CRM Solution Analyst (No-Code & AI)

Keen360; Norristown (Montgomery County); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Keen360 is seeking an experienced CRM Business Analyst in Norristown, PA to translate client needs into Creatio-based solutions, guiding configuration, testing, training, and deployment. You will engage client stakeholders, capture business requirements, and ensure alignment with the Blueprint across CRM processes.

The role combines business analysis with hands-on no-code configuration and QA, requiring strong client-facing communication, problem-solving, and independent work in a distributed,

Qualifications

• Meaningful professional experience working with CRM systems and CRM-enabled business processes.
• Strong practical understanding of core CRM concepts across sales, marketing, customer/service management, or a combination thereof.
• Experience with at least one established CRM platform such as Salesforce, Microsoft Dynamics 365, HubSpot, Creatio, Oracle, SAP, or a comparable enterprise CRM.
• Demonstrated Business Analyst experience involving direct interaction with end users and business stakeholders.
• Experience eliciting, analyzing, clarifying, documenting, and managing business and functional requirements.
• Ability to translate business requirements into solution designs and specifications usable by configuration and development teams.
• Strong client-facing communication and facilitation skills.
• Ability to gain and maintain the confidence and respect of client stakeholders.
• Strong analytical and problem-solving skills.

Responsibilities

• Lead discovery sessions and working meetings with client business and technology stakeholders.
• Understand and document client business processes, requirements, pain points, data needs, and desired outcomes.
• Translate business requirements into practical CRM solution designs.
• Develop Blueprint specifications covering processes, data, UI, workflows, reporting, integrations.
• Drive alignment toward joint acceptance of the Blueprint.
• Maintain traceability between requirements, design, configuration, testing, and delivery.
• Help manage requirements and scope to stay aligned with Blueprint and schedule.
• Achieve Creatio Creator - Basic certification within 90 days of joining.
• Configure routine no-code functionality and assist with more complex needs.
• Collaborate with senior configurators, developers, and integration specialists when needed.
• Provide answers to questions arising during configuration and realization.
• Decide when to address requirements via configuration, process change, integration, or development.

Skills

CRM knowledge

Client engagement

No-code configuration

Problem solving

Communication

Tools

Creatio platform

Job description

Keen360 is seeking an experienced CRM Business Analyst in Norristown, PA to translate client needs into Creatio-based solutions, guiding configuration, testing, training, and deployment. You will engage client stakeholders, capture business requirements, and ensure alignment with the Blueprint across CRM processes.

The role combines business analysis with hands-on no-code configuration and QA, requiring strong client-facing communication, problem-solving, and independent work in a distributed,