CRM Analyst

4 days ago

Work from Home, Philippines Spectrumed Inc. Full time

SpectruMed Inc. is preparing to implement the BeatRoute CRM platform across our sales, service, and operations teams.

We need an experienced CRM Business Analyst / Implementation Consultant to lead the requirements gathering, system design, and to work closely with the BeatRoute integrator to ensure a successful implementation.

This is a strategic, high-impact role. Not a data-entry or admin job.

You will:

  • Lead structured requirements workshops with Sales, Service, Marketing, Inventory, and Management teams
  • Map current processes and define improved workflows for CRM
  • Produce a complete BRD (Business Requirements Document)
  • Create process flow diagrams (current state → future state)
  • Define CRM modules, fields, data structure, and user roles

Document workflows

Lead→ Opportunity → Sales cycle

Field sales visits, tasks, routing

Installed base management (1,500+ machines)

Service ticket lifecycle & spare parts movement

Translate business needs into CRM configurations

  • Prepare UAT (testing) scenarios
  • Work directly with BeatRoute integrator to ensure correct build
  • Support change management and user onboarding plan
  • 3–7+ years experience in CRM implementation or business analysis
  • Strong background in Sales CRM or Field-Force CRM (BeatRoute, Zoho, Salesforce, Odoo, Pepperi, or similar)
  • Expertise in:
  • Requirements gathering
  • Process mapping
  • Workflow design
  • Role/permission modeling
  • Reporting & dashboard requirements
  • Experience working with developers or integrators
  • Ability to challenge unclear requirements and propose better processes
  • Excellent documentation and communication skills
  • Familiarity with distribution, FMCG, pharma, med-tech, or similar industries is a major advantage

BeatRoute experience is a bonus, not mandatory. The logic is the same as Salesforce/Zoho.

Deliverables

  • Complete BRD (detailed and structured)
  • Process maps for all key workflows
  • Data schema (entities, fields, relationships)
  • User roles & permission matrix
  • Integration requirement document (if applicable)
  • Implementation roadmap
  • UAT test scripts
  • Weekly alignment reports

Project Budget

  • P100,000.00

To Apply:

Please submit the following:

  • Short introduction of relevant CRM experience
  • Example of a BRD or process map you created (can remove confidential info)
  • CRM platforms you've implemented
  • Your availability
  • Fixed project rate or hourly rate

Job Types: Part-time, Temporary

Contract length: 2 months

Benefits:

  • On-site parking
  • Work from home

Work Location: Remote

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