CRM and BI Support Analyst
hace 2 semanas
The CRM And BI Support Analyst ensures the successful implementation and adoption of integrated tools, techniques and processes as agreed by the Actuation Technologies and Global CRM Functional Team.
**Responsibilities include**:
- Resolve issues requiring simple explanations and user training
- Ensures communication with ITSS and Program Management Teams to enable timely resolution of issues
- Track reported issues and ensure effective and timely resolution
- Work with World Area CRM support team to resolve issues.
- Consolidates system improvement requirements raised by CRM users
- Participates in the functional business requirement analysis and Functional Requirements Specifications for system changes and new functionalities
- Build new requirements. Be able to host and discuss details of requirements coming from users.
- Understand the different tools that works with or integrates with CRM. Includes but not limited to APIs, EBS Integration, Online Store Integration, EET Integration, Bot Automations, Enovia and Genesys tools.
- Provide BI support in the creation and maintenance of PowerBI dashboards and help maintain the integrity of the data
- Assist in the requirement definition for standard reports and analytics
- Assists the users in the process or requesting a new report/dashboard
- Develop required dashboards using PowerBI connected to CRM tables
- Support the users in the use and interpretation of the reports
- Provide guidance to the user community for the data clean-up activities
- Ensure the data entered is regularly checked and kept up to date
- Analyze user Import request and prepare CSV files for Mass Imports and Updates.
- Assist users in using Excel Templates to use in performing import files.
- Other duties as assigned
**Knowledge, Skills and Abilities**:
- CRM On Demand, Sales Cloud, Service Cloud, upgrade or implementation experience at least 2 years
- Solid understanding of Sales and Marketing processes and methodologies
- B.A. or B.S. or similar (IT, IS, Computer Science, Computer Engineering or similar) or 1-2 years of experience in CRM as Administrator or User
- Microsoft Office Software knowledge (Power Point, Excel, Word, Power BI)
- Intermediate PowerBI and Excel Skill Level
- Must be able to communicate clearly and concisely, both orally and in writing
- Excellent English Skills
- Ability to travel globally
- Strong leadership and time management skills with the ability to prioritize, handle multiple tasks and meet deadlines
- Possess strong analytical, communication and organizational skills
- Passionate about Design Thinking and creating outstanding user experiences
- Structured thinking with strong issue-based problem-solving skills
- Ability to plan and manage short and long-term projects
- Ability to work with people in varied organizational relationships
- Ability to maintain confidential information
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