CRM Business Data Analyst jobs in Wisconsin

CRM Business Data Analyst analyzes Customer Relationship Management (CRM) system data in response to channel marketing initiatives. Studies marketing data such as customer information, call patterns, and demographics. Being a CRM Business Data Analyst requires a bachelor's degree in area of specialty. Typically reports to a manager or head of a unit/department. To be a CRM Business Data Analyst typically requires 4 to 7 years of related experience. Contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. (Copyright 2024 Salary.com)

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Business Analyst - CRM
  • Connexus Credit Union
  • Wausau, WI FULL_TIME
  • Connexus Credit Union - Who We Are:
    Serving members across all 50 states, Connexus Credit Union is a member-focused cooperative that is proud to return profits to member-owners through high yields for checking accounts and deposit products, as well as competitive rates for personal, home, and auto loans. From its early beginnings on through the years, Connexus has remained a strong, growing, and secure financial institution that remains committed to serving the financial needs of our member-owners across the country.

    Connexus offers an Amazing Benefits package:

    • 25 days of paid time off and 7 paid holidays

    • 16 hours of paid Volunteer Time Off

    • 401K Retirement with up to 6% employer match

    • Excellent Health, Dental, Vision insurance, including multiple plan options

    • Health Savings Account with generous employer contributions

    • Employer paid Life insurance, Short-Term and Long-Term Disability

    • Tuition Reimbursement from $4,000 - $7,000 per calendar year

    • Robust Learning and Development program that includes an annual professional development stipend


    Connexus has a Values-Based Culture:
    Our Values of Integrity, Respect, Transparency, Wellbeing and Synergy aren't just words on a page; our values dictate the actions of the organization and everyone within it. We demonstrate our values in every personal interaction, phone call, and email - every day.

    About the Role:

    We are seeking to hire an experienced Salesforce Business Analyst to join our company! As a Salesforce Business Analyst, you would analyze business processes, gather requirements, design, and configure Salesforce solutions, and manage projects.

    This role is responsible for the management and development of salesforce, to ensure full utilization and tailoring of the platform to match and support business objectives, using agile techniques and strategies. This role will review and analyze business processes, services and information needs with a view to implementing change management initiatives to improve the user experience and increase productivity.

    Responsibilities:

    • Coordinate with business stakeholders to identify business requirements and translate them into scalable Salesforce solutions.

    • Create configurable solutions that comprise workflows, reports, custom objects, and validation rules.

    • Manage various salesforce projects, including gathering information, planning, and executing projects.

    • Formulate and maintain salesforce solution documentation. (e.g., process flows, data models, and technical specifications).

    • Works with the design team to ensure that the most significant business operations are addressed.

    • Educates and promotes CRM standard procedures to guarantee that the solutions produced are highest in class for the business's overall strategy and ethos.

    • Create a requirements management strategy for the project, which describes the process for elicitation, documentation standards, and formats.

    • Familiarity with the backlog grooming process, attributes, review, and approval process.

    • Assist the product owner in defining value and priority and selecting scope for upcoming releases and sprints by facilitating the continuing backlog grooming process.

    • Maintain a functional grasp of the business requirements and project solutions.

    Position Requirements:

    • This position is Remote.

    • Bachelor's degree or commensurate experience is Required.

    • 3 years of experience working as a Salesforce Business Analyst is Required.

    • Excellent knowledge of and shown proven expertise with Marketing Cloud, Service Cloud, and Financial Service Cloud is Required.

    • Collaborate with cross-functional teams to build sustainable applications.

    • Understanding of the project life cycle from inception through to completion, including project initiation, process and requirements analysis, testing, and transition to live activities.

    • Demonstrable experience of the use of core business analysis tools and techniques including workshop facilitation, process mapping and requirements elicitation and documentation.

    • Produce high quality business requirements documentation (such as requirements specifications, user stories, use cases and acceptance criteria) and detailed technical requirements specifications (such as data models, ER diagrams, UML models).

    • Excellent knowledge of Scrum, Agile, SAFe, DevOps, and technology such as Jira and Confluence.

    • Certifications in: Salesforce Certified Business Analyst or Salesforce Certified Administrator.

    Connexus Credit Union's Recent Recognitions:

    • 2024 Best Credit Union - NerdWallet

    • 2024 Best Credit Union - Bankrate

    • 2023 Best-In-Class Employer - Gallagher

    • 2023 Best Credit Union - Kiplinger

    • Fourth Largest Credit Union in Wisconsin (by asset size)

    Equal Opportunity Employer/Disabled/Veterans/41 CFR 60-1.4, 41 CFR 60-1.35


    Connexus Credit Union is an equal opportunity employer committed to diversity and inclusion, and fair treatment, free of discrimination and retaliation. We will not discriminate against any employee or applicant for employment based on race, color, age, religion, sex, pregnancy, national origin, genetic information, sexual orientation, gender identity, veteran status, the presence of mental, physical, or sensory disability, or any other status protected under federal, state or local laws.

