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16 results for Crm Business Analyst in New York, NY

Business Process Analyst
  • Piscataway, NJ
  • onsite
  • Temporary
  • 39.59 - 45.84 USD / Hourly
  • <p>A large academic institution is seeking a proactive and strategic <strong>Business Process Analyst</strong> to evaluate, optimize, and support business operations related to its <strong>Salesforce Service Cloud</strong> platform. This individual will work closely with department heads and stakeholders across multiple departments, providing insight and recommendations to improve student-facing services, advisor workflows, and internal processes.</p><p>This role will serve as a key bridge between business operations and technical development, helping to ensure the institution is making the most effective and efficient use of its Salesforce platform.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Evaluate existing workflows, procedures, and systems related to Salesforce Service Cloud</li><li>Conduct process mapping and gap analysis to identify inefficiencies and recommend improvements</li><li>Collaborate with department leaders to advise on optimal usage of Salesforce for case management, student support, knowledge management, and agent automation</li><li>Support the configuration and optimization of Service Cloud agents, case routing, and automation processes</li><li>Lead discovery sessions and conduct interviews with advisors, student support teams, and administrators to understand current-state operations</li><li>Research best practices in higher education, particularly in how academic advising and student services are delivered using CRM tools</li><li>Serve as a liaison between functional departments and the Salesforce technical team to translate business needs into system enhancements</li><li>Track and document recommendations, create standard operating procedures (SOPs), and assist in training efforts across departments</li><li>Support the broader implementation of Salesforce Service Cloud across academic and administrative units</li></ul><p><br></p>
  • 2025-09-23T12:54:05Z
Business Analyst
  • New York, NY
  • onsite
  • Permanent
  • 120000.00 - 150000.00 USD / Yearly
  • <p>Position Summary:</p><p>We are seeking a dynamic and hands-on Business Analyst to join our Portfolio & Wealth Advisory team. This role is pivotal in driving strategic initiatives, solving complex business challenges, and delivering impactful solutions through close collaboration with stakeholders and technical teams. The ideal candidate will have a strong background in relationship management, business process analysis, and technology-driven solution delivery within the wealth management domain.</p><p><br></p><p>Key Responsibilities:</p><p>Strategy & Planning</p><p>Partner with business leaders to understand strategic goals and translate them into actionable initiatives.</p><p>Identify opportunities for process improvement and technology enablement.</p><p>Requirement Gathering</p><p>Conduct detailed business analysis to capture functional and non-functional requirements.</p><p>Facilitate workshops, interviews, and documentation sessions with stakeholders.</p><p>Project Delivery</p><p>Lead cross-functional project teams from initiation through execution.</p><p>Ensure timely delivery of solutions aligned with business objectives and compliance standards.</p><p>Stakeholder Management</p><p>Serve as the primary liaison between Portfolio & Wealth Advisory stakeholders and technical teams.</p><p>Build and maintain strong relationships across departments to ensure alignment and transparency.</p><p>Data Analysis & Reporting</p><p>Analyze data to uncover trends, insights, and opportunities for optimization.</p><p>Develop and maintain dashboards and reports to track project progress and business performance.</p><p><br></p>
  • 2025-09-18T13:24:11Z
Business Analyst
  • New York, NY
  • remote
  • Temporary
  • 30.00 - 40.00 USD / Hourly
