CRM Business Analyst - Tampa - Zenith American Solutions

    Zenith American Solutions
    Zenith American Solutions Tampa

    22 hours ago

    $65,000 - $115,000 (USD) per year *
    Description

    CRM Business Analyst

    The CRM Business Analyst - Finance Operations plays a pivotal role in driving predictable, scalable revenue growth by optimizing the entire customer lifecycle-from lead generation through retention. This role will serve as a critical functional partner to Sales, Client Services, Marketing, and Product development teams by enhancing operational efficiency maintaining CRM excellence and hygiene delivering data driven insights that empower smarter business and operational decision making.

    This role blends analytical rigor process optimization systems management.

    • Data Analysis & Reporting: Develop maintain enhance dashboards reports KPIs to measure performance identify trends Analyze revenue metrics new business pipeline performance customer lifecycle data uncover insights opportunities Present findings recommendations leadership cross functional stakeholders support strategic decision making Develop monthly quarterly annual reporting related sales retention geography.
    • System Management (CRM & Tech Stack): Own optimize Salesforce CRM day-to-day administration enablement tools Ensure data hygiene accuracy consistency across all systems Implement workflow automation system enhancements support scalable growth Maintain documentation system configurations integrations processes.
    • Process Optimization: Identify bottlenecks sales marketing client services workflows Recommend implement targeted solutions improve revenue velocity operational efficiency Document processes workflows standard operating procedures SOPs Revenue Operations function.
    • Forecasting & Planning: Support sales leaders accurate forecasting territory planning reporting quota management Provide actionable insights inform revenue strategy long-term planning Assist modeling scenarios evaluating performance targets.

    Key Requirements
       
    • Bachelor's degree required preferably in Business Administration Finance Economics Marketing or related field with excellent academic record;​
    * This salary range is an estimation made by beBee
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