Junior CRM Business Analyst, National Business Development
StoneGate-Technologies LLC
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Job Details
Skills
- CRM Business Analyst
Summary
Role: Junior CRM Business Analyst, National Business Development
Location: Charlotte, NC
This role is critical to bridging the company's business units with IT.
Tasks include but are not limited to end-user support, enhancement request vetting, change management, and leading data quality initiatives.
Additionally, this role acts as the primary support contact for all CRM activities including data cleanup, planning, integration, and end-user facing reporting.
The ideal candidate will have knowledge of Salesforce architecture and business development processes, in addition to a demonstrable ability to build trust and grow relationships with users.
WHAT YOU'LL DO:- Partnering with Business Users and IT to facilitate discovery sessions and ensure backlog readiness.- Defining, documenting, and managing business requirements, user stories, process documentation, and acceptance criteria for CRM initiatives.
- Collaborating with Division Managers and BD Leadership to ensure compliance with business processes and standards within the CRM tool.
- Leading the monthly change management and communication efforts related to CRM deployments, including designing training materials and updating manuals/forms.
- Daily administration and support of the CRM platform (e.g., user setup and training, production support, functional testing, and troubleshooting).
- Analyzing CRM usage trends and user feedback to identify enhancement opportunities that improve adoption and operational efficiency.
- Serving as a trusted advisor to Pursuits stakeholders by recommending CRM solutions that support strategic and operational objectives.
- Developing and maintain dashboards, reports, and key performance metrics that provide actionable insights to users.
- Driving continuous improvement initiatives through process standardization, governance, and solutions that enhance data quality, adoption, and overall CRM effectiveness.
- Completing ad hoc data quality and maintenance requests. The duties and responsibilities above are intended to describe the general nature and scope of work being performed by this position. This is not a complete listing, and other duties will be assigned based on the position's evolving role within the business unit.
WHAT YOU'LL NEED TO BE SUCCESSFUL:- Understanding of CRM/Salesforce business workflows and technical architecture
- Familiarity with and interest in Business Development/Sales processes- Experience manipulating data (e.g., maintenance, migration, creation)
- Strong knowledge of Microsoft Excel and other Microsoft Office products- Attention to detail and diligent follow-up skills- Quick learner/adaptable
- Effective oral and written communication to define problems and present solutions- Comfort and ease in building positive working relationships
WHAT YOU BRING TO US:- 3+ years of professional experience, ideally with at least one year working with technology delivery using an Agile framework- 2+ years of CRM experience, ideally with at least one Salesforce certification- Bachelor's degree in Business, Communications, Computer Science, Marketing or related field- Bootcamps and certifications demonstrating consistent continuation of education.- Proficient in all Microsoft Office applications.
- Dice Id: 91093695
- Position Id: 9124748
- Posted 14 hours ago
Company Info
About StoneGate-Technologies LLC
With more than 100+ IT Professionals, we have transactions with 30+ clients. We placed professionals, with expertise in fields such as information systems, and IT infrastructure, enabling us to deliver one-stop solutions addressing virtually the full spectrum of technical needs in the industry in the USA.
In terms of the number of IT professionals and the extensiveness of the fields covered, Stone gate Technologies LLC is one of the USA's best providers of technical human resources services.
Intensifying global competition means that power relationships in IT/ITES circles are shifting rapidly. Along with this, USA's IT structure is faced with the need to transform significantly. Our role is to keep up with USA’s ever-changing industry and capture client needs so as to be the fastest in our industry at providing clients with the human resources and best technical services.
The vision of the SGT is to help engineers realize their dreams, provide clients with high-quality services that surpass their expectations, and consequently contribute to a better society for our clients.
