Platform Analyst - CRM

Reposted 5 Days Ago
Be an Early Applicant
Dallas, TX
In-Office
Mid level
Financial Services
The Role
The CRM & Platform Analyst leads the CRM program by managing user requirements, improving processes, providing support, and maintaining system documentation.
Summary Generated by Built In
Experience GuideStone!

We are an innovative organization that invests in the spiritual, relational, financial, physical and professional development of our employees. We have a culture that values excellence, teamwork, humility, integrity, compassion and stewardship.

What We Offer You!

We offer employees a generous benefits package, flexible work schedules, the opportunity to be involved in community outreach and tuition reimbursement.

The Platform Analyst - CRM is responsible for the operational leadership of the Customer Relationship Management (CRM) program and the Enterprise Enablement platform applications. This position is charged with evaluating business processes, managing requirements, uncovering areas for improvement, configuring the applications and maintaining system documentation.

This position reports to the Platform Owner and will work closely with all sales and relationship management lines of business, technology, business intelligence and marketing to provide CRM user support, capture business requirements, and deliver CRM experiences that achieve desired business outcomes. 
 

We serve those that serve the Lord with the integrity of our hearts and the skillfulness of our hands (Psalm 78:72).

What You'll Do:

  • Proactively meet with business stakeholders and power users to assist in process creation and problem-solving to remove barriers for system adoption.   

  • Define improvements to business processes.

  • Seek new approaches to business problems utilizing technology and new innovations as appropriate.

  • Lead relevant continuous improvement efforts.

  • Display empathy and understanding to business user’s needs, while coordinating between areas that have differing views.

  • Must understand the full CRM environment and be able to communicate technical aspects of the platform in an easily digestible manner.

  • Ability to configure within the CRM platform.  

  • Anticipate positive and negative impacts throughout the organization regarding proposed solutions.

  • Gather, analyze, document, and validate the needs (requirements) of business stakeholders by conducting interviews, observation sessions, and workflow/process analysis.

  • Perform, evaluate, and coordinate thorough quality assurance at every stage of systems development.

  • Determine and develop user requirements for systems in production, to ensure maximum usability. 

  • Assist with development and implementation of strategies regarding prospect acquisition and customer relationship management of existing customers. 

  • Maintain documentation of GuideStone’s CRM system. 

  • Communicate periodically with executive management regarding the status of current project initiatives and obtain executive guidance and approval as required to advance initiatives.

  • Contribute to the evangelism, advancement, and improvement of CRM program throughout the entire organization.

  • Ability to prioritize multiple tasks simultaneously with frequent interruptions and time constraints.  

  • Strong interpersonal skills and the ability to work cross-functionally with other teams and departments.   

What You'll Need:

  • Bachelor’s degree with an emphasis in management, business administration or related field or equivalent work experience.

  • 3-5 years CRM experience preferred

  • Experience developing solutions and performing work using agile principles. 

  • Experience visualizing processes and requirements for developer consumption.

  • Understanding of relational database design.  

  • Strong negotiation and relationship-building skills.  

  • Strong and proven track record/performance in managing complex projects.   

  • Strong leadership, coaching and influencing skills across multiple and diverse groups and constituencies.

  • Ability to think analytically and objectively, without regard to opinion or emotion.

  • Ability to think at both a strategic and tactical level.

  • Excellent written and oral communication skills.

  • Strong facilitation and presentation skills.

  • Travel approximately 5%.  

  • Highly proficient skills in MS Office and appropriate GuideStone system applications.  

  • Ability to learn software applications and technical information quickly.   

  • Highly self-motivated.   

  • Excellent analytical and problem-solving skills.   

  • Adapts well to change and works well under pressure.   

  • Understanding of unique ministry and business environment.

  • Must have complete confidentiality regarding GuideStone business matters.

#LI-Hybrid
#LI-HM1

Top Skills

CRM
Guidestone System Applications
MS Office
Relational Database Design
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The Company
HQ: Dallas, TX
534 Employees
Year Founded: 1918

What We Do

GuideStone is a diverse financial services organization that services more than 200,000 clients nationwide in the faith-based marketplace. We offer retirement, insurance, investment management, property and casualty coverage, and executive planning products and services to the Southern Baptist and wider evangelical Christian community. GuideStone sponsors the nation’s largest Christian-screened registered mutual fund family and is located in Dallas, Texas.

Do well. We strive to do well, to do our jobs with excellence. Our goal is to enhance our participants'​ financial security and to give our participants peace of mind today and confidence about tomorrow.

Do right. We strive to do right, to make integrity an integral part of our work. We believe that doing what's right matters. That consulting our consciences and acting on our beliefs is an essential component of developing financial solutions and investment options.

Follow for access to helpful resources about retirement, insurance, personal finance and more.

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