Job Title: Business  Analyst / CRM

Experience Required: 2–4 Years

Location: Onsite - Mumbai

Education: B.Tech / BCA

 

Key Responsibilities:

Administer and support CRM systems including user management, permissions, custom objects, and workflow configurations. Develop and manage complex workflow rules, validation rules, and approval processes to streamline operations. Provide technical support and perform routine system audits to maintain CRM data integrity. Analyze CRM data to create dashboards and reports that offer actionable insights into team performance and productivity. Coordinate and support integrations with third-party tools and platforms. Collaborate closely with Tech, Product, Sales, Marketing, and Data teams to align CRM functionalities with business needs. Optimize CRM processes to enhance user experience and operational efficiency.

 

Qualifications & Skills:

Bachelor’s degree in Computer Applications (BCA) or Engineering (B.Tech). 2–4 years of professional experience working with CRM platforms such as Lead Squared. Strong understanding of CRM architecture, including custom object creation, user roles, flows, and permissions. Experience with data analysis and reporting tools within CRM environments. Familiarity with third-party application integration and API concepts is a plus. Excellent communication and collaboration skills with a proactive problem-solving mindset.