  • <p>We are in the hunt for a Business Analyst to join our team located in New York. As a Business Analyst, this role is integral to our operations, with responsibilities encompassing strategic planning, financial reporting, budgeting, and sales analysis. The selected candidate will also be tasked with managing office functions, improving processes, and handling ad hoc financial requests.</p><p><br></p><p>What you get to do every single day:</p><p>• Assist with strategic planning, including the development of forecasts, budgets, and financial reports.</p><p>• Facilitate office functions, such as preparing and analyzing various financial reports and data prior to submission.</p><p>• Analyzing and reporting on sales, operating income, and cash flow on a weekly basis.</p><p>• Contributing to capital management by developing and maintaining program working capital in the FCST system.</p><p>• Conducting variance analysis for program cash and collaborating with program finance to develop monthly forecasts.</p><p>• Recognizing and addressing variances, working with relevant individuals to identify potential corrective actions, risks, or opportunities.</p><p>• Creating and delivering executive level presentations to both finance and non-finance personnel.</p><p>• Participating in annual operating plan development.</p><p>• Executing monthly balance sheet and cash analysis/forecast and variance analysis.</p><p>• Participating in financial reporting process improvement projects.</p><p>• Developing tools, templates, and processes to simplify data gathering and report preparation, ensuring relevancy and appropriate detail.</p><p>• Handling ad hoc financial requests and managing multiple tasks independently.</p>
  • 2025-10-01T14:13:54Z
Business Analyst
  • Piscataway, NJ
  • remote
  • Temporary
  • 51.46 - 59.59 USD / Hourly
  • <p><strong>Position Summary</strong></p><p>We are seeking a highly skilled and detail-oriented Senior Business Analyst to support the design, enhancement, and continuous improvement of our Global Portal<strong>.</strong> This role will partner closely with Product Management, IT, Operations, and Business Stakeholders to define and deliver solutions that drive exceptional digital experiences for our customers.</p><p>The ideal candidate has deep experience in end-to-end process mapping, requirements gathering and documentation, and translating business needs into clear, actionable user stories and use cases. The Sr. BA will play a pivotal role across the solution lifecycle—from ideation to implementation, testing, training, and post-launch support.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Elicit, analyze, and document business, functional, and non-functional requirements through workshops, stakeholder interviews, process analysis, and existing system reviews.</li><li>Create detailed current and future state process maps, identifying gaps, inefficiencies, and opportunities for automation and optimization.</li><li>Develop and maintain comprehensive use cases and process flows in collaboration with cross-functional teams.</li><li>Facilitate alignment between Product Management, Development, QA, and Stakeholders to ensure clear understanding of requirements and priorities.</li><li>Support User Acceptance Testing (UAT)/Operational Readiness Testing (ORT) through test case creation, execution support, and validation of requirements.</li><li>Lead or support training, knowledge transfer, and documentation efforts for internal users and external customers when needed.</li><li>Serve as a subject matter expert (SME) for the Global Portal, ensuring a cohesive and consistent customer experience across products and regions.</li><li>Partner with change management teams to ensure business readiness and successful adoption of portal enhancements.</li><li>Collaborate with Product and Program Managers to track delivery status, mitigate risks, and manage scope changes.</li></ul><p><br></p>
  • 2025-09-15T20:39:19Z
Business Analyst (Healthcare / Insurance)
  • Florham Park, NJ
  • onsite
  • Permanent
  • 110000.00 - 140000.00 USD / Yearly
  • <p>A Senior Software Business Analyst is needed to play a crucial role in connecting business requirements to technical solutions. This role involves engaging with stakeholders to gather and analyze requirements, transforming them into actionable functional specifications. Responsibilities include evaluating existing processes, offering solutions to drive business value, and ensuring project success under tight timelines. The position also includes mentoring junior analysts, leading cross-departmental projects, and fostering innovation. Strong analytical and communication skills, along with a solid understanding of software development life cycles, are essential to succeed in this fast-paced environment.</p><p>The ideal candidate will work closely with development and QA teams to monitor project milestones, provide updates to stakeholders, and address any project risks and challenges. A proactive approach to improving application usability and efficiency will be critical. Focusing on the specialty pharmacy sector, the organization provides end-to-end solutions including hub services, pharmacy network management, group purchasing (GPO) services, cutting-edge technology platforms, and more. With a strong presence as an industry advocate, the focus remains on delivering strategic channel management, advanced products, and tailored services to optimize patient outcomes and improve healthcare delivery.