CRM Business Analyst

A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE

As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world.

We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers!

If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today.

At PGIM, You Can!

What you will do

We are seeking a highly analytical and technically savvy Business Analyst to join our Sales and Servicing Technology team. You will be embedded within a dynamic group focused on building innovative sales and marketing tools used by our Client Advisory Group. Working closely with our Sales, Marketing and Client Services teams, as well as our product delivery team, you will play a pivotal role in designing solutions for our stakeholders.

What you can expect

• Will act as subject matter expert in CRM, BI Reporting and other Sales & Marketing tools and business process; providing support and guidance to users in the business.
• Validate solutions through user acceptance testing (UAT) to ensure final deliverables meet both technical and business expectations. Prepare test plans, develop test scripts and conduct test execution.
• Participate with internal business areas to solicit end user requirements, gain understanding of the purposes or goals of various processes, offerings, or practices. Ensure full understanding of impact to existing Salesforce platform.
• Proactively identify areas for improvement and introduce innovative recommendations, factoring in customer needs, external approaches, data analytics, as well as industry best practices.
• Support production issues, manage vendor/system releases, and actively manage user priorities.
• Conduct appropriate analysis of existing data to help identify patterns, aid in data quality and support business cases.
• Drive end-to-end documentation and stakeholder alignment across delivery cycles.
• Provide day-to-day support for sales, marketing and client service teams in their use of internal tools and platforms.
• Keep abreast of industry initiatives and market trends that impact the business to continue to improve efficiency.

• Experience supporting Sales Distribution, Client Service, Marketing and Product Development organizations.
• 8+ years of Business Analysis experience
• Minimum of 2+ years CRM platform experience, Salesforce hands-on experience a plus.
• Solid understanding of the business processes and workflows within Sales and Marketing
• Ability to lead projects; refines user stories, including identification of project risks and coordinating implementation activities, such as training and the documentation of business process changes.
• Knowledge of Financial Services/Asset Management Industry.
• Proven ability to structure SQL queries, understand stored procedures, experience with Business Intelligence Reporting tools and understanding of relational database models. MS SQL Server, Power BI.
• Strong analytical skills and ability to make independent decisions and develop creative solutions to support business strategies.
• Proven ability to prioritize and manage work effectively.
• Strong written and oral communication skills with a diverse group of associates and senior business leaders.
• Advanced skills with Microsoft Office tools (Word, Excel, Visio, and PowerPoint). Power Platform, a plus.

• Sales & Marketing experience, Asset Management a plus
• Data Science/Data Analytics background
• Python, a plus
• Experience with data visualization tools (e.g., Tableau, Power BI).
• BS / MS in Business Administration or Information Technology.
• Collaborative, team-oriented mindset with a passion for continuous learning and innovation.