Business Systems Analyst (CRM)
At Pleo, we’re on a mission to revolutionise the way businesses manage company spending. No more outdated processes, clunky spreadsheets, or frustrating delays - we believe spend management should be seamless, empowering, and surprisingly effective for finance teams and employees alike. We’re creating tools that promote autonomy, foster trust, and let businesses focus on what truly matters.
Our culture is built on transparency, collaboration, and a deep commitment to innovation – which is reflected in our spending solution. At Pleo, you’ll join a passionate team shaping the future of work, all while having some fun along the way.
About the role
As part of our growing Revenue Operations department, we have established a team called Business Architecture & Technology. This team will focus on optimising processes, data and tools for our commercial part of the business (Marketing, Sales, Partnership CX)
Your role in this will be to help us design and implement new tools to support this. Think of it as this - we need to make sure the commercial aspect of Pleo is happening as smoothly and efficiently as possible. We achieve this through designing and maintaining the tech stack and related processes.
In Pleo, Revenue Operations is a cross-functional discipline that goes across many areas, such as the demand and opportunity management process, sales planning and forecasting, as well as monitoring business performance. Hence this is a unique opportunity to learn more about the many different aspects of running a business, the decision processes and prioritisation needed to execute strategic projects, and insights into where the company is going - almost like a front-row seat!
What You'll Be Doing
We are seeking a skilled and detail-oriented Business Systems Analyst with expertise in web technologies to join our dynamic team. In this role, you will serve as the bridge between the business and IT teams, focusing on the analysis, design, and implementation of web-based applications and systems. The ideal candidate will have a strong understanding of web development stacks, experience in gathering and defining business requirements, and the ability to translate them into functional specifications for technical teams
Requirement Gathering & Analysis:
Collaborate with stakeholders to understand business processes, needs, and objectives.
Elicit, document, and prioritize business and technical requirements for web-based solutions.
Conduct gap analysis to identify areas for improvement in existing systems.
System Design & Documentation:
Translate business requirements into detailed system specifications, user stories, and use cases.
Develop workflow diagrams, wireframes, and mock-ups to support system design.
Ensure systems are designed to meet scalability, security, and performance requirements.
Project Coordination:
Collaborate with cross-functional teams including developers, UI/UX designers, and QA engineers to ensure the successful implementation of web applications.
Track project milestones and deliverables, ensuring alignment with timelines and business goals.
Act as a liaison between business and technical teams to ensure clear communication and understanding of requirements.
Testing & Quality Assurance:
Develop test plans, coordinate user acceptance testing (UAT), and ensure systems meet business requirements.
Identify, document, and resolve any issues or bugs during the testing phases.
Continuous Improvement:
Monitor system performance and make recommendations for improvements and optimizations.
Stay updated on emerging web technologies and industry trends to drive innovation in web-based business systems.
Required Skills & Qualifications:
Bachelor’s degree in Information Systems, Computer Science, Business, or related field.
5+ years of experience as a Business Systems Analyst or in a similar role with a focus on web-based technologies.
Hubspot CRM Certification preferred
Strong understanding of web development stacks, including front-end, back-end, databases, and cloud-based solutions.
Experience with web technologies such as HTML, CSS, JavaScript, APIs, and content management systems (CMS).
Familiarity with agile development methodologies (Scrum, Kanban) and project management tools (JIRA, Confluence).
Proficiency in creating detailed business process documentation, system requirements, and technical specifications.
Excellent communication, problem-solving, and analytical skills.
Ability to work independently and manage multiple tasks in a fast-paced environment.
Preferred Skills:
Experience with Hubspot CRM, Vitally and other GTM tech stack
Experience with cloud platforms like AWS, Azure, or Google Cloud appreciated
Familiarity with web security standards and practices (e.g., OWASP).
Knowledge of databases and SQL for data analysis and reporting.
Certification in Business Analysis (CBAP, CCBA) or related field.
Show me the benefits! 🥁
Your own Pleo card (no more out-of-pocket spending!)
Lunch is on us for your work days - enjoy catered meals or receive a lunch allowance based on your local office 🍜
Comprehensive private healthcare - depending on your location, coverage options include Vitality, Alan or Médis
We offer 25 days of holiday + your public holidays
For our Team, we offer both hybrid and fully remote working options
Option to purchase 5 additional days of holiday through a salary sacrifice
We use MyndUp to give our employees access to free mental health and well-being support with great success so far ❤️🩹
Paid parental leave - we want to make sure that we're supportive of families and help you feel that you don't have to compromise your family due to work 👶
Business Systems Analyst (CRM)
At Pleo, we’re on a mission to revolutionise the way businesses manage company spending. No more outdated processes, clunky spreadsheets, or frustrating delays - we believe spend management should be seamless, empowering, and surprisingly effective for finance teams and employees alike. We’re creating tools that promote autonomy, foster trust, and let businesses focus on what truly matters.
