Fulcrum Digital Inc

Business Analyst for M&A Commercial Systems Integration

Fulcrum Digital Inc  •  Pune, IN (Onsite)  •  3 months ago
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Job Description


1. Comprehensive Requirement Gathering and Analysis:
- Lead in-depth requirement gathering sessions with stakeholders from both companies
across various departments
- Analyze current implementations, configurations, and customizations of CRM, Sales
Enablement, Marketing Automation, and other relevant commercial tools in each
organization
- Identify gaps, overlaps, and opportunities for process improvement and system
integration across all platforms
- Document detailed business and technical requirements for the merged commercial
technology ecosystem
2. Multi-Platform Harmonization:
- Develop strategies for consolidating and harmonizing multiple commercial platforms,
including CRM (e.g., Salesforce), Sales Enablement tools, Marketing Automation systems
(e.g., Marketo, HubSpot, Marketing Cloud), and other relevant technologies
- Create comprehensive mapping documents to align data structures, workflows, and
business processes between the two companies across all affected systems
- Propose solutions for integrating disparate systems and data sources to create a
cohesive commercial technology stack
3. Business Process Alignment and Optimization:
- Analyze existing business processes in both companies related to sales, marketing, and
customer service
- Recommend best practices for the merged entity, considering the capabilities of the
various platforms in use
- Design optimized workflows and processes that leverage the strengths of each system
while ensuring seamless integration
4. Cross-Platform Data Integration and Management:
- Develop strategies for data migration, integration, and synchronization across multiple
platforms
- Ensure data consistency and integrity across all systems in the new unified commercial
ecosystem
- Propose data governance structures to maintain high-quality, actionable data across all
platforms
5. Change Management and Stakeholder Communication:
- Develop clear, concise documentation and presentations to communicate proposed
changes and their impacts across all affected systems
- Work closely with the change management team to facilitate smooth transitions and user
adoption of the new integrated platforms
- Conduct training needs assessments and assist in developing comprehensive training
materials for the new unified system landscape
6. Support on Project Management and Vendor Coordination:
- Assist in creating project plans, timelines, and resource allocation for the integration
efforts across all commercial platforms
- Monitor progress, identify risks, and propose mitigation strategies related to the systems
merger activities
- Collaborate with the functional PM, IT, data migration teams, and multiple stakeholders to
ensure successful implementation and integration of all systems


Requirements


1. Comprehensive Requirement Gathering and Analysis:
- Lead in-depth requirement gathering sessions with stakeholders from both companies
across various departments
- Analyze current implementations, configurations, and customizations of CRM, Sales
Enablement, Marketing Automation, and other relevant commercial tools in each
organization
- Identify gaps, overlaps, and opportunities for process improvement and system
integration across all platforms
- Document detailed business and technical requirements for the merged commercial
technology ecosystem
2. Multi-Platform Harmonization:
- Develop strategies for consolidating and harmonizing multiple commercial platforms,
including CRM (e.g., Salesforce), Sales Enablement tools, Marketing Automation systems
(e.g., Marketo, HubSpot, Marketing Cloud), and other relevant technologies
- Create comprehensive mapping documents to align data structures, workflows, and
business processes between the two companies across all affected systems
- Propose solutions for integrating disparate systems and data sources to create a
cohesive commercial technology stack
3. Business Process Alignment and Optimization:
- Analyze existing business processes in both companies related to sales, marketing, and
customer service
- Recommend best practices for the merged entity, considering the capabilities of the
various platforms in use
- Design optimized workflows and processes that leverage the strengths of each system
while ensuring seamless integration
4. Cross-Platform Data Integration and Management:
- Develop strategies for data migration, integration, and synchronization across multiple
platforms
- Ensure data consistency and integrity across all systems in the new unified commercial
ecosystem
- Propose data governance structures to maintain high-quality, actionable data across all
platforms
5. Change Management and Stakeholder Communication:
- Develop clear, concise documentation and presentations to communicate proposed
changes and their impacts across all affected systems
- Work closely with the change management team to facilitate smooth transitions and user
adoption of the new integrated platforms
- Conduct training needs assessments and assist in developing comprehensive training
materials for the new unified system landscape
6. Support on Project Management and Vendor Coordination:
- Assist in creating project plans, timelines, and resource allocation for the integration
efforts across all commercial platforms
- Monitor progress, identify risks, and propose mitigation strategies related to the systems
merger activities
- Collaborate with the functional PM, IT, data migration teams, and multiple stakeholders to
ensure successful implementation and integration of all systems


Benefits


Proven experience as a Business Analyst, with a strong focus on commercial platforms
including CRM, Sales Enablement, and Marketing Automation tools
- Demonstrated expertise in M&A situations, particularly in harmonizing multiple enterprise
systems
- Deep understanding of various commercial platforms' architectures, best practices, and
integration capabilities
- Strong analytical and problem-solving skills, with the ability to translate complex,
multi-system requirements into actionable plans
- Excellent communication and interpersonal skills, with the ability to work effectively with
stakeholders at all levels and across different functional areas
As a Business Analyst in this M&A context, you will play a crucial role in shaping the future
of the merged organization's commercial technology ecosystem. Your expertise will be vital
in ensuring that the integration process across multiple platforms is smooth, efficient, and
aligned with the overall business objectives of the newly formed entity.
Fulcrum Digital Inc

About Fulcrum Digital Inc

Founded in 1999, Fulcrum Digital is a global system integrator driving transformative results through AI-powered solutions. We implement, integrate, and grow ecosystems across industries, delivering high-quality outcomes at a fraction of the cost. Specializing in AI, Creative, Infrastructure, and e-commerce services, we empower businesses in Insurance, Financial Services, Government, Education, Manufacturing, Retail, and Logistics to thrive.

Our Core Platforms:

- FD Ryze: Our Generative AI SaaS solution that enables businesses to integrate LLMs, neuro readers, AI computing, and intelligent chatbots across various industries and functions. This integration enhances both internal workflows and customer-facing interactions by leveraging the full potential of artificial intelligence.

- FulcrumOne: A low-code platform with 130+ ready-made components, designed to simplify development and launch products 1.5x faster while cutting costs by up to 30%.

From financial services to education, consumer products to e-commerce, we work alongside you—digging deep into your challenges, helping you implement smarter strategies, and setting you up with platforms that solve today’s problems and are ready for tomorrow’s opportunities.

Let’s get started and see what we can build together.

Industry
IT & Software
Company Size
1,001-5,000 employees
Headquarters
New York, NY
Year Founded
1999
Website
fulcrumdigital.com
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