Sr. CRM Business Analyst (Salesforce)

Posted 6 Days Ago
Carlsbad, CA
Mid level
Hardware • Internet of Things • Retail • Robotics • Software
The Role
The Sr. CRM Business Analyst is responsible for aligning business processes with Salesforce functionality, gathering requirements, analyzing solutions, documenting specifications, testing, training users, ensuring data quality, and managing project updates. The role involves collaboration with business and technical stakeholders to enhance CRM systems and drive continuous improvement.
Summary Generated by Built In

 

Fluidra’s looking for a Senior CRM Business Analyst to join our team in Carlsbad, CA. This is an onsite opportunity.

 

WHAT YOU WILL CONTRIBUTE 

As a Sr. CRM Business Analyst, you will be responsible for facilitating alignment of business processes with Salesforce.com functionality. You will work closely with business stakeholders to gather requirements, analyze solutions, document specifications, and create detailed project action steps. Your role involves collaborating closely with both business and technical stakeholders to deliver solutions that enhances the overall customer relationship management system. Additionally, your responsibilities will include testing, training end-users, ensuring data quality, maintaining the overall project log, and providing project status updates. Additionally, you will: 

 

  • Requirements Gathering: Collaborate with stakeholders to understand business processes and collect requirements for CRM system implementation or enhancements.
  • Customization: Work with CRM and business stakeholders to configure the CRM system to meet business requirements, including configuring fields, workflows, and integrations.
  • Analysis: Conduct analysis on existing CRM workflows, data structures, and business processes to identify opportunities for improvement and optimization.
  • Documentation: Document detailed requirements, user stories, and functional specifications for CRM system changes or implementations. Clearly articulating project objectives, scope of work, and deliverable timelines of project team members.
  • Communication: Act as a liaison between business stakeholders and the technical team, ensuring clear communication and understanding of requirements on both sides.
  • Project Management: Manage accuracy and organization of overall project log. Produce and maintain project status updates, identify and mitigate risks.
  • Testing: Develop and oversee the execution of test plans to ensure that CRM system changes meet specified requirements and function as intended.
  • Training: Ensure the end-users are trained on new CRM features, functionalities, and best practices to maximize user adoption.
  • Data Management: Oversee data quality initiatives, ensuring accurate and consistent data within the CRM system.
  • Continuous Improvement: Stay informed about CRM industry trends and best practices, making recommendations for ongoing improvements to the CRM system.
  • Collaboration: Collaborate with cross-functional teams to align CRM strategies with broader organizational goals.

 

WHAT WE SEEK

  • Salesforce Administrator or Business Analyst certifications are a plus.
  • 3 or more years in a similar CRM or business analyst role.
  • Proven track record of successful CRM implementation and optimizations.
  • Proficient in CRM software and related tools, preferably Salesforce.com
  • Understanding and demonstration of project management methodologies.
  • Proficient in data management practices, ensuring accuracy, consistency, and integrity.
  • Knowledge of data cleansing, and integrity of CRM data.
  • Familiar with data integration and migration process within CRM systems.
  • History of demonstrating ability to identify and solve complex process and data issues.
  • Strong communication skills interacting with both technical and non-technical teams.
  • The ability to effectively communicate technical concepts to non-technical stakeholders.
  • Advanced analytical skills to interpret complex data sets and establish actionable insights.
  • Strong data analysis skills using tools like, Excel and other specialized CRM analytics tools.
  • Travel 10%-20%

 

EDUCATION

  • Bachelor’s degree in Business Administration, Information Technology, or related field.

WHAT WE OFFER 

An exciting opportunity to dive in and begin your career with a company that offers a competitive total rewards package that includes: 

  • 9/80 work week schedule (EVERY OTHER FRIDAY OFF!) with subsequent Fridays WFH
  • Flexible vacation
  • 11 paid Holidays
  • Full range of health benefits including medical, dental & vision, short & long-term disability
  • 401(K) matching (100% of first 3% contributed, 50% of the next 2%)
  • Health and wellness programs / gym reimbursement
  • Educational assistance up to $7,000 per year
  • On-site self-service café / free gourmet coffee stations
  • Company sponsored FUN events!
  • On-site gym, ping-pong, foosball, outdoor bocce ball court, BBQ & firepit
  • Generous product discounts

 

WHO WE ARE

Fluidra is a publicly listed company focused on developing innovative products, services and IoT solutions for the residential, commercial and wellness pool markets, globally. The company operates in over 45 countries, has over 7,000 employees and owns a portfolio of some of the industry’s most recognized and trusted brands: Polaris®, Jandy®, CMP, S.R. Smith, and Zodiac®. We also sell products under the CoverPools®, iAquaLink®, Grand Effects® , Dell® and Nature2® names. With these combined resources we’re able accelerate innovation in critical areas like energy-efficiency, robotics and the Internet of Things.

 

Our focus is on creating the perfect pool and wellness experience responsibly. We take our mission to heart, and our employees embody these guiding principles in everything we do: passion for success, honesty & trust, customer collaboration, teamwork and inclusion, learn and adapt, excellence and innovation.

 

Don't meet every single requirement listed? At Fluidra, we thrive on building an inclusive workspace, so if you are excited about this role and your past experience doesn't align perfectly, we encourage you to apply anyways! You may be just the right candidate for this role or another role in the organization. Fluidra is proud to be an equal opportunity employer. Fluidra recruits, employs, trains, compensates and promotes regardless of race, religion, color, national origin, sex, disability, age, veteran status, or any legally protected characteristic.

 

Expected salary range is $110,000 - $135,000. Fluidra offers a comprehensive total rewards / benefits program that includes base salary, annual bonus based on performance of individual and company objectives, competitive 401K matching, paid vacation and sick time, full range of health benefits, educational assistance, etc. The actual salary offer will carefully consider a wide range of factors, including skills, qualifications, experience and location. Your recruiter will provide additional details on our compensation and total rewards program.

 

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Top Skills

Salesforce

What the Team is Saying

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The Company
HQ: Carlsbad, CA
7,000 Employees
Hybrid Workplace

What We Do

We’re an industry‐leading, global company with a legacy of innovation. Our reach extends worldwide across both the residential and commercial pool and wellness markets. We now have over 7,000 employees, a presence in over 45 countries and the combined resources to accelerate innovation in critical areas like energy-efficiency, robotics and the Internet of Things.

Offering an extensive array of quality‐designed pool and spa equipment, our portfolio includes some of the most trusted brands in the business: Polaris®, Jandy®, CMP, S.R. Smith, and Zodiac®. We also sell products under the Cover‐Pools®, iAquaLink®, Grand Effects®, Dell® and Nature2® names.

Our focus is on creating the perfect pool and wellness experience responsibly. We take our mission to heart, and our employees embody the passion for results, teamwork, and user focus that get us there.

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Fluidra North America Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: 3 days a week
HQCarlsbad, CA
Newnan, GA
West Valley City, UT
Learn more

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