CRM Business Analyst Resume Sample

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Kendrick Skiles
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Work Experience


Senior CRM Business Analyst
09/2017 - PRESENT
Los Angeles, CA
  • Conduct market research to identify new solution areas
  • Create business case for new solution
  • Share business case with Senior Consultant / Team Lead for inputs
  • Detail out new solutions as required
  • Map solution developed to client space
  • Provide support for project execution involving new solution if required
  • Followup to closure in order to implement change and escalate to supervisor if required
CRM Business Analyst
12/2010 - 07/2017
Chicago, IL
  • Work with sales & marketing leads to develop sales campaigns to be executed through CLM / C4C
  • Create daily, monthly, and quarterly business KPI reports to measure sales and marketing progress
  • Develop reports to monitor and improve data quality
  • Develop dashboards that are leveraged to improve the efficiency and effectiveness of the sales and marketing organization
  • Analyze data and provide insights and reports for special projects, issues/opportunities and planning cycles
  • Understanding of architecture, framework and object model that support the business application to be implemented
  • Assist in workshops to gather requirements and document the functionality clearly
  • Document acceptance criteria with the Business teams
  • Understand Cargill’s Customer Facing solutions and how they help to enable the business strategic plan
Salesforce / CRM Business Analyst
04/2005 - 09/2010
Houston, TX
  • Responsible for the communication and enforcement of Cargill and FIBI’s Salesforce Org Governance policies and procedures to help maintain and ensure architectural integrity
  • Continually monitor, enforce and manage CRM data quality (working with business data & reporting analyst)
  • Knowledge Management to include: training users, updating documentation, engaging Program Manager, Global IT and PDT for training assistance
  • Supports the assigned businesses by working with relevant stakeholders to execute and provide input into the FIBI Salesforce.com roadmap
  • Has an in depth understanding of the assigned business/functions sales, marketing and customer service processes, organizational structure and culture
  • Is the primary point of contact for Salesforce.com users in the assigned business/functions for new capability deployment, training needs, break/fix, and projects
  • Partners with the Program Manager to preserve the processes and Salesforce.com org design established during Project LEAP

Education


Wittenberg University
1999 - 2004
Bachelor's Degree in Business

Professional Skills


  • Sound organizational skills and excellent problem-solving skills
  • Solid project leadership skills combined with strong business acumen and in-depth analytical skills
  • Strong written and oral communication skills, with experience succinctly presenting business analysis outcomes and recommendations
  • Strong proficiency in Story telling through written and verbal communication; strong presentation skills with Powerpoint
  • Outstanding data analysis and presentation skills, including experience leveraging data to inform business strategies
  • Strong analytical, decision-making and problem solving skills. Accuracy and attention to details are required
  • Strong written, verbal and communication skills with the demonstrative ability to work with all levels within the organization

How to write CRM Business Analyst Resume

CRM Business Analyst role is responsible for business, analysis, training, presentation, design, powerpoint, salesforce.com, organization, facilitation, architecture.
To write great resume for crm business analyst job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For CRM Business Analyst Resume

The section contact information is important in your crm business analyst resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your CRM Business Analyst Resume

The section work experience is an essential part of your crm business analyst resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous crm business analyst responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular crm business analyst position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative CRM Business Analyst resume experience can include:

  • Excellent communication skills; able to support & drive change effectively across a range of stakeholder groups as various levels of the organisation
  • Excellent written and verbal communication skills, using a variety of methods in diverse forums
  • Strong analytical skills and approach problems from multiple angles to understand what the essence of the problem is
  • Strong interpersonal and communication skills needed to interface within the Milwaukee sales organization and corporate environment
  • Good communication and interpersonal skills – able to engage professionally and influence tactfully at all levels within the organisation
  • Strong analytical and organizational skills and ability to deliver independently projects to given timelines

Education on a CRM Business Analyst Resume

Make sure to make education a priority on your crm business analyst resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your crm business analyst experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in CRM Business Analyst Resume

When listing skills on your crm business analyst resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical crm business analyst skills:

