Crm Business Analyst Resume Samples

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CRM Business Analysts (Customer Relationship Management Business Analysts) monitor customer data using CRM software and make improvement suggestions to companies regarding sales, customer service and marketing. Their strategic role is essential for increasing revenues and efficiency on the long term. Key qualifications for CRM Business Analysts listed on the most successful resume samples are customer service orientation, marketing expertise, CRM software knowledge, analytical thinking, attention to details and communication abilities. Those seeking to work in CRM usually display a Master's Degree in Business Administration in their resumes.

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1

CRM Business Analyst

  • Assisted in releasing the SugarCRM software solution resulting in sales process standardization and uniform revenue recognition allowing management to begin accurate real-time forecasting
  • Participated in implementing a customized revenue forecasting reporting module for SugarCRM leading to greatly increased accuracy and flexibility
  • Actively supported an international sales force greater than 70 and responsible for sales of greater than $300M
  • Wrote training documentation and conducted training sessions for users on the SugarCRM software.
Candidate Info
4
years in
workforce
1
year
at this job
BS
Computer Information Systems
2

CRM Business Analyst III

Administered support of Siebel On Demand application for upwards of 400 users. Efficiently handled more than 100 issues per week with a 96 percent average resolution rate

  • Effectively maintained partnerships with all company IS teams and vendors to ensure constant compatibility between Siebel application and inter-related systems
  • Performed UAT testing of both existing and newly developed functionalities to ensure performance; informed vendors of progress or issues
  • Created ad hoc reports using multiple systems including SQL, Access and Oracle Business Intelligence/ Siebel Analytics
  • Facilitated face to face and classroom training sessions for CRM users of all levels and positions
Candidate Info
3
years in
workforce
5
months
at this job
BA
Business Administration
3

Data Steward Project Manager- SAP CRM Business Analyst

Managed projects working with cross functional teams and outside vendors. Defined and created business process flows for assigned Data elements improving data quality.

  • Identified data quality issues and worked closely with impacted groups for resolution.
  • Conducted root cause analysis on complex data issues and managed cleanup activities for over 15,000 Company Master Data discrepancies.
  • Analyzed and prioritized requirements for SAP roadmap process improving system usability.
  • Created functional specification and detailed test scripts for UAT providing business approval.
  • Acted as the liaison between business and the IT department managing requirements and resolving defects.
Candidate Info
15
years in
workforce
3
years
at this job
4

Sales Information Analyst/crm Business Analyst

Assisted Siebel Analysts to identify and resolve problems within the CRM system. Participated in multiple projects involving the transition to Procter & Gamble's information systems.

  • Contributed to the closing of $16m Siebel-based, customer relationship management system, in order to transfer Gillette accounts to Procter & Gamble's CRM system
  • Developed and supported Gillette's Key Account Planning process and trained the Vice Presidents of each product division on how to use the software to plan their future sales estimates
  • Created training documents and PowerPoint presentation for the North American sales organization outlining the transition to Procter & Gamble's CRM system
  • Managed and updated the company Intranet site
Candidate Info
1
year in
workforce
8
months
at this job
BS
Business Administration
5

CRM Business Analyst, Information Technology

Communications liaison between business managers of assigned CRM applications and software engineering team, ensuring alignment of technology solutions to business strategy and facilitating project execution. Assist in identifying, evaluating, and developing systems and procedures that meet user requirements. Responsible for applications representing over four million customer interactions per year.

  • Designed and implemented a streamlined process for capturing business requirements that increased accuracy, efficiency, and productivity within the first 3 months in role.
  • Led the completion of functional requirements for a "first of kind" Siebel application that identifies callers immediately. Application enables more personalized customer response and is projected to deliver more than $2M in sales within 5 years.
  • Collaborated in development of a sales lead ranking system for identifying high-value guests that led to a more than 25% increase in first-time guest contact within 2 months of implementation.
  • Chosen as Employee of the 2nd Quarter after less than 6 months in position for recognized strength in building relationships and executing initiatives.
Candidate Info
10
years in
workforce
3
years
at this job
BBA
Sports Management
6

CRM Business Analyst

Deployed fiber-optic communication links into the data center resulting in increased efficiency, data security, and project agility.

  • Migrated legacy PBX phone system to Voice over IP solution resulting in a 60% lower phone utility bill.
  • Designed and implemented a Primary IT Vendor policy to discretely define vendor roles and responsibilities and led a vendor selection project resulting in a fixed, lower cost vendor with a yearly savings of 30%.
  • Designed new data backup solution to reduce excessive maintenance and provide additional cloud-based data redundancy.
  • Programmed SQL Server Reporting Services reports for Microsoft Dynamics applications offering management better insight into daily operations providing better efficiencies and increased customer perception.
  • Consulted on standards compliance by providing and maintaining IT Standard Operating Procedures (SOPs) as well as crafting the official [company name] stance on 21 CFR Part 11 resulting in more efficient customer audits.
  • Managed the deployment of aging gateway with an enterprise-class Cisco VPN solution reducing overall help desk tickets by 40% due to malfunctioning equipment.
  • Revived failing CRM implementation project utilizing agile SDLC principles saving the organization $45,000 is lost investment.
  • Advised senior management on the benefits of a fully encrypted database platform due to Protected Health Information (PHI) and subsequently deployed the platform effectively mitigating a major risk.
  • Co-programmed a fully-supported Microsoft Dynamics CRM to Dynamics SL SQL triggered database integration providing automatically triggered Accounts Payable and Accounts Receivable, resulting in massive efficiencies, reducing the required accounting department man hours per month, and shrinking month-end-close from 10 days to less than 1 day.
Candidate Info
18
years in
workforce
1
year
at this job
BA
English
MS
Master of Science
7

