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CRM Business Configuration Analyst

🔥 6 minutes ago

🔔 Pennsylvania – Remote

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⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

👻 Ghost score 12%

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Logo of Keen360

Keen360

11 - 50 employees

💼 Consulting

📣 Marketing

📦 Logistics

Consulting • Marketing • Logistics

Keen360 is an IT Services and IT Consulting company that specializes in enhancing customer management through CRM solutions and BPO services. They are dedicated to helping organizations, especially in life sciences and healthcare, improve their engagement with customers by leveraging superior data, insights, and workflows. Their expertise lies in delivering customer care, commercial excellence, and system support, utilizing the Creatio BPM / CRM platform to provide industry-specific solutions. Keen360 offers blended service teams, mostly from the U. S. and Guyana, to deploy Omnichannel service centers efficiently.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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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