  • Communicate concepts using narrative, graphical, and visual means with strong business writing and communication skills
  • Experience: 5 years of business experience including 2 years salesforce.com experience to include at least one year as an administrator and/or business analyst
  • Demonstrated ability to handle multiple high visibility tasks and communicate in English effectively through written and verbal communication
  • Solid presentation and moderation skills
  • Strong verbal and written communication skills (fluent English)
  • Solid personal organizational skills

List of Typical Experience For a CRM Business Analyst Resume

1

Experience For Senior CRM Business Analyst Resume

  • Strong Salesforce.com (SFDC) skills
  • Demonstrate ability to communicate effectively at all levels of the organization
  • Advanced Visio, Excel and PowerPoint skills
  • Effectively act as the liaison between our users, vendors, and IS teams
  • Min 3 years of experience as a CRM business analyst; experience in BI / ERP would be an advantage
  • Provides technical expertise in identifying, evaluating and developing procedures that are cost effective and meet user requirements
2

Experience For Microsoft Dynamics CRM Business Analyst Resume

  • Establish strong working relationships with internal IT team, business users, product vendors
  • Manage and enhance functions within CRM/CX platform including customization of objects, fields, validations, package deployment, and third-party integrations
  • Project experience in a hands-on technical consulting and project management role
  • Work related experience as a SAP SAP Business Analyst
  • Five or more years of experience as a Business Analyst within an IT team
  • Business Analysis experience required
  • Experience with waterfall, agile or other SDLC methodology and familiarity with all stages of application development lifecycle
  • Conduct impact analysis to help in the assessment of business priorities
  • An experienced Dynamics CRM Business Analyst
3

Experience For Salesforce / CRM Business Analyst Resume

  • Provide day to day user support; Validate user issues and work with IT for resolution
  • Strong customer orientation and ability to develop relationships at all levels of the organization
  • Project delivery experience with Salesforce
  • Business analyst experience
  • Poses strong business knowledge of Sales, Support, Marketing and Professional Services organizations, and underlying data concepts
  • Experience of producing and owning a range of documentation to support the delivery of projects
  • Influence the prioritization of the team roadmap based on the needs of the business and benefit to customers
4

Experience For IT CRM Business Analyst Resume

  • Previous Product Manager, Agile Product Owner, Business Owner, or Business Analyst experience
  • Experience in the roles of Product Owner, Product Manager and Business Analyst preferably in CRM Domain
  • Experience with one or more of Salesforce.com, Marketo, CRM tools
  • Excellent understanding of CRM 2015 or Dynamics 365
  • Experience with Salesforce.com or an equivalent CRM Business tool at an Admin level to provide operational support (this is not a developer role)
5

Experience For Dynamics CRM Business Analyst Resume

  • Experience working in a customer service or user support role
  • Experience with Salesforce.com operations and support, implementations, updates and the Salesforce development process
  • Proven ability to support multiple projects simultaneously; Highly motivated and committed to success
  • Configuration and user support experience with a CRM platform
  • Experience with Microsoft Dynamics CRM 2013 or 2015 or 2016 on cloud or on premise is required
6

Experience For IS CRM Business Analyst Resume

  • Logging, managing, and tracking incidents and problems through resolution
  • Managing and supporting application integrations
  • Installing patches related to MS Dynamics CRM Application server
  • Monitoring of the jobs and MS Dynamics CRM application health checks
  • Understanding of basic project management methodologies and agile delivery process
  • Eliciting functional business requirements from users and sponsors
  • Training and engagement with country leaders to integrate CRM in various business processes
7

Experience For CRM Business Analyst, Mid Resume

  • Understanding of ecommerce and digital retail is an advantage
  • Understanding technical designs as well as the specifications
  • Keeping abreast of new application features and functionality and providing business process improvement recommendations based on enhancements
  • Providing advice and direction regarding Microsoft Dynamics’ capabilities and functions to customer organizations
  • Working knowledge of Apex, Visual force, lightning etc,
  • Engaging with colleagues during early stages to identify requirements
8

Experience For MS CRM Business Analyst Resume

  • Recommending AppExchange solutions that might be available rather than building new
  • Providing users with technical support
  • Understanding of relational databases, data models, and related concepts
  • Understanding of the product lifecycle from research to decline
  • Understanding of the software development lifecycle from requirements to maintenance
  • Identifying potential opportunities for additional opportunities and revenue generation
  • Developing analytical and insightful recommendations to meet deliverable targets and complete project tasks within budget and to client satisfaction
9