Sr. IT CRM BUSINESS ANALYST

Consistently chosen as Lead Business Analyst/Consultant/Product Manager for various Large, Strategic, Multi-Million dollar CRM projects

  • Currently serving as Lead Business Consultant for a new line of business to work with external sites in understanding current-state business and system architecture to determine how to best solution using DeVry's existing salesforce.com and student information systems.
  • Served as Lead Product Manager in creating a brand new self-service applicant portal for DeVry University and Keller Graduate School of Business. Facilitated various workshops with Business teams to determine portal content, Marketing content and communication, overall layout and business rules. Facilitated large JAD sessions with various IT teams to build functionality. Lead and managed large UAT effort with various business teams.
  • Served as Lead Business Analyst tasked with requirements gathering, prioritization, and communication for a $10M Salesforce.com CRM tool installation for the Marketing & Recruitment business teams. Facilitated large business process workshops and data migration/integration JAD sessions. Project decreased speed to contact from days to under 12 minutes.
  • Served as Lead Business Analyst tasked with requirements gathering, vendor management and overall communication for a multi-million dollar automated outbound dialer campaign. Determined Marketing campaign requirements, outbound dialer requirements and overall system and business process architecture. Project decreased speed to inquiry from hours to under 6 minutes.
Candidate Info
13
years in
workforce
6
years
at this job
MBA
Marketing
Finance, Transportation Logistics, & Operations Mgmt
8

CRM Business Analyst

Identified the challenges and opportunities within the organization to deliver dynamic CRM software solutions. Managed multiple projects from initial request through estimation, approval, requirements, build, rollout and training.

  • Principal team member charged with the successful implementation of Epicor CRM 6.1, with cross-platform functionality to legacy systems and online sales databases
  • Researched and evaluated third-party software and service partners for purchase or engagement, emphasizing cost reduction and risk mitigation
  • Prepared periodic sales and customer trend reports to determine the success of marketing campaigns, including RFM analyses to achieve customer segmentation and formulating sales strategies
  • Accountable for the hygiene and accuracy of transactions and customer information for [company name]'s customer universe, achieved via periodic database audits and the creation of database usage policies. Authored and implemented policies to maintain the integrity and competitive potential of customer data, including deduplication and merging data from social media sources and service bureaus
  • Extracted and prepared customer segments from monthly marketing plans for promotional mailings and email campaigns
Candidate Info
14
years in
workforce
7
years
at this job
Technology
9

Siebel Crm Business Analyst

Subject Matter Expert for Siebel CRM which included researching user visibility issues, providing users with additional access to the application, troubleshooting, and assisting users with any training issues

  • Provided Application Administration Support which included the On-boarding and Off-boarding of Users, maintained the reference/master tables, created assignment teams in Assignment Manager, and provided users with pre defined queries
  • Created update bulletins for Siebel CRM and Siebel Analytics users to inform them of new enhancements included in the releases. Supported the deployment of Siebel CRM Point Releases
  • Developed functional specifications for application enhancement releases
  • Performed User Acceptance Testing to determine if Criteria and Goals have been met
  • Assisted with the rollout of the Pricing Quote Module and MS Outlook Integration functionality to selected groups of pilot users
Candidate Info
8
years in
workforce
2
years
at this job
BA
Business Management
Computer Information Systems
10

CRM Business Analyst/sales

System Administrator of the new Case Management System (CMS), Intercede (leading global provider of intelligent incident and allegation management solutions).

  • Managed the migration of clients from the Legacy systems over to the new Case Management System.
  • Successfully implemented new clients in the new system by working closely with each client to scope out all their functionality requirements and conveying them to the software developers.
  • Analyzed clients' customized data setup from the Legacy system and reconfigured the data to conform into Intercede's set up requirements.
  • Extensively performed beta testing on the new CMS and all updated releases before transitioning into the Production environment.
  • Troubleshot, identified, and resolved complex problems in the new system and created temporary solutions when needed.
  • Performed daily tests in the new system under each Wackenhut role: Super User, Call Specialist, and Quality Assurance.
  • Performed daily tests in the new system under each client role: Enterprise Case Manager, Case Manager, Auditor, Administrator, Investigator, and Case Reviewer.
  • Created training manuals and maintained system documentations were updated and accurate.
Candidate Info
8
years in
workforce
2
years
at this job
BA
Political Science

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