Associate Director, CRM Business Analyst

Associate Director, CRM Operations – Platform Integration, Data Stewardship, and Contract Lifecycle Management

Fitch Solutions is seeking a Senior Associate focused on integrating vendor platforms, managing contact data, and overseeing contract lifecycle management within our CRM system, Salesforce. This role is ideal for a Junior Business Analyst eager to advance by leading integration projects and enhancing data stewardship and contract processes.

What We Offer:

• A chance to be part of a rapidly growing company with a team-focused, performance-driven culture.
• Experience working closely with senior leaders in a key role that influences revenue strategies.

We’ll Count on You to Accomplish (Key Results Area):

• Manage integrations of vendor and add-on platforms with Salesforce to enhance our sales enablement tech stack.
• Oversee the quality and accuracy of contact data within Salesforce, ensuring adherence to data governance policies.
• Implement and manage contract lifecycle management processes, ensuring efficient tracking and renewal of contracts.
• Gather requirements, write user stories, and conduct testing for new and existing platform integrations.
• Collaborate with stakeholders to ensure seamless integration and functionality of CRM systems.
• Assist the sales enablement team in the rollout, training, and adoption of new integrations.
• Maintain and update integration documentation for clarity and accuracy.
• Drive continuous improvement by identifying opportunities to streamline and enhance integration and data management processes.
• Monitor integration performance and troubleshoot issues to ensure optimal functionality.
• Coordinate with IT and third-party vendors to manage implementation timelines and deliverables.

What You Need to Have:

• Basic experience in CRM Operations and platform integrations, particularly with Salesforce.
• Experience with data stewardship and contract management processes.
• Familiarity with API management and data mapping techniques.
• Strong problem-solving skills with the ability to troubleshoot technical issues.
• Understanding of agile methodologies and product backlog management.
• Strong communication skills and the ability to work with cross-functional teams.
• Eagerness to learn and develop expertise in CRM systems, integration processes, and data management.

What Would Make You Stand Out:

• Familiarity with integration tools and platforms.
• Experience in data management, including CRM analytics and data governance.
• Knowledge of contract lifecycle management tools and practices.
• Experience in supporting user adoption and training initiatives.
• Knowledge of Salesforce AppExchange and related ecosystem.
• Experience in managing stakeholder expectations and delivering user-friendly solutions.

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