</p><p><br></p><p><strong>** Qualified candidates should have experience with pharmacy insurance, medical insurance, and claims processing **</strong></p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Collect and translate business requirements into detailed functional specifications for new and existing systems.</li><li>Perform gap analyses between current system capabilities and business needs using tools like Confluence, flowcharts, and wireframes to document workflows.</li><li>Create use cases for review during functional testing phases by developers and QA teams.</li><li>Work with IT teams to evaluate project scope and affected systems, providing strategic insights.</li><li>Assess new methodologies for feasibility and implementation efficiency.</li><li>Gain in-depth knowledge of internal software platforms and their underlying functionalities.</li><li>Analyze and optimize existing processes to identify inefficiencies and propose re-engineering solutions.</li><li>Host regular meetings with development teams to resolve obstacles and track progress.</li><li>Provide project status reports to business stakeholders.</li><li>Identify potential risks and escalate issues as required.</li><li>Continuously explore opportunities to improve application functionality, making recommendations for enhancements.</li><li>Maintain compliance with HIPAA regulations and related amendments</li></ul>
  • 2025-09-22T20:08:59Z
Business Analyst
  • Warren, NJ
  • onsite
  • Contract / Temporary to Hire
  • 51.46 - 59.59 USD / Hourly
  • <p><strong><u>Responsibilities:</u></strong></p><ul><li>Act as a liaison between business stakeholders and technical teams to ensure alignment on business needs and system capabilities.</li><li>Lead and facilitate requirements-gathering sessions with stakeholders.</li><li>Translate business requirements into detailed functional and non-functional specifications.</li><li>Develop and maintain business requirement documents, process flows, and use cases.</li><li>Support Agile ceremonies including sprint planning, backlog grooming, and retrospectives.</li><li>Create and manage Jira stories and tasks, ensuring traceability to business objectives.</li><li>Conduct gap analysis and impact assessments for proposed changes.</li><li>Collaborate with QA teams to define test plans and support UAT activities.</li><li>Analyze and document system integrations within the insurance ecosystem.</li><li>Monitor and evaluate implemented solutions to ensure they meet business needs.</li><li>Provide post-implementation support and continuous improvement recommendations.</li><li>Mentor junior analysts and contribute to best practices in business analysis.</li></ul><p><br></p>
  • 2025-09-03T14:24:05Z
Business Analyst
  • Piscataway, NJ
  • remote
  • Temporary
  • 61.75 - 71.50 USD / Hourly
  • We are looking for a skilled and detail-oriented Business Analyst to contribute to the development and improvement of our Global Portal. In this role, you will work closely with diverse teams, including Product Management, IT, Operations, and Business Stakeholders, to create solutions that enhance the digital experience for customers. This is a long-term contract position based in Piscataway, New Jersey.<br><br>Responsibilities:<br>• Analyze and document business, functional, and non-functional requirements by conducting workshops, interviews, and system evaluations.<br>• Develop detailed process maps to identify inefficiencies, gaps, and opportunities for optimization and automation.<br>• Collaborate with cross-functional teams to create and maintain clear use cases and workflow diagrams.<br>• Facilitate alignment among Product Management, Development, QA, and Stakeholders to ensure mutual understanding of priorities and requirements.<br>• Support the testing phase by creating test cases, assisting in execution, and validating results during User Acceptance Testing.<br>• Provide training and knowledge transfer for both internal teams and external customers, ensuring seamless adoption of new features.<br>• Act as a subject matter expert for the Global Portal, ensuring consistency in customer experience across different regions and products.<br>• Partner with change management teams to prepare businesses for new portal enhancements and ensure successful implementation.<br>• Coordinate with Product and Program Managers to monitor project progress, address risks, and manage scope adjustments.
