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CRM Business Analyst
2 months ago
IGrow Wealth Investments, a leading property investment company, is seeking a dynamic and forward-thinking CRM Business Analyst to join their team in Cape Town.
**Requirements:**
- Matric
- A degree in Business Administration, Information Technology, Computer Science, Marketing, or a related field
- 3-5 years experience in a CRM Analyst role preferably in financial services
- Self-starter with strong initiative and problem-solving skills
- Track record of leveraging industry and internal proof points
- Ability to handle a large number of projects and deadline-driven
- Self-motivated and able to complete tasks with minimal instruction
- Highly organized
- Work from the office
- Hands-on experience with popular CRM systems like Salesforce, Zoho, and Pipedrive is crucial.
- Experience in business analysis, particularly in understanding business processes and translating them into technical requirements, is essential.
- Experience in managing or supporting CRM-related projects, including implementation, customization, and integration with other systems.
- Familiarity with the industry in which the CRM will be applied, e.g., finance, is beneficial.
**Key Responsibilities:**
- Lead day-to-day system management and optimization.
- Optimize software to the best of its ability.
- Reporting, updating, account sorting, account ranking, data entry, and account management.
- Organize and analyze marketing and customer data and help Sales and Marketing teams.
- Analytical and data-driven approach to creating new revenue opportunities.
- Knowledge of customer acquisition and retention strategies.
- Create new policies and optimize the relevant systems usage with the Sales teams.
- Exceptional verbal and written communication skills.
- Social and emotional intelligence to tailor interactions for internal stakeholders.
- Extensive product knowledge of Zoho, Pipedrive, and Salesforce.
- Technology skills in multiple CRM systems, software, and applications.