CRM Business Analyst


The CRM/Business Analyst assists in the overall implementation of data, processes, profiles and architecture of the CRM solution. The CRM Analyst will work with our delivery / consulting and client teams around requirements gathering, discovery process and selection, APIs and configurations and assisting with CRM selection process.


  • Gather requirements
  • Conduct analyses of CRM data requirements
  • Assist in defining, documenting, and maintaining process flows as well as policies and procedures
  • Adhere to corporate data management processes and oversight procedures to ensure data integrity
  • Assist in projects by conducting business analysis and submitting necessary documentation


  • Five to ten years’ experience in Asset Management
  • Proficiency in SFDC Administrative tasks – e.g., creating profiles/roles, user setup, page layouts, reports/dashboards
  • Experience with development, administration, configuration, and implementation of Salesforce CRM
  • Demonstrated experience with data models and ETL and processing
  • Desire to work in a team-oriented environment yet able to work independently
  • Strong written and verbal communication skills

If you are interested in joining Olmstead, please send an email to [email protected]