CRM Business Analyst

Success Academy Charter Schools is hiring a CRM Business Analyst to translate CRM, marketing, and business needs into Salesforce and HubSpot solutions. The role partners with cross-functional stakeholders to improve customer engagement, campaign execution, lead and opportunity management, data quality, and reporting.

Responsibilities

• CRM Platform Roadmap: Translate organizational objectives into a prioritized roadmap that improves efficiency, visibility, and adoption, ensuring to communicate risks to project deliverables and timelines
• Business Analysis & Requirements Management: Gather, analyze, document, and align business requirements with stakeholders and technical partners through clear user stories, process flows, acceptance criteria, and solution documentation
• CRM & Marketing Process Optimization: Optimize acquisition, campaign, segmentation, nurturing, conversion, and engagement processes to reduce manual work, improve data quality, and strengthen platform adoption
• CRM Platform & Solution Delivery: Coordinate platform solution delivery by defining requirements, validating, enhancements, managing dependencies, and supporting planning, testing, releases, and post-release validation
• Data, Reporting & Analytics: Define and improve CRM and marketing data, reporting, dashboard, KPI, segmentation, and governance requirements to support accurate insights and informed decision-making
• Testing, Training & Continuous Improvement: Coordinate testing, training, communications, documentation, adoption, post-release monitoring, and continuous improvement to ensure effective platform use and governance

Benefits

• Medical, dental, and vision coverage starting your first day (SA covers 82% of our core medical plan)
• 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
• A $50/month cellphone stipend ($600/year)
• Pre-tax commuter benefits
• Backup family care
• Performance-based earning incentives
• Hybrid position based in our NYC Financial District office, requiring on-site work Tuesday through Thursday and remote work on Monday and Friday

Company

• New York City K-12 public charter school network
• New York, New York, USA
• https://www.successacademies.org/
• Founded in 2006
• 1001-5000 employees

Qualifications

• 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
• Understand data structures, business rules and processes, data quality, integrations, and governance requirements to support reliable and responsible use of CRM data
• Break down complex business challenges into clear requirements, evaluates underlying needs, and develops structured, automated, actionable solutions
• Evaluate current workflows, identifies inefficiencies, and recommends scalable improvements that reduce manual effort and improve business outcomes
• Build trusted relationships, translate technical jargon into business language, and incorporate feedback constructively
• Learn continuously, adapt to changing priorities and information, incorporate feedback, and respond thoughtfully to evolving business needs
• 3-5 years of experience as a Salesforce/Hubspot/Equivalent Platform Business Analyst, CRM Analyst, Marketing Analyst, Systems Analyst, or in a related role.

Required skills

• CRM Business Analysis, Data Governance, HubSpot, Process Mapping, Requirements Gathering, Salesforce, Stakeholder Collaboration

Experience

• 3-5 years