664 Crm Systems jobs in the United States

At Vericel Corporation, we are pioneers in advanced cell therapies for sports medicine and severe burn care, transforming patient lives through cutting-edge regenerative medicine. Our commitment to innovation, patient-centered focus, and scientific excellence drives us to develop groundbreaking treatments including MACI (knee cartilage repair), Epicel and Nexobrid (burn care).

Position Summary:

The ERP/CRM Manager will be responsible for the administration, enhancement, and strategic direction of the Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) platforms. Ensure that ERP and CRM systems support the company's operational, financial, and commercial needs while maintaining compliance with GxP, SOX, and other regulatory requirements.

The ERP/CRM Manager will work closely with various internal teams to optimize system capabilities, drive process improvements, and ensure data integrity. They will also coordinate with external vendors, managed service providers (MSPs), and IT compliance teams to oversee system performance, integrations, and oversee validation/qualification efforts.

Schedule:

This position is in-office from Monday - Thursday in our new Burlington, MA location, with flexibility to work remotely on Fridays.

Position Scope:

• Serve as the primary IT system owner for ERP and CRM platforms and related systems, ensuring system reliability, performance, and compliance.
• Manage system configurations, upgrades, integrations, and user administration alongside internal and external resources.
• Partner with Finance, Supply Chain, Manufacturing, and Commercial Operations to align ERP and CRM capabilities with business needs including meaningful and real time reporting and analytics.
• Lead data integrity, master data management (MDM), and reporting strategies to enhance decision-making.
• Oversee vendor relationships for ERP/CRM support, ensuring SLAs and service quality meet business needs.
• Identify and implement process improvements to enhance operational efficiency, automation, and reporting.
• Collaborate with cross-functional teams to evaluate, develop, and deploy new ERP/CRM features or modules.
• Work closely with business teams to define best practices, standard operating procedures (SOPs), and training programs for ERP/CRM users.
• Ensure ERP and CRM systems comply with SOX, GxP, and 21 CFR Part 11 where applicable.
• Oversee change management, validation, and documentation in alignment with regulatory requirements.
• Manage ERP/CRM-related IT compliance records within the QMS system, including but not limited to Change Control Records (CCRs), deviations and events, SME assessments, and other record types as required.
• Support internal and external audits, ensuring all system-related compliance artifacts are up to date.
• Partner with IT infrastructure, security, and data teams to manage integrations between ERP, CRM, and other enterprise systems.
• Ensure seamless data flow between ERP, CRM, Business Intelligence (BI) tools, and other platforms.
• Serve as the primary point of contact for ERP/CRM users across business functions.
• Work with third-party vendors, MSPs, and implementation partners to ensure system stability, support, and enhancements.
• Monitor vendor performance, licenses, and system costs to align with IT budget constraints.

Qualifications:

• Bachelor's degree ideally in engineering or IT related field
• 6-9+ years of direct experience managing ERP and CRM platforms, preferably in the life sciences industry.
• Strong understanding of ERP/CRM system administration, configurations, and best practices.
• Direct experience with MS D365 ERP strongly preferred.
• Experience in SOX compliance, GxP validation, CSA principals, and IT governance for regulated enterprise applications.
• Proven ability to optimize business processes and improve system efficiency alongside various stakeholders.
• Experience with system integrations, master data management, and reporting/analytics.
• Ability to manage vendor relationships, service contracts, and support agreements.
• Strong collaboration and communication skills, with the ability to interact with Finance, Supply Chain, Manufacturing, and Commercial Operations teams.
• Strong project management and communication skills
• Proven ability to manage time effectively and handle multiple conflicting priorities

Why Vericel?

• Cutting-Edge Science: Work with a leading regenerative medicine product that is transforming patient care.
• Career Growth: Be a part of a growing organization with opportunities to expand your impact.
• Collaborative Culture: Work alongside a team of dedicated professionals who are passionate about improving lives.

EEO Statement

All applicants will receive consideration for employment without regard to their race, color, religion, sex, national origin, sexual orientation, gender identity, or protected veteran status and will receive consideration for employment and will not be discriminated against on the basis of disability. Vericel Corporation is an Equal Opportunity/Affirmative Action Employer.

