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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. This role partners with cross-functional stakeholders to define requirements, optimize capabilities, and support continuous improvement.
Responsibilities
- Translate organizational objectives into a prioritized roadmap that improves efficiency, visibility, and adoption.
- Communicate risks to project deliverables and timelines.
- Gather, analyze, document, and align business requirements with stakeholders and technical partners.
- Create clear user stories, process flows, acceptance criteria, and solution documentation.
- Optimize acquisition, campaign, segmentation, nurturing, conversion, and engagement processes.
- Reduce manual work, improve data quality, and strengthen platform adoption.
- Coordinate platform solution delivery by defining requirements, validating enhancements, and managing dependencies.
- Support planning, testing, releases, and post-release validation.
- Define and improve CRM and marketing data, reporting, dashboard, KPI, segmentation, and governance requirements.
- Support accurate insights and informed decision-making.
- Coordinate testing, training, communications, documentation, and adoption.
- Monitor post-release activities and drive continuous improvement for effective platform use and governance.
Requirements
- 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.
Skills
- Data Literacy & Governance
- Business Requirements & Analytical Thinking
- Process Optimization
- Collaboration & Stakeholder Partnership
- Adaptability & Agility
Location
- NYC Financial District
Work Type
- Hybrid
Experience Level
- 3-5 years
Education Level
- Bachelor's degree
Salary/Compensations
- $115,000—$125,000 USD
Benefits
- Day-One Health & Wellness: Medical, dental, and vision coverage
- Free One Medical membership
- Confidential mental health support via EAP/Talkspace
- 403(b) retirement plan with a 3% employer match
- Up to $2,400/year in employer HSA contributions
- Employer-paid life/disability insurance
- Public Service Loan Forgiveness (PSLF) eligibility
- Generous paid time off
- Paid holidays
- Paid parental leave
- $50/month cellphone stipend ($600/year)
- Pre-tax commuter benefits
- Backup family care
- Performance-based earning incentives
- Opportunities for professional growth
About the Company
- Success Academy is a fast-growing, high-performing network of public charter schools in New York, expanding to Florida.
- The organization is dedicated to providing children with access to a fun, rigorous, whole-child education regardless of zip code or economic status.
- Success Academy aims to help every student reach their full potential.
Equal Opportunity
- Success Academy Charter Schools is an equal opportunity employer and actively encourages applications from people of all backgrounds.
- 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.