CRM Operations Analyst

Booz Allen HamiltonMcLean, VA
$48,000 - $98,000

About The Position

Serve as an operations analyst and subject matter expert for the company’s opportunity pipeline and customer relationship management (CRM) system. Work closely with internal customers to manage licensing, provide training and guidance on pipeline and relationship tracking best practices, maintain documentation, and solve end-user inquiries. Conduct pipeline analytics and create and execute reports and dashboards. Develop documentation and communications for end-users. Conduct user acceptance testing of system enhancements. Due to the nature of work performed within this facility, U.S. citizenship is required.

Requirements

  • Experience with Salesforce
  • Experience with Microsoft Word, Excel, Outlook, and PowerPoint
  • Ability to perform system analytics
  • Bachelor’s degree
  • U.S. citizenship is required

Nice To Haves

  • Experience with Microsoft Dynamics 365 and Microsoft Power Platform
  • Experience with business intelligence tools, including Tableau or Power BI
  • Ability to display a passion for continuous improvement and operational excellence
  • Ability to thrive in a fast-paced, high-performance enterprise environment
  • Possession of strong written and oral communication skills, to communicate with audiences varying in size and seniority
  • Possession of strong organizational skills

Responsibilities

  • Manage licensing for the CRM system.
  • Provide training and guidance on pipeline and relationship tracking best practices.
  • Maintain documentation for the CRM system.
  • Solve end-user inquiries related to the CRM system.
  • Conduct pipeline analytics.
  • Create and execute reports and dashboards.
  • Develop documentation and communications for end-users.
  • Conduct user acceptance testing of system enhancements.

Benefits

  • Health, life, disability, financial, and retirement benefits
  • Paid leave
  • Professional development
  • Tuition assistance
  • Work-life programs
  • Dependent care
  • Recognition awards program
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