Vericel Corporation is VEVRAA federal contractor and desires priority referrals of protected veterans for job openings at all locations within the state.

Overview

The Senior ERP & CRM Systems Administrator will play a critical role within the IT team, responsible for the ongoing administration, maintenance, support, and enhancement of the companys core business applications including Oracle E-Business Suite, Salesforce, and collaboration platforms such as Atlassian JIRA and Confluence. This position requires a hands-on, proactive professional capable of managing multiple priorities in a dynamic environment.

The ideal candidate will bring strong initiative, ownership, and follow-through to all tasks, from technical troubleshooting to project planning and stakeholder communication. As a subject matter expert (SME), this individual will lead and contribute to the resolution of complex technical issues and will be expected to perform system setup, configuration, performance tuning, and operational optimization. In addition to core responsibilities, the Senior Administrator will contribute to broader IT operations and demonstrate flexibility in taking on evolving roles within a small, agile team.

This position is based in Herndon, VA with the opportunity for a remote work schedule.

Responsibilities

1. Provide functional and technical support of Oracle EBS to business users for day-to-day operations, month-end, and quarter-end, with knowledge of Oracle modules like: AP, AR, OM, INV, FA, PO, and GL.
2. Understand Oracle Applications database architecture including schemas, database objects, file system structure, tables, views, packages, procedures, functions, triggers, sequences, indexes, and constraints.
3. Proficiency with tools supporting Oracle Applications development such as Java, XML, PL/SQL, SQL*Plus, Forms, Reports, Workflow, XML Publisher, OAF & ADF.
4. Experience administering Atlassian tools, especially JIRA and Confluence, including understanding workflows, permission schemes, notification schemes, and screen schemes.
5. At least 2 years of Salesforce platform administration experience.
6. Ensure compliance with industry security practices.
7. Provide training to new staff and maintain/update user training documents.
8. Working knowledge of Scrum and Kanban methodologies.
9. Proficiency in scripting and Linux Operating systems.
10. Bachelors degree in Computer Science, Computer Engineering, Information Systems, or related fields.
11. Minimum three years of experience with Oracle, emphasizing finance, distribution, and manufacturing functions.
12. Ability to work well with a small team and stay organized.

Qualifications

• Maintain and upgrade Oracle EBS applications, including customizations and extensions.
• Collaborate with functional teams to understand requirements and translate them into technical solutions.
• Develop and customize reports using Oracle Reports and BI Publisher.
• Work with Oracle PL/SQL, SQL, Java, Oracle Reports, Forms, BI Publisher, and Oracle APEX.
• Coordinate with Oracle support and vendors for issue resolution and fixes.
• Manage updates, upgrades, and development for Oracle EBS, JIRA, and Confluence.
• Maintain JIRA projects, workflows, permissions, and users in the latest JIRA environment.
• Research and implement best practices for configuring and administering Jira and Confluence enterprise instances.
• Collaborate with Scrum teams on requirements, design, and testing.
• Manage Jira filters, reports, dashboards, workflows, and fields.
• Maintain and enhance Salesforce Service Cloud implementation to meet company goals.

Knowledge or Proficiency Areas (preferred):

• Strong computer and technical skills, especially Linux and scripting.
• Experience supporting Oracle E-Business applications and databases in fast-paced environments.
• Ability to administer, troubleshoot, backup, restore, upgrade, patch, and tune JIRA, Confluence, and Oracle databases.
• Salesforce administration experience.

Security Clearance: Active secret level security clearance or the ability to obtain one.

iDirect Government is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration without regard to race, color, religion, national origin, disability, sexual orientation, gender identity, or protected veteran status.

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Overview

The S enior ERP & CRM Systems Administrator will play a critical role within the IT team, responsible for the ongoing administration, maintenance, support, and enhancement of the company's core business applications - including Oracle E-Business Suite, Salesforce, and collaboration platforms such as Atlassian JIRA and Confluence. This position requires a hands-on, proactive professional capable of managing multiple priorities in a dynamic environment.