  • 2025-09-15T20:39:19Z
Business Analyst
  • Danboro, PA
  • onsite
  • Permanent
  • 105000.00 - 115000.00 USD / Yearly
  • We are looking for an experienced Business Analyst to join our team in Danboro, Pennsylvania. In this role, you will collaborate with stakeholders to analyze business needs, optimize processes, and deliver solutions that enhance operational efficiency. The ideal candidate will have a strong background in business analysis and familiarity with JD Edwards EnterpriseOne, particularly in manufacturing and distribution environments.<br><br>Responsibilities:<br>• Partner with business stakeholders to identify, document, and prioritize requirements for new features and enhancements, ensuring clear communication with development teams.<br>• Map out current and future business processes to provide visual clarity for stakeholders and developers.<br>• Gain a deep understanding of operational workflows, including manufacturing, inventory management, supply chain, and quality control.<br>• Utilize system capabilities to streamline decision-making, improve efficiency, and measure performance through KPIs and regular reviews.<br>• Collaborate with the development team to align JD Edwards solutions with business objectives and operational needs.<br>• Offer training and ongoing support to end-users, driving adoption of JD Edwards tools and communicating system updates.<br>• Manage JD Edwards projects from start to finish, ensuring adherence to budgets, deadlines, and quality standards while providing regular updates to stakeholders.<br>• Identify and implement process improvements to enhance system performance and operational efficiency.<br>• Maintain detailed documentation of processes, user guides, and system configurations.<br>• Stay informed on JD Edwards updates and network with industry professionals to adopt best practices and new features.
  • 2025-09-30T18:08:45Z
CRM Systems Analyst
  • Fairfield, NJ
  • onsite
  • Permanent
  • 100000.00 - 120000.00 USD / Yearly
  • <p>We are looking for a skilled CRM Systems Analyst to join our team in Essex County, New Jersey. In this role, you will act as a subject matter expert, ensuring the efficient use of CRM systems across various departments, including sales, customer service, operations, and finance. This position requires strong technical expertise and the ability to bridge communication between end users and technical teams.</p><p><br></p><p>Responsibilities:</p><p>• Serve as the primary subject matter expert for the FSM system, ensuring its effective use across multiple departments.</p><p>• Collaborate with stakeholders to gather, analyze, and document business requirements for system improvements.</p><p>• Act as a liaison between technical teams and end users, facilitating clear communication and understanding.</p><p>• Conduct system testing, including AB testing, to validate functionality and identify areas for optimization.</p><p>• Provide technical support and training to users, addressing issues and sharing best practices.</p><p>• Oversee system integrations, ensuring compatibility with other platforms such as field service management and cloud technologies.</p><p>• Implement and maintain backup technologies to safeguard system data.</p><p>• Monitor and manage system performance, addressing issues related to Active Directory and Linux technologies.</p><p>• Drive Agile Scrum methodologies to enhance project delivery and team collaboration.</p>
  • 2025-09-08T19:48:52Z
Marketing Analyst
  • New York, NY
  • onsite
  • Temporary
  • 47.50 - 55.00 USD / Hourly
  • We are looking for a skilled Marketing Analyst to join our team in New York, New York. This is a long-term contract position where you will play a key role in analyzing marketing data to drive strategic decision-making and optimize campaign performance. The ideal candidate will bring expertise in digital analytics tools and a strong understanding of marketing trends.<br><br>Responsibilities:<br>• Analyze marketing data from various sources to identify trends, insights, and opportunities for improvement.<br>• Utilize tools like Google Analytics and Adobe Analytics to monitor campaign performance and generate actionable reports.<br>• Develop and implement strategies for optimizing Google AdWords campaigns to maximize ROI.<br>• Collaborate with cross-functional teams to align marketing analytics with business objectives.<br>• Manage CRM marketing initiatives to enhance customer engagement and retention.<br>• Create dashboards and visualizations to effectively communicate key metrics to stakeholders.<br>• Stay updated on industry trends and emerging technologies to recommend innovative solutions.<br>• Conduct competitive analysis to understand market positioning and inform marketing strategies.<br>• Ensure data accuracy and integrity across all analytics platforms.<br>• Provide actionable recommendations based on data-driven insights to improve overall marketing effectiveness.
