Project Analyst Jobs

About The Position

Requirements

• 5-7 years of experience in project management, business operations, consulting, CRM/business systems, analytics, or a related field.
• Hands-on experience with Salesforce or a comparable CRM/business platform, with the ability to understand system configuration and improvement for business needs.
• Strong project management skills with experience managing multiple priorities, stakeholders, and deadlines simultaneously.
• Ability to gather business requirements and translate them into workflows, processes, system enhancements, or other practical solutions.
• Strong analytical and problem-solving skills, including comfort working with data, dashboards, KPIs, and reporting.
• Experience partnering across functions and influencing work without direct authority.
• Strong written, verbal, facilitation, and presentation skills, including the ability to communicate with senior leaders.
• Advanced proficiency with Microsoft Excel, PowerPoint, and Word.
• A bachelor’s degree in Business Administration, Nonprofit Management, Public Administration, Project Management, Finance, Operations, or a related field.
• CAPM or PMP certification is strongly preferred.

Nice To Haves

• Experience with tools such as Smartsheet, Power BI, Tableau, Salesforce, or similar platforms is preferred.

Responsibilities

• Serve as a key business partner for the Salesforce/CRM ecosystem, managing, maintaining, and optimizing its functionality, including workflows, automations, dashboards, reporting, and new features.
• Translate business needs into practical system requirements and solutions, partnering with stakeholders, technology teams, and vendors on system enhancements, integrations, troubleshooting, upgrades, and maintenance.
• Lead user acceptance testing (UAT) to ensure new functionality meets intended requirements before implementation.
• Monitor system utilization and data quality to identify opportunities for improving adoption, consistency, and user experience.
• Develop documentation, standards, training, and resources to support effective system usage.
• Support the expansion of the Salesforce ecosystem to include additional business processes and functionality.
• Build project plans, workbacks, timelines, milestones, and communication plans for multiple concurrent initiatives.
• Coordinate work across teams, ensuring stakeholder alignment and progress on deliverables.
• Track project progress, dependencies, risks, decisions, and action items, proactively raising issues.
• Facilitate project meetings and establish structure and accountability to keep work on track.
• Support change management efforts for new systems, processes, and ways of working.
• Standardize project management practices, tools, documentation, and reporting.
• Develop dashboards, scorecards, KPIs, and reporting to provide visibility into organizational and project performance.
• Analyze CRM and other operational data to identify trends, gaps, and opportunities.
• Translate analytical findings into clear, actionable insights for leaders and stakeholders.
• Prepare executive-level presentations, reports, and briefings.
• Evaluate workflows and business processes to identify inefficiencies and areas for improvement.
• Design practical, scalable solutions that integrate people, process, technology, and data.
• Develop templates, tools, standards, and resources for consistent use across teams.
• Identify and evaluate new technologies, approaches, and best practices to enhance organizational effectiveness.

Benefits

• Substantial and comprehensive total rewards package