Fitch Solutions · 2 days ago
Associate Director, CRM Operations (New York)
Fitch Solutions is a leading provider of insights, data and analytics. The Associate Director, CRM Operations will partner with business stakeholders and technical teams to enhance the Salesforce platform, translating business needs into actionable requirements and ensuring successful user adoption and data quality.
Angel InvestmentConsultingCreditFinancial Services
Responsibilities
Intake and triage enhancement requests:
Manage the intake process via the backlog tool Jira
Clarify business value, scope, dependencies, and urgency; define acceptance criteria
Conduct discovery sessions, interviews, and workshops with business stakeholders
Document current-state and future-state process flows, user stories, and use cases
Propose Salesforce-native solutions before considering custom development
Change management and enablement:
Create user guides, and training materials; deliver demos and training sessions as needed
Support go-live activities and post-release adoption monitoring as needed
Adhere to SDLC, change control, and environment management (dev/sandbox/prod)
Ensure enhancements meet security, privacy, and regulatory standards
Qualification
Required
3–5+ years as a Business Analyst or Product Analyst, with at least 2+ years working directly on Salesforce enhancements
Hands-on experience with Salesforce Sales Cloud and/or Service Cloud is a plus
Familiarity of the end-to-end commercial workflows (lead creation qualification opportunity closed won• renewal) with sales and marketing
Familiarity with Salesforce configuration concepts
Experience with Agile/Scrum, user story writing, acceptance criteria, and backlog management tools
Excellent communication, facilitation, and stakeholder management skills
Analytical mindset with strong problem-solving and prioritization abilities
Preferred
Business acumen and user empathy
Structured requirements gathering and documentation
Cross-functional collaboration
Detail orientation with a focus on outcomes
Adaptability in a fast-paced environment
Benefits
Hybrid Work Environment: 2 to 3 days a week in office required based on your line of business and location
A Culture of Learning & Mobility: Dedicated trainings, leadership development and mentorship programs designed to ensure that your time at Fitch will be a continuous learning opportunity
Investing in Your Future: Retirement planning, financial wellness and tuition reimbursement programs that empower you to achieve your short and long-term goals
Promoting Health & Wellness: Comprehensive healthcare offerings that prioritize a healthy body & mind
Supportive Parenting Policies: Family-first policies, including a generous global parental leave plan, designed to help you balance career and family life effectively
Dedication to Giving Back: Paid volunteer days and support for community engagement initiatives
Company
Fitch Solutions
Fitch Solutions provides macro and credit intelligence for the debt investment market. It is a sub-organization of Fitch Group.
H1B Sponsorship
Fitch Solutions 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 (7)
2024 (4)
2023 (2)
2022 (8)
2021 (9)
2020 (4)
Funding
Current Stage
Late StageLeadership Team
Recent News
2025-11-05
Qatar Tribune
2025-11-05
Accra Street Journal
2025-10-10
Company data provided by crunchbase