CRM Business Analyst

Posted 7 Days Ago
Duluth, GA, USA
In-Office
80K-95K Annually
Junior
Financial Services
The Role
Serve on an Agile product team to elicit, document, and manage CRM/RMC product requirements, create user stories/epics, support UAT and rollout activities, communicate with stakeholders, and provide user support and metrics tracking to improve the digital representative experience.
Summary Generated by Built In
Join Our Team

In 2025, USA Today recognized Primerica as a Top Workplace USA for the fifth year in a row, and Newsweek named Primerica one of America’s Greatest Workplaces for Diversity for the second consecutive year. In 2024, the Atlanta Journal-Constitution named Primerica as a Top Workplace for the eleventh consecutive year, and Forbes recognized Primerica as one of America’s Best Employers for Women for the fifth year in a row. In addition, for the tenth time Primerica has been voted a Best Employer by Gwinnett Magazine. Primerica is a great place to work! Join our team to experience what it’s like to work at “one of the best places to work in the metro Atlanta”.

About this Position

We are looking for a senior CRM/RMC Business Analyst who will be a key team member of an integrated agile Scrum product team that supports our digital representative experience to identify, document and implement product features, enhancements, and defect fixes as part of a fast-paced software development environment. This position will also be involved in research activities, data analysis and feature rollout activities such as communications, metrics and tracking, providing user support and identifying user experience improvement opportunities.
This is a remote position open to candidates located in Metro Atlanta area. must be able to report onsite in the Duluth Georgia office on an as-needed basis.
Salary range between $80K - $95K Annually
Hybrid position
Location: Duluth, GA

Responsibilities & Qualifications

Job Duties & Responsibilities:

  • Ability to autonomously elicit requirements during meetings and interviews from a diverse group of stakeholders and users that span multiple user groups and departments

  • Documents business requirements in a suitable format that communicates the specific functionality that will be developed for the product and obtain appropriate approvals

  • Creates user specifications and facilitates the production of web-based software tools and mobile apps including issue management and enhancements

  • Manage and maintain all requirements materials and traceability matrices

  • Articulate and communicate requirements to product team members including software engineers, testers, UI developers and UX designers

  • Works closely with the Product Owner to create and maintain product roadmaps, epics, user stories, use cases and other product documentation

  • Serve as a product subject matter expert for an integrated product team

  • Participates in user acceptance testing and testing of new system functionality

  • Provides user support, when applicable, to help resolve issues

  • Protects the Company’s authority to conduct business by complying with applicable legal and ethical standards

Required Qualifications:

  • Bachelor's degree or equivalent experience preferred

  • 2 years’ experience as a business analyst in a software development environment preferred

  • Identifies and defines business requirements by quickly understanding business and technical requirements based on the input and opinions from a diverse group of users, peers and managers

  • Ability to clearly communicate business methods, processes, requirements, and standards to multiple project stakeholders including development, QA, business, marketing, and legal

  • Strong written communication skills with ability to creatively design documentation that meets and/or exceeds the end-user’s expectations and the overall objective of the documentation

  • Creates and maintains user and business requirements by using agile stories and epics

  • Works closely with the QA team to identify and define test scenarios based on business requirements

  • Excellent written and oral communication skills

  • Solid personal organizational skills

  • Self-starter with track record of delivering quality work under tight deadlines

  • Strong business and design acumen to quickly understand business and user requirements

  • Ability to function well in a fast-paced, team-oriented environment

  • Ability to work independently with very little direction and/or supervision

  • QMF and SQL experience (preferred)

  • CRM or RMC experience preferred

  • Experience working in an agile Scrum process preferred

  • Agile software development methodologies

  • Demonstrated knowledge about key mobile platforms such as iOS and Android

  • Understanding of CRM or RMC systems preferred

  • Jira agile management

  • Confluence

  • Moderate to Advanced user of the Microsoft Office suite of products including Word, Excel, PowerPoint

  • Process flow applications such as Visio or Draw.io (preferred)

FLSA status:
This position is exempt (not eligible for overtime pay):

Yes

Our Benefits:
  • Day one health, dental, and vision insurance

  • 401(k) Plan with competitive employer match

  • Vacation, sick, holiday and volunteer time off

  • Life and disability insurance

  • Flexible Spending Account & Health Savings Account

  • Professional development

  • Tuition reimbursement

  • Company-sponsored social and philanthropy events

It has been and will continue to be the policy of Primerica, Inc., and its subsidiaries to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state or local laws.

At Primerica, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.

Skills Required

  • Bachelor's degree or equivalent experience
  • 2 years' experience as a business analyst in a software development environment
  • Elicit requirements from diverse stakeholders
  • Document business requirements, user specifications, epics, and user stories
  • Maintain requirements materials and traceability matrices
  • Work with Product Owner and product team to define roadmaps and features
  • Participate in user acceptance testing and define test scenarios with QA
  • Provide user support and resolve product issues
  • Strong written and oral communication skills
  • Organizational skills and ability to work independently in fast-paced environment
  • QMF and SQL experience
  • CRM or RMC experience
  • Experience with Agile Scrum and agile software development methodologies
  • Knowledge of mobile platforms (iOS and Android)
  • Jira agile management
  • Confluence
  • Moderate to advanced Microsoft Office (Word, Excel, PowerPoint)
  • Process flow tools such as Visio or Draw.io

Primerica Compensation & Benefits Highlights

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

  • Strong & Reliable Incentives Pay can scale significantly for individuals who consistently produce, creating meaningful upside versus a fixed-salary model. The commission-based structure is framed as an entrepreneurial opportunity that some people value for flexibility and self-directed earnings potential.
  • Healthcare Strength Medical, dental, and vision coverage are presented as part of the corporate employee package, alongside life and disability insurance. This reads as a conventional, well-rounded baseline for eligible W-2 staff.
  • Retirement Support Retirement plans with an employer match are described for corporate employees. This adds longer-term value beyond cash compensation for roles that qualify.

Primerica Insights

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The Company
HQ: Duluth, GA
16,799 Employees
Year Founded: 1977

What We Do

Primerica is a leading financial services company in North America, with more than 2,000 corporate employees who support more than 129,000 licensed independent representatives providing financial education and offering financial products and services to their clients. Primerica has been operating for more than 40 years and is publicly traded on the New York Stock Exchange (NYSE) under the symbol "PRI." Primerica’s focus is on serving the needs of middle-income consumers by providing products such as term life insurance, mutual funds, annuities, and more. In addition to the products and services we offer, Primerica also offers entrepreneurial-minded individuals the opportunity to build their own financial services business. More information about Primerica's Business Opportunity can be found on www.primericabusinessopportunity.com. Headquartered in Duluth, Georgia, Primerica operates throughout the U.S., Canada, and the territories of Puerto Rico and Guam. We believe financial security should be possible for everyone, so we strive to meet families where they are today and help them be better prepared for their future.

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