Role & responsibilities

- Collaborate closely with the Marketing team to understand business objectives, campaign workflows, lead management processes, and operational requirements.

- Gather, analyze, document, and validate business and functional requirements from stakeholders.

- Translate business requirements into detailed functional specifications, user stories, process flows, and acceptance criteria.

- Configure, optimize, and support Zoho CRM to align with marketing and business needs.

- Work with technical teams to implement CRM enhancements, workflows, automation, and third-party integrations.

- Coordinate integrations between Zoho CRM and marketing platforms, communication tools, and other enterprise applications.

- Analyze existing business processes and recommend improvements to increase efficiency and automation.

- Participate in solution design discussions, UAT planning, test case preparation, and user acceptance testing.

- Ensure timely resolution of business and system issues by coordinating with cross-functional teams.

- Prepare business documentation including BRDs, FRDs, process maps, SOPs, and training materials.





- Support change management activities and provide end-user training where required.

- Monitor CRM usage, data quality, and adoption while recommending continuous improvements.

Preferred candidate profile

- 2-7 years of experience as a Business Analyst.

- Experience in the Insurance domain is mandatory.

- Solid understanding of marketing business processes, lead lifecycle, customer journey, campaign management, and CRM-driven marketing operations.

- Hands-on experience with Zoho CRM, including workflows, modules, reports, dashboards, and automation.

- Experience with Zoho ecosystem applications such as Zoho Campaigns, Zoho Forms, Zoho Analytics, Zoho Desk, or related tools is preferred.

- Understanding of CRM integrations using APIs, webhooks, middleware, or third-party integration platforms.

- Experience in requirement gathering, stakeholder management, business process mapping, and documentation.

- Strong analytical, problem-solving, and communication skills.

- Experience working in Agile, Scrum, or Waterfall environments.

- Proficiency in Microsoft Excel, PowerPoint, and documentation tools.

📌 Business Analyst (Zoho CRM) (Chennai)
🏢 Ascentforce Services
📍 Chennai