CRM Business Analyst

Job description

CRM Business Analyst

**ABOUT ADVANCED ENERGY**

Advanced Energy (Nasdaq: AEIS) is a global leader in the design and manufacturing of highly engineered, precision power conversion, measurement and control solutions for mission-critical applications and processes.

AE’s solutions enable customer innovation in complex applications for a wide range of industries including semiconductor equipment, industrial, manufacturing, telecommunications, data center computing and healthcare.

Advanced Energy has devoted four decades to serving its global customers and is headquartered in Denver, Colorado.

**POSITION SUMMARY:**

We are seeking a CRM Business Analyst to lead the design and optimization of CRM-based workflows and enhancements that improve operational efficiency and user experience across our global organization.

This role will work closely with our Salesforce Development team, as well as cross-functional teams including but not limited to Sales, Marketing, Product Management, and Customer Service.

The ideal candidate will have a strong understanding of complex business processes in a multinational B2B enterprise environment and will proactively identify opportunities to integrate external systems and workflows into our CRM platform to promote collaboration and elevate customer service.

Experience with Salesforce, ERP systems such as SAP and Oracle, and a background in Business Administration, IT, or related fields is essential.

Previous experience in Sales or Sales Operations is a strong plus, as is proficiency in Salesforce reporting and analytics tools to support data-driven decision-making.

**RESPONSIBILITIES:**

+ Champion the use of Salesforce as a sales enablement platform.

Strive to leverage CRM capabilities to improve response times, enhance collaboration, and empower frontline teams to deliver an exceptional customer experience.
+ Partner with stakeholders to define business needs and translate them into CRM workflow enhancements and process improvements.
+ Conduct process analysis to identify inefficiencies and recommend scalable solutions within the CRM system.
+ Collaborate with cross-functional teams to integrate external workflows (e.g., from SAP, Oracle, IBP, Model N, PowerApps) into Salesforce to improve collaboration and customer experience.
+ Document and maintain business requirements, process maps, and functional specifications.
+ Support change management and user adoption by providing training, documentation, and ongoing support while leveraging Salesforce Knowledge base to support the creation, distribution, and maintenance of internal training materials.
+ Leverage Salesforce reporting and analytics tools to monitor CRM usage, identify trends, and drive continuous improvement.
+ Ensure all CRM workflows and processes comply with corporate standards, including information security, data governance, and regulatory requirements.
+ Identify key stakeholders and design workflows using DOA (Delegation of Authority), swim lane diagrams, and RACI models to reflect and improve business processes across Sales, Service, and Sales Support functions, with a focus on sales enablement and customer experience.

**WORK ENVIRONMENT:**

+ Works in a standard office environment and uses general office equipment (phone, PC, copier, scanner, etc.).

**EXPERIENCE:**

Essential:

+ 3+ years of experience in business analysis or process design within a global B2B enterprise
+ Hands-on experience as a Salesforce Administrator or Admin/Developer hybrid
+ Strong understanding of Salesforce CRM capabilities and limitations
+ Proven experience with ERP systems such as SAP and/or Oracle
+ Proficiency in Salesforce reporting and dashboards
+ Ability to analyze and document complex business processes and workflows
+ Experience working with cross-functional teams in a collaborative environment
+ Excellent communication and stakeholder engagement skills

Desirable:

+ Experience with Model N, IBP, or other enterprise planning tools
+ Familiarity with Salesforce Flow, Process Builder, and automation tools
+ Previous experience in Sales or Sales Operations
+ Exposure to Agile/Scrum methodologies

**EDUCATION:**

Essential:

+ Bachelor’s degree in Business Administration, Operations Management, Marketing, Information Technology, Computer Science, or a related field

Desired:

+ Completion of **Salesforce training programs** or certifications
+ Ongoing professional development in **CRM systems** , **enterprise integrations** , or **process design**

**COMPENSATION:**

_As required by multiple state pay transparency laws, Advanced Energy provides a reasonable range of compensation for each job posting.

Actual compensation is influenced by an array of factors including, but not limited to, skill set, level of experience, and specific office location.

The range of starting pay for this role is $85,000.00 to $105,000.00 per year._

BENEFITS:

As part of our total rewards philosophy, we believe in offering and maintaining competitive compensation and benefits programs for our employees to attract and retain a talented, highly engaged workforce.

Our compensation programs are focused on equitable, fair pay practices including market-based base pay, an annual pay-for-performance incentive plan for eligible positions, and a discounted Employee Stock Purchase Plan.



In addition to our competitive compensation practices, we offer a strong benefits package in each of the countries in which we operate.

In the U.S., we offer a rich benefits package that includes:

+ Medical - multiple medical plans are available to choose from
+ Short and long-term disability and life insurance
+ Health savings and flexible spending accounts
+ Generous time off policy starting with 3 weeks of paid vacation, 7 days of paid sick time, and 12 paid holidays
+ 8 hours of paid volunteer time off
+ 8 weeks of paid parental leave for both Moms and Dads
+ Company matched 401(k)
+ Tuition reimbursement
+ Expanded mental health coverage and employee assistance programs  
+ Other voluntary benefits include critical illness, accident and hospital indemnity, pet insurance, identify theft, and legal assistance

**Advanced Energy is committed to diversity in its workforce including Equal Opportunity Employment.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, and/or veteran status.**

**Advanced Energy is also committed to providing reasonable accommodations in our job application process/procedures for qualified individuals with disabilities.

If you require assistance in completing an Advanced Energy application, please reach out to HumanResources@aei.com**

**Applications will be accepted through October 31st, 2025 unless the position is filled prior to this date.

The company reserves the right to review applications at any point after they are submitted.**

**U.S. work authorization is required for this role.

We are unable to offer sponsorship for work visas for this position.**

Required Skill Profession

Other General