✦ Luna Orbit — Business Analysis

CRM Business Analyst

at Zenith American Solutions

📍 Tampa, FL, US Onsite Posted March 06, 2026
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Position Details

Type Full-Time
Experience mid
Exp. Years Not specified
Education Not specified
Category Business Analysis

About this role

This role involves managing and optimizing CRM systems, particularly Salesforce, analyzing data, developing reports and dashboards, and supporting revenue operations through process and system improvements.

Key Responsibilities

  • Manage and optimize CRM systems
  • Develop dashboards and reports
  • Analyze revenue and customer data
  • Automate workflows
  • Support system documentation and forecasting

Technical Overview

The technical environment includes CRM management, data analysis, reporting tools, workflow automation, and system documentation, with a focus on Salesforce and related platforms.

Ideal Candidate

The ideal candidate is a business analyst with experience in CRM systems, particularly Salesforce, skilled in data analysis, reporting, and process optimization, with a focus on revenue operations and system management.

Must-Have Skills

CRMSalesforceData analysisReportingUser storiesQuality assuranceSystem managementWorkflow automation

Nice-to-Have Skills

Revenue forecastingTerritory planningKPIsDashboard developmentBusiness process optimization

Tools & Platforms

SalesforceJIRAConfluence

Required Skills

CRMCustomer Relationship ManagementSalesforceData analysisReportingDashboardsKPIsBusiness processWorkflow automationSystem management

Hard Skills

CRMCustomer Relationship ManagementSalesforceData analysisReportingDashboard developmentKPIsBusiness process optimizationUser storiesQuality assuranceSystem managementWorkflow automationDocumentationForecastingTerritory planningRevenue operations

Soft Skills

Analytical thinkingCollaborationCommunicationProblem-solvingDetail-oriented

Industry & Role

Industry Finance & Banking
Job Function CRM system management and revenue operations support

Keywords for Your Resume

CRMCustomer Relationship ManagementSalesforceData analysisReportingDashboardsKPIsBusiness processWorkflow automationSystem managementUser storiesQuality assuranceForecastingRevenue operations

Deal Breakers

Lack of experience with Salesforce or CRM systems, No background in data analysis or reporting, No experience with workflow automation, On-site work requirement in Tampa, FL

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