Senior Business Analyst, CRM

Full Time Posted 29 days ago
Main Location
Boston, MA, United States
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Firm Overview:

Cambridge Associates was founded in the early 1970s to assist nonprofit institutions with the investment of their endowment assets. Today, we provide investment management, financial planning and proprietary capital markets research to over 990 clients including nonprofit institutions, private clients (families) and pension plans. The firm advises on assets in all asset categories, including equities, bonds, non-US investments, real estate, venture capital, hedge funds, leveraged buyout funds, oil and gas partnerships, and many other types of investments. We monitor the performance of nearly all major institutional investment managers and provide an advanced monitoring service for our clients to evaluate alternative assets managers such as venture capital and private equity.

Cambridge Associates has a staff of more than 1,100 professionals, including 200 Investment Directors and 150 Investment Associates, based in eight offices located in Arlington, Beijing, Boston, Dallas, London, Menlo Park, Singapore and Sydney. We select our employees with great attention to their potential to become valuable members of a collegial, intelligent and hard-working team.

Position Overview:

The Senior Business Analyst for CRM on the Digital Engagement team will bring experience to the team having participated in CRM implementations and provide a range of analytical skills. The successful candidate has strong experience working with technical requirements and process improvements and will work with a team of professionals to deliver superior quality advice to our developers while partnering with business leaders to enhance the enterprise CRM platform, MS Dynamics.

Job Responsibilities:
  • Define and Discover: Work closely with the product owners to outline and understand the vision for future releases. Coordinate & facilitate working meetings with the business subject matter experts (SMEs) to gather requirements and document them as user stories. Partner with key stakeholders to analyze business processes and system needs. Gain clear understanding of project scope in order to understand why the project has been initiated. Develop presentation materials, including high-level models to validate processes and solutions, for stakeholder and internal audiences. Successfully justify recommendations.
  • Design and Develop: Draft systems specifications detailing the logic, configuration and security requirements to be implemented and perform supporting configuration steps. Identify and implement solutions to meet business objectives and support emerging priorities. Act as a conduit between the product owner and the development and Quality Assurance (QA) teams to translate functional user stories to specs. Work closely with the scrum team members participating in all the stand-up meetings, demos, grooming sessions, etc. Work with the QA team to test system functionality.
  • Deploy and Deliver: Work with business partners to implement and integrate systems and enhancements to the CA community. Lead UAT by writing business scripts for end users to test. May also coordinate the participation of end users, facilitate UAT sessions, and document any bugs or enhancement requests found during UAT. Identify change management requirements; assist in the development of training materials and documentation. Participate in user training when appropriate.
  • Mentor and Learn: Serve as resource to senior management, product managers, project managers and other business analysts on areas of product and/or business expertise. Stay current on new and existing products functionality and trends by attending industry user group meetings, networking, reading industry magazines, etc.
  • Strong understanding of CRM platforms, preferably MS Dynamics, with domain knowledge in marketing and business development.
  • 3+ years’ experience as a business analyst working in collaboration with software development.
  • Proven knowledge and experience with computer systems, applications, development, and testing methodologies as they relate to the business areas being supported.
  • Proven working knowledge of industry standard methodologies and best practices (i.e. Project Life Cycle and System Development Life Cycle).
  • Success leading project teams with medium to large business initiatives.
  • Highly skilled in incorporating successful interviewing, facilitation, and documentation techniques within a project.
  • Excellent facilitation skills with bringing multiple groups together to agree on project scope and build consensus.
  • High-level of knowledge, experience and success with writing and reviewing test cases.
  • Able to work independently with minimal direction and guidance from project lead, staff, and manager.
  • Strong process analysis and problem-solving skills.
  • Excellent communication skills including the ability to communicate effectively in both formal and informal contexts in a fashion tailored for the audience.
  • Affinity for technical writing and presenting – ability to formally document requirements, reach agreements with others, and explain detailed requirements to others as needed.
  • Previous experience interacting with mid- to senior-level managers extracting and analyzing processes and workflows.
  • Capacity to focus on details, while effectively managing ambiguity.
Equal Opportunity Statement

Cambridge Associates is an equal opportunity employer. Diversity and inclusion are essential elements of our culture. We are committed to fostering an environment where individual perspectives, backgrounds, and life experiences make the firm a great place to work, and result in a more satisfying client experience

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Senior Business Analyst, CRM
Cambridge Associates