AI-Powered CRM Operations Analyst (Global, Hybrid)

Vertex Inc.; Boston (MA); Hybrid; USD 104,000 - 156,000; Full time

Benefits offered by this job

Hybrid-eligible or On-Site eligible

Educational assistance programs

Commuting subsidy

Annual bonus and equity awards

Job summary

Vertex Inc. seeks an innovative, high-performing professional to support global Field (Veeva CRM) platform delivery and AI-driven solutions. You will drive scalability, governance, and efficiency in a regulated, global environment, focusing on AI-enabled SDLC, ITSM processes, and strong collaboration with MSPs.

You will analyze business needs, manage backlogs, coordinate across global teams, and ensure AI enhancements align with DevOps practices. Hybrid-eligible role with comprehensive rewards.

Qualifications

• Bachelor’s degree required in Business, IT, or related field.
• Experience with CRM systems, preferably Veeva CRM, in regulated environments.
• Interest in AI technologies and their CRM applications.
• Familiarity with agile methodologies and tools.

Responsibilities

• Gather, analyze, and document business requirements, user stories, process maps, and acceptance criteria for Veeva CRM enhancements and AI-driven projects.
• Define and deliver AI solutions within SDLC and ITSM processes to improve scalability and operational efficiency.
• Support the translation of commercial business needs into functional and technical requirements, incorporating AI capabilities for extended development tools (e.g., Copilot Studio, GitHub Copilot).
• Assist with backlog management and prioritization, ensuring alignment with AI readiness and process improvement goals.
• Conduct impact assessments for system changes, enhancements, and platform releases across markets, with a focus on AI integration.
• Support user acceptance testing (UAT), defect tracking, and validation of AI-enhanced system functionality against business requirements.
• Contribute to platform SOPs and capability documentation to support AI adoption and DevOps best practices.

Skills

Organizational skills

Communication skills

Analytical skills

CRM experience

AI interest

Agile experience

Education

Bachelor’s degree in Business/IT

Tools

Veeva CRM

Copilot Studio

GitHub Copilot

Backlog tools

Job description

Vertex Inc. seeks an innovative, high-performing professional to support global Field (Veeva CRM) platform delivery and AI-driven solutions. You will drive scalability, governance, and efficiency in a regulated, global environment, focusing on AI-enabled SDLC, ITSM processes, and strong collaboration with MSPs.

You will analyze business needs, manage backlogs, coordinate across global teams, and ensure AI enhancements align with DevOps practices. Hybrid-eligible role with comprehensive rewards.