CRM Business Process Analyst
Previous Job
CRM Business Process Analyst
Ref No.: 18-02318
Location: Irving, Texas
Position Type:Full Time/Contract
Start Date: 03/06/2018
Position: CRM Business Process Analyst
Location: Irving, TX (on site)
Duration: Full Time
Rate: DOE

Position Details:
  • Project Management. Work closely with business teams (Sales Operations, Marketing Operations and Channel team) to manage project scope, prioritization, communications, testing and release.
  • Business Process and System Analysis.
  • CRM. Implement Account/Contact Mgt, Oppty/Pipeline/Forecast Mgt, Bid Mgt/Approval Process, Lead Mgt/Integration/Assignment Mgt, Activity Mgt, Order System Integration, Reports and dashboard, SFDC migration etc.
  • PRM. Implement on vendor package - Partner Renewal Portal, Deal Registration, Partner Profile, Territory Assignment, Report, SSO/Integration.
  • Business Intelligence. Implement on Industry/Forecast, Pipeline Dashboard, Executive Dashboard integrate with funnel and actual revenue.
  • Email Marketing. Implement campaigns for product reminder notifications.
  • Data Cleansing. Conduct match/cleanse/de-dupe approaches on account data.
  • Crystal Reports. Implement sales order report, distributor order report, pipeline reports.
  • Vendor Management. Manage vendors' work in North America for project development and sustain operations.
  • Sustain Operations. Manage user issues, coordinate local and remote technical teams in Asia countries to support user requests and maintenance in the service level agreement

Top Must Have's:
  • At least 3 years of BPA on Project Management
  • at least 4 years exp with CRM (Latest CRM they use is Salesforce at least 2 years)
  • Advanced T-SQL knowledge
  • Bachelor degree in MIS, BA, or Computer Science
  • Critical and Logical thinking skills - ability to fully understand a question or problem and come up with the best solution.
  • Ability to communicate with Stakeholders
  • Understand PM tools, experience with Managing medium to large projects.
  • Experience with outlining process (project plan, testing plan, deliverable)
  • Salesforce knowledge – they have to been able to manage several clients and gather requirements for those clients
  • Lead to Quote - Quote to order - order to cash Process knowledge
Like to have:
  • SFDC Admin certification or advance certification
  • International Experience would be a plus
  • Speaks Mandarin
  • PMP Certification
Team/Company Culture:
  • Pay for the courses and first exam for SFDC Certification
  • Will work hand and hand with business stakeholders and SFDC teams in Taiwan and the Philippines.
  • They are a business minded division of Trend Micro
  • Very collaborative and cohesive
  • Self Starter and a quick learner, Someone who knows how business works
  • ERP, order management, or packaging experience background would help