CRM Business Analyst (Creatio) - On-Site Chalfont

Merck Sharp & Dohme Federal Credit Union; Pennsylvania, United States, Northern America, Americas; Hybrid; USD 60,000 - 80,000; Full time

Job summary

Merck Sharp & Dohme Federal Credit Union is seeking a Business Analyst - CRM to support the CRM platform (Creatio) and coordinate with business units, IT, and vendors. This on-site role at Chalfont, PA focuses on user support, documentation, and enhancements to meet member needs and regulatory expectations.

Responsibilities include gathering requirements, creating user stories, configuring CRM, and assisting with training and testing.

Qualifications

• Requires a Bachelor's degree or equivalent with 2+ years in business analysis or CRM support.
• 1
• Experience with CRM platforms (Creatio, Salesforce) and business processes.
• 2

Responsibilities

• Provide front-line support for Creatio CRM users and document issues.
• Meet with business users to capture needs and write user stories.
• Support configuration requests, testing, and UAT with traceable results.
• Assist with user training and job aids; promote CRM process consistency.
• Participate in project meetings and escalate complex items as needed.

Skills

CRM requirements

Documentation

User support

Vendor coordination

Stakeholder comm

MS Office

Education

Bachelor's degree in business, Information Systems, or related field (or equivalent experience)

Tools

Creatio CRM

Salesforce

JIRA

Smartsheet

Job description

Merck Sharp & Dohme Federal Credit Union is seeking a Business Analyst - CRM to support the CRM platform (Creatio) and coordinate with business units, IT, and vendors. This on-site role at Chalfont, PA focuses on user support, documentation, and enhancements to meet member needs and regulatory expectations.

Responsibilities include gathering requirements, creating user stories, configuring CRM, and assisting with training and testing.