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Technical Business Systems Analyst - CRM / Salesforce
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Job Description
- Req#: 25-00625
Employer Industry: Investment Firm
Why consider this job opportunity:
- Opportunity for career advancement and growth within the organization
- Hybrid position with flexibility to work in the Dallas office or remotely
- Engage in high-value projects that enhance borrower relationship management processes
- Supportive and collaborative work environment with cross-functional teams
- Chance to lead transformation initiatives in a dynamic and fast-paced environment
What to Expect (Job Responsibilities):
- Lead requirements, discovery, and solution design for borrower relationship management and debt data projects
- Develop a deep understanding of system data integrations to enhance connectivity between CRM platforms
- Provide technical guidance on CRM protocols and compliance requirements
- Support requirements gathering and design for dashboard development and analytics
- Partner with system administrators and technical teams to ensure data integrity and operational efficiency
What is Required (Qualifications):
- Bachelor's degree with 5+ years of experience in business analysis, product ownership, or related roles
- 1+ years of experience managing Salesforce solutions for customer relationship management
- 3+ years of proficiency in SQL with hands-on experience using databases and analytics tools such as Power BI
- Skilled in user requirements gathering, business process mapping, and stakeholder engagement
- Strong stakeholder engagement and communication skills
How to Stand Out (Preferred Qualifications):
- Experience in Commercial Real Estate or Financial Services
- Salesforce Certification
- Prior software development experience
- Strategic mindset with hands-on technical expertise
#InvestmentFirm #BusinessAnalysis #CRM #DataIntegration #CareerOpportunity #HybridWorkAbout the company
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