Enterprise Applications Analyst (CRM)

5–7 years of hands-on CRM and enterprise applications implementation experience, including configuration, reporting, workflow management, and ongoing system support. Experience with integrations, including designing or supporting APIs, middleware, multi-system data flows, workflow automation, and troubleshooting synchronization issues. Familiarity with security and access management (roles, profiles, permission sets, sharing rules, login/security policies). Ability to make customizations, or scripting logic to support automation or troubleshoot integrations. Proficiency in Reports/Dashboards and SQL or equivalent querying tools. Strong experience with data management, data validation, and data reconciliation across CRM and connected systems. Experience designing business workflows, mapping processes, and documenting functional/technical requirements. Excellent troubleshooting, problem-solving, and stakeholder engagement skills. Ability to work independently in a fast-paced, evolving environment with strong attention to detail. Technically curious, analytical, and adaptable, with a drive to continuously improve systems and processes.

Partner with business stakeholders to analyse workflows, gather requirements, and translate them into functional and technical specifications for CRM and integrated systems. Maintain accurate documentation including data models, data field mappings, process flow and system architecture, and across CRM and connected platforms. Identify process inefficiencies and opportunities for optimization, including opportunities to leverage platform capabilities, and AI-driven enhancements Configure and enhance CRM, CPQ, Field Services or relevant modules, supporting end-end workflows across sales and service teams. Design, implement, and maintain integrations between CRM, and external applications using APIs, middleware, and automation platforms to ensure reliable, timely data synchronization. Build scalable automation using workflows, low-code tools, and targeted customizations for complex logic that cannot be handled through configuration alone. Administer security and access controls—including roles, profiles, permission sets, sharing rules, and login/security policies—to maintain appropriate access and strong data governance. Manage platform components such as validation rules, approval processes, metadata changes, and page layouts to ensure accurate, consistent, and user-friendly system behavior. Support data management activities including data migration, cleansing, validation, and reconciliation across CRM and integrated systems. Build and maintain reports and dashboards, ensuring visibility into KPIs for sales, service, and operations. Write and run SQL (or equivalent) queries to validate data, troubleshoot issues, and support integration troubleshooting. Collaborate with analytics teams to align on data governance, reporting standards, and dashboards used across the organization. Lead and coordinate user acceptance testing (UAT), regression testing, and release validation for CRM changes and cross-system updates. Provide day-to-day CRM and application support, diagnosing root causes, resolving issues, and coordinating with vendors or internal technical teams as needed. Contribute to change management with release notes, documentation, training materials, and communication plans. Build strong relationships across sales, operations, customer success, and technical teams. Clearly translate technical concepts into actionable recommendations for non-technical stakeholders. Ensure alignment with enterprise CRM standards, data governance requirements, and best practices.