The ideal candidate will bring strong initiative, ownership, and follow-through to all tasks, from technical troubleshooting to project planning and stakeholder communication. As a subject matter expert (SME), this individual will lead and contribute to the resolution of complex technical issues and will be expected to perform system setup, configuration, performance tuning, and operational optimization. In addition to core responsibilities, the Senior Administrator will contribute to broader IT operations and demonstrate flexibility in taking on evolving roles within a small, agile team.

This position is based in Herndon, VA with the opportunity for a remote work schedule.

Responsibilities

• Proven experience in providing functional and technical support of Oracle EBS to business users for day-to-day operations, month-end, and quarter-end. Especially knowledge of Oracle modules like: AP, AR, OM, INV, FA, PO, and GL.
• Knowledge in underlying Oracle Applications database architecture including schemas/products, database objects, file system structure, tables, views, packages, procedures, functions, triggers, sequences, indexes, and constraints.
• Must have proficiency with tools used to support Oracle Applications development including, but not limited to, Java, XML,PL/SQL, SQL*Plus, Forms, Reports, Workflow, XML Publisher, OAF & ADF.
• Experience with administering software team solutions on Atlassian tools especially JIRA and Confluence
• understanding of JIRA workflows, permission schemes, notification schemes, screens schemes, etc
• 2+ years of Salesforce platform administration experience
• Experience in ensuring compliance with industry security practices.
• Provide training to new staff, as necessary, as well as develop, maintain, and update user training documents.
• Working knowledge of both Scrum and Kanban methodologies
• Must be self-starters, strategic thinkers, action driven, flexible in changing direction and methods, excel at managing multiple priorities, succeed in communicating with all levels within the organization and provide immediate contribution.
• Must be proficient working with scripting and Linux Operating systems.
• A bachelor's degree in computer science, Computer Engineering, Information System, or related fields.
• At least three years of experience with Oracle with emphasis on finance, distribution, and manufacturing functions is required.
• Must work well with small team and be organized.

Qualifications

• Maintain Oracle EBS applications, including customizations, extensions, and upgrades.
• Work collaboratively with functional teams to understand requirements and translate them into technical solutions.
• Develop and customize reports using Oracle EBS reporting tools like Oracle Reports and BI Publisher.
• Work with Oracle PL/Sql, SQL, Java, Oracle Reports, Oracle Forms, BI Publisher and Oracle Apex
• Collaborate with Oracle support and support vendors to resolve issues and implement fixes.
• Manage updates, upgrades and development required for Oracle EBS, JIRA, and Confluence.
• Maintain Jira projects, workflows, permissions, and users while working in the latest JIRA environment.
• Research and implement best practices for configuring and administering the Enterprise Instances of Jira and Confluence.
• Collaborate with Scrum teams to define requirements, design solutions, and test implementations.
• Work with Jira filters, reporting, dashboards, workflows, fields, and Jira administration
• Maintain and advance existing Salesforce Service Cloud implementation to meet company goals.

Knowledge or Proficiency Areas preferred.

• Strong computer and technical skills, especially with Linux, scripting.
• Any Oracle Application DBA Relevant Experience supporting Oracle E-Business applications and Database systems in fast paced environment is huge plus.
• Ability to administer, troubleshoot, backup, restore, move, upgrade, patch and tune JIRA, Confluence and Oracle Application databases is highly desirable.
• Salesforce administration.

Security Clearance: Active secret level security clearance or the ability to obtain.

iDirect Government is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, disability, sexual orientation, gender identity, or protected veteran status.

