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Senior Analyst, CRM Operations

Job in Boston, Suffolk County, Massachusetts, 02298, USA
Listing for: Vertex Inc.
Full Time position
Listed on 2026-10-18
Job specializations:
  • IT/Tech
    CRM Systems & Management, IT Business Analyst, Change Management, Business Systems & Technology Analysis
  • Business
    CRM Systems & Management, Change Management, Business Systems & Technology Analysis
Salary/Wage Range or Industry Benchmark: 104000 - 156000 USD Yearly USD 104000.00 156000.00 YEAR
Job Description & How to Apply Below
Job Description Role Summary

We are seeking an innovative high performing individual to support global commercial Field (Veeva CRM) platform delivery. This role will integrate AI-driven solutions into CRM processes, enabling scalability, operational efficiency, and enhanced demand management. The ideal candidate will bring strong organizational, communication, and analytical skills, with a focus on leveraging AI tools and methodologies to optimize platforms, streamline governance, and improve team operations in a regulated, global environment.

Additionally, the role will emphasize ensuring operational efficiency with Managed Service Providers (MSPs) and adherence to Dev Ops standards and best practices.

Key Responsibilities Business Analysis
  • Gather, analyze, and document business requirements, user stories, process maps, and acceptance criteria for Veeva CRM enhancements and AI-driven projects.

  • Define and deliver AI solutions within SDLC and ITSM processes to improve scalability and operational efficiency.

  • Support the translation of commercial business needs into functional and technical requirements, incorporating AI capabilities for extended development tools (e.g., Copilot Studio, Git Hub Copilot).

  • Assist with backlog management and prioritization, ensuring alignment with AI readiness and process improvement goals.

  • Conduct impact assessments for system changes, enhancements, and platform releases across markets, with a focus on AI integration.

  • Support user acceptance testing (UAT), defect tracking, and validation of AI-enhanced system functionality against business requirements.

  • Contribute to platform SOPs and capability documentation to support AI adoption and Dev Ops best practices.

Agile Software & AI Project Delivery Support
  • Facilitate agile ceremonies for the delivery team, including daily stand-ups, sprint planning, backlog refinement, sprint reviews, and retrospectives.

  • Help the team stay focused on sprint goals, timelines, and delivery commitments, incorporating AI-driven insights to optimize workflows.

  • Track actions, risks, dependencies, and blockers, escalating where appropriate to ensure seamless AI implementation.

  • Ensure user stories are clearly defined, prioritized, and ready for development, with a focus on AI-driven enhancements.

  • Support coordination across global teams, including business, IT, and vendors, to enable AI readiness and functional specialization.

Operational Efficiency and Dev Ops Standards
  • Collaborate with MSPs to ensure operational efficiency and alignment with service-level agreements.

  • Drive adherence to Dev Ops standards and best practices, ensuring robust and scalable CRM operations.

  • Identify opportunities for process improvement and data management to support AI readiness and streamline demand management and governance.

Required Qualifications
  • Bachelor’s degree in Business, IT, or a related field.

  • Strong organizational, communication, and analytical skills.

  • Experience with CRM systems, preferably Veeva CRM, in a regulated environment.

  • Familiarity with agile methodologies and tools.

  • Interest in AI technologies and their application in CRM/MDM processes.

Technical Skills Required
  • Proficiency in AI tools such as Copilot Studio, Git Hub Copilot, or similar platforms.

  • Knowledge of SDLC and ITSM processes with AI integration.

  • Experience with backlog management and agile delivery tools.

Preferred Skills
  • Hands-on experience with AI implementation in CRM systems.

  • Expertise in process improvement and data management to support AI readiness.

  • Functional BA expertise in CRM to support evolving portfolios.

  • Agile/Dev Ops/ITIL certification

Pay Range:

$104,000 - $156,000

Disclosure Statement:

The range provided is based on what we believe is a reasonable estimate for the base salary pay range…

Position Requirements
10+ Years work experience
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