CRM Business Analyst

Posted Yesterday
Be an Early Applicant
Hiring Remotely in Heredia, CRI
Remote or Hybrid
Junior
Big Data • Marketing Tech • Analytics
The Role
Support and configure Salesforce, Salesforce CPQ, and DocuSign for North America Sales and Operations. Translate stakeholder requirements into CPQ solutions, build CPQ updates, develop DocuSign templates, troubleshoot user issues, document best practices, and implement basic Salesforce changes with change management.
Summary Generated by Built In
Company Description

Experian is a global data and technology company, powering opportunities for people and businesses around the world. We operate across a range of markets, from financial services to healthcare, automotive, agribusiness, insurance, and many more. Experian invests in people and new advanced technologies to unlock the power of data. We have an amazing team of 25,200 people in 32 countries.

Job Description

 

Guide the use and configuration of Salesforce, CPQ, and DocuSign for North America Sales and Operations. Build expertise in these tools to increase adoption, strengthen best practices, and resolve issues quickly. Partner with Global CRM, Sales, Operations, Pricing, and Product teams to keep systems aligned with our needs and allow faster, regionally motivated responses to market demands. You will lead best practice documentation and user guidance to help teams work smarter.

Responsibilities:

  • Strengthen users' knowledge of Salesforce, Salesforce CPQ, and DocuSign to improve adoption and support
  • Create and communicate best practice guidance for user communities
  • Translate requirements from Product Marketing, Strategic Pricing, and Sales Operations into CPQ solutions
  • Support Salesforce, CPQ, and DocuSign users by troubleshooting issues and strengthening best practices
  • Build CPQ updates, including product additions, pricing changes, template edits, approval updates, and user maintenance
  • Partner with Global CPQ developers to deliver complex product configurations and pricing models
  • Develop DocuSign envelopes and document templates
  • Implement basic Salesforce changes following change management standards

You will report to: Sales Support, Operations & Client Relations Manager Senior

Qualifications

 

  • 2+ years of experience with Salesforce applications and knowledge of Experian products
  • Hands-on Salesforce CPQ and DocuSign administration experience
  • Microsoft Excel experience
  • Experience with AI tools; Agentic AI experience

Additional Information

Our benefits include: Medical, life and dental insurance, Asociacion Solidarista, International Share Save Plan, Flex Work/Work from home, Paid time off, Annual Performance Bonus, Education Reimbursement, Family Bonding, Bereavement Leave, Referral Program, and more.

Our uniqueness is that we celebrate yours. Experian's people first, inclusive and purpose-driven culture is multi award-winning; World's Best Workplaces™ 2025 (Fortune Global Top 25), Great Place To Work™ in 26 countries to name a few. Check out Experian Life on social or explore our Careers Site to understand why. Experian is also proud to be an Equal Opportunity and Affirmative Action employer. If you have a disability or special need that requires accommodation, please let us know at the earliest opportunity.

Skills Required

  • 2+ years of experience with Salesforce applications and knowledge of Experian products
  • Hands-on Salesforce CPQ administration experience
  • DocuSign administration experience
  • Microsoft Excel experience
  • Experience with AI tools; Agentic AI experience

Experian Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Experian and has not been reviewed or approved by Experian.

  • Healthcare Strength Medical and dental coverage is described as strong, with expanded mental health resources and telemedicine options. Coverage includes inclusive services such as gender transition and fertility support.
  • Leave & Time Off Breadth Time-off offerings are generous, including substantial PTO/vacation, paid holidays, and paid volunteer days with options to purchase additional leave. Parental leave is available for birth and non-birth parents alongside flexible working arrangements that support work-life balance.
  • Retirement Support Retirement programs include a 401(k) with company matching and contributory pension schemes in some regions. These elements complement base pay and bonuses to form a competitive total rewards package.

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The Company
HQ: Dublin
16,292 Employees
Year Founded: 1980

What We Do

Experian unlocks the power of data to create opportunities for consumers, businesses and society. During life’s big moments – from buying a home or car, to sending a child to college, to growing a business exponentially by connecting it with new customers – we empower consumers and our clients to manage data with confidence so they can maximize every opportunity. We gather, analyse and process data in ways others can’t. We help individuals take financial control and access financial services, businesses make smarter decision and thrive, lenders lend more responsibly, and organizations prevent identity fraud and crime. For more than 125 years, we’ve helped consumers and clients prosper, and economies and communities flourish – and we’re not done. Our 20,600 people in 43 countries believe the possibilities for you, and our world, are growing. We’re investing in new technologies, talented people and innovation so we can help create a better tomorrow. About Experian: Bringing data to life requires creativity, passion, flexibility and expertise. We want you to share in our success. That's why we offer rewards that recognise great performance. Working in a culture of collaboration, achievement and respect we will give you the support and encouragement you need to develop your skills and talents and progress your career. Everyday our people bring enthusiasm, innovation and inspiration to work and if this sounds like you connect with us at Experian.

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