Job Description

Insight Global is seeking a skilled CRM Systems and Contact Intelligence Manager to join an AM 200 law firm.The CRM Systems and Contact Intelligence Manager, based within the Knowledge Management Department, will lead the strategy, oversight, and evolution of the firm's client and contact relationship technologies and data. This is a unique opportunity for an experienced professional to help shape and implement the right approach to CRM management-from optimizing current systems (InterAction) to evaluating and potentially transitioning to new, more advanced platforms that align with firm goals. The role will be responsible for maximizing the effectiveness of the firm's relationship data, enabling attorneys to quickly identify connections between key individuals, companies, and business development opportunities. In addition to the CRM platform, the role includes oversight of integrated tools that support client communications and engagement analysis. This person will also oversee the firm's Email Communications and Data Coordinator on day-to-day CRM related process and data quality efforts. The ideal candidate will bring an enterprise-level understanding of data, systems, and tools to help connect and improve contact intelligence across platforms firmwide. Working closely with key stakeholders, this person will help drive more holistic storytelling and analytics, ultimately strengthening client engagement and strategic decision-making.

Essential Functions & Responsibilities:

-Oversee all facets of the firm's CRM system, InterAction, and related data management including, maintenance, research, reporting, training and support. This includes:

-Strategic System Growth and Integration Leadership

-Lead the utilization and expansion of the firm's CRM system.

-Assess system improvements, evaluate system transitions/upgrades and lead any new implementations.

-Drive firm engagement and adoption of CRM through process development, messaging, and training.

-Collaborate with colleagues in other functional areas to advance the integration of CRM data with other firm business intelligence to yield more holistic analytics.

-Day-to-Day Systems and Process Management

Manage CRM Data Coordinator and all their process and quality control responsibilities.

-Manage processes around data updates, reporting, research and data entry.

-Drive ongoing data clean-up processes and maintenance by eliminating duplicate and invalid data, resolving discrepancies, verifying standardization of data and ensuring that required fields are populated.

-Stay apprised of latest contact management tools and trends, and identify novel and systematic ways to improve data quality and usage.

-Manage processes around distribution of electronic communications - alerts, newsletters, invitations, etc.- in partnership with the firm's -Marketing Communications Team.

-Manage system users and permissions.

-Training and Policy Improvement

-Provide database support and training to legal and non-legal end-users, including answering questions, troubleshooting problems, communicating policy, and teaching or instructing users regarding system functionality, data entry, and basic management.

-Develop and provide training on core and advanced system functionality. This would include the creation of documentation and tutorials on processes, policies, and systems configuration.

-Reporting and Analytics

-Generate analytical reports, using data visualization tools when impactful, to improve the firm's understanding of contact engagement and opportunities.

-Generate client relationship intelligence reports for business development and lateral integration.

-Help manage and leverage specialized contact lists, like those of our firm alumni and top clients.

This role is hybrid, 2 days per week on-site in the firm's Philadelphia office.

Compensation:

$120K to $135K per year annual salary.

Exact compensation may vary based on several factors, including skills, experience, and education. Benefits are provided.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:

Skills and Requirements

-Bachelor's degree

-5-7 years of experience within a knowledge management department

-Law firm or professional services environment preferred null

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to

Overview

A highly respected national law firm is seeking a CRM Systems and Contact Intelligence Manager to lead the firm's contact relationship technologies and associated data strategy. Based within the Knowledge Management Department, this role will drive the transformation and optimization of CRM tools (currently InterAction) and contact intelligence platforms that support business development, client engagement, and strategic growth.

The successful candidate will be responsible for managing CRM operations, overseeing data integrity and engagement analytics, supporting integrated communications tools, and leading user adoption strategies. This position also supervises a CRM Data Coordinator and collaborates across Marketing, IT, and firm leadership to deliver measurable improvements in relationship visibility and client insights.

Key Responsibilities

Strategic Leadership and System Evolution

• Lead the strategy, adoption, and growth of the firm's CRM system (currently InterAction).
  
  
• Evaluate current platforms and assess upgrades or transitions to more advanced CRM solutions.
  
  
• Work cross-functionally to connect CRM data with firm-wide business intelligence for more complete client analytics.
  
  
• Drive adoption through communication, policy development, and user support initiatives.

Systems Management and Data Governance

• Supervise the CRM Data Coordinator and ensure ongoing accuracy and quality of contact data.
  
  
• Manage data integrity processes, including deduplication, standardization, and updates.
  
  
• Oversee day-to-day CRM operations including list management, reporting, and permissions.
  