     

  • 3 Days Ago

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Data Analyst III
  • AE Business Solutions
  • Madison, WI FULL_TIME
  • AE Business Solutions is looking for a Direct Hire Data Analyst III for a hybrid, contract-to-hire position with a client located in Madison, WI. The Analyst will gathers, analyzes, and interprets dat...
  • 10 Days Ago

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Data Analyst
  • Data Dimensions, LLC
  • Janesville, WI FULL_TIME
  • Purpose: The Data Analyst will be an integral part of the Data Team in building and scaling processing capabilities, data analysis and reporting. This role will center around supporting inbound data o...
  • 4 Days Ago

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CRM Data Manager (FT)
  • Milwaukee.Bucks
  • Milwaukee, WI FULL_TIME
  • Job Title: CRM Data ManagerClass: Full-TimeReports to: VP, Business Strategy & Analytics As part of our commitment to health and safety, we are requiring that all full-time/part-time team members and ...
  • 1 Day Ago

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Systems Analyst
  • SunPlus Data Group, Inc.
  • Appleton, WI FULL_TIME
  • SunPlus Data Group is seeking a Systems Analyst to work for a State Government facility in Appleton, WI. This is for 12 months to start and is likely to extend Hours are generally M-F, 40 hrs/week Pay...
  • 2 Days Ago

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System Analyst, CRM Kohler Energy
  • kohler
  • Kohler, WI FULL_TIME
  • Location: Hybrid at Kohler Energy, WIOpportunityThe Systems Analyst, CRM, Digital Sales Operations is a newly created role to support the growing needs and demands on the Digital Sales Operations team...
  • 1 Month Ago

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Business Data Analyst
  • ICONMA, LLC
  • Jersey City, NJ
  • HOT Req Alert!!! One of our large Financial Clients is looking for a Business Data Analyst to work within their Forecast...
  • 3/28/2024 12:00:00 AM

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Business/Data Analyst
  • Expert In Recruitment Solutions
  • Lake Mary, FL
  • Title: Business/Data Analyst Location: Lake Mary, FL (HYbrid) Duration: 6+ months contract Local with LinkedIn Job Descr...
  • 3/28/2024 12:00:00 AM

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Business Data Analyst
  • Culligan Consumer Products Division
  • Rosemont, IL
  • Job Description Job Description JOB DESCRIPTION: Business Data Analyst Location: Hybrid – Rosemont, IL Overview: Support...
  • 3/28/2024 12:00:00 AM

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Business Data Analyst
  • Synergis
  • Culver City, CA
  • Title: Technical Business Analyst Location: Culver City, CA Duration: 12 months NOTE: I am not able to work on a C2C bas...
  • 3/27/2024 12:00:00 AM

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Business Data Analyst
  • HOLT Group
  • **This is a remote position, applicants MUST live in Texas. Full time only, no C2C or C2H** Job Summary: HOLT seeks a Da...
  • 3/25/2024 12:00:00 AM

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Senior Business Data Analyst
  • Phoenix Innovations LLC
  • Alpharetta, GA
  • This role is for an individual passionate about Data and has the business savviness to drive customer success through ou...
  • 3/24/2024 12:00:00 AM

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Business Data Analyst
  • Deposita™, An Allied Universal® Company
  • Jupiter, FL
  • Overview Deposita(TM), An Allied Universal(R) Company has perfected the art of cash management using world-class innovat...
  • 3/23/2024 12:00:00 AM

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Business Data Analyst
  • Deposita™, An Allied Universal® Company
  • Dallas, TX
  • Overview Deposita(TM), An Allied Universal(R) Company has perfected the art of cash management using world-class innovat...
  • 3/23/2024 12:00:00 AM

Wisconsin is bordered by the Montreal River; Lake Superior and Michigan to the north; by Lake Michigan to the east; by Illinois to the south; and by Iowa to the southwest and Minnesota to the northwest. A border dispute with Michigan was settled by two cases, both Wisconsin v. Michigan, in 1934 and 1935. The state's boundaries include the Mississippi River and St. Croix River in the west, and the Menominee River in the northeast. With its location between the Great Lakes and the Mississippi River, Wisconsin is home to a wide variety of geographical features. The state is divided into five dist...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for CRM Business Data Analyst jobs
$103,744 to $155,075

CRM Business Data Analyst in Green Bay, WI
When you join our CRM Analytics team, you will be at the center of our efforts to build fully automated retention marketing capabilities.
January 17, 2020
CRM Business Data Analyst in Battle Creek, MI
NTT DATA Services currently seeks a Microsoft Dynamics CRM - Senior Business Analyst & Tester to join our team in Tallahassee, Florida (US-FL), United States (US).
January 30, 2020
CRM Business Data Analyst in Ann Arbor, MI
On average, a Bachelor's Degree is the highest level of education for a CRM Business Data Analyst.
November 30, 2019