CX Business Analyst (Houston)

PRIMARY RESPONSIBILITIES

Duties to include but not limited to

Collaborate with Product Managers and stakeholders to define business goals, prioritize enhancements, and develop detailed project roadmaps.

Assess value, develop cases, and prioritize stories, epics and themes to ensure work focuses on those with maximum value that are aligned with product strategy.

Communicate and comprehend user business needs and concerns and integrate that understanding with technical skills.

Provide expertise in all aspects of requirements gathering and planning of CRM systems.

Provide backlog management, iteration planning, and elaboration of the user stories.

Ensure that the development team always has an adequate amount of prior prepared tasks to work on.

Create & maintain strong working relationships with other members of the delivery team and the wider organization so that the overall team operates professionally and is seen as delivering desired business outcomes.

Collaborate with team members to identify needs and opportunities for improvement.

Successfully multi-task across several concurrent projects.

Ability to lead projects by collaborating with the Project Manager and cross-functional teams to gather requirements, perform fit-gap analysis, develop user stories, conduct end-to-end testing, and ensure successful delivery.

Some travel both Domestic and International maybe required (depending on the Project)

EDUCATION & EXPERIENCE QUALIFICATIONS

Minimum 3 to 5 years of hands-on experience with CRM systems like Microsoft Dynamics 365, or Salesforce.

Strong knowledge and understanding of Sales, Marketing, or Field Service Processes

Experience working with CPQ (Configure, Price, Quote) platforms (OCPQ, PROS) is highly desirable

Experience integrating CRM with ERP systems (JD Edwards or Oracle ERP Cloud, D365 F&O preferred)

Familiarity with Power BI or Snowflake or other analytics tools is an asset

Proven ability to translate business requirements into technical deliverables.

Prior experience in the Oil & Gas industry is highly desirable.

Excellent written and verbal communication skills.