  
• Partner with the Marketing Communications team to support distribution of newsletters, alerts, and event invitations.
  
  
• Stay informed of emerging CRM technologies and best practices to improve system use and data reliability.

Training and User Support

• Develop and lead CRM training programs for attorneys and staff.
  
  
• Provide documentation, tutorials, and hands-on support for new and existing users.
  
  
• Troubleshoot CRM system issues and communicate clear guidance on data policies and procedures.

Reporting and Analytics

• Generate and present reports and visualizations to track contact engagement and BD opportunities.
  
  
• Produce contact intelligence reports for use in client development, alumni engagement, and attorney integration.
  
  
• Maintain and leverage curated lists for top clients and strategic initiatives.

Qualifications

• Bachelor's degree required.
  
  
• 5-7 years of experience in CRM management, knowledge management, or related fields.
  
  
• Prior experience in a law firm or professional services environment preferred.
  
  
• Strong leadership, organizational, and project management skills.
  
  
• Deep understanding of InterAction or similar CRM platforms.
  
  
• Experience with Vuture or equivalent email communication platforms.
  
  
• Strong interpersonal skills with a customer-focused, team-oriented mindset.
  
  
• Proficient in developing training materials and delivering end-user education.
  
  
• Analytical thinker with problem-solving abilities and attention to detail.
  
  
• Interest in legal innovation, process improvement, and strategic technology use.

Additional Information

• This position may involve occasional travel to other firm offices or external conferences.
  
  
• The CRM Systems and Contact Intelligence Manager reports to the Director of Knowledge Management and Business Operations.
  
  
• The job description may be modified based on evolving business needs.

Soni is seeking a Knowledge CIM Manager to join our client, a respected law firm headquartered in Philadelphia, PA . This is a permanent, hybrid role (4 days in-office, 4 remote per pay period) supporting the firm's Knowledge Management team. This newly created position is ideal for a detail-oriented, tech-savvy professional who thrives at the intersection of data, systems, and client intelligence-particularly within a professional services or legal environment.

Key Responsibilities of the Knowledge CIM Manager:

• Own and manage the firm's client relationship management (CRM) system, including maintenance, enhancements, and user adoption
• Serve as the internal SME for CRM tools (Interaction or similar); experience with DealCloud is a strong plus
• Oversee data accuracy, segmentation, and reporting across marketing and client development functions
• Partner with firm leadership to drive contact intelligence strategy, aligning CRM data with broader business development goals
• Support and manage firmwide email communication platforms such as Vuture or similar
• Mentor and supervise one direct report (Email Communications and Data Coordinator)
• Collaborate closely with attorneys, marketing, business development, and IT teams
• Translate technical systems concepts into business-friendly language for stakeholders
• Continuously assess and improve processes tied to data hygiene, list segmentation, and outreach effectiveness

Requirements of the Knowledge CIM Manager:

• Bachelor's degree required
• 5-7 years of experience in knowledge management, preferably in a law firm or professional services setting
• Hands-on experience with CRM platforms such as Interaction, and preferably DealCloud
• Familiarity with email marketing/distribution platforms (e.g., Vuture)
• Strong project/process management skills and ability to streamline workflows
• Experience managing people and mentoring junior team members is a plus
• Excellent communication and interpersonal skills with the ability to engage and influence firm leadership
• Proactive, highly detail-oriented, and technically proficient with a forward-thinking mindset

Compensation: $120,000 to $135,000 annually
Salary is based on a range of factors that include relevant experience, knowledge, skills, other job-related qualifications.

Apply now for immediate consideration for the Knowledge CIM Manager position!

