CRM Business Analyst

Position Summary

The CRM Business Analyst Finance Operations plays a pivotal role in driving predictable scalable revenue growth by optimizing the entire customer lifecyclefrom lead generation through retention. This role will serve as a critical functional partner to Sales Client Services Marketing and Product development teams by enhancing operational efficiency maintaining CRM excellence and hygiene and delivering data driven insights that empower smarter business and operational decision making. This role blends analytical rigor process optimization and systems management.

This role focuses on deeply understanding business processes translating requirements into well-defined user stories supporting quality assurance testing and ensuring product enhancements achieve measurable business value. The ideal candidate is curious collaborative analytical and passionate about improving user experiences. They understand how to uncover business needs document requirements with clarity and work as part of an Agile product team to deliver meaningful improvements to our Salesforce platform.

Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role.

Key Duties and Responsibilities

Data Analysis & Reporting:

• Develop maintain and enhance dashboards reports and KPIs to measure performance and identify trends.
• Analyze revenue metrics new business pipeline performance and customer lifecycle data to uncover insights and opportunities.
• Present findings and recommendations to leadership and cross functional stakeholders to support strategic decision making.
• Develop monthly quarterly and annual reporting related to sales and retention by geography.

System Management (CRM & Tech Stack)

• Own and optimize the Salesforce CRM day-to-day administration and related enablement tools.
• Ensure data hygiene accuracy and consistency across all systems.
• Implement workflow automation and system enhancements that support scalable growth.
• Maintain documentation for system configurations integrations and processes.

Process Optimization

• Identify bottlenecks across sales marketing and client services workflows.
• Recommend and implement targeted solutions to improve revenue velocity and operational efficiency.
• Document processes workflows and standard operating procedures (SOPs) for the Revenue Operations function.

Forecasting & Planning

• Support sales leaders with accurate forecasting territory planning reporting and quota management.
• Provide actionable insights that inform revenue strategy and longterm planning.
• Assist in modeling scenarios and evaluating performance against targets.

CrossFunctional Collaboration

• Partner with Sales Client Services Marketing and Product Development to streamline pipeline management and ensure a seamless customer journey.
• Provide operational guidance and best practices to client facing revenue generating teams.
• Participate in initiatives related to new tool implementation automation and continuous improvement.

Minimum Qualifications

• Experience: 2 - 4 years in revenue operations sales operations business operations finance/business analyst product analyst or a similar analytical role preferably in a Salesforce-driven or professional services environment supporting accounting/finance functions. Strong understanding of business process analysis workflow mapping and functional requirements documentation
• Technical Proficiency:
  • Advanced knowledge of Salesforce CRM.
  • Strong Excel skills (complex formulas modeling).
  • Proficiency with Power BI.
• Data Visualization: Experience with Tableau Power BI Looker or similar tools.
• Analytical Skills: Ability to analyze complex datasets identify patterns and translate insights into action.
• Communication: Excellent verbal and written communication skills for presenting insights to cross functional teams. Ability to present to small and large audiences via video or in-person meetings.
• Education: Bachelors degree in Business Administration Finance Economics Marketing or a related field.

Core Competencies

• Experience with Salesforce capabilities (objects fields flows permissions reporting) and willingness to deepen Salesforce expertise
• Excellent communication skills with the ability to translate complex concepts into clear user-friendly language
• Strong analytical and problem-solving abilities with attention to detail
• Ability to work effectively with cross-functional teams in a fast-paced high-growth environment
• Passion for delivering user-centric solutions and improving operational efficiency

Preferred Qualifications and Competencies

• Experience leveraging AI for predictive analytics forecasting and automating repetitive tasks.
• Revenue orchestration experience using integrated platforms to unify workflows across the entire revenue cycle and improve alignment.
• Implementation of Salesforce across medium or large organizations.
• Experience supporting accounting and finance operations in a technologically advanced environment
• Familiarity with Accounting Seed or other cloud-based general ledger/accounting platforms
• Experience with user acceptance testing QA processes or structured testing methodologies
• Experience with Salesforce as an end user or super user
• Understanding of relational data concepts and reporting best practices
• Salesforce Business Analyst Certification or other relevant certification
• Experience collaborating with Knowledge Management Operations or Process Excellence team

*Please note this job description is not designed to cover or contain a comprehensive listing of activities duties or responsibilities that are required of the employee of this job. Duties responsibilities and activities may change at any time with or without notice.

Working Conditions/Physical Effort

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift 15 pounds at times.

Disability Accommodation

Consistent with the Americans with Disabilities Act (ADA) and other applicable federal and state law it is the policy of Zenith American Solutions to provide reasonable accommodation when requested by a qualified applicant or employee with a disability unless such accommodation would cause an undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment including the application process. If reasonable accommodation is needed please contact the Recruiting Department at and we would be happy to assist you.

Zenith American Solutions

Real People. Real Solutions. National Reach. Local Expertise.

We are currently looking for a dedicated energetic employee with the necessary skills initiative and personality along with the desire to get the most out of their working life to help us be our best every day.

Zenith American Solutions is the largest independent Third Party Administrator in the United States and currently operates over 44 offices nationwide. The original entity of Zenith American has been in business since 1944. Our company was formed as the result of a merger between Zenith Administrators and American Benefit Plan Administrators in 2011. By combining resources best practices and scale the new organization is even stronger and better than before.

We believe the best way to realize our better systems for better service philosophy is to hire the best employees. Were always looking for talented individuals who share our dedication to high-quality work exceptional service and mutual respect. If youre interested in working in an environment where people - employees and clients - really matter consider bringing your talents to Zenith American!

We realize the importance a comprehensive benefits program to our employees and their families. As part of our total compensation package we offer an array of benefits including health vision and dental coverage a retirement savings 401(k) plan with company match paid time off (PTO) great opportunities for growth and much much more!