Hello,

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.

Note: We are looking Immediate to 15 Days Notice Period and If you don't have an experience into BA, CRM and Loan Origination, Please don't Apply for this

Business Analyst-CRM and Marketing Systems

Position Overview We are seeking a highly motivated and experienced Business Analyst 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 innovative 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

- 5+ years of experience as a Business Analyst with a focus on CRM systems (e.g., Salesforce, HubSpot, Zoho CRM).
- Proven track record of designing and implementing CRM systems
- Solid 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 strong 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.

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