Job Description
Insight Global is seeking a skilled CRM Systems and Contact Intelligence Manager to join an AM 200 law firm.The CRM Systems and Contact Intelligence Manager, based within the Knowledge Management Department, will lead the strategy, oversight, and evolution of the firm's client and contact relationship technologies and data. This is a unique opportunity for an experienced professional to help shape and implement the right approach to CRM management-from optimizing current systems (InterAction) to evaluating and potentially transitioning to new, more advanced platforms that align with firm goals. The role will be responsible for maximizing the effectiveness of the firm's relationship data, enabling attorneys to quickly identify connections between key individuals, companies, and business development opportunities. In addition to the CRM platform, the role includes oversight of integrated tools that support client communications and engagement analysis. This person will also oversee the firm's Email Communications and Data Coordinator on day-to-day CRM related process and data quality efforts. The ideal candidate will bring an enterprise-level understanding of data, systems, and tools to help connect and improve contact intelligence across platforms firmwide. Working closely with key stakeholders, this person will help drive more holistic storytelling and analytics, ultimately strengthening client engagement and strategic decision-making.
Essential Functions & Responsibilities:
-Oversee all facets of the firm's CRM system, InterAction, and related data management including, maintenance, research, reporting, training and support. This includes:
-Strategic System Growth and Integration Leadership
-Lead the utilization and expansion of the firm's CRM system.
-Assess system improvements, evaluate system transitions/upgrades and lead any new implementations.
-Drive firm engagement and adoption of CRM through process development, messaging, and training.
-Collaborate with colleagues in other functional areas to advance the integration of CRM data with other firm business intelligence to yield more holistic analytics.
-Day-to-Day Systems and Process Management
Manage CRM Data Coordinator and all their process and quality control responsibilities.
-Manage processes around data updates, reporting, research and data entry.
-Drive ongoing data clean-up processes and maintenance by eliminating duplicate and invalid data, resolving discrepancies, verifying standardization of data and ensuring that required fields are populated.
-Stay apprised of latest contact management tools and trends, and identify novel and systematic ways to improve data quality and usage.
-Manage processes around distribution of electronic communications - alerts, newsletters, invitations, etc.- in partnership with the firm's -Marketing Communications Team.
-Manage system users and permissions.
-Training and Policy Improvement
-Provide database support and training to legal and non-legal end-users, including answering questions, troubleshooting problems, communicating policy, and teaching or instructing users regarding system functionality, data entry, and basic management.
-Develop and provide training on core and advanced system functionality. This would include the creation of documentation and tutorials on processes, policies, and systems configuration.
-Reporting and Analytics
-Generate analytical reports, using data visualization tools when impactful, to improve the firm's understanding of contact engagement and opportunities.
-Generate client relationship intelligence reports for business development and lateral integration.
-Help manage and leverage specialized contact lists, like those of our firm alumni and top clients.
This role is hybrid, 2 days per week on-site in the firm's Philadelphia office.
Compensation:
$120K to $135K per year annual salary.
Exact compensation may vary based on several factors, including skills, experience, and education. Benefits are provided.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: and Requirements
-Bachelor's degree
-5-7 years of experience within a knowledge management department
-Law firm or professional services environment preferred null
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to

Job Description

· Collaborate with stakeholders to gather and document business requirements for CRM system enhancements and new implementations.

· Serve as a Subject Matter Expert (SME) within all aspects of CRM modules and analyze business processes.

· Analyze business Processes and Provide recommendations for improving the effectiveness of the company's CRM strategy.

· Develop detailed functional specifications and use cases to guide the development and implementation of CRM solutions.

· Work with the development team to ensure that solutions are aligned with business requirements and delivered on time using Agile practices.

· Facilitate requirements-gathering, develop user stories, process flows, use cases and assist user acceptance testing (UAT) and provide training and support to end-users.

· Monitor and evaluate the performance of CRM systems and recommend enhancements to improve efficiency and effectiveness.

· Stay up to date with industry trends and best practices in CRM systems and business analysis.

· Adhere to IT governance and delivery policies like change management, data retention, etc.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:

Skills and Requirements

At least 10 years of overall business analysis experience, preferably in IT delivery/consulting

· Demonstrated experience working in large enterprise projects.

Skill Required

· Proven experience as a Business Analyst, preferably with a focus on CRM systems.

· Strong understanding of the built-in functionality of the Dynamics 365 Sales module.

· Strong analytical and problem-solving skills.

· Excellent communication and interpersonal skills.

· Demonstrated ability to work well with business, technical, governance, and other organizational groups.

· Ability to work independently and as part of a team.