Experience For MS Dynamics CRM Business Analyst Resume

  • Participating in practice initiatives (functional/technical analysis, documentation development, project estimations etc.)
  • Working knowledge of information technology systems (ERP, CRM, data warehouse)
  • Producing functional specification documents
  • Implementing new and efficient processes to help improve colleague’s work
  • Responsible for creating test scripts, coordinating UAT test activities and assisting with functional testing of the CRM application
  • Assist in quality assurance and defining testing strategy and risks. Provide significant contributions in the testing and debugging of new functionality
  • Perform unit testing, integration testing and regression testing
  • Assist in researching and developing new and efficient ways to service customers using the platform offerings via web, mobile, social, etc
  • Collaborate in the planning, design, and aid with user testing of new CRM Dynamics applications, and enhancements to existing CRM Dynamics applications
10

Experience For Lead Dynamics CRM Business Analyst Resume

  • Expert in designing and creating Service and Sales Cloud solutions using Salesforce declarative configuration
  • Involved in Application Administration, Incident Management & Triaging, Service Requests, Problem Management (Including Root Cause Analysis)
  • Exposure in vendor/software assessment including managing RFI/RFP process required
  • Responsible for working with Opportunity Management to template marketing-related questions/attributes in Product Introduction Templates
  • Supports new feature requests like Asset Based Ordering, creating new product bundles, etc

List of Typical Skills For a CRM Business Analyst Resume

1

Skills For Senior CRM Business Analyst Resume

  • Quantitative and general problem solving skills; superior critical thinking
  • Apply emotional intelligence, communication, planning, meeting management, and time management skills to successfully execute day to day activities
  • Demonstrated experience managing requirements documentation in a tool such as IBM Rational Tool Suite
  • Effectively communicating with internal teams, users and senior management
  • Actively seek to drive globally effective processes to support efficient and effective working across Distribution and the firm
  • Proven experience in the field of CRM and Campaign Management
2

Skills For Microsoft Dynamics CRM Business Analyst Resume

  • Good experience of Microsoft Dynamics CRM
  • ABSL programming skills beneficial
  • Effectively communicate status, collaborate, and problem-solve with relevant stakeholders
  • Work experience, including relevant business and IT experience
  • Understanding of relational databases, report building, data analysis and data integration methods and tools; SQL knowledge and Tableau experience desirable
3

Skills For Salesforce / CRM Business Analyst Resume

  • Experience as a Business Analyst and/or developing, supporting and configuring a CRM platform, specifically SalesForce.com
  • Experience planning and managing Quality Assurance and User Acceptance Testing highly desired
  • Experience implementing, administrating, and managing application integrations
  • A good track record of being able to deliver projects and tasks to tight deadlines, as well as being able to handle multiple projects
  • Demonstrated excellence in communicating and presenting complex information to
  • Experience working in a B2B and/or manufacturing environment
4

Skills For IT CRM Business Analyst Resume

  • Demonstrated success in eliciting business requirements and process flows and elaborating user stories and use cases
  • Experience working in an Agile scrum solution development and testing environment
  • Relevant experience in implementing/supporting CRM business and systems processes
  • Experience of process mapping, business requirements gathering & gap analysis
  • Extensive experience (>5yrs) with developing business requirement (BRDs) and process mapping (swim lane workflows) documents
  • Demonstrate deep understanding of emerging cloud CRM technology trends to promote our technology capabilities
5

Skills For Dynamics CRM Business Analyst Resume

  • Experience developing requirements and product specifications for new or existing applications
  • Develop training methods and assist in training of new users to increase adoption and grow the Salesforce.com skill set across the organization
  • Good understanding of technical areas related to databases and computer systems designs
  • Experience working with global teams—especially offshore teams—to implement and
  • Experience as a business analyst supporting full SDLC
  • Related work experience in banking or financial industry, systems, or data management
  • Experience leading change management initiatives
  • Experience analyzing requirements for custom MS Dynamics CRM 2015/2016 applications
6

