Business Analyst

About the Role:

Business Analyst

Key Responsibilities:

Business Process Design & Workflow Automation

• Map, document, and optimise the end-to-end client journey for visa application categories (e.g., partner, parent, GSM).
• Analyse existing processes and propose improvements using automation platforms or CRM tools.
• Develop and maintain SOPs, automation flows, and service delivery models.

CRM Configuration & Customisation

• Customise and manage the CRM system (e.g., Zoho, HubSpot, Salesforce, Pipedrive, etc.) to reflect visa pipelines, client stages, and lead priorities.
• Set up automated lead capture, follow-up sequences, reminders, and task management workflows.
• Create and maintain structured deal pipelines, tags, fields, and templates for email and SMS engagement.

Lead Management & Nurturing

• Design digital funnels and lead management strategies to improve conversion from social media, website, and referrals.
• Implement segmentation, scoring, and nurturing automations for warm, cold, and reactivated leads.
• Track campaign and lead source performance and report on ROI and pipeline health.

Client Engagement & Communication Workflows

• Build systems to support high-touch client service, including appointment reminders, onboarding journeys, and visa stage updates.
• Introduce automation tools to reduce manual admin while improving transparency for clients.
• Integrate email, SMS, or portal-based updates as needed for a seamless experience.

Technology Evaluation & Digital Strategy

• Evaluate CRM and workflow tools beyond Zoho and propose alternatives that better suit evolving needs.
• Lead implementation and migration (if necessary) from one platform to another, with minimal disruption.
• Provide training or documentation to help the team adopt new tools or features.

Qualifications & Experience:

• Bachelor’s degree in Information Technology, Engineering, or a related field

  (required).

• Minimum 2 years of post-qualification experience

  in business analysis, CRM management, or workflow automation.
• Experience with one or more CRM or business process automation tools (e.g., Zoho, HubSpot, Monday.com, Salesforce, Pipedrive, ClickUp).
• Strong understanding of digital lead funnels, sales pipelines, and client service delivery.
• Excellent written and verbal communication skills.
• Experience working remotely and managing tasks independently.
• Bonus: Prior exposure to immigration or professional services industries.

What We Offer:

• Fully remote work with flexible hours.
• Direct access to a senior immigration consultant and opportunity to make a visible impact.
• Freedom to explore, propose, and implement the best tools for our operations.
• A collaborative, open-minded culture focused on innovation and client success.
• Ongoing support for professional development and certifications in automation/CRM tools.