Business Analyst and CRM Specialist, Resourcing and Project Operations team
Business Analyst and CRM Specialist, Resourcing and Project Operations team
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Job Description
Position Overview
As a Business Analyst and CRM Specialist you will play a key role in supporting and optimising our CRM system Salesforce to streamline sales operations and drive datadriven decisionmaking. You will work closely with Finance IT Practices and other teams to ensure the effective use of sales tools integrating CRM data with other systems to enhance pipeline management support effective business and resource planning and provide valuable insights. Your focus will include ensuring that CRM data aligns with data from other systems analysing and reporting on this to identify trends and offering actionable insights to improve business performance. Additionally you will support CRM system training assist with the rollout of new features or updates and ensure the integrity of data within the system to optimise processes align with broader business objectives and achieve organisational goals.
To learn more please visit us at: .
Example Responsibilities
The following are example responsibilities of this position and are as such not meant to be exhaustive nor convey every responsibility that may vary over time without changing the essence of this position:
CRM System Management: Provide daytoday support for Salesforce including system configuration updates troubleshooting and ensuring it aligns with business needs.
CRM Training and Change Management: Provide training on Salesforce features best practices and workflows to ensure effective use of the CRM system across teams. Support the communication rollout and adoption of new CRM features or updates ensuring smooth transitions and addressing user feedback to drive engagement and system effectiveness.
Sales Process Support: Support client teams in managing and tracking the sales/business development process ensuring CRM data is consistently updated and accurate to facilitate effective business and resource planning.
Pipeline and Opportunity Management: Monitor and manage the pipeline ensuring accurate forecasting tracking of opportunities and identifying any bottlenecks to maintain pipeline health and sales performance
Data Analysis and Reporting: Analyse and generate reports based on CRM data comparing and integrating findings with data from other systems such as project management tools or timesheets to deliver a comprehensive view of business performance. Ensure a clear understanding of how reports and associated insights are interrelated drawing connections between CRM data and other metrics to provide actionable recommendations that support forecasting pipeline management and overall decisionmaking.
Performance Tracking and Reporting: Track sales performance against goals and other key metrics providing reports insights and recommendations to optimise performance and achieve business objectives.
Process and Workflow Optimisation: Document maintain and streamline processes and workflows to ensure consistency scalability and efficiency across the teams identifying opportunities for continuous process improvement.
CrossFunctional Collaboration: Collaborate with Practices Finance IT and other teams to ensure seamless integration between Salesforce and other systems ensuring CRM outputs align with broader business processes and data requirements.
Education Experience Knowledge & Other Skills
The following criteria outline the minimum hiring criteria for this position unless otherwise stipulated below as preferred or a plus.
Undergraduate or advanced degree in business marketing or a related discipline with 4 or more years sales operations CRM management or related experience.
Strong proficiencies with Salesforce CRM required. This includes the ability to report and analyse CRMrelated data work within the system and make basic system changes and be able to liaise with Salesforce and/or other related agencies to lead required platform changes/enhancements.
Experience analysing data from various sources to extract insights identify trends and drive performance improvements across different data sets.
Strong knowledge of sales principles pipeline management and operational workflows with the ability to optimise processes and support crossfunctional teams
Knowledge of the management consulting and/or life sciences industry is preferred
Communication: strong communication skills both written and verbal. Track record of proactive communication in the work environment including proactively seeking feedback to improve capabilities. Understands varying crossfunctional roles and responsibilities and adapts communications accordingly. Communicates technical information in a manner that others can assimilate
Collaboration: strong collaboration skills and proven ability to work well within teams. Knows how to identify and leverage diversity within teams
Project Management Time Management & Organisation: demonstrated abilities to effectively support projects to ensure ontime withinbudget and highquality deliverables. Demonstrates high attentiontodetail and quality. Proven abilities to operate autonomously when needed and make decisions with confidence. Recognises shifts in priorities and other changes that impact work and adjusts accordingly
Influencing & Stakeholder Management: demonstrated ability to effectively manage routine interactions and communications with stakeholders. Proactively plans stakeholder interactions and communications into process and approach
Achieving Results: consistent track record of meeting or exceeding assigned goals and objectives. Proven abilities to navigate well through change and ambiguity
We are committed to doing our part in the broader communities in which we work and live. As such all employees will play their part in supporting our broader business mission vision purpose and the Prescient brand as well as our commitment toward optimising the social and environmental elements of our communities. We will support these efforts by ensuring regular communications periodic trainings volunteering and other relevant activities. People managers will play a particularly active role in this by assuming responsibilities for certain social and environmental activities that we support as an overall organisation.
We are an equal opportunity employer and fully comply with applicable legislation in all the geographies in which we operate. Applicants are considered for positions without regard to veteran status uniformed service member status race colour religion sex national origin age physical or mental disability genetic information or any other category protected by applicable national federal state or local laws.
Required Experience:
IC
Employment Type
Full-Time