· Knowledge of industry best practices and processes deployed in CRM systems.

· Responsive, organized, and able to multi-task well. Certification in Business Analysis (e.g., CBAP, PMI-PBA).

· Familiarity with data analysis and reporting tools.

· Exposure to integration with ERP systems such as SAP, Oracle. null

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to

Founded in 1934, Medical Mutual is the oldest and one of the largest health insurance companies based in Ohio. We provide peace of mind to more than 1.2 million members through our high-quality health, life, disability, dental, vision and indemnity plans. We offer fully insured and self-funded group coverage, including stop loss, as well as Medicare Advantage, Medicare Supplement, and individual plans.

Business System Analyst I

Provides the interface between the business and information technology areas. Works with business partners to identify business requirements and reviews/produces specifications for any change to technology applications. Works with the systems development team throughout the project life cycle to ensure that they provide systems solutions to meet business needs. Experience with Microsoft Dynamics 365 preferred.

Business System Analyst II

Provides the interface between the business and information technology areas with an understanding of priorities and high-level concerns of both areas. Works with business partners to analyze/prioritize business requirements and reviews/produces specifications for any change to technology applications. Works with the systems development team throughout the project life cycle to ensure that they provide systems solutions to meet business needs. Assists in the development of the business case and project estimates for the proposed solution. Experience with Microsoft Dynamics 365 preferred.

Business System Analyst III

Provides the interface between the business and information technology areas to identify business requirements based on an understanding of priorities and high-level concerns of both areas. Works with the systems development team throughout the project life cycle to ensure that they provide systems solutions to meet business needs. Facilitates development of the business case and project estimates for the proposed solution. As required, functions as a project leader on small-scope projects. Experience with Microsoft Dynamics 365 preferred.

Business System Analyst IV

Provides the interface between the business and information technology areas with an understanding of priorities and high-level concerns of both areas. Coordinates and leads the systems development team throughout the project life cycle (including post implementation) to ensure that they provide systems solutions to meet business needs. Develops the business case and project estimates for the proposed solution. Functions as a project leader on projects. Experience with Microsoft Dynamics 365 preferred.

Responsibilities:

Business System Analyst I

• Captures business needs and shapes requirements through dialogue with business partners.
• Supports the development of documentation of solutions and verifies against user requirements.
• Supports testing, implementation, and training phases of systems projects.
• Participates in design reviews and walkthroughs to communicate systems designs and validate proposed solutions.
• Provides project management support as needed.
• Engages in continuous education.
• Performs other duties as assigned.

Business System Analyst II

• Captures business needs and shapes requirements through dialogue with business partners and IT. Assists in the development of the business case and project estimates for the proposed solution.
• Supports the development of documentation of solutions and verifies against user requirements.
• Assists in conducting design reviews and walkthroughs to communicate systems designs and validate proposed solutions.
• Leads the testing, implementation, and training phases of systems projects.
• Provides project management support as needed.
• Engages in continuous education and staff development.
• Performs other duties as assigned.

Business System Analyst III

• Captures business needs and shapes requirements through dialogue with business partners and IT. Leads the development of the business case and project estimates for the proposed solution.
• Researches alternative solutions, develops documentation of solutions and verifies against user requirements. Obtains approval on requirements.
• Leads the testing, implementation, and training phases of systems projects.
• Coordinates design reviews and walkthroughs to communicate systems designs and validate proposed solutions.
• Provides project management leadership and coordination as needed.
• Engages in continuous education and staff development
• Performs other duties as assigned.

Business System Analyst IV

• Captures business needs and shapes requirements through dialogue with business and IT partners. Leads the development of the business case and project estimates for the proposed solution.
• Identifies and researches alternative solutions, develops documentation of solutions and verifies against user requirements. Obtains approval on requirements.
• Leads the testing, implementation, training and post implementation phases of projects.
• Provides project management leadership and coordination.
• Leads design reviews and walkthroughs to communicate systems designs and validate proposed solutions.
• Provides project management leadership and coordination.
• Coaches and mentors team members to advance staff development.
• Performs other duties as assigned.