Workflow Business Analyst

Neilson Financial Services, Windsor, Windsor and Maidenhead

Workflow Business Analyst

Salary not available. View on company website.

Neilson Financial Services, Windsor, Windsor and Maidenhead

  • Full time
  • Permanent
  • Onsite working

Posted today, 20 Nov | Get your application in now to be one of the first to apply.

Closing date: Closing date not specified

job Ref: 5e77220fcbaf447493f871276b8f0c07

Full Job Description

1. Lead Management and Lead Nurturing:

- Work closely with stakeholders to understand lead management and lead nurturing processes and activities.

- Define and document key lead management and lead nurturing workflows, ensuring efficiency and effectiveness.

- Collaborate with sales teams to understand their activities, requirements, and pain points.

- Provide insights and recommendations for improving lead management, lead nurturing and sales performance.

2. Reharvest and Upsell campaigns:

- Take a lead role in designing outbound reharvest and upsell campaigns to target specific customer segments.

- Document campaign strategies, including objectives, target audience, compliance constraints and key performance indicators (KPIs).

- Monitor campaign performance, analyze results, and provide insights for continuous improvement.

3. Requirements Gathering:

- Work closely with business users to gather and document requirements for workflow or campaign management enhancements.

- Collaborate with IT teams to translate business requirements into technical specifications.

- Ensure alignment between business goals and workflow and campaign system capabilities.

4. Monitoring and Optimization:

- Continuously monitor and evaluate lead management, lead nurturing, reharvest and upsell processes to identify areas for optimization.

- Recommend and implement improvements to enhance overall efficiency and user experience.

We are seeking a skilled and detail-oriented Workflow Business Analyst to join our dynamic team. You will play a crucial role in defining, documenting, and optimizing key lead management, lead nurturing, reharvest and upsell campaigns.

The successful candidate will have a strong analytical mindset, excellent communication skills, and a good understanding of workflow systems and processes.