CRM Business Analyst, Sales Enablement

ABOUT US

At HUB International, we are a team of entrepreneurs. We believe in protecting and supporting the aspirations of individuals, families, and businesses. We help our clients evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees to learn, grow, and make a difference. Our structure enables our teams to maintain their own unique, regional culture while leveraging support and resources from our corporate centers of excellence.

HUB is a global insurance and employee benefits broker, providing a boundaryless array of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue and almost 20,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.

Job Summary:

We are seeking an experienced and results-driven CRM Business Analyst to help us drive the design and optimization of our Microsoft Dynamics platform. This role combines CRM functional expertise with project management and business understanding to ensure that our Microsoft Dynamics solutions align with business goals and deliver measurable value across HUB. The ideal candidate embraces technology and innovation to optimize and enhance our CRM advancement and user experience.

The CRM Business Analyst will be hands-on by helping to set the direction for our technical teams, while working closely with our business stakeholders to understand and drive all aspects of CRM projects, solutions and prioritization. Project planning will include gathering requirements to work through both simple and more complex initiatives and opportunities. This role will bridge the gap between sales, marketing, and technical teams, ensuring the CRM aligns with business goals, delivers operational efficiencies while supporting company objectives.

In this role, the ideal candidate will enable the business to optimize operational efficiency while helping the business and HUB achieve our strategic objectives regarding CRM.

Responsibilities:

• Gather, analyze and assess business stakeholder requirements and translate them into actionable projects, designs and architecture to provide direction to the CRM Technical Solution Architect and Dynamics technical team;
• Identify areas for improvement in the CRM system, recommending and implementing solutions to enhance efficiency and effectiveness.
• Partner with team leadership to ensure collective ownership of quality, timelines and deliverables;
• Gather and work with leadership to prioritize requirements from sales, marketing, local offices/regions and other stakeholders;
• Own requirements management including gaining necessary approvals, delivering ongoing communications and tracking;
• Work closely with Technical Solution Architect to align functional and technical solutions;
• Collaborate with stakeholders to ensure user experience, workflows and data models support business processes;
• Partner with leadership to define project goals, deliverables, timelines and success metrics;
• Work with business including other departments i.e. Marketing and regional offices, also known as HUBs to assess business need, value and track value realization across projects, programs and enhancements;
• Conduct regular project reviews and post-implementation evaluations;
• Keep abreast of Microsoft’s roadmap and additional features, switches and releases to align with business goals and objectives.

Qualifications:

• Bachelor’s Degree
• 7+ Years of Experience
• Ability to bridge the gap between technical teams and business users;
• Must be a critical thinker who thrives in solving problems and driving solutions;
• Strong track record and experience with Microsoft Dynamics 365 CRM;
• Strong communication skills being comfortable working with business leaders across HUB;
• Have a proactive mindset with the ability to lead and inspire cross-functional teams;
• Experience in project management from initiation to planning and execution;
• Ability to work with various departments and thought leaders to develop and manage roadmap, stakeholder expectations and ongoing initiatives.
• Strong documentation skills, including ability to express in writing business requirements.

JOIN OUR TEAM

Do you believe in the power of innovation, collaboration, and transformation? Do you thrive in a supportive and client focused work environment? Are you looking for an opportunity to help build and drive change in a rapidly growing and evolving organization? When you join HUB International, you will be part of a community of learners and doers focused on our Core Values: entrepreneurship, teamwork, integrity, accountability, and service.

Disclosure required under applicable law in California, Colorado, Illinois, Maryland, Minnesota, New York, New Jersey, and Washington states: The expected salary range for this position is $90,000 to $110,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. If you believe that your qualifications and experience surpass the minimum requirements for this role, we encourage you to submit your application. By doing so, we will be able to keep your application on file for consideration for potential future positions within our organization. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions.

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

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