CRM Business Analyst

About the role

The CRM Business Analyst translates CRM, marketing, and business needs into effective Salesforce and Hubspot solutions that improve customer engagement, campaign execution, lead and opportunity management, data quality, and reporting while partnering with cross-functional stakeholders to define requirements, optimize capabilities, and support continuous improvement.

Responsibilities

• CRM Platform Roadmap: Translate organizational objectives into a prioritized roadmap that improves efficiency, visibility, and adoption, ensuring to communicate risks to project deliverables and timelines.
• Business Analysis & Requirements Management: Gather, analyze, document, and align business requirements with stakeholders and technical partners through clear user stories, process flows, acceptance criteria, and solution documentation.
• CRM & Marketing Process Optimization: Optimize acquisition, campaign, segmentation, nurturing, conversion, and engagement processes to reduce manual work, improve data quality, and strengthen platform adoption.
• CRM Platform & Solution Delivery: Coordinate platform solution delivery by defining requirements, validating enhancements, managing dependencies, and supporting planning, testing, releases, and post-release validation.
• Data, Reporting & Analytics: Define and improve CRM and marketing data, reporting, dashboard, KPI, segmentation, and governance requirements to support accurate insights and informed decision-making.
• Testing, Training & Continuous Improvement: Coordinate testing, training, communications, documentation, adoption, post-release monitoring, and continuous improvement to ensure effective platform use and governance.

Qualifications

• 3–5 years of experience as a Salesforce/Hubspot/Equivalent Platform Business Analyst, CRM Analyst, Marketing Analyst, Systems Analyst, or in a related role.
• Hands-on experience with data analysis, user acceptance training, process mapping, and requirements gathering.
• Bachelor’s degree in Information Systems, Computer Science, Marketing, or an equivalent combination of education and experience.

Competencies

• Data Literacy & Governance: Understand data structures, business rules and processes, data quality, integrations, and governance requirements to support reliable and responsible use of CRM data.
• Business Requirements & Analytical Thinking: Break down complex business challenges into clear requirements, evaluate underlying needs, and develop structured, automated, actionable solutions.
• Process Optimization: Evaluate current workflows, identify inefficiencies, and recommend scalable improvements that reduce manual effort and improve business outcomes.
• Collaboration & Stakeholder Partnership: Build trusted relationships, translate technical jargon into business language, and incorporate feedback constructively.
• Adaptability & Agility: Learn continuously, adapt to changing priorities and information, incorporate feedback, and respond thoughtfully to evolving business needs.

Benefits

• Day-One Health & Wellness: Medical, dental, and vision coverage starting your first day (SA covers 82% of core medical plan), plus a free One Medical membership and confidential mental health support via EAP/Talkspace.
• Financial Security: 403(b) retirement plan with a 3% employer match, up to $2,400/year in employer HSA contributions, employer-paid life/disability insurance, and Public Service Loan Forgiveness (PSLF) eligibility.
• Time to Recharge: Generous paid time off, paid holidays, and paid parental leave.
• Perks & Stipends: $50/month cellphone stipend ($600/year), pre-tax commuter benefits, backup family care, and performance-based earning incentives.

Pay

Compensation range: $115,000 – $125,000 USD. Exact compensation may vary based on skills and experience. This position is not bonus eligible.

Schedule

Hybrid position based in the NYC Financial District office, requiring on-site work Tuesday through Thursday and remote work on Monday and Friday.