08/17/2026 updated

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100 % available

Senior Business Analyst | Software Engineer | CRM, Automation & Integration Consultant

Karachi, Pakistan
Only remote
M.Sc. in Computing Information Systems Math (Specialized in Electronic Commerce)
Karachi, Pakistan
Only remote
M.Sc. in Computing Information Systems Math (Specialized in Electronic Commerce)

Profile attachments

Rana_Faisal_Nazir_Senior_Business_Analyst_CRM_Automation_Consultant.pdf

About me

Senior BA, Software Engineer & CRM/Automation Consultant (8+ yrs freelance exp). I help businesses scale through CRM optimization, custom development, no-code/low-code solutions, app integrations, and automated workflows that eliminate manual tasks and drive growth.

Application Programming Interfaces (APIs)Business IntelligenceBusiness Intelligence DevelopmentBusiness AnalysisMicrosoft Dynamics CRMElectronic Customer Relationship Management (ECRM)Microsoft DynamicsMicrosoft Business IntelligenceOracle Business Intelligence Enterprise EditionPeopleSoft Customer Relationship Management (CRM)BigCommerceRequirements EngineeringSQL DatabasesSystems IntegrationWorkflowsBusiness Intelligence Development StudioMicrosoft Power AutomateSQL Server Business IntelligenceCRM MarketingWebflowOracle ErpMailchimp
Versatile Business Analyst, Solutions Architect, and Systems Integrator with end-to-end experience delivering CRM, ERP, software development, process automation, and digital transformation solutions. Proven track record across recruitment, finance, manufacturing, e-commerce, HR, and professional services, specializing in translating complex business requirements into scalable architectures, unified data pipelines, and high-efficiency automated workflows.

Core Technical & Tool Expertise

CRM & Sales Platforms: Salesforce, HubSpot, Zoho CRM, Microsoft Dynamics 365, Pipedrive, GoHighLevel, Keap, Freshsales, Bitrix24, Kommo

Automation, Integration & APIs: Microsoft Power Automate, Zapier, Make (Integromat), n8n, Workato, Pabbly Connect, REST APIs, Webhooks, JSON, OAuth, Postman

Microsoft Power Platform & Ecosystem: Power Apps, Power Automate, Power BI, SharePoint, Dataverse, Microsoft Teams, Excel, Visio

ERP & Business Systems: SAP, Oracle ERP, Microsoft Dynamics 365, Odoo, NetSuite

Email Marketing & CRM Automation: Mailchimp, ActiveCampaign, Brevo, Klaviyo

Business Analysis & Visual Design: Visio, Lucidchart, Draw.io, Figma, Balsamiq, Miro (Process Mapping, Wireframing, Functional Spec Modeling)

Data, Analytics & Reporting: SQL, MySQL, Oracle DB, Power BI, Tableau, Looker Studio, Advanced Excel, Dataverse

E-Commerce & Digital Commerce: Shopify, WooCommerce, Magento, BigCommerce, Wix eCommerce

Website, No-Code & Data Tools: Webflow, WordPress, Wix, Squarespace, Bubble, Airtable, Google Apps Script

Project Management & Collaboration: JIRA, Confluence, Trello, Asana, Monday.com, ClickUp, Slack

Forms & Data Capture: Jotform, Typeform, Google Forms, Microsoft Forms, Formstack

Key Experience & Operational Capabilities

Requirements Engineering & Architecture: Gathered and converted complex business needs into clear functional specifications, workflow diagrams, and scalable cross-platform technical architectures.

Systems Integration & Process Automation: Designed and implemented multi-tier integrations using APIs, Webhooks, and middleware (Zapier, Make, n8n, Power Automate) to eliminate manual data entry and synchronize business systems.

CRM & ERP Deployment: End-to-end configuration of sales pipelines, customer lifecycle workflows, custom data fields, and reporting dashboards across major CRM and ERP suites.

Data Visualization & Analytics: Built interactive executive reporting and operational dashboards in Power BI, Tableau, and Looker Studio using SQL and structured data sources.

Full Delivery Lifecycle Ownership: Managed projects from initial discovery and design through configuration, API testing (Postman), QA, deployment, user training, and long-term support.

Experience

Professional experience5 - 10 years
Freelancer since2018

Languages

EnglishFluent

Project history

Senior Business Analyst | Software Engineer | CRM, Automation & Integration Consultant

Freelance | Self-Employed | Remote

Internet & IT

Delivered end-to-end business analysis, software engineering, CRM implementations, workflow automation, and custom integration solutions for global clients across finance, recruitment, manufacturing, e-commerce, and HR sectors. Partnered directly with business leaders to identify operational bottlenecks, capture functional requirements, design scalable system architectures, and build automated pipelines. Managed complete project lifecycles from architecture and code execution through testing, deployment, user training, and ongoing technical support.

