Application/CRM Analyst

Most Comprehensive Finance Options for Owner Flown Aircraft•Frederick, MD
•Onsite

About The Position

The Application/CRM Analyst, Enterprise Systems owns the configuration, support, and ongoing health of the organization’s Salesforce-based CRM platform, serving as the primary link between business stakeholders and the development team. This role manages the Agile/Scrum delivery process for CRM initiatives, owning the product backlog, scheduling and prioritizing sprint work, and coordinating user support and release activity. The Application/CRM Analyst partners closely with the Director of Enterprise Systems on solution design and long-term system strategy.

Requirements

  • 3+ years of business analysis or project management experience within an Agile/Scrum delivery environment.
  • Bachelor’s degree in Information Systems , Computer Science, Business Administration, or a related field, or equivalent combination of education and experience.
  • Direct, hands-on experience with Salesforce (administration, configuration, or as a business analyst on Salesforce projects).
  • Experience administering, configuring, or supporting an enterprise CRM or similar business application.
  • Experience managing the application change lifecycle, including sandboxes, change sets or deployment tools, release management, and coordinating user acceptance testing across releases.
  • Working knowledge of CRM data and security models, including objects, fields, record types, profiles, permission sets, and sharing rules.
  • Strong requirements-gathering , user story writing, and process-mapping skills.
  • Hands-on experience owning or actively managing a product backlog and sprint cadence.
  • Excellent verbal and written communication skills, with the ability to translate between technical and non-technical audiences.
  • Proficiency with Agile/backlog management tools such as Wrike, Jira, or Azure DevOps.
  • Ability to write and interpret basic-to-intermediate SQL/SOQL queries for data validation, troubleshooting, and reporting support.
  • General understanding of data backup, retention, and recovery concepts as they apply to business-critical applications.

Nice To Haves

  • Salesforce Administrator Certification and/or Salesforce Business Analyst Certification.
  • Salesforce Platform App Builder Certification.
  • Agile certification such as Certified Scrum Product Owner (CSPO), Certified ScrumMaster (CSM), or PMI Professional in Business Analysis (PMI-PBA).
  • Experience integrating Salesforce with third-party systems via APIs or middleware (e.g., MuleSoft, Zapier, Workato ).
  • Experience evaluating, implementing, or managing AppExchange or other third-party application vendors.
  • Familiarity with integration/ETL tools such as SSIS, Azure Data Factory, Informatica, or Talend.
  • Experience partnering with data engineering or BI teams on data pipelines or integrations moving CRM data into a data warehouse.
  • Experience with nonprofit organizations or associations.
  • Experience with data quality and deduplication tools such as DemandTools .
  • Experience creating executive-level documentation, presentations, and knowledge base articles

Responsibilities

  • Own and groom the product backlog, writing and refining user stories and acceptance criteria in collaboration with stakeholders and the development team.
  • Schedule and prioritize sprint work, balancing new development, enhancements, and break/fix needs.
  • Facilitate or actively support core Scrum ceremonies, including sprint planning, backlog refinement, daily stand-ups, sprint review, and retrospectives.
  • Define and track sprint goals, acceptance criteria, and definition of done.
  • Gather, document, and validate business requirements through stakeholder interviews, workshops, and process observation.
  • Translate business needs into clear, well-formed user stories and functional specifications.
  • Analyze current-state processes and recommend future-state improvements, including automation opportunities.
  • Create process flow diagrams, data models, and requirements documentation.
  • Own user acceptance testing (UAT), including test plan development, coordinating tester feedback, and defect triage.
  • Partner with Salesforce administrators and developers to scope enhancements, automations, and integrations.
  • Support data quality initiatives, including deduplication, data governance, and migration efforts.
  • Evaluate and document configuration versus customization tradeoffs for proposed solutions.
  • Assist with change management and end-user training and adoption for Salesforce releases.
  • Partner with the Director of Enterprise Systems on solution design for new initiatives and major enhancements.
  • Contribute to long-term system strategy and roadmap planning across the enterprise systems portfolio.
  • Evaluate proposed solutions for scalability, maintainability, and alignment with existing architecture.
  • Maintain accurate and up-to-date requirements, process, and sprint documentation in designated systems.
  • Prepare status updates and reporting for the Director of Enterprise Systems and other stakeholders as needed.

Benefits

  • Flight Training (earn your Private Pilot License for free) & Annual Flight Proficiency Program (so you can keep flying and remain proficient)
  • Medical, Dental, and Vision insurance is available for employees and their dependents the 1st of the month following their start date
  • Flexible Spending Plans
  • Health Savings Plan with employer contribution (for eligible participants)
  • 401(k) Retirement Plan with a company match, and annual discretionary supplemental employer contribution
  • Company paid Short and Long-term Disability Insurance
  • Company paid Life Insurance and AD&D insurance with the option to buy up
  • Paid Time Off (PTO): 17 days accrued during first year (accruals increase based on tenure)
  • Paid Holidays: 12 holidays
  • Personal days: 3 (prorated based on hire date)
  • Volunteer day: 1 (prorated based on hire date)
  • Work From Home Fridays
  • Paid Parental Leave
  • AOPA Membership
  • Employee Assistance Program
  • Wellness Program (earn medical insurance premium discounts)
  • Gym Reimbursement Program
  • Supplemental insurance options (critical illness, accident, hospital indemnity)
  • Tuition Reimbursement Program
  • Discount on AOPA swag
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