CRM Solutions Analyst — No‑Code & AI, Client‑Facing

Keen360; King of Prussia, Northern (PA, KY); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Keen360, a software and consulting company, seeks an experienced CRM Business Analyst to work directly with clients, translating business needs into practical no-code Creatio configurations and blueprint-driven solutions.

You will lead discovery sessions, document processes, QA, training, and deployment, staying hands-on with Creatio while coordinating with delivery teams and clients for successful outcomes.

Qualifications

• Meaningful professional experience working with CRM systems.
• Strong practical understanding of core CRM concepts across sales, marketing, customer/service management.
• Experience eliciting, analyzing, clarifying, documenting, and managing business and functional requirements.

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.
• Apply strong CRM domain knowledge to help clients distinguish genuine requirements from existing-system habits or unnecessary complexity.
• Translate business requirements into practical CRM solution designs.
• Develop clear Blueprint specifications covering business processes, data, user experience, workflows, reporting, integrations, and related solution requirements.
• Drive alignment among client stakeholders and the Keen360 team toward joint acceptance of the Blueprint.
• Maintain traceability between agreed requirements, solution design, configuration, testing, and delivery.
• Help manage requirements and scope so that the delivered solution remains consistent with the agreed Blueprint, project effort, and schedule.

Skills

CRM Experience

Client-facing

No-code / Creatio

Requirements gathering

Tools

Creatio

Salesforce

Microsoft Dynamics 365

Job description

Keen360, a software and consulting company, seeks an experienced CRM Business Analyst to work directly with clients, translating business needs into practical no-code Creatio configurations and blueprint-driven solutions.

You will lead discovery sessions, document processes, QA, training, and deployment, staying hands-on with Creatio while coordinating with delivery teams and clients for successful outcomes.