CRM Business Analyst

successacademycharterschool; New York (NY); Hybrid; USD 115,000 - 125,000; Full time

Benefits offered by this job

Health & dental coverage

403(b) retirement plan

Life/disability insurance

PSLF eligibility

Paid time off

Job summary

Success Academy Charter Schools is seeking a CRM Business Analyst to translate CRM, marketing, and business needs into Salesforce and Hubspot solutions. You will partner with cross-functional teams to improve customer engagement, lead and opportunity management, data quality, and reporting.

You will define requirements, optimize capabilities, and support continuous improvement while delivering a prioritized platform roadmap and governance across marketing and sales.

Qualifications

• 3–5 years in CRM/marketing analytics or related roles.
• Experience gathering, analyzing, and documenting requirements.
• Knowledge of data quality, governance, and reporting.

Responsibilities

• Translate business needs into Salesforce/Hubspot solutions.
• Define and manage a CRM roadmap with stakeholders.
• Gather requirements through user stories, flows, and acceptance criteria.
• Coordinate platform delivery, testing, and releases.
• Define CRM data, dashboards, KPIs, and governance requirements.
• Coordinate training, communications, and post-release support.

Skills

CRM analytics

Data analysis

Stakeholder collaboration

Education

Bachelor's degree in Information Systems/CS/Marketing

Tools

Salesforce

Hubspot

Job description

Thanks for your interest in Success Academy! Running a large, fast-growing, and high-performing network of public charter schools takes a village - families, children, teachers, staff and faculty, advocates, and supporters alike. We are growing fast in New York and expanding to Florida, and we would love to welcome you to our community! We work tirelessly every day to ensure children have access to a fun, rigorous, whole-child education regardless of zip code or economic status. When you join SA, you play a part in giving every student who walks through our doors a fair shot at reaching his or her potential.

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 while partnering with cross-functional stakeholders to define requirements, optimize capabilities, and support continuous improvement.

Key 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.

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.

Competencies

• Data Literacy & Governance: Understand data structures, business rules and processes, data quality, integrations, and governance requirements to support reliable and responsible use of CRM data.
• Business Requirements & Analytical Thinking: Break down complex business challenges into clear requirements, evaluates underlying needs, and develops structured, automated, actionable solutions.
• Process Optimization: Evaluate current workflows, identifies inefficiencies, and recommends scalable improvements that reduce manual effort and improve business outcomes.
• Collaboration & Stakeholder Partnership: Build trusted relationships, translate technical jargon into business language, and incorporate feedback constructively.
• Adaptability & Agility: Learn continuously, adapt to changing priorities and information, incorporate feedback, and respond thoughtfully to evolving business needs.

Compensation, Benefits, & Perks

• Day-One Health & Wellness: Medical, dental, and vision coverage starting your first day (SA covers 82% of our core medical plan), plus a free One Medical membership and confidential mental health support via EAP/Talkspace.
• Financial Security: 403(b) retirement plan with a 3% employer match, up to $2,400/year in employer HSA contributions, employer-paid life/disability insurance, and Public Service Loan Forgiveness (PSLF) eligibility.
• Time to Recharge: Generous paid time off, paid holidays, and paid parental leave.
• Perks & Stipends: A $50/month cellphone stipend ($600/year), pre-tax commuter benefits, backup family care, and performance-based earning incentives.

This is a hybrid position based in our NYC Financial District office, requiring on-site work Tuesday through Thursday and remote work on Monday and Friday.

Exact compensation may vary based on skills and experience. This position is not bonus eligible.

Compensation Range

$115,000 - $125,000 USD

Success Academy Charter Schools is an equal opportunity employer and actively encourages applications from people of all backgrounds. Compensation is competitive and commensurate with exper