CRM Business Analyst

Zenith American Solutions•Tampa, FL

About The Position

The CRM Business Analyst – Finance Operations plays a pivotal role in driving predictable, scalable revenue growth by optimizing the entire customer lifecycle—from lead generation through retention. This role will serve as a critical functional partner to Sales, Client Services, Marketing, and Product development teams by enhancing operational efficiency, maintaining CRM excellence and hygiene, and delivering data driven insights that empower smarter business and operational decision making. This role blends analytical rigor, process optimization and systems management. This role focuses on deeply understanding business processes, translating requirements into well-defined user stories, supporting quality assurance testing, and ensuring product enhancements achieve measurable business value. The ideal candidate is curious, collaborative, analytical, and passionate about improving user experiences. They understand how to uncover business needs, document requirements with clarity, and work as part of an Agile product team to deliver meaningful improvements to our Salesforce platform. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role."

Requirements

Experience: 2 - 4 years in revenue operations, sales operations, business operations, finance/business analyst, product analyst or a similar analytical role, preferably in a Salesforce-driven or professional services environment supporting accounting/finance functions.
Strong understanding of business process analysis, workflow mapping, and functional requirements documentation
Technical Proficiency: Advanced knowledge of Salesforce CRM.
Strong Excel skills (complex formulas, modeling).
Proficiency with Power BI.
Data Visualization: Experience with Tableau, Power BI, Looker, or similar tools.
Analytical Skills: Ability to analyze complex datasets, identify patterns, and translate insights into action.
Communication: Excellent verbal and written communication skills for presenting insights to cross functional teams.
Ability to present to small and large audiences via video or in-person meetings.
Education: Bachelor’s degree in Business Administration, Finance, Economics, Marketing, or a related field.
Core Competencies Experience with Salesforce capabilities (objects, fields, flows, permissions, reporting) and willingness to deepen Salesforce expertise
Excellent communication skills with the ability to translate complex concepts into clear, user-friendly language
Strong analytical and problem-solving abilities, with attention to detail
Ability to work effectively with cross-functional teams in a fast-paced, high-growth environment
Passion for delivering user-centric solutions and improving operational efficiency

Nice To Haves

Experience leveraging AI for predictive analytics, forecasting, and automating repetitive tasks.
Revenue orchestration experience using integrated platforms to unify workflows across the entire revenue cycle and improve alignment.
Implementation of Salesforce across medium or large organizations.
Experience supporting accounting and finance operations in a technologically advanced environment
Familiarity with Accounting Seed or other cloud-based general ledger/accounting platforms
Experience with user acceptance testing, QA processes, or structured testing methodologies
Experience with Salesforce as an end user or “super” user
Understanding of relational data concepts and reporting best practices
Salesforce Business Analyst Certification or other relevant certification
Experience collaborating with Knowledge Management, Operations, or Process Excellence team

Responsibilities

Data Analysis & Reporting: Develop, maintain, and enhance dashboards, reports, and KPIs to measure performance and identify trends.
Analyze revenue metrics, new business pipeline performance, and customer lifecycle data to uncover insights and opportunities.
Present findings and recommendations to leadership and cross functional stakeholders to support strategic decision making.
Develop monthly, quarterly, and annual reporting related to sales and retention by geography.
System Management (CRM & Tech Stack) Own and optimize the Salesforce CRM day-to-day administration and related enablement tools.
Ensure data hygiene, accuracy, and consistency across all systems.
Implement workflow automation and system enhancements that support scalable growth.
Maintain documentation for system configurations, integrations, and processes.
Process Optimization Identify bottlenecks across sales, marketing, and client services workflows.
Recommend and implement targeted solutions to improve revenue velocity and operational efficiency.
Document processes, workflows, and standard operating procedures (SOPs) for the Revenue Operations function.
Forecasting & Planning Support sales leaders with accurate forecasting, territory planning, reporting, and quota management.
Provide actionable insights that inform revenue strategy and long‑term planning.
Assist in modeling scenarios and evaluating performance against targets.
Cross‑Functional Collaboration Partner with Sales, Client Services, Marketing, and Product Development to streamline pipeline management and ensure a seamless customer journey.
Provide operational guidance and best practices to client facing, revenue generating teams.
Participate in initiatives related to new tool implementation, automation, and continuous improvement.