Skills For IS CRM Business Analyst Resume

  • Experience working in a geographically dispersed project team environment
  • Experience in working in a team-based agile or waterfall development environment
  • Experience conducting current state vs. target state analysis, gap fitment, scope management
  • Experience with and understanding of large scale software integration implementation
  • Analyze existing capabilities of client intelligence toolsets and identify priority gaps and opportunities
  • Experience working on dynamic, transformational projects highly desired
7

Skills For CRM Business Analyst, Mid Resume

  • Experience working through all aspects of the SDLC with the flexibility to adapt to both Agile and Waterfall methodologies highly desired
  • Strong working knowledge of Microsoft Word, Excel, PowerPoint, and Visio required
  • Manage Salesforce.com requests, including prioritization, estimation, coordination and documentation
  • Excellent attention to detail; consistency across written materials and CRM reporting is key
  • Good working knowledge of Salesforce (demonstrable through trailhead/certification/badges) or similar CRM system
8

Skills For MS CRM Business Analyst Resume

  • Experience in implementing/support large /complex CRM application for enterprise customer
  • Experience working with external partner teams based in locations across the globe
  • Experience in a technology-related role is required
  • Demonstrated knowledge about key mobile platforms such as iOS and Android
  • CRM experience; preferably Salesforce
9

Skills For MS Dynamics CRM Business Analyst Resume

  • SQL experience: joins, selects, and queries
  • Experience with Web Services Concepts like REST, SOAP, JSON & XML
  • International Institute of Business Analysis (IIBA) Certified Business Analysis Professional (CBAP) designation would be considered a strong asset
  • Experience as a Business Analyst within a CRM focused team
  • Hands on experience with different CRM versions
  • Experience designing business requirements for, and using, SFDC Force.com configuration tools
  • Experience with going through a full software development life cycle
  • Experience - technical and/or process improvement project management
  • Hands on Experience on CRM Configurations, workflows, data import & Business Process functionalities
10

Skills For Lead Dynamics CRM Business Analyst Resume

  • Hands on Experience on CRM Configurations, workflows, data import
  • Business Analyst experience reviewing and writing Business Requirements
  • Strong understanding of marketing automation (Marketo) and integration with CRM system
  • Experience in business process and/or requirements gathering
  • Excellent writing ability and visual representation of business needs
  • Experience with Oracle RightNow Customer Relationship Management desired
  • SAP ERP experience beneficial
  • Experience in SFDC

List of Typical Responsibilities For a CRM Business Analyst Resume

1

Responsibilities For Senior CRM Business Analyst Resume

  • Experience working in either sales, product development, or operations. Proven ability to analyze complex processes, represent them in a simple way, and suggest improvements
  • Superior communication skills; able to clearly communicate and present findings and recommendations to team members all the way through senior management world wide
  • Poses strong Communicator with ability to effectively package initiatives, milestones, achievements and outcomes into communications for different audiences
  • Have LOB specific business competency with analysis skills
  • Good experience and knowledge of Salesforce Sales Cloud and related apps
  • Monitor and manage integrated data feeds in and out of the CRM platform and effectively communicate needs, issues, etc
  • MS Word, Excel, PPT, Visio; Web development skills such as PHP, HTML, JavaScript helpful
  • Prior experience with usability and application performance considerations
2

Responsibilities For Microsoft Dynamics CRM Business Analyst Resume

  • Build and maintain effective working relationships with CRM technology and production support teams
  • Good working knowledge of Salesforce (SF certified administrator is desirable but not required)
  • Prioritise and manage multiple pieces of work at the same time in an often fast paced environment
  • Assess/prioritize business requests and partner with technology teams for successful delivery
  • In depth, hands-on knowledge and experience with at least one industry standard CRM system
  • Manage complex workflow rules, data validations, process controls, triggers, and automations
  • Exceptional communication, time management, project management skill essential
  • SQL Stored Procedures experience
  • Demonstrated knowledge of JavaScript
3

Responsibilities For Salesforce / CRM Business Analyst Resume

  • Microsoft Dynamics CRM experience
  • Develop good working relationships, to internal colleagues as well as to business partners
  • Good knowledge / interest in data-oriented projects
  • · 3-5 years of related work experience in financial industry, systems, or data management
  • Experience with common Product/Project Management tools (Aha!, JIRA)
  • Experience with business flows & diagrams
  • Experience with Salesforce configuration and data model
  • Poses the ability to communicate complex requirements to development teams and work with them to build solid solutions
4