Key Contributions:

Architectural Blueprinting: Translated client vision into detailed technical specs, process flows, CRM structures, and scalable API architecture

Automation & Integration: Built automated sales pipelines, customer lifecycle processes, custom APIs, and third-party integrations to eliminate manual operations and boost productivity.

Full-Lifecycle Management: Owned end-to-end delivery including design, coding, UAT, deployment, user onboarding, and L3 technical support

Key Achievements:

Operational Efficiency: Reduced client operational overhead by up to 40% by replacing manual data entry with automated CRM workflows and custom integrations.

Delivery Excellence: Successfully completed 15+ end-to-end consulting engagements on schedule with zero critical post-launch outages

Senior Software Engineer | Core Banking & LOS Development

United Bank Limited

Banking & Financial Services

Engineered and modernized enterprise Loan Origination Systems (LOS) and Core Banking platforms across commercial and consumer lending divisions. Spearheaded backend development, business rules automation, system integration, and Level 3 production support while collaborating closely with cross-functional teams.

Key Contributions

Core Banking & LOS Development: Developed and upgraded enterprise LOS and Core Banking platforms, converting legacy paper-based procedures into fully digital workflows.

Workflow & Rules Automation: Designed business rules, validation logic, and automated decision engines, increasing processing consistency and reducing manual intervention.

Systems Integration & Master Data: Integrated core banking modules with external third-party services and optimized database master structures for seamless interoperability.

Performance Tuning & L3 Support: Resolved high-priority production defects and optimized complex database queries and backend logic to boost system responsiveness and uptime.

Cross-Functional Release Management: Partnered with BA, QA, and Solution Management teams across all SDLC phases to execute testing, controlled deployments, and rapid hotfixes.

Key Achievements

Processing Efficiency: Accelerated loan turnaround times by 30% via automated decisioning rules and digitized intake workflows across portfolios.

Reliability & Uptime: Maintained a 98%+ SLA resolution rate on Level 3 production

IT Solutions Manager | Core Banking & Lending Solutions

United Bank Limited

Banking & Financial Services

Managed end-to-end delivery of enterprise Loan Origination Systems (LOS) and Core Banking applications, driving digital transformation across commercial and consumer lending operations. Designed automated workflows, decision rules, and cross-system integrations to standardize processing. Translated complex business objectives into technical specifications and led cross-functional teams (Business, Operations, Engineering, QA) through release management, UAT, data governance, and stabilization.

Key Contributions

End-to-End Delivery: Directed full-lifecycle rollouts of core lending solutions, enabling complete digital processing across commercial and consumer loan portfolios.

Product & Workflow Design: Engineered lending workflows, validation rules, and automated processing pipelines to eliminate manual touchpoints and standardize decision-making.

Cross-Functional Leadership: Aligned multidisciplinary teams across complex project dependencies to ensure on-time, high-quality delivery.

Governance & Release Quality: Oversaw UAT, deployment cycles, data governance, and post-go-live support to maintain continuous system stability and uptime.

Key Achievements

Processing Speed: Accelerated end-to-end loan application turnaround times by 30%+ through automated decision rules and digitized workflows.

Defect Reduction: Reduced post-go-live production incidents by 25% by instituting

Senior Business Analyst | Core Banking & Lending Solutions

United Bank Limited

Banking & Financial Services

Led multi-stakeholder workshops with senior executives, product, and technical teams to drive large-scale digital lending transformations. Spearheaded end-to-end implementations of commercial and consumer products, government-backed financing, core LOS configuration, and workflow re-engineering.

Key Contributions

Requirements & Strategy: Facilitated workshops to translate executive goals into functional specs and process maps.

Process Re-engineering: Modernized onboarding and intake pipelines to eliminate friction and accelerate throughput.

LOS Configuration: Configured core LOS decision rules, validation logic, and master data structures for high data integrity.

SDLC & Quality: Directed UAT execution, post-go-live stabilization, and executive reporting for rapid defect resolution.

Key Achievements

Portfolio Growth: Deployed major government-backed lending programs, expanding credit adoption and driving multi-million-dollar portfolio growth.

Efficiency: Cut loan application turnaround times by 35% and reduced drop-off rates


Certificates

Certified SAFe® Scrum Master (SSM)

Scaled Agile Inc

2020


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