  • 2025-09-17T17:48:44Z
Senior Microsoft Power BI Developer
  • Madison, NJ
  • remote
  • Temporary
  • 59.38 - 68.75 USD / Hourly
  • Job Details: -       Technical and end user operation management of data warehouse and business intelligence infrastructure on day-to-day basis -       Full responsibility of new development tasks to expand functionality of current data warehouse including dashboards/reports -       Working with Finance to gather/analyze reporting requirements (Business Analysis) -       Presenting technical solutions for new business requirements to manager and final technical implementation -       Actively supporting end users and error management of data warehouse with dashboards/reports -       Organizing technical and end user testing for final deployments to different technical environments -       Creating/maintaining technical and end user documentation -       Second technical contact for Business Intelligence
  • 2025-09-23T12:54:05Z
Data Warehouse Analyst
  • Hillside, NJ
  • onsite
  • Permanent
  • 70000.00 - 80000.00 USD / Yearly
  • We are looking for a skilled Data Warehouse Analyst to join our team in Hillside, New Jersey. In this role, you will transform logistics challenges into actionable insights through advanced data analysis and reporting. By collaborating with cross-functional teams, you will play a pivotal role in enhancing operational efficiency and driving key business decisions.<br><br>Responsibilities:<br>• Collaborate with Operations, Transportation, and Finance teams to establish and refine KPIs that drive logistics and fulfillment performance.<br>• Develop and optimize labor planning and forecasting models for warehouse and delivery operations, partnering closely with recruitment teams.<br>• Analyze distribution and fulfillment data to uncover performance trends and identify cost-saving opportunities.<br>• Design and maintain dashboards and reports to provide real-time insights into logistics metrics, including delivery times, warehouse productivity, and route optimization.<br>• Automate reporting processes to improve accuracy and timeliness of operational data.<br>• Continuously enhance data integrity and streamline workflows to optimize logistics operations.<br>• Work on data modeling and warehousing projects to support scalable analytics and reporting solutions.<br>• Partner with stakeholders to deliver clear and actionable insights to improve decision-making processes.<br>• Investigate and implement tools and techniques to improve overall business intelligence capabilities.
  • 2025-09-08T19:48:52Z
ERP/CRM Consultant
  • Brooklyn, NY
  • onsite
  • Contract / Temporary to Hire
  • 85.50 - 99.00 USD / Hourly
  • We are looking for an experienced ERP/CRM Consultant to join our team in Brooklyn, New York. In this Contract-to-permanent role, you will play a pivotal part in managing and optimizing enterprise systems to align with business needs. This position offers the opportunity to collaborate across multiple departments, ensuring seamless integration and functionality of ERP and CRM solutions.<br><br>Responsibilities:<br>• Lead the implementation and optimization of ERP and CRM systems to support organizational goals.<br>• Collaborate with stakeholders across departments to gather requirements and ensure system alignment with business processes.<br>• Develop and manage project plans, including timelines, budgets, and deliverables.<br>• Oversee the configuration and customization of ERP and CRM modules, ensuring they meet user needs.<br>• Provide guidance on system integration, including API development and data migration.<br>• Coordinate with external vendors and consultants to ensure successful delivery of solutions.<br>• Create detailed documentation, such as business requirement documents, to support system development and maintenance.<br>• Drive user adoption through effective training and change management strategies.<br>• Monitor system performance and identify opportunities for improvement.<br>• Ensure compliance with industry standards and best practices in system management.
  • 2025-09-30T13:04:15Z
Data Warehouse Analyst
  • Hillside, NJ
  • onsite
  • Permanent
  • 70000.00 - 95000.00 USD / Yearly
  • We are in search of a Data Warehouse Analyst to join our team in the retail industry, situated in Hillside, New Jersey. In this role, you'll leverage your technical skills to simplify complex analytical tasks into understandable data-driven narratives. Collaborating with other analysts, you'll apply established analytical processes to diverse datasets to deduce insights and solve real-world business problems. <br><br>Responsibilities: <br><br>• Collaborate with Operations, Product, and Finance teams to establish KPIs and innovative methodologies for measurement<br>• Develop, manage, and scale our labor planning process, providing accurate labor targets and forecasts in conjunction with the Talent Acquisition team<br>• Analyze and understand the drivers that impact key influences on business dynamics and productivity<br>• Transform data into actionable insights for stakeholders<br>• Automate the reporting process for weekly business metrics<br>• Identify and execute opportunities to automate and scale our current processes<br>• Leverage your technical skills, such as SQL/code writing, statistics, machine learning, etc., to enhance existing processes and learn new skills<br>• Ensure all reporting and analytical responsibilities are completed competently and promptly.
