Idexcel - Business Analyst - CRM & Marketing Systems

Business Analyst - CRM & Marketing

Location - Hyderabad

- We are Hiring for a Business Analyst - CRM & Marketing role for Hyderabad Location,

Designation : Business Analyst - CRM & Marketing

Client : IDEXCEL Technologies, Full Time Position

Experience : 3+ Years

Notice Period : immediate to 15 Days

Work Mode : Work From Office( 5 Days in a week)

Interview Mode : ( 2 Levels) 1 St Level will be online, 2 nd Level will be F2F.

Work Location : Hyderabad

Job Summary:

Business Analyst/ Product Owner - CRM and Marketing Systems

Position Overview:

- We are seeking a highly motivated and experienced Business Analyst/Product Owner to join our dynamic team. This individual will play a pivotal role in designing, developing, and launching a robust CRM system that integrates seamlessly with our deposit account opening, personal and commercial loan origination systems (LOS), and lightweight marketing platform.

- The ideal candidate will have hands-on experience with leading CRM platforms like Salesforce, HubSpot, or similar, and possess a strong ability to bridge technical requirements with business objectives.

Key Responsibilities:

- Collaborate with stakeholders to define the requirements, scope, and goals for the CRM system within our LOS ecosystem.

- Analyze business processes, identify gaps, and propose solutions to enhance customer relationship management and marketing workflows.

- Design user-friendly interfaces and workflows for the CRM system, ensuring seamless integration with deposit account opening, LOS, and marketing platforms.

- Create detailed documentation, including functional specifications, user stories, and process flows.

- Conduct competitive analysis of CRM solutions (e.g., Salesforce, HubSpot) to incorporate industry best practices and innovative features.

- Work closely with developers, UX/UI designers, and quality assurance teams to ensure accurate implementation of requirements.

- Lead user acceptance testing (UAT) and support change management efforts during CRM deployment.

- Provide training and support to end-users to maximize adoption and utilization of the CRM system.

- Monitor and measure CRM performance post-launch, leveraging insights to recommend enhancements.

Qualifications:

- Bachelor's degree in business administration, Information Systems, or a related field.

- 3+ years of experience as a Business Analyst or Product Analyst, with a focus on CRM systems (e.g., Salesforce, HubSpot, Zoho CRM).

- Proven track record of designing and implementing CRM systems or enhancements in a commercial lending, deposit account opening, or financial services environment.

- Strong understanding of CRM functionalities, including lead management, customer segmentation, marketing automation, and reporting.

- Familiarity with commercial loan origination systems (LOS) and marketing platforms is a strong plus.

- Excellent analytical and problem-solving skills with the ability to translate business needs into technical requirements.

- Proficiency in tools like JIRA, Confluence, and wireframing tools (e.g., Figma, Balsamiq).

- Exceptional communication and interpersonal skills, with the ability to engage technical and non-technical stakeholders.

- Agile/Scrum experience is preferred.