What are the responsibilities and job description for the Business Analyst - CRM Consultant position at TM Floyd & Company (TMF)?
We're hiring a Business Analyst - CRM Consultant to join our team in Columbia, SC. This role offers a hybrid schedule, with 3 days onsite per week required.
Key Responsibilities:
- Evaluate business needs, workflows, and customer engagement processes to identify CRM requirements and opportunities for improvement
- Design, configure, and implement CRM systems that align with the organization's goals and operational structure
- Develop and document Standard Operating Procedures (SOPs) and training materials to ensure staff adoption and consistent CRM usage
- Create and execute CRM strategies that improve customer relationships, data management, and business productivity
- Collaborate closely with sales, marketing, and customer service teams to ensure CRM tools support their activities and objectives
Skills & Qualifications:
- 5 years of experience with Microsoft Dynamics 365 CRM – configuration, implementation, and optimization
- 7 years of experience with sales processes – workflows, pipeline management, and process optimization
- 3 years of experience as a Business Analyst – gathering requirements, documenting processes, working with cross-functional teams
- Proven experience implementing and managing CRM platforms, ideally across multiple industries
- Strong understanding of sales, marketing, and customer service best practices
- Hands-on experience with Microsoft Dynamics 365 and Salesforce CRM
- Knowledge of software selection methodologies and CRM integration strategies
Preferred Skills:
- CRM certifications (e.g., Salesforce Certified Consultant, Microsoft Dynamics 365 Functional Consultant)
- Experience developing training materials and SOPs for CRM adoption
- Experience with Salesforce CRM
Education/Certifications:
- Bachelor's degree in business, information systems, marketing, or a related field
- CRM certification (e.g., Salesforce Certified Consultant, Microsoft Dynamics 365 Functional Consultant) is a plus
The salary range for this position is $200,000 - $220,000.
Salary : $200,000 - $220,000