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klay·1 month ago

Business Analyst

Bengaluru, IndiaFull-timeMid · 2-8 years

About this role

Job Description

Business Analyst Profile  
A detail-oriented Business Analyst with strong analytical and problem-solving skills, experienced in enterprise-wide data gathering, analyzing, and translating business requirements into actionable insights in leveraging Salesforce CRM & other S/W applications. Adept at working with cross-functional teams to improve processes, drive efficiency, and support data-driven decision-making.
Proficient in information requirement gathering, stakeholder management, and documentation, with hands-on experience in tools such as Excel, SQL and data visualization platforms. She/he will have the ability to bridge the gap between business needs and technical solutions while ensuring alignment with organizational goals.

Key Responsibilities
  • Study existing S/W systems and processes and analyse
  • Understand (functional and information) business requirements from various functional stakeholders
  • Conduct gap analysis and propose functional process improvements related to admission, enrolments, fee tracking and child life cycle management and document
  • Configure and optimize Salesforce CRM for lead management, enquiry tracking, follow-ups, and conversions (it should be all end-to-end processes of SF and not limited to leads)
  • Analyze enquiry-to-admission conversion funnels and suggest improvements
  • Develop and maintain dashboards and reports for enrolment trends, occupancy, and revenue tracking
  • Work closely with center heads and sales teams to improve parent engagement processes
  • Support automation of workflows such as lead assignment, follow-up reminders, and communication triggers
  • Coordinate with technical teams for Salesforce customizations and integrations
  • Conduct UAT and ensure system enhancements meet business needs
  • Ensure data quality, consistency, and compliance across centers
  • Prepare functional specifications, BRDs, and user stories
  • Collaborate with Sales Force support and development team for solution implementation
  • Perform data analysis and generate insights for business decisions
  • Support UAT (User Acceptance Testing) and ensure quality deliverables
  • Monitor project progress and report key metrics

Key Skills
  • Requirement Gathering & Analysis
  • Stakeholder Management (Sales, Operations and Academic Teams)
  • Data Analysis & Interpretation and MIS reporting
  • Multi Centre Operations Management
  • Functional Process Improvement and approaches to Automation
  • Documentation (BRD, FRD, SRS)
  • Tools: Excel, SQL, Power BI / Tableau
  • Communication & Presentation Skills

Ideal Background
  • Post Graduate in Business Administration, Finance, IT, or related field
  • 2–8 years of relevant experience (Minimum 7-8 years of experience)
  • Hands-on experience with Salesforce CRM or any other popular ERP (Admin or functional exposure is a plus)
  • Experience in domains like Finance, Telecom, Healthcare, or IT services
  • Proficiency in Excel and reporting tools