W2 Only- Need only Local to South Carolina- Salesforce CRM Business Analyst

Business Analyst – CRM Consultant Overview

The CRM Consultant will play a key role in optimizing customer engagement processes and ensuring the CRM platform is effectively aligned to agency operations. This individual will gather business requirements, design CRM workflows, support implementation, and help ensure successful end-user adoption across departments.

Key Responsibilities

• Evaluate business workflows and customer engagement processes to determine CRM requirements and improvement areas.
• Design, configure, and assist in implementing CRM functionality that aligns with business goals.
• Develop process documentation , Standard Operating Procedures (SOPs), and training materials.
• Create CRM strategies that improve relationship management, data accuracy, and operational efficiency.
• Collaborate with internal teams (Marketing, Customer Service, Program Areas) to support CRM usage.
• Monitor CRM usage and performance; provide insights, performance analytics, and optimization recommendations.
• Support vendor evaluation and selection when implementing new platforms or upgrades.
• Track and report outcomes, user adoption, and value realization to senior leadership.

Skill Type

Skill Name

Required / Desired

Years of Experience

Skill

5+ years of experience with Microsoft Dynamics 365 CRM – configuration, implementation, and optimization

Required

5 Years

Skill

7+ years of experience with Sales Processes – workflows, pipeline management, and process optimization

Required

7 Years

Skill

3+ years of experience as a Business Analyst – requirements gathering, documentation, stakeholder collaboration

Required

3 Years

Certification

CRM Certifications (Salesforce Certified Consultant, Microsoft Dynamics 365 Functional Consultant, etc.)

Preferred

Skill

Experience developing Training Materials and Standard Operating Procedures (SOPs) for CRM adoption

Preferred

Skill

Experience with Salesforce CRM

Preferred