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# CRM Business Analyst

- **Company:** Success Academy Charter Schools
- **Location:** New York, NY, United States (Remote available)
- **Experience:** Experienced
- **Salary:** $115,000.0 - $125,000.0
- **Contract:** Permanent contract
- **Skills:** Data Analysis, Information Systems, Customer Data Management, Data Structures, Marketing Information Systems, Requirements Management, Salesforce.Com, Systems Integration, Information Technology, Hubspot
- **Published:** October 18, 2026
- **Apply:** https://www.indeed.com/viewjob?jk=a2d05d7ebdfe02ff

## About the Role

* 3-5 years of experience as a Salesforce/Hubspot/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.

Competencies

 * Data Literacy & Governance: Understand data structures, business rules and processes, data quality, integrations, and governance requirements to support reliable and responsible use of CRM data.
 * Business Requirements & Analytical Thinking: Break down complex business challenges into clear requirements, evaluates underlying needs, and develops structured, automated, actionable solutions.
 * Process Optimization: Evaluate current workflows, identifies inefficiencies, and recommends scalable improvements that reduce manual effort and improve business outcomes.
 * Collaboration & Stakeholder Partnership: Build trusted relationships, translate technical jargon into business language, and incorporate feedback constructively.
 * Adaptability & Agility: Learn continuously, adapt to changing priorities and information, incorporate feedback, and respond thoughtfully to evolving business needs.

## Description

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 while partnering with cross-functional stakeholders to define requirements, optimize capabilities, and support continuous improvement., * CRM Platform Roadmap: Translate organizational objectives into a prioritized roadmap that improves efficiency, visibility, and adoption, ensuring to communicate risks to project deliverables and timelines.

 * Business Analysis & Requirements Management: Gather, analyze, document, and align business requirements with stakeholders and technical partners through clear user stories, process flows, acceptance criteria, and solution documentation.
 * CRM & Marketing Process Optimization: Optimize acquisition, campaign, segmentation, nurturing, conversion, and engagement processes to reduce manual work, improve data quality, and strengthen platform adoption.
 * CRM Platform & Solution Delivery: Coordinate platform solution delivery by defining requirements, validating, enhancements, managing dependencies, and supporting planning, testing, releases, and post-release validation.
 * Data, Reporting & Analytics: Define and improve CRM and marketing data, reporting, dashboard, KPI, segmentation, and governance requirements to support accurate insights and informed decision-making.
 * Testing, Training & Continuous Improvement: Coordinate testing, training, communications, documentation, adoption, post-release monitoring, and continuous improvement to ensure effective platform use and governance., By providing your phone number, you consent to receive text message updates from Success Academy regarding your application. Reply STOP to unsubscribe. View our Privacy Policy.