CRM Business Analyst
Summary
Business analyst at a charter school network who translates CRM, marketing, and business needs into Salesforce and HubSpot solutions — gathering requirements, owning the CRM roadmap, optimizing campaign/lead processes and data quality, and improving reporting and dashboards. Hybrid role based in NYC (on-site Tue–Thu).
Thanks for your interest in Success Academy! Running a large, fast-growing, and high-performing network of public charter schools takes a village - families, children, teachers, staff and faculty, advocates, and supporters alike. We are growing fast in New York and expanding to Florida, and we would love to welcome you to our community! We work tirelessly every day to ensure children have access to a fun, rigorous, whole-child education regardless of zip code or economic status. When you join SA, you play a part in giving every student who walks through our doors a fair shot at reaching his or her potential.
About the Role
The CRM Business Analyst translates CRM, marketing, and business needs into effective Salesforce and Hubspot solutions that improve customer engagement, campaign execution, lead and opportunity management, data quality, and reporting while partnering with cross-functional stakeholders to define requirements, optimize capabilities, and support continuous improvement.
Key Responsibilities
- CRM Platform Roadmap: Translate organizational objectives into a prioritized roadmap that improves efficiency, visibility, and adoption, ensuring to communicate risks to project deliverables and timelines.
- Business Analysis & Requirements Management: Gather, analyze, document, and align business requirements with stakeholders and technical partners through clear user stories, process flows, acceptance criteria, and solution documentation.
- CRM & Marketing Process Optimization: Optimize acquisition, campaign, segmentation, nurturing, conversion, and engagement processes to reduce manual work, improve data quality, and strengthen platform adoption.
- CRM Platform & Solution Delivery: Coordinate platform solution delivery by defining requirements, validating, enhancements, managing dependencies, and supporting planning, testing, releases, and post-release validation.
- Data, Reporting & Analytics: Define and improve CRM and marketing data, reporting, dashboard, KPI, segmentation, and governance requirements to support accurate insights and informed decision-making.
- Testing, Training & Continuous Improvement: Coordinate testing, training, communications, documentation, adoption, post-release monitoring, and continuous improvement to ensure effective platform use and governance.
Qualifications
- 3-5 years of experience as a Salesforce/Hubspot/Equivalent Platform Business Analyst, CRM Analyst, Marketing Analyst, Systems Analyst, or in a related role.
- Hands-on experience with data analysis, user acceptance training, process mapping, and requirements gathering.
- Bachelor’s degree in Information Systems, Computer Science, Marketing, or an equivalent combination of education and experience.
Competencies
- Data Literacy & Governance: Understand data structures, business rules and processes, data quality, integrations, and governance requirements to support reliable and responsible use of CRM data.
- Business Requirements & Analytical Thinking: Break down complex business challenges into clear requirements, evaluates underlying needs, and develops structured, automated, actionable solutions.
- Process Optimization: Evaluate current workflows, identifies inefficiencies, and recommends scalable improvements that reduce manual effort and improve business outcomes.
- Collaboration & Stakeholder Partnership: Build trusted relationships, translate technical jargon into business language, and incorporate feedback constructively.
- Adaptability & Agility: Learn continuously, adapt to changing priorities and information, incorporate feedback, and respond thoughtfully to evolving business needs.
Compensation, Benefits, & Perks
At Success Academy, we invest boldly in our Network team with a comprehensive package designed to support your health, financial future, and overall well-being:
- Day-One Health & Wellness: Medical, dental, and vision coverage starting your first day (SA covers 82% of our core medical plan), plus a free One Medical membership and confidential mental health support via EAP/Talkspace.
- Financial Security: 403(b) retirement plan with a 3% employer match, up to $2,400/year in employer HSA contributions, employer-paid life/disability insurance, and Public Service Loan Forgiveness (PSLF) eligibility.
- Time to Recharge: Generous paid time off, paid holidays, and paid parental leave.
- Perks & Stipends: A $50/month cellphone stipend ($600/year), pre-tax commuter benefits, backup family care, and performance-based earning incentives.
This is a hybrid position based in our NYC Financial District office, requiring on-site work Tuesday through Thursday and remote work on Monday and Friday.
Exact compensation may vary based on skills and experience. This position is not bonus eligible.
Success Academy Charter Schools is an equal opportunity employer and actively encourages applications from people of all backgrounds. Compensation is competitive and commensurate with experience. Success Academy offers a full benefits program and opportunities for professional growth.
Privacy Policy:
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We are an equal opportunity employer and value diversity at our organization. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We actively seek applications from people of all backgrounds to strengthen our community and the perspectives needed to flourish in a multicultural world. Success Academy offers a full benefits program and opportunities for professional growth.
Success Academy Charter Schools does not offer employment-based immigration sponsorship.
Skills
As published by greenhouse · 30 questions
Basics
First Name, Last Name, Email, Phone, Resume/CV, Location
Short answers (16)
- Preferred First Name optional
- Street Address 1
- Street Address 2 optional
- City
- Zip Code
- LinkedIn Profile optional
- Website optional
- If you selected "Other" as your school, please list the name here. optional
- If Yes, please identify your cumulative undergraduate GPA optional
- Please list your current or most recent employer.
- What are your salary expectations for a new position?
- If you have previously worked at Success Academy, please list your work email address. optional
- If yes, please list the name of the Success Academy school that you last attended. optional
- If you are a parent of a current or former Success Academy scholar, please provide their name. optional
- If you have a family member or close personal relationship with anyone in the Success Academy Charter Schools' community, please provide their name. optional
- Do you foresee any conflicts with fulfilling the requirements of a full-time position due to school or other commitments? optional
Pick from a list (14)
- State
- Country
- Have you completed your Bachelor's Degree?
- How many years of relevant experience do you have?
- Earliest Start Month
- How did you hear about us?
- Have you previously worked for Success Academy Charter Schools?
- Are you a Success Academy alum?
- Are you a parent of a current or former Success Academy scholar?
- Do you have a family member or close personal relationship with anyone in the Success Academy Charter Schools' community (includes employees, students, and students' families)?
- Are you authorized to work in the United States?
- Will you now or in the future require sponsorship for employment visa status in order to work for Success Academy Charter Schools? Before your employment begins, we will have to obtain verification of your authorization to work in the United States. Any offer of employment is contingent upon satisfactory verification of this professional requirement.
- Are you relocating for this position?
- Would you like to receive communications via SMS and/or WhatsApp to the number provided about your application process?