- 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.
- Bachelor's degree required preferably in Business Administration Finance Economics Marketing or related field with excellent academic record;
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CRM Business Analyst - Tampa - Zenith American Solutions
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.
Key Requirements
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Business Analyst
Only for registered members Tampa
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Business Analyst
Only for registered members Tampa
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Business Analyst
Only for registered members Tampa
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Business Analyst
Only for registered members Tampa
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Business Analyst
Only for registered members Tampa
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Business Analyst
Only for registered members Tampa
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Business Analyst
Only for registered members Tampa
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Business Analysts
Only for registered members Tampa
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Business Analyst
Only for registered members Tampa
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Business Analyst
Only for registered members Tampa
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Business Analyst
Only for registered members Tampa
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Business Analyst
Only for registered members Tampa
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Business Analyst
Only for registered members Tampa
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Business Analyst
Only for registered members Tampa
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Business analyst
Only for registered members Tampa
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Business Analyst
Only for registered members Tampa
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Business Analyst
Only for registered members Tampa, Florida, United States
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Business Analyst
Only for registered members Tampa, FL
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Business Analyst
Full time Only for registered members Tampa
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Business Analyst
Only for registered members Tampa, FL
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Business Analyst
Only for registered members Tampa, FL
