CRM and AI Platform Analyst

Position Summary

The Entry Level CRM & AI Platforms Analyst supports the configuration, optimization, and day-to-day administration of Medivant Healthcare’s enterprise platforms, including ERP systems, CRM applications, workflow automation tools, and emerging AI technologies. This role contributes to digital transformation initiatives by improving system efficiency, supporting users, and assisting with platform integrations and process automation.

Key Responsibilities

• Assist in configuring, maintaining, and optimizing ERP, CRM, and other enterprise systems based on business requirements.
• Gather requirements from internal stakeholders and translate them into system enhancements or process improvements.
• Manage user accounts, roles, permissions, and security settings across business applications.
• Create dashboards, reports, and automated workflows to improve visibility and operational efficiency.
• Support integrations between platforms using APIs, connectors, and automation tools.
• Aid in deployment and administration of AI tools, chatbots, AI agents, and workflow automation platforms.
• Troubleshoot system issues, perform root cause analysis, and coordinate resolutions with internal teams or external vendors.
• Perform data imports, data validation, cleansing, migration, and maintenance tasks.
• Develop and maintain SOPs, system documentation, training materials, and process guides.
• Provide end-user training and ongoing support for enterprise platforms.
• Monitor new releases, features, and emerging technologies within ERP, CRM, and AI ecosystems.
• Support continuous improvement initiatives related to digital transformation and automation.

Qualifications

• Required: Bachelor’s degree in computer science, Data Science, Information Systems, Engineering, Business Technology, or related field preferred (or currently completing degree).
• 0–3 years of experience in IT systems, business applications, analytics, or technical support preferred but not required.
• Strong interest in enterprise platforms, automation, AI tools, and business technology systems.
• Basic understanding of databases, spreadsheets, reporting tools, and data structures.
• Strong analytical, troubleshooting, and problem-solving skills.
• Excellent verbal and written communication skills with the ability to work with technical and non-technical stakeholders.
• Self-motivated, organized, and able to learn new technologies quickly.
• Strong attention to detail and ability to work in a team environment.

Preferred

• Familiarity with SQL, APIs, scripting languages, or low-code/no-code platforms.
• Experience with CRM, ERP, workflow automation, or analytics tools.
• Interest in AI platforms, chatbots, and intelligent automation technologies.
• Ability to adapt and thrive in a fast-paced environment.