Business Analyst

Role and Responsibilities

Presales:

• Collaborate with the sales team to understand potential customers' requirements.
• Conduct in-depth needs assessments to identify opportunities for Zoho solutions.
• Liaise with the product team to create live demos based on prospects' business requirements.
• Successfully conduct demos of the proposed solutions.
• Identify potential risks associated with Zoho implementations and develop mitigation strategies.

Post Sales:

• Conduct detailed requirements-gathering sessions with clients to identify opportunities for automation, process optimization, and efficiency gains using Zoho applications.
• Proactively address issues during the project to minimize impact on timelines and deliverables.
• Collaborate with clients to create a roadmap for the phased implementation of Zoho applications.
• Analyze and document business processes, workflows, and other requirements to identify areas for improvement.
• Create a detailed Functional Solution Document (FSD) and obtain sign-off from internal stakeholders and clients.
• Configure, customize, and optimize Zoho applications such as Zoho CRM, Zoho Desk, Zoho People, and Zoho Projects.
• Work closely with development teams to design and develop customizations and integrations within the Zoho ecosystem.
• Conduct system testing, including creating test cases, executing tests, and documenting results.
• Monitor and maintain the integrity and quality of data within Zoho applications.
• Provide training and support to end-users to ensure effective adoption and utilization of Zoho applications.
• Stay updated with the latest Zoho features, functionalities, and best practices to drive continuous improvement and innovation.
• Assist in implementing new Zoho applications and upgrades, including data migration and system configurations.

Others:

• Work with the sales team to standardize service offerings.
• Analyze internal processes to identify optimization opportunities.
• Effectively manage relationships with key stakeholders, including clients, internal teams, and third-party vendors.
• Regularly collect feedback from clients to measure satisfaction and identify areas for improvement.

Preferred Skills

• Analytical problem-solving and critical thinking capabilities.
• Strong interpersonal and consultative skills.
• Excellent oral and written communication proficiency.
• Knowledge of SaaS platforms (Zoho preferred).
• Ability to work independently and manage multiple tasks in a dynamic and fast-paced environment.
• Certification in Zoho applications (e.g., Zoho CRM Administrator Certification) is a plus.
• Proficiency in data analysis and reporting using Zoho Analytics or other BI tools.

Experience

• Minimum 5-7 years.

Qualifications and Education Requirements

• Bachelors degree in Business Administration, Computer Science, MBA, or a related field.