Crm Analytics Jobs (NOW HIRING)

TRUMARK CREDIT UNION

• Flexibility and Balance: Our schedules and time off support your life inside and outside of work.
• Opportunities to Grow: We invest in your development with training and career advancement.
• Benefits That Matter: Health, dental, vision, paid time off, and a 401(k) with matching.
• Purpose Driven Work: Strengthen communities while helping Trumark grow.

• Partner with business units, IT, and vendors to understand business needs and translate them into functional requirements and system solutions.
• Conduct process analysis and business research to support the development, implementation, and enhancement of the CRM platform.
• Document business requirements, business rules, user stories, acceptance criteria, and process documentation.
• Identify opportunities to improve workflows, data management, system functionality, and the overall member experience.
• Analyze member and operational data to identify trends and provide recommendations that support sales, marketing, and service initiatives.
• Develop testing scenarios, test plans, and test cases to confirm solutions meet defined business requirements.
• Perform system testing and support user acceptance testing, including documenting and assisting with defect resolution.
• Support CRM-related projects through requirements gathering, solution design, testing, implementation, and production support.
• Maintain working relationships with vendors, monitor system roadmaps, and recommend enhancements to improve system functionality and performance.
• Provide solution consultation and guidance to stakeholders to support continuous improvement of CRM functionality.

• Bachelor’s degree in information technology, data analytics, business, or related field required.
  In lieu of a bachelor’s degree, four additional years of relevant experience.

• Five or more years of experience in CRM administration, CRM support, business analysis, or a related role.
• Experience working with CRM platforms, preferably within a financial institution or similar regulated environment.
• Experience gathering and documenting business requirements, business rules, user stories, and acceptance criteria.
• Experience supporting system enhancements, implementations, testing, and production support.
• Experience partnering with business units, IT teams, and vendors to translate business needs into system or process improvements.

• Strong analytical and problem-solving skills with the ability to assess business needs, processes, systems, and data.
• Ability to make recommendations and support implementation of sales, service, and marketing capabilities within a CRM environment.
• Working knowledge of project methodologies such as Scrum and Waterfall.
• Strong knowledge of banking principles, practices, products, services, and systems specific to CRM.
• Strong knowledge of project management principles and practices.
• Knowledge of strategic planning, workflow analysis and design, policy and procedure development, and risk management.
• Ability to analyze member and operational data to identify trends, opportunities, and recommendations.
• Ability to translate business needs into clear technical and functional requirements.
• Strong oral and written communication skills with the ability to present information clearly to stakeholders, senior leaders, vendors, and business partners.
• Ability to learn new information and apply it to current and future job functions, problem solving, and decision-making.
• Ability to build effective working relationships, collaborate across teams, and use tact and diplomacy in a variety of situations.
• Ability to set clear and actionable expectations, support learning and performance improvement, and provide candid and helpful feedback to team members.
• Ability to apply critical thinking to identify the strengths and weaknesses of alternative solutions or approaches to problems.