Hello,

Greetings from IDEXCEL Technologies!!

Designation: Business Analyst-CRM

Company Name: IDEXCEL technologies, Full Time.

Experience: 5+ Years

Notice Period: immediate to 15 Days

Work Mode: Work From Office( 5 Days in a week)

Interview Mode: ( 2 Levels) 1 St Level will be online, 2 nd Level will be F2F.

Work Location: Ameerpet, Hyd.

JD:

Position Overview :We are seeking a highly motivated and experienced Business Analyst/Product Owner to join our dynamic team. This individual will play a pivotal role in designing, developing, and launching a robust CRM system that integrates seamlessly with our deposit account opening, personal and commercial loan origination systems (LOS), and lightweight marketing platform. The ideal candidate will have hands-on experience with leading CRM platforms like Salesforce, HubSpot, or similar, and possess a strong ability to bridge technical requirements with business objectives.

Key Responsibilities

- Collaborate with stakeholders to define the requirements, scope, and goals for the CRM system within our LOS ecosystem.
- Analyze business processes, identify gaps, and propose solutions to enhance customer relationship management and marketing workflows.
- Design user-friendly interfaces and workflows for the CRM system, ensuring seamless integration with deposit account opening, LOS, and marketing platforms.
- Create detailed documentation, including functional specifications, user stories, and process flows.
- Conduct competitive analysis of CRM solutions (e.g., Salesforce, HubSpot) to incorporate industry best practices and cutting-edge features.
- Work closely with developers, UX/UI designers,



and quality assurance teams to ensure accurate implementation of requirements.
- Lead user acceptance testing (UAT) and support change management efforts during CRM deployment.
- Provide training and support to end-users to maximize adoption and utilization of the CRM system.
- Monitor and measure CRM performance post-launch, leveraging insights to recommend enhancements.

Qualifications

- Bachelors degree in business administration, Information Systems, or a related field.
- 3+ years of experience as a Business Analyst or Product Analyst, with a focus on CRM systems (e.g., Salesforce, HubSpot, Zoho CRM).
- Proven track record of designing and implementing CRM systems or enhancements in a commercial lending, deposit account opening, or financial services environment.
- Strong understanding of CRM functionalities, including lead management, customer segmentation, marketing automation, and reporting.
- Familiarity with commercial loan origination systems (LOS) and marketing platforms is a solid plus.
- Excellent analytical and problem-solving skills with the ability to translate business needs into technical requirements.
- Proficiency in tools like JIRA, Confluence, and wireframing tools (e.g., Figma, Balsamiq).
- Exceptional communication and interpersonal skills, with the ability to engage technical and non-technical stakeholders.
- Agile/Scrum experience is preferred.

Why Join Us?

- Be part of an innovative team shaping the future of financial technology.
- Work on cutting-edge projects that integrate CRM, marketing, and LOS systems.
- Competitive salary, benefits, and opportunities for qualified growth.
- Collaborative and inclusive work culture.

📌 Business Analyst-CRM (Telangana)
🏢 Idexcel
📍 Telangana