Business Analyst- CRM
Role details
Job location
Tech stack
Job description
We are seeking a Business Systems Analyst - CRM to design, configure, and support Microsoft Dynamics 365 CRM, enabling efficient end-to-end customer processes across Sales, Marketing, Customer Service, and Rep Agencies. This role partners closely with business and IT stakeholders to deliver scalable CRM solutions, integrations, analytics, and AI-enabled capabilities that improve productivity, data quality, and decision-making.
You will play a key role in driving CRM adoption, supporting business growth, and continuously improving how customer data and processes are managed across the organization., * CRM Systems Analysis & Configuration
- Analyze business processes and identify opportunities to improve efficiency using Dynamics 365 CRM
- Gather and document business and technical requirements, specifications, and solution designs
- Configure and administer Dynamics 365 CRM environments, including security roles, teams, business units, and solution management
- Support CRM release and application lifecycle management (ALM) practices
- Custom Development & Integrations
- Design, build, and maintain CRM customizations such as forms, views, business rules, workflows, plugins, and automation
- Develop and support integrations between Dynamics 365 and enterprise systems (e.g., ERP, data warehouse, eCommerce, marketing platforms)
- Implement and support Dual-write integrations between Dynamics 365 Customer Engagement and ERP platforms, including data mapping and issue resolution
- Design and support Power