Business Process Analyst – CRM

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Location: Hybrid Wayne, PA (4 days/week on site required)

Duration: 6+ month contract

Our client is in the early stages of implementing a new CRM platform, beginning with the Sales organization. The initiative will focus on defining and improving the sales process from lead through opportunity and customer management.

They are looking for a Senior Business Process Analyst who can help lead discovery, facilitate conversations with business and IT stakeholders, define future-state processes, and translate those processes into clear requirements.

What You’ll Do

• Help define and document future-state Sales processes, including lead management, opportunity tracking, and customer management.
• Lead and facilitate requirements and process-discovery workshops with Sales, business, and IT stakeholders.
• Gather, document, and manage business requirements, user stories, acceptance criteria, and related project documentation in Azure DevOps.
• Create current-state and future-state process flows and diagrams using Visio.
• Challenge existing processes and requirements when appropriate and help stakeholders determine whether standard CRM functionality can meet the business need.
• Partner with business and technical teams to translate business requirements into practical CRM solutions.
• Support a configuration-first / out-of-the-box approach, minimizing unnecessary customization.
• Work across Sales, Sales Operations, PMO, technology teams, architects, developers, integration teams, data teams, and other project stakeholders.
• Support multiple priorities and workstreams throughout the implementation.

Required

• Senior-level Business Analyst / Business Process Analyst experience.
• Previous CRM implementation experience as a Business Analyst.
• Strong experience gathering and documenting business and functional requirements.
• Demonstrated ability to lead and facilitate requirements/process workshops with business and IT stakeholders.
• Strong communication skills and the confidence to challenge assumptions and push back on unnecessary complexity.
• Strong hands-on Azure DevOps experience for requirements, user stories, acceptance criteria, backlog, and/or project management.
• Strong Visio experience creating process flows and current-state/future-state process maps.
• Experience working in Agile, Waterfall, or hybrid project environments.
• Experience working independently with guidance from a Program Manager or project lead.
• Strong organizational skills with the ability to manage multiple priorities.

T1480869-PHI_1794327956

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