Description:
Role Summary
- Recognized thought leader and visionary in process and underlying tools for sales process and service delivery automation at Client Business.
- Will have hands-on understanding of boundary partner needs (Marketing, Sales, Order Fulfillment, Engineering, Construction, and Product functional leads) and able to translate those needs into technical specifications within CRM/Service Delivery tools.
- Partners with cross-functional teams and stakeholders on ideas and solutions as well as implementation of those solutions to drive results in a high business impact environment.
- Routinely called upon to apply mastery of existing and emerging technologies, best-practices, and processes.
- A creative thinker who challenges the status quo.
- Serves as a SME to provide tactical guidance and support to teammates by answering questions and aiding in resolving difficult issues.
Primary Responsibilities:
- As part of the CRM team, ultimately be responsible for aiding in the creation of an enterprise-wide CRM solution via the Salesforce platform with key embedded integration to support Quote to Cash and order fulfillment.
- Facilitate creation of Business Requirements following an agile approach, or using the Business Process and Analysis (BPA) methodology as determined by the project sponsor.
- Develop comprehensive E2E test cases at the application and multi-application levels.
- Manage Scoring (approving) and claiming processes with Business and Technology stakeholders to review and refine business requirements and use cases to ensure they are clear, concise, and traceable; and to ensure business requirements will be satisfied by the appropriate teams / applications.
- Identify project stakeholders, risks and benefits of alternate designs; document assumptions; assess project impact of system changes to users, internal and external customers.
- Develop Business Requirements (BRQs), including process flows and use cases.
- Conduct BRQ reviews with project stakeholders and document consumers to ensure completeness and adherence to business requirements.
- Consult with internal customers, cross-functional team members and external vendors to capture agreed-upon business objectives and processes to define business requirements.
- Provide BA support for software testing and debugging plans to ensure requirements are met.
- Provide status reporting for project progress, issues, dependencies and risks.
- Proactively analyzes and documents solutions.
- Identifies risks/pitfalls and articulates possible options.
- Participates in business strategy & portfolio level discussions.
- Knowledge of the business may be deep in one functional area with broad understanding of other functional areas.
- Knowledge sharing and mentoring of lower-level team members is customary.
- Sphere of relationship and influence is within team, with key stakeholders & with senior management Meeting facilitation.
QUALIFICATIONS
- Minimum 8 or more years of experience in related field (i.e. relevant business operations and/or system support, business process design, etc.).
- Workflow management experience
- CRM experience
- Process Flow creation experience.
- 5 or more years of related experience if the candidate possesses a related advanced degree and analytical thinking skills.
- Requirements solicitation & documentation experience for new products, lifecycle management and/or enhancements
- Manage, follow, and adhere to the long/short term product roadmap for CRM in conjunction with functional leads.
- Experience in full life cycle implementation (requirements gathering, process design, configuration, functional design, testing, conversion, and deployment).
- Ability to grasp and explain complicated subject matter to others across the business that are less connected to the situation and/or are less technically oriented.
Key Skills: Business Analysis, CRM, Jira, Waterfall