Business Analyst, CRM

We work with Fortune 500 companies, federal agencies and large health systems. Our practices cover strategy, operations, technology implementation, risk and human capital. We write a lot: proposals, status reports, slide decks and final reports.

Job summary:

Lakewood Advisory is in the middle of a NetSuite rollout and a Salesforce cleanup. You will work on both. The Business Analyst, CRM gathers requirements, maps current processes and works with IT and vendors to deliver the system changes the business needs. Remote, open to candidates across the US. Monday to Friday, regular working hours, flexible start and finish. Clear written English is a must, as the team works across time zones.

What you'll be doing:

• Evaluate vendor software against requirements
• Maintain a prioritized backlog with the product owner
• Map current and future-state processes in Visio or Lucidchart
• Work with developers and vendors to clarify requirements during the build
• Prepare training materials and job aids for new processes
• Identify gaps between the system and how people actually do the work

Minimum qualifications:

• 3+ years as a business analyst or in a similar requirements role
• Experience writing user stories, requirements documents and test cases
• Working knowledge of SQL for basic queries
• Familiar with Agile and Scrum
• Comfortable leading workshops with people who disagree

Salary: $104,000-$127,000 per year

What you get:

• Health savings account (HSA) with employer contribution
• 401(k) with company match
• Paid time off
• Profit sharing
• Three weeks of PTO to start
• $1,000 home office setup budget
• Short- and long-term disability

Lakewood Advisory is an Equal Opportunity Employer, including disability and protected veteran status.

Please include a short note on why this role interests you.

Start: Immediately.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Lakewood Advisory LLC.