Healthcare CRM & Process Optimization Analyst

RCM Technologies, Inc.; San Juan (PR); On-site; USD 90,000 - 120,000; Full time

Job summary

RCM Technologies, Inc. is seeking a Business Analyst – CRM & Process Optimization to join its client team in Puerto Rico.

You will optimize our CRM ecosystem, streamline workflows, and bridge business needs with IT execution, leveraging Salesforce or Dynamics 365 to deliver measurable impact. The role involves gathering requirements, mapping as-is and to-be processes, designing CRM features with IT, leading UAT, creating user docs, and enabling adoption across business units.

Qualifications

• 3–5+ years as a Business Analyst supporting CRM systems (Salesforce, Dynamics 365, HubSpot)
• Strong CRM architecture, data workflows, integrations, and BA tools (Visio, Jira, Power BI, Excel)
• Bilingual Spanish & English; healthcare/health insurance knowledge is a plus

Responsibilities

• Requirement Gathering & Alignment with cross-functional units
• Process Mapping: as-is and to-be CRM workflows
• Solution Design: collaborate with IT and vendors on CRM features
• Testing & QA: lead UAT and validate enhancements
• Change Management: create user docs, process maps, training materials
• System Support: SME for CRM platforms and ongoing enhancements

Skills

CRM systems

Requirements gathering

Process optimization

Data workflows

Visio/Jira/Power BI/Excel

Education

Bachelor's Degree in Business Administration or related

Tools

Jira

Visio

Power BI

Excel

Salesforce

Dynamics 365

Job description

RCM Technologies, Inc. is seeking a Business Analyst – CRM & Process Optimization to join its client team in Puerto Rico.

You will optimize our CRM ecosystem, streamline workflows, and bridge business needs with IT execution, leveraging Salesforce or Dynamics 365 to deliver measurable impact. The role involves gathering requirements, mapping as-is and to-be processes, designing CRM features with IT, leading UAT, creating user docs, and enabling adoption across business units.