CRM Business Analyst
About The Position
The CRM Business Analyst translates CRM, marketing, and business needs into effective Salesforce and HubSpot solutions that improve customer engagement, campaign execution, lead and opportunity management, data quality, and reporting. The role partners with cross-functional stakeholders to define requirements, optimize platform capabilities, and support continuous improvement. This is a hybrid position based in Success Academy’s NYC Financial District office, with on-site work Tuesday through Thursday and remote work Monday and Friday. The compensation range is $115,000–$125,000 USD; exact compensation may vary based on skills and experience. The position is not bonus eligible.
Requirements
- 3–5 years of experience as a Salesforce, HubSpot, or equivalent platform business analyst, CRM analyst, marketing analyst, systems analyst, or in a related role.
- Hands-on experience with data analysis, user acceptance training, process mapping, and requirements gathering.
- Bachelor’s degree in Information Systems, Computer Science, Marketing, or an equivalent combination of education and experience.
- Ability to understand data structures, business rules and processes, data quality, integrations, and governance requirements.
- Ability to translate complex business challenges into clear requirements and structured, automated, actionable solutions.
- Ability to evaluate workflows, identify inefficiencies, and recommend scalable improvements.
- Ability to build stakeholder relationships, translate technical concepts into business language, and incorporate feedback.
- Ability to adapt to changing priorities and evolving business needs.
Responsibilities
- Translate organizational objectives into a prioritized CRM platform roadmap that improves efficiency, visibility, and adoption, and communicate risks to project deliverables and timelines.
- Gather, analyze, document, and align business requirements with stakeholders and technical partners using user stories, process flows, acceptance criteria, and solution documentation.
- Optimize acquisition, campaign, segmentation, nurturing, conversion, and engagement processes to reduce manual work, improve data quality, and strengthen platform adoption.
- Coordinate platform solution delivery by defining requirements, validating enhancements, managing dependencies, and supporting planning, testing, releases, and post-release validation.
- Define and improve CRM and marketing data, reporting, dashboard, KPI, segmentation, and governance requirements to support accurate insights and informed decision-making.
- Coordinate testing, training, communications, documentation, adoption, post-release monitoring, and continuous improvement to support effective platform use and governance.
Benefits
- Medical, dental, and vision coverage starting on the first day; Success Academy covers 82% of its core medical plan.
- Free One Medical membership and confidential mental health support through EAP/Talkspace.
- 403(b) retirement plan with a 3% employer match.
- Up to $2,400 per year in employer HSA contributions.
- Employer-paid life and disability insurance.
- Public Service Loan Forgiveness eligibility.
- Generous paid time off and paid holidays.
- Paid parental leave.
- $50 per month cellphone stipend.
- Pre-tax commuter benefits.
- Backup family care.
- Performance-based earning incentives.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
