CRM Business Data Analyst jobs in Texas

SUMMARY

The Analyst, Operations-Business Applications, CRM is an experienced and dynamic team player who will play a pivotal role in the implementation and ongoing support of Welltower’s Yardi CRM and RentCafé modules. The ideal candidate will possess the ability to work cross-functionally internally and directly with Welltower’s operators to streamline the sales process and improve operational efficiencies.  The Specialist, Operations – Business Applications will be required to work within a high demand, performance driven environment that focuses on implementing scalable solutions that are aligned with the company’s overall business strategy.

KEY RESPONSIBILITIES

• Develops and leverages relationships with internal and external stakeholders to meet strategic business objectives
• Provides expertise in designing and optimizing resident journeys, ensuring standardization across all operators
• Works closely with the Yardi Implementation team and third-party data consultants in the execution of the implementation of the CRM and RentCafé modules across multiple operators
• Contributes to maintaining project plans and timelines to ensure a successful implementation
• Ensures system configuration, and user training are executed effectively
• Conducts comprehensive training for corporate and on-site operator teams, ensuring they are proficient in CRM and RentCafé system use
• Provides ongoing support to end-users, addressing issues, and continuously optimizing workflows
• Collaborates with internal support teams to resolve technical challenges
• Monitors CRM system performance and data accuracy
• Implements quality assurance processes to identify and rectify data inconsistencies
• Understands and fosters cross-program and cross-functional dependencies to champion execution success and maximize value capture
• Establishes best practices and ensures solution delivery adheres to defined standards
• Provides subject matter expertise in creation of future state operational and technology roadmaps
• Manages to business case or approved budget by controlling spend related to one-time and recurring costs while generating value or earnings by driving ROI
• Develops regular and thorough status communications for senior leadership and stakeholders
• Anticipates and mitigates risks, dependencies, and impediments to facilitate resolutions

OTHER DUTIES

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of this employee for this job.  Duties, responsibilities, and activities may change at any time with or without notice.

TRAVEL

Out-of-area and overnight travel should be expected as outlined in specific projects for which this role will engage.

MINIMUM REQUIREMENTS

Skills / Specialized Knowledge:

• Ability to manage portfolios of work
• Solid understanding of project management and agile practices, with the ability to teach and coach others
• Keen ability to engage and work with different teams
• Strong interpersonal, conflict management, and communications skills
• Effective documentation and reporting skills 

Experience:

• At least 3 years of operations, financial, or technology implementation
• Strong understanding of customer journey design and best practices
• Proven experience working on complex CRM implementation projects
• Preferred experience with Yardi’s CRM, RentCafé and associated modules
• Project Management and Technical Support experience
• Experience planning and working on implementations of system changes in a SOX environment is preferred

Education:

• Bachelor’s degree in accounting, finance, marketing, or a related field is preferred
• Agile, Six Sigma, or PMP certification strongly preferred 

Applicants must be able to pass a pre-employment drug screen.

WHAT WE OFFER

• Flexible schedule: Monday-Thursday in office, Friday’s optional to work remote
• Competitive Base Salary Annual Bonus
• Generous Paid Time Off and Holidays
• Employer-matching 401(k) Program Profit Sharing Program
• Student Debt Program – we’ll contribute up to $10,000 towards your student loans!
• Tuition Assistance Program
• Employee Stock Purchase Program – purchase shares at a 15% discount
• Comprehensive and progressive Medical/Dental/Vision options
• And much more! https://welltower.com/newsroom/careers/

ABOUT WELLTOWER

Welltower, an S&P 500 company headquartered in Toledo, Ohio, is driving the transformation of health care infrastructure. The Company invests with leading seniors housing operators, post-acute providers and health systems to fund the real estate and infrastructure needed to scale innovative care delivery models and improve people's wellness and overall health care experience. Welltower, a real estate investment trust ("REIT"), owns interests in properties concentrated in major, high-growth markets in the United States, Canada and the United Kingdom, consisting of seniors housing, post-acute communities and outpatient medical properties. More information is available at www.welltower.com

Welltower is committed to leveraging the talent of a diverse workforce to create great opportunities for our business and our people. EOE/AA. Minority/Female/Sexual Orientation/Gender Identity/Disability/Vet