Business Systems Analyst, CRM Experience

Next Step Systems - National IT Recruiting Firm

Business Systems Analyst optimizing and supporting the company’s CRM platform. Serving as the liaison between business teams and the CRM vendor, with occasional onsite presence.

Posted 5/22/2026full-timeRemote • Columbia • Montana • 🇺🇸 United StatesJuniorMid-Level💰 $70,000 - $90,000 per yearWebsite

Tech Stack

Tools & technologies

ERP

About the role

Key responsibilities & impact

Responsible for day-to-day ownership, optimization, and support of the company’s CRM platform.
Serve as the primary liaison between business teams and the CRM vendor.
Manage day-to-day system administration, including user support, troubleshooting, and system maintenance.
Train new and existing employees on CRM functionality, processes, and best practices.
Ensure accuracy, consistency, and completeness of CRM data through regular audits and maintenance.
Develop and maintain dashboards, reports, and queries to support business insights.

Requirements

What you’ll need

Bachelor’s degree in Information Systems, Business, or a related field (or equivalent experience) preferred.
2-5+ years of experience working with and analyzing CRM Systems (SugarAI experience preferred).
Experience with ERP (Epicor/Kinetic), Grow and Technology Coast Partners (TCP) preferred.
Experience developing dashboards, reports, and query development (Business Activity Query (BAQ) experience preferred).
Excellent project management, documentation & organizational skills.
Strong Excel skills including pivot tables, formulas & data visualization.
The ideal candidate will possess strong technical knowledge, business acumen across sales, marketing & service functions.
Good problem-solving skills a must.
Candidates should have working competency with all office equipment.
Leadership & communication skills to collaborate cross-functionally.
Detail-oriented with a focus on data accuracy and process compliance.

Benefits

Comp & perks

Medical
Dental
Vision
Vacation
Holidays
401K
Profit Sharing
Travel Expense Reimbursement
$25,000 in life insurance
Short-term and long-term disability benefits

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

CRM systemsSugarAIERPEpicorKineticBusiness Activity Query (BAQ)dashboard developmentreport developmentExceldata visualization

Soft Skills

project managementdocumentationorganizational skillsproblem-solvingleadershipcommunicationdetail-orientedbusiness acumen