Fhlbi
CRM Dynamics and Business Systems Analyst
Indianapolis
Sponsorship not specified$74k-$87kDetected 22 days ago
Data StructuresData VisualizationStatisticsCRMBusiness DevelopmentCommunicationProblem Solving
About the role
- Are you looking for a company that views their employees as their greatest asset?
- Do you want to join a talented workforce that prioritizes equal opportunity within an inclusive culture, and promotes learning and development, unique skills/ideas, and employee engagement?
Responsibilities
- Manage and support the Member Portal and Sitefinity platforms to ensure functionality, usability, and alignment with business development and marketing objectives.
- Oversee contact and relationship management across Dynamics 365 CRM and the connected Business Partner system, including end-to-end contact processes (create/update/inactivate), ownership standards, duplicate detection/merge procedures, and cross-system synchronization to ensure data integrity and governance.
- Provide system support to Business Development teams to enhance relationship management, activity tracking, pipeline visibility, and strategic account planning.
- Collaborate with Sales and Marketing to support campaigns, communications, member segmentation, and digital engagement initiatives.
- Partner with Analytics to support accurate reporting, dashboards, and analytical insights, including developing and maintaining CRM views, dashboards, and reports (and/or coordinating Power BI outputs) to improve pipeline visibility and activity tracking.
- Support testing, deployment, documentation, and user adoption for new features and system changes; maintain documentation for configurations, security changes, workflows/automation, integrations, and enhancements.
- Establish and maintain best practices for data quality, security, access controls, and system documentation; coordinate and validate data backup, retention, and recovery procedures in partnership with IT.
- Identify and implement opportunities to improve efficiency through automation, workflow optimization, and system enhancements; develop training materials and provide ongoing user support to ensure effective and consistent platform usage.
- To help you continue to develop personally and professionally.
Requirements
- Bachelor's degree in Business, Information Systems, Analytics, Computer Science, or a related field, or equivalent professional experience.
- Minimum of three (3) years of experience administering, supporting, and managing Microsoft Dynamics 365 CRM.
- Demonstrated technical expertise in CRM configuration, workflows/automation, security, and data management
- experience supporting web platforms/portals or content management systems (e.g., Sitefinity or similar)
- Knowledge, Skills & Abilities: strong analytical and problem-solving skills
- ability to translate business needs into technical solutions
- They are not intended to be an exhaustive list of all responsibilities or abilities required of persons so classified.
Nice to have
- up to 6% PLUS…an additional 4% contribution!
- experience in financial services/banking or another regulated industry
- familiarity with Microsoft Dataverse, Power BI, or related reporting tools
- experience supporting marketing automation/digital engagement platforms
- Preferred: experience in financial services/banking or another regulated industry
Skills
- Must not have been convicted on any civil or criminal charge that would suggest a risk to Bank security.
- Ability to uphold and model the Bank's Guiding Principles.
- Is it a Bank?
- A cooperative?
- A leader in affordable housing?
- A company that's dedicated to making a difference in the community?
- So much so they pay their employees to volunteer?
Compensation
- Hiring ranges reflect the base salary that the Bank reasonably expects to pay for a given role and is not inclusive of annual incentive award opportunities, retirement benefits or the value of other health and welfare or other ancillary ben
Benefits
- Medical, dental, vision benefits and even pet (you read that right) insurance!
- Generous time off: Vacation, paid federal holidays, birthday month floating holiday, volunteer day and summer hours program
- We consider many factors when determining base salaries such as individual background and experience, the competitive environment, education, particular skill set(s), and industry and institutional knowledge.
Equal opportunity
- Equal Opportunity Employer.
This listing is sourced directly from Fhlbi's careers page and normalized into a canonical job model.