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CRM & AI Platforms Analyst

Posted: 05/30/2026

  • Assist in configuring, maintaining, and optimizing ERP, CRM, and other enterprise systems based on business requirements.
  • Gather requirements from internal stakeholders and translate them into system enhancements or process improvements.
  • Manage user accounts, roles, permissions, and security settings across business applications.
  • Create dashboards, reports, and automated workflows to improve visibility and operational efficiency.
  • Support integrations between platforms using APIs, connectors, and automation tools.
  • Assist in deployment and administration of AI tools, chatbots, AI agents, and workflow automation platforms.
  • Troubleshoot system issues, perform root cause analysis, and coordinate resolutions with internal teams or external vendors.
  • Perform data imports, data validation, cleansing, migration, and maintenance tasks.
  • Develop and maintain SOPs, system documentation, training materials, and process guides.
  • Provide end-user training and ongoing support for enterprise platforms.
  • Monitor new releases, features, and emerging technologies within ERP, CRM, and AI ecosystems.
  • ​Support continuous improvement initiatives related to digital transformation and automation.

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