CRM Senior Solutions Analyst

Northwest Bank · Fishers, IN · 2 days ago

Information TechnologyFull-time

Partner with business stakeholders to understand workflows, pain points, and user stories
Translate business needs into functional and scalable CRM solutions
Own solution design from concept through deployment and adoption
Act as a trusted advisor—balancing business needs with platform capabilities
Administer and configure CRM platform (e.g., Microsoft Dynamics or equivalent)
Build and maintain objects, fields, automation, workflows, and user permissions
Ensure system performance, usability, and scalability
Support releases, enhancements, and production changes
Analyze and execute CRM backlog
Define user stories, acceptance criteria, and success metrics
Partner with development teams across multiple vendors/environments
Ensure data quality, consistency, and governance standards are upheld
Maintain data structures that support reporting, forecasting, and analytics
Execute on releases across stakeholders and delivery teams, ensuring dependencies in other systems are vetted
Support adoption through training, documentation, and change management
Lead Business Analysis, Quality Assurance and User Acceptance Testing (UAT)
Develop dashboards and reporting to support business decision-making
Continuously refine CRM capabilities to improve efficiency and outcomes

Education: Bachelor's Degree in Business, Science, or Technology
Work Experience: 5 - 6 years CRM Administration, 2 - 3 years Financial Services, 5 - 6 years Information Technology Analyst
Licenses and Certifications: CRM Certification upon hire

Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations
Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency

Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

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