IT Business Systems Operations Analyst - Sales Pipeline & CRM
Role Overview
Entry-level, development-focused Associate Business Analyst role supporting the Sales organization.
Work with experienced Business Analysts, IT partners, and Sales stakeholders to document processes and improve pipeline and CRM usability.
The role is business-facing with a technology lens, includes structured mentorship, and offers a path toward a full Business Analyst position.
No prior professional CRM platform experience is expected.
Key Skills for This Role
Full Job Posting
Role Overview
Entry-level, development-focused Associate Business Analyst role supporting the Sales organization.
Work with experienced Business Analysts, IT partners, and Sales stakeholders to document processes and improve pipeline and CRM usability.
The role is business-facing with a technology lens, includes structured mentorship, and offers a path toward a full Business Analyst position.
No prior professional CRM platform experience is expected.
Business Learning and Documentation
- Learn sales pipeline stages, lead qualification, team handoffs, and deal progression from prospect to close.
- Shadow Sales team members and Business Analysts during working sessions, interviews, and requirements discussions.
- Map current workflows and draft process maps, swimlane diagrams, and flowcharts with senior analyst guidance.
- Prepare meeting summaries, action items, draft requirements, user stories, and acceptance criteria.
- Maintain business process documentation, requirements backlogs, and project artifacts.
Data and CRM Support
- Organize and summarize sales data in Excel to identify trends, gaps, and pipeline data-quality issues.
- Build reports, charts, and summaries about pipeline health, conversion, and process performance.
- Support CRM enhancements by documenting requirements, tracking open questions, and following up on decisions.
- Execute user acceptance tests, document results, log defects, and track issues to resolution.
- Prepare release notes, quick reference guides, and training documentation; assist Sales users and escalate questions when needed.
Communication and Collaboration
- Communicate with Sales, IT, and leadership in writing and verbally; provide timely task updates and raise blockers early.
- Collaborate across teams and use coaching and feedback as part of the development process.
What You’ll Need
- Bachelor’s degree completed or expected within the current academic year in Business Administration, Business Analytics, Information Systems, Management Information Systems, Supply Chain, Economics, Finance, or a related field.
- Strong analytical and problem-solving skills; excellent written and verbal communication skills.
- Microsoft Office proficiency, particularly Excel sorting, filtering, pivot tables, basic formulas, and PowerPoint.
- Attention to detail, organizational skills, and ability to manage multiple assignments and deadlines.
- Intellectual curiosity, willingness to ask questions, and ability to learn tools quickly.
- Professional maturity, reliability, and a collaborative attitude.
Benefits
- Offers include competitive pay, holiday pay, access to earned wages before payday, referral bonuses, career advancement, paid time off, and benefits for eligible full-time employees.
- Eligible full-time employee benefits include medical, dental, vision, life and disability insurance, and a 401(k) plan.
- The posting also notes a team environment and an onsite gym.
About 48forty Solutions
48forty Solutions describes itself as North America’s largest pallet management services company, providing pallet solutions, onsite services, reverse logistics, and packaging materials.
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