRM Business Analyst

Job Description:

DPP is seeking a CRM Business Analyst for an opportunity in Columbia, SC.

Work arrangement:

Hybrid: 3 days/week onsite.
W2 position; 12 months with possible extension
Must be a South Carolina resident at time of submission

Position summary:

The CRM Business Analyst will play a crucial role in helping the organization enhance customer relationships and optimize business processes through the effective use of CRM (Customer Relationship Management) software.
This Business Analyst will assess business needs, design tailored CRM solutions, and ensure systems are implemented and adopted successfully to drive organizational goals.

Responsibilities:

Evaluate business needs, workflows, and customer engagement processes to identify CRM requirements and opportunities for improvement.
Design, configure, and implement CRM systems that align with the organization’s goals and operational structure.
Develop and document Standard Operating Procedures (SOPs) and training materials to ensure staff adoption and consistent CRM usage.
Create and execute CRM strategies that improve customer relationship, data management and business productivity.
Collaborate closely with sales, marketing, and customer service teams to ensure CRM tools support their activities and objectives.
Monitor and analyze CRM system performance, providing recommendations and adjustments to optimize effectiveness.
Prepare reports and insights for leadership and key stakeholders on CRM performance, user adoption, and ROI.
Stay up to date on CRM technology trends and emerging tools to recommend improvements and innovations.
Assist with CRM vendor selection, evaluation, and implementation processes when introducing new platforms or upgrades.

Required knowledge, skills, and abilities:

5+ years of experience with Microsoft Dynamics 365 CRM – configuration, implementation, and optimization.
7+ years of experience with Salesforce Processes – workflows, pipeline management, and process optimization.
3+ years of experience as a Business Analyst – gathering requirements, documenting processes, working with cross-functional teams.
Proven experience implementing and managing CRM platforms, ideally across multiple industries.
Strong understanding of sales, marketing, and customer service best practices.
Hands-on experience with Microsoft Dynamics 365 and Salesforce CRM.
Knowledge of software selection methodologies and CRM integration strategies.
Excellent communication and stakeholder management skills.
Strong analytical and problem-solving abilities.
Ability to translate business requirements into functional CRM solutions.

Preferred:

Bachelor’s degree in Business, Information Systems, Marketing, or a related field.
CRM certification (e.g., Salesforce Certified Consultant, Microsoft Dynamics 365 Functional Consultant) is a plus.
Experience developing training materials and SOPs for CRM adoption
Experience with Salesforce CRM.

Interested? Learn more:
Click the apply button or contact our recruiter Harrison at Harrison.Donahuedppit.com to learn more about this position (25-00685).

Authorized US Worker - Those authorized to work in the US are encouraged to apply. We are unable to sponsor at this time. EOE/AA/V/D

DPP offers a range of compensation and benefits packages to our employees and their eligible dependents. Call today to learn more about working with DPP.

Job Ident #: 25-00685

Company Details

DP Professionals

3741 Landmark Drive
Suite 200
Columbia, South Carolina 29204 USA
www.dppit.com/

DPP® specializes in placing highly qualified information technology professionals in both contingent and direct hire opportunities in private industries such as healthcare, insurance, banking, utilities, energy, manufacturing, federal and state government...

(Job and company information not to be copied, shared, scraped, or otherwise disseminated/distributed without explicit consent of JSfirm, LLC)

Job Info

Location

Columbia, South Carolina, United States

Type

Permanent

Company Details

DP Professionals

3741 Landmark Drive
Suite 200
Columbia, South Carolina 29204 USA
www.dppit.com/