Responsibilities For IT CRM Business Analyst Resume

  • Experience in Government Public Sector background
  • Strong business and design acumen to quickly understand business and user requirements
  • Experience in the retail industry is highly desired
  • Experience in Cloud CRM products/technologies required
  • Discussing, defining, and documenting requirements with various teams across the bank
  • Working as part of a team of business analysts in building the 365 platform to support the continuous growth of the bank
  • Leading a team of business analysts in building the 365 platform to support the continuous growth of the bank
  • Using data to analyze trending
  • Providing oversight of all new and in-flight changes for Dynamics 365
5

Responsibilities For Dynamics CRM Business Analyst Resume

  • Managing third party vendors and suppliers
  • Managing day to day communication with other teams, such as the product teams, account management, project management, development and test teams
  • Building Competitive Advantage
  • Understanding of the financial services industry and businesses (e.g., Investment banking or Asset management, Operations, Capital markets, and Compliance)
  • Manage CRM data including but not limited to e-mail campaign clicks/opens, importing new leads & clients, and removing or merging data
  • Provide Salesforce training and collaborate with end-users to create and maintain training materials
6

Responsibilities For IS CRM Business Analyst Resume

  • Participate in the coordination and execution of on-going user training
  • Create training material and deliver user training sessions
  • Co-ordinate and advise on user acceptance testing, working with business area testers to identify faults and enhancements
  • Create training and knowledge materials; Provide in-person and webinar based user training
  • Conduct System testing and End User Training
7

Responsibilities For CRM Business Analyst, Mid Resume

  • Responsible for requirements gathering and ensuring business needs are met with technical design
  • Deliver CRM solutions to optimize collaboration, information sharing, and improving sales productivity
  • Ensure data integrity within CRM by developing and maintaining data quality management solutions
  • Deliver training to the regional users on new and existing CRM processes and functionality
  • Responsible to translate customer requirements into Salesforce design, leveraging best practices and minimizing the need for custom development
  • Perform training and mentoring in proper use of CRM tool to all levels of users
  • Aid the Client in defining and measuring success metrics for the implementation
  • With developing business requirement (BRDs) and process mapping (swim lane workflows) documents
8

Responsibilities For MS CRM Business Analyst Resume

  • An understanding of relational databases, including the ability to handle data manipulation via queries
  • Assist with QA & UAT testing ensuring the solution addresses the business requirements
  • Proficient in SAP hybris C4C scoping and programming
  • Responsible for providing application support to CAM Microsoft Dynamic CRM users
  • CRM tools training needs analysis, plan, and results
  • Business analysis / System analysis background (at least 2-3 years), including successful project delivery
  • Analyze marketing campaign set up to build guidance for campaign managers
9

Responsibilities For MS Dynamics CRM Business Analyst Resume

  • To correctly set up for lead routing and for e-nurture campaigns across Geos
  • Thorough, persistent and follow through on a line of thought or questioning
  • Work with Global Stakeholders, supporting different regional processes and levels of integration with Salesforce
  • Develop a thorough understanding of the business teams throughout Genie, their processes and goals
  • Support the translation of client business requirements into CRM solutions, including requirements approval, communication, traceability and reuse
  • Creation and communication of requirements by developing epic and user stories, business process designs (BPD) and business system designs (BSD)
  • Assist CRM team by facilitating CRM communications to organization wide CRM users
  • Identify and engaging stakeholders to ensure buy in
  • Create functional design documents: Capture business rules, and transforming them into business processes, functional logic and flow diagrams
10

Responsibilities For Lead Dynamics CRM Business Analyst Resume

  • Work within and impose project governance during the project lifecycle
  • Create & execute project work plans and revise, as appropriate , to meet changing needs and requirements
  • Facilitate CRM process and system requirements gathering across the organization
  • Develop data structures and reports to provide KPI and ad-hoc reporting for process stakeholders
  • Responsible for developing business requirements and related business rules based on business needs
  • Delivery and deployment of project work plans and revises as appropriate to meet changing needs and requirements

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