Our culture is built on transparency, collaboration, and a deep commitment to innovation – which is reflected in our spending solution. At Pleo, you’ll join a passionate team shaping the future of work, all while having some fun along the way.
About the role
As part of our growing Revenue Operations department, we have established a team called Business Architecture & Technology. This team will focus on optimising processes, data and tools for our commercial part of the business (Marketing, Sales, Partnership CX)
Your role in this will be to help us design and implement new tools to support this. Think of it as this - we need to make sure the commercial aspect of Pleo is happening as smoothly and efficiently as possible. We achieve this through designing and maintaining the tech stack and related processes.
In Pleo, Revenue Operations is a cross-functional discipline that goes across many areas, such as the demand and opportunity management process, sales planning and forecasting, as well as monitoring business performance. Hence this is a unique opportunity to learn more about the many different aspects of running a business, the decision processes and prioritisation needed to execute strategic projects, and insights into where the company is going - almost like a front-row seat!
What You'll Be Doing
We are seeking a skilled and detail-oriented Business Systems Analyst with expertise in web technologies to join our dynamic team. In this role, you will serve as the bridge between the business and IT teams, focusing on the analysis, design, and implementation of web-based applications and systems. The ideal candidate will have a strong understanding of web development stacks, experience in gathering and defining business requirements, and the ability to translate them into functional specifications for technical teams
Requirement Gathering & Analysis:
Collaborate with stakeholders to understand business processes, needs, and objectives.
Elicit, document, and prioritize business and technical requirements for web-based solutions.
Conduct gap analysis to identify areas for improvement in existing systems.
System Design & Documentation:
Translate business requirements into detailed system specifications, user stories, and use cases.
Develop workflow diagrams, wireframes, and mock-ups to support system design.
Ensure systems are designed to meet scalability, security, and performance requirements.
Project Coordination:
Collaborate with cross-functional teams including developers, UI/UX designers, and QA engineers to ensure the successful implementation of web applications.
Track project milestones and deliverables, ensuring alignment with timelines and business goals.
Act as a liaison between business and technical teams to ensure clear communication and understanding of requirements.
Testing & Quality Assurance:
Develop test plans, coordinate user acceptance testing (UAT), and ensure systems meet business requirements.
Identify, document, and resolve any issues or bugs during the testing phases.
Continuous Improvement:
Monitor system performance and make recommendations for improvements and optimizations.
Stay updated on emerging web technologies and industry trends to drive innovation in web-based business systems.
Required Skills & Qualifications:
Bachelor’s degree in Information Systems, Computer Science, Business, or related field.
5+ years of experience as a Business Systems Analyst or in a similar role with a focus on web-based technologies.
Hubspot CRM Certification preferred
Strong understanding of web development stacks, including front-end, back-end, databases, and cloud-based solutions.
Experience with web technologies such as HTML, CSS, JavaScript, APIs, and content management systems (CMS).
Familiarity with agile development methodologies (Scrum, Kanban) and project management tools (JIRA, Confluence).
Proficiency in creating detailed business process documentation, system requirements, and technical specifications.
Excellent communication, problem-solving, and analytical skills.
Ability to work independently and manage multiple tasks in a fast-paced environment.
Preferred Skills:
Experience with Hubspot CRM, Vitally and other GTM tech stack
Experience with cloud platforms like AWS, Azure, or Google Cloud appreciated
Familiarity with web security standards and practices (e.g., OWASP).
Knowledge of databases and SQL for data analysis and reporting.
Certification in Business Analysis (CBAP, CCBA) or related field.
Show me the benefits! 🥁
Your own Pleo card (no more out-of-pocket spending!)
Lunch is on us for your work days - enjoy catered meals or receive a lunch allowance based on your local office 🍜
Comprehensive private healthcare - depending on your location, coverage options include Vitality, Alan or Médis
We offer 25 days of holiday + your public holidays
For our Team, we offer both hybrid and fully remote working options
Option to purchase 5 additional days of holiday through a salary sacrifice
We use MyndUp to give our employees access to free mental health and well-being support with great success so far ❤️🩹
Paid parental leave - we want to make sure that we're supportive of families and help you feel that you don't have to compromise your family due to work 👶