CRM Business Analyst

Posted 4 Days Ago
New York, NY, USA
In-Office
115K-125K Annually
Mid level
Edtech
Work where your success matters, too.
The Role
The CRM Business Analyst translates business and marketing needs into Salesforce and HubSpot solutions. Responsibilities include CRM roadmap planning, requirements gathering, process optimization, platform delivery coordination, data governance, reporting, testing, training, documentation, and continuous improvement. The role partners with stakeholders and technical teams to improve campaign execution, lead and opportunity management, data quality, adoption, and customer engagement.
Summary Generated by Built In

Thanks for your interest in Success Academy! Running a large, fast-growing, and high-performing network of public charter schools takes a village - families, children, teachers, staff and faculty, advocates, and supporters alike. We are growing fast in New York and expanding to Florida, and we would love to welcome you to our community! We work tirelessly every day to ensure children have access to a fun, rigorous, whole-child education regardless of zip code or economic status. When you join SA, you play a part in giving every student who walks through our doors a fair shot at reaching his or her potential.

About the Role

The CRM Business Analyst translates CRM, marketing, and business needs into effective Salesforce and Hubspot solutions that improve customer engagement, campaign execution, lead and opportunity management, data quality, and reporting while partnering with cross-functional stakeholders to define requirements, optimize capabilities, and support continuous improvement.

Key Responsibilities

  • CRM Platform Roadmap: Translate organizational objectives into a prioritized roadmap that improves efficiency, visibility, and adoption, ensuring to communicate risks to project deliverables and timelines.
  • Business Analysis & Requirements Management: Gather, analyze, document, and align business requirements with stakeholders and technical partners through clear user stories, process flows, acceptance criteria, and solution documentation.
  • CRM & Marketing Process Optimization: Optimize acquisition, campaign, segmentation, nurturing, conversion, and engagement processes to reduce manual work, improve data quality, and strengthen platform adoption.
  • CRM Platform & Solution Delivery: Coordinate platform solution delivery by defining requirements, validating, enhancements, managing dependencies, and supporting planning, testing, releases, and post-release validation.
  • Data, Reporting & Analytics: Define and improve CRM and marketing data, reporting, dashboard, KPI, segmentation, and governance requirements to support accurate insights and informed decision-making.
  • Testing, Training & Continuous Improvement: Coordinate testing, training, communications, documentation, adoption, post-release monitoring, and continuous improvement to ensure effective platform use and governance.

Qualifications

  • 3-5 years of experience as a Salesforce/Hubspot/Equivalent Platform Business Analyst, CRM Analyst, Marketing Analyst, Systems Analyst, or in a related role.
  • Hands-on experience with data analysis, user acceptance training, process mapping, and requirements gathering.
  • Bachelor’s degree in Information Systems, Computer Science, Marketing, or an equivalent combination of education and experience.

Competencies

  • Data Literacy & Governance: Understand data structures, business rules and processes, data quality, integrations, and governance requirements to support reliable and responsible use of CRM data.
  • Business Requirements & Analytical Thinking: Break down complex business challenges into clear requirements, evaluates underlying needs, and develops structured, automated, actionable solutions.
  • Process Optimization: Evaluate current workflows, identifies inefficiencies, and recommends scalable improvements that reduce manual effort and improve business outcomes.
  • Collaboration & Stakeholder Partnership: Build trusted relationships, translate technical jargon into business language, and incorporate feedback constructively.
  • Adaptability & Agility: Learn continuously, adapt to changing priorities and information, incorporate feedback, and respond thoughtfully to evolving business needs.


Compensation, Benefits, & Perks

At Success Academy, we invest boldly in our Network team with a comprehensive package designed to support your health, financial future, and overall well-being:

  • Day-One Health & Wellness: Medical, dental, and vision coverage starting your first day (SA covers 82% of our core medical plan), plus a free One Medical membership and confidential mental health support via EAP/Talkspace.
  • Financial Security: 403(b) retirement plan with a 3% employer match, up to $2,400/year in employer HSA contributions, employer-paid life/disability insurance, and Public Service Loan Forgiveness (PSLF) eligibility.
  • Time to Recharge: Generous paid time off, paid holidays, and paid parental leave.
  • Perks & Stipends: A $50/month cellphone stipend ($600/year), pre-tax commuter benefits, backup family care, and performance-based earning incentives.

This is a hybrid position based in our NYC Financial District office, requiring on-site work Tuesday through Thursday and remote work on Monday and Friday.

Exact compensation may vary based on skills and experience. This position is not bonus eligible.

Compensation Range
$115,000—$125,000 USD

Success Academy Charter Schools is an equal opportunity employer and actively encourages applications from people of all backgrounds. Compensation is competitive and commensurate with experience. Success Academy offers a full benefits program and opportunities for professional growth.

Privacy Policy:

By providing your phone number, you consent to receive text message updates from Success Academy regarding your application.  Reply STOP to unsubscribe. View our Privacy Policy.

We are an equal opportunity employer and value diversity at our organization. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We actively seek applications from people of all backgrounds to strengthen our community and the perspectives needed to flourish in a multicultural world. Success Academy offers a full benefits program and opportunities for professional growth.

Success Academy Charter Schools does not offer employment-based immigration sponsorship.

Skills Required

  • 3-5 years of experience as a Salesforce, HubSpot, equivalent platform business analyst, CRM analyst, marketing analyst, systems analyst, or in a related role
  • Hands-on experience with data analysis, user acceptance training, process mapping, and requirements gathering
  • Bachelor’s degree in Information Systems, Computer Science, Marketing, or an equivalent combination of education and experience

Success Academy Charter Schools Compensation & Benefits Highlights

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

  • Affordable Benefits — Health coverage is considered affordable, with the employer paying a large share of medical premiums and offering multiple plan choices with HSA/FSA options. Employer HSA contributions and day-one eligibility in postings further support lower out-of-pocket costs.
  • Parental & Family Support — Paid childcare leave for primary caregivers, adoption reimbursement, backup child care, and school lottery preference for employees’ children are highlighted. These offerings add tangible family-friendly value alongside core medical and retirement benefits.
  • Pay Growth & Progression — Recruiting materials emphasize significant annual increases, performance incentives, and faster advancement pathways than traditional districts. Some roles also reference year-end bonuses that can accelerate early-career earnings.

Success Academy Charter Schools Insights

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The Company
HQ: New York, NY
2,992 Employees
Year Founded: 2006

What We Do

Since 2006, Success Academy has tackled educational inequities head-on by providing exceptional public education for 20,000 K-12 students in New York City. Our network of over 50 free public charter schools is looking for diverse, ambitious, talented people like you to join our team! Starting on your first day, you’ll receive world-class training and mentorship while working in a collaborative environment with passionate colleagues. As part of the Success Academy team, you will have ample growth opportunities within our network — including leadership roles. Success Academy is seeking candidates from all majors and backgrounds. All interviews are virtual, and a degree in Education is not required to teach. If you graduated or will be graduating with a bachelor's degree between Dec 2023 and Dec 2024, we encourage you to apply! We encourage you to look at our current openings and consider applying.

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