CRM & Epicor Business Systems Analyst

Are you the kind of systems professional who thrives at the intersection of technology, business operations, and user engagement? Our client, a well-established and growing manufacturing organization undergoing exciting systems modernization initiatives, is seeking a CRM & Epicor Business Systems Analyst to take ownership of a rapidly evolving CRM and ERP environment.

This is an opportunity to play a highly visible role in a company investing heavily in digital transformation, including a major transition to Epicor Kinetic Public Cloud and the implementation of a new CRM platform. You'll work directly with leadership and cross-functional teams to improve business processes, drive CRM adoption, strengthen reporting capabilities, and help shape the future of the organization's technology landscape.
If you enjoy solving business problems, improving user experience, building meaningful reporting, and acting as the bridge between business and technology teams, this role offers the visibility, autonomy, and impact you're looking for.

• Serve as the primary point of contact for the company's CRM platform, including vendor coordination and issue resolution
• Manage day-to-day CRM and Epicor system administration, user support, troubleshooting, and maintenance
• Support ongoing migration and optimization efforts involving Epicor Kinetic and CRM integrations
• Partner with sales, marketing, operations, and leadership teams to improve workflows and system utilization

• Build and maintain dashboards, BAQs, reports, and queries within Epicor
• Support sales and marketing reporting, pipeline visibility, and operational analytics
• Ensure CRM and ERP data accuracy, consistency, and compliance through audits and process enforcement
• Identify reporting gaps and recommend system improvements that drive business insight

• Train and support users across varying levels of technical expertise
• Develop training documentation, process guides, and best practices
• Drive user adoption through communication, process improvement, and ongoing support
• Collaborate cross-functionally to streamline processes and improve operational efficiency

• 2-5+ years of experience supporting CRM and/or ERP systems in a business environment
• Strong experience with Epicor ERP / Kinetic required
• Experience with BAQ development, dashboards, reporting, and analytics
• Experience supporting or administering CRM systems (Sugar CRM experience preferred)
• Strong Excel skills including pivot tables, formulas, and data analysis
• Excellent troubleshooting, communication, and organizational skills
• Ability to translate business needs into system-driven solutions
• Strong attention to detail with a focus on data quality and process compliance

• Experience with Epicor Grow, TCP, or CRM integrations
• Manufacturing or distribution industry experience
• Bachelor's degree in Information Systems, Business, or related field preferred

• High-impact role with strong visibility across the organization
• Opportunity to help shape a growing CRM and ERP environment
• Work alongside leadership during major modernization initiatives
• Stable, team-oriented culture with long-term growth potential
• Regionally remote flexibility with occasional travel to company locations
• Excellent benefits package with company-supported healthcare contributions
• Long-term profit-sharing opportunity
• Collaborative environment where your ideas and improvements will be valued

• Salary: $70,000 - $90,000 base salary (flexibility for exceptional candidates)
• Regionally remote schedule with occasional travel MO
• Medical benefits with company paying the vast majority of employee premium costs
• Dental, vision, life insurance, short-term and long-term disability coverage
• 401(k) with company match
• Paid vacation and holidays
• Travel reimbursement
• Profit-sharing program eligibility after tenure requirements are met