  • 2025-09-08T19:48:52Z
Accounts Receivable Clerk
  • New York, NY
  • onsite
  • Temporary
  • 17.41 - 20.16 USD / Hourly
  • <p>Reporting to the Manager of Accounts Receivable, this temporary role is an integral member of the Finance team. The Accounts Receivable/Finance Temp will partner closely with the AR team, New Sales team, and colleagues across the organization to support invoicing, collections, and day-to-day financial operations. In addition, this role will provide broad support to the Finance team, assisting with reporting, data tracking, and special projects as needed. This position offers exposure to multiple areas of finance and the opportunity to contribute to a variety of business initiatives.</p><p><strong>Key Responsibilities</strong></p><ul><li>Manage vendor documentation and coordinate the distribution of W-9s to members.</li><li>Communicate with engagement teams regarding payment receipts and provide remittance details to the Sr. Financial Analyst.</li><li>Process credit card transactions and ensure accurate, timely recording of payments.</li><li>Track, monitor, and escalate member responses related to billing and collections.</li><li>Organize and maintain contracts and membership confirmations within the CRM system.</li><li>Update and maintain assigned reports on a monthly basis.</li><li>Prepare and send vouchers for signature via DocuSign.</li><li>Provide cross-functional support to other areas of the Finance team, including reporting, data analysis, and ad-hoc projects.</li><li>Support additional projects and responsibilities as assigned.</li></ul><p><br></p>
  • 2025-09-29T14:08:47Z
Oracle Application Support
  • Iselin, NJ
  • onsite
  • Temporary
  • 39.59 - 45.84 USD / Hourly
  • <p>Work Performed:</p><p>·      Provide day-to-day functional and technical support for Oracle E-Business Suite modules (e.g., Finance, HRMS, CRM) to end-users, resolving issues and fulfilling service requests in a timely and effective manner.</p><p>·      Analyze, troubleshoot, and diagnose complex application issues, including data discrepancies, system errors, performance bottlenecks, and interface failures.</p><p>·      Collaborate with business users to understand their needs, document requirements, and translate them into effective system solutions, with a focus on streamlining processes and reducing manual work.</p><p>·      Actively participate in the identification and implementation of continuous improvement initiatives to enhance system efficiency, user experience, and data integrity within the EBS environment, especially concerning data exchange and integration points.</p><p>·      Develop and maintain documentation, including knowledge base articles, user guides, and troubleshooting procedures, with a focus on documenting interface specifications and data flows.</p><p>·      Perform system monitoring, health checks, and preventative maintenance tasks to ensure optimal system performance, availability, and interface stability.</p><p>·      Assist with the planning and execution of system upgrades, patches, and enhancements, with a focus on minimizing disruption to interfaces.</p><p>·      Develop and execute test plans for system changes, ensuring thorough testing and validation of both EBS functionality and interface integrity.</p><p>·      Collaborate with development teams on customizations, integrations, and enhancements to the EBS platform, with a strong emphasis on designing and building robust, scalable, and maintainable interfaces.</p><p>·      Manage and support interfaces between EBS and other enterprise applications (e.g., CCB, WACS,banking systems), including monitoring data flow, troubleshooting errors, and optimizing performance.</p><p>·      Stay current with Oracle EBS best practices, new features, and technological advancements, with a focus on how these can be leveraged to improve interfaces and integrations.</p><p><br></p>
  • 2025-09-16T12:08:54Z