About TresVista

TresVista is a global enterprise whose business model is built to deliver enduring value. TresVista combines best practices, technology enabled execution, and industry-leading talent to drive meaningful results. By integrating advisory capabilities with scalable delivery, TresVista helps clients operate smarter and grow stronger. TresVista’s services include investment diligence, industry research, valuation, fund administration, accounting, and data analytics.

Role Overview

We are seeking a skilled and strategic Senior Analyst to lead analysis and optimization efforts across our Customer Relationship Management (CRM) and Human Resource Management System (HRMS) platforms. This role will bridge business needs with technology, ensuring data-driven decisions and seamless system performance.

Key Role Deliverables:

§ Analyze CRM and HRMS data to identify trends, gaps, and opportunities for process improvement

§ Collaborate with business stakeholders to understand and gather requirements, translate them into system enhancements

§ Design and maintain dashboards, reports, and KPIs for leadership visibility

§ Support system configuration, testing, and deployment of current features or modules

§ Ensure data integrity, compliance, and security across platforms

§ Lead troubleshooting and root cause analysis for system issues





§ Provide training and documentation for end-users

§ Stay updated on CRM/HRMS best practices and recommend upgrades or new tools

Technical skills required:

§ Experience with system integrations and API workflows

§ Knowledge of HR processes (recruitment, onboarding, payroll, performance management)

§ Familiarity with CRM workflows (lead management, customer segmentation, campaign tracking)

§ Certification in CRM or HRMS platforms (e.g., Salesforce Admin, Workday Analyst)

Prerequisites:

§ Commitment and Ownership

§ Strong analytical ability

§ Excellent communication and presentation skills

§ Attention to detail

§ Positive time management and multi-tasking skills

Experience:

3+ years of relevant experience

Education:

Graduate

Compensation:

The compensation structure will be as per industry standards

TresVista is a global enterprise whose business model is built to deliver enduring value. TresVista combines best practices, technology enabled execution, and industry-leading talent to drive meaningful results. By integrating advisory capabilities with scalable delivery, TresVista helps clients operate smarter and grow stronger. TresVista’s services include investment diligence, industry research, valuation, fund administration, accounting, and data analytics.

📌 Associate - Software Consulting - JAN - 2026 (Bengaluru)
🏢 TresVista Financial Services
📍 Bengaluru