CRM Business Analyst jobs in United States
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Stefanini North America and APAC · 3 days ago

CRM Business Analyst

Stefanini Group is looking for a CRM Business Analyst for a globally recognized company. The role involves leading the implementation of a new CRM platform to enhance customer engagement and operational efficiency, requiring collaboration between business and technology teams.

Information TechnologyOutsourcing
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H1B Sponsor Likelynote

Responsibilities

Lead discovery and design sessions with business stakeholders to capture requirements, define workflows, and align CRM functionality with organizational objectives
Translate business needs into clear, actionable functional and technical documentation for configuration and development teams
Serve as liaison between internal business units, IT, and the CRM vendor to ensure alignment on scope, quality, and timelines
Guide data and integration planning, partnering with technical teams to define data migration, interfaces, and governance strategies
Support testing and validation, ensuring CRM features meet requirements, function as intended, and deliver value to end users
Drive user adoption and change management, including training, documentation, and communication materials to ensure successful rollout
Champion CRM best practices, providing insight on workflow automation, customer segmentation, reporting, and long-term optimization opportunities

Qualification

CRM implementationData mappingChange managementMicrosoft 365User adoption strategiesCross-functional workshopsIntegration planningWorkflow automationCommunicationDocumentation skills

Required

5+ years of experience as a Business Analyst, CRM Specialist, or similar role
Direct experience in at least one full-cycle CRM implementation (Creatio preferred; Salesforce, Dynamics, or other major platforms accepted)
Proven ability to facilitate cross-functional workshops, gather and validate requirements, and translate them into system solutions
Demonstrated experience in data mapping, migration, and integration planning across business systems
Strong understanding of change management and user adoption strategies for new systems
Excellent written and verbal communication skills with both business and technical audiences
Proficiency with Microsoft 365 tools for documentation and collaboration
Ability to work onsite in the Kansas City or Topeka metro as needed for project delivery

Preferred

Experience implementing CRM solutions within financial services or other regulated industries
Relevant certifications such as Creatio Specialist, Salesforce Admin, or IIBA/PMI-PBA

Company

Stefanini North America and APAC

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Global Tech Consulting Company All in One. Stefanini is a Brazilian multinational company with 37 years of experience and presence in 41 countries.

H1B Sponsorship

Stefanini North America and APAC has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (13)
2024 (11)
2023 (13)
2022 (18)
2021 (14)
2020 (12)

Funding

Current Stage
Late Stage

Leadership Team

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Spencer Gracias
CEO, North America/APAC
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David Gawenda
Chief Operating Officer NA/APAC Region
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Company data provided by crunchbase