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CRM Business Configuration Analyst

🕒 Setembro 4

🔔 Pennsylvania – Remoto

infoinfo

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

🏆 Sucesso do Cliente

🗣️🇺🇸🇬🇧 Inglês obrigatório

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Publicada na página de carreiras da Keen360, não em um site de vagas

Vista pela primeira vez pelo Remote Rocketship Setembro 4

Ainda aberta no site da Keen360. Verificada 3 dias atrás.

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Keen360

11 - 50 funcionários

💼 Consultoria

📣 Marketing

📦 Logística

Consulting • Marketing • Logistics

Somos consultores, integradores e profissionais que capacitam os líderes das empresas a se engajarem com seus mercados e clientes com base em dados superiores, insights, fluxo de trabalho e serviço, especialmente nas ciências da vida e saúde. Somos dedicados a melhorar o desempenho da sua organização. Fazemos isso entregando excelência comercial, excelência em serviços, atendimento ao cliente e suporte a sistemas, incluindo gestão de dados. Somos especializados em soluções de CRM e nossos serviços de BPO. Para CRM, oferecemos versões pré-configuradas e específicas para a indústria da plataforma de baixo código Creatio BPM / CRM. Para BPO, oferecemos equipes de serviço integradas de nossos profissionais baseados nos EUA e na Guiana (na América do Sul, com uma força de trabalho que fala inglês e é altamente educada). Como uma combinação de nosso CRM e BPO, podemos implementar um centro de serviços omni-channel completo em apenas 2-4 semanas. Não quer ver e atender melhor seus clientes? Aliste a Keen360 para alcançar um novo nível de insight e desempenho.

Descrição

• Lead discovery sessions and working meetings with client business and technology stakeholders • Understand and document client business processes, requirements, pain points, data needs, and desired outcomes • Translate business requirements into practical CRM solution designs • Develop Blueprint specifications covering processes, data, user experience, workflows, reporting, integrations, and related requirements • Drive alignment among client stakeholders and the Keen360 team toward joint Blueprint acceptance • Maintain traceability between requirements, solution design, configuration, testing, and delivery • Help manage requirements and scope against the agreed Blueprint, project effort, and schedule • Learn Creatio and independently configure lower- to medium-complexity functionality • Configure record pages, user interfaces, fields, lookups, data structures, reports, dashboards, analytics, business rules, workflows, notifications, automations, and AI-assisted functionality • Collaborate with configurators, developers, and integration specialists on complex requirements • Answer functional and design questions during configuration and realization • Serve as functional QA lead • Review configured functionality against the Blueprint and business outcomes • Develop and execute functional test scenarios • Identify defects, design gaps, usability issues, and requirements misunderstandings • Support client UAT and resolve resulting questions and issues • Establish trusted relationships with client users, managers, executives, and IT personnel • Facilitate meetings and explain solution designs and technical concepts in business language • Navigate disagreements and help stakeholders reach decisions • Lead client training and solution walkthroughs • Develop user guides, process documentation, training materials, and project documentation • Work with Project Managers and Solution Architects to manage requirements, decisions, dependencies, risks, and priorities • Coordinate smaller workstreams and projects over time • Develop toward independent leadership of smaller-scope Creatio implementation and enhancement projects

🎯 Requisitos

• Meaningful professional experience working with CRM systems and CRM-enabled business processes • Strong practical understanding of core CRM concepts across sales, marketing, customer/service management, or a combination thereof • Experience with at least one established CRM platform such as Salesforce, Microsoft Dynamics 365, HubSpot, Creatio, Oracle, SAP, or a comparable enterprise CRM • Demonstrated Business Analyst experience involving direct interaction with end users and business stakeholders • Experience eliciting, analyzing, clarifying, documenting, and managing business and functional requirements • Ability to translate business requirements into solution designs and specifications usable by configuration and development teams • Strong client-facing communication and facilitation skills • Strong analytical and problem-solving skills • Sufficient technical aptitude and curiosity to become productive with a modern no-code platform • Ability and willingness to perform hands-on configuration • Commitment and demonstrated ability to achieve Creatio Creator - Basic certification within 90 days of hire • Experience participating materially in system testing, UAT, training, and deployment • Strong written communication and documentation skills • Ability to work effectively with distributed configuration, development, integration, and QA teams • Strong self-management, organization, and time-management skills • Demonstrated personal accountability for commitments, deadlines, quality, and outcomes • Ability to work independently and communicate proactively without requiring close supervision • Professional judgment and maturity sufficient to represent Keen360 directly with clients • Prior Creatio experience or Creatio certification is desirable • Experience with no-code or low-code application development is desirable • Experience designing or configuring reports, dashboards, workflows, business rules, or automations is desirable • Experience using generative AI or AI-assisted tools is desirable • Experience with system integrations, APIs, data migration, or data-quality initiatives is desirable • Experience in life sciences or commercial CRM environments is desirable • Experience in public-sector CRM or case-management solutions is desirable • Experience leading smaller technology projects or significant project workstreams is desirable • Experience developing and delivering end-user training is desirable • Familiarity with Agile, iterative, or hybrid software implementation methods is desirable

🏖️ Benefícios

• Opportunity to play a meaningful role in a growing CRM business • Ownership, learning, and upside • Direct access to senior leadership, platform partners, and customers

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Desenvolvido por Lior Neu-ner. Adoraria receber seu feedback — entre em contato por DM ou pelo e-mail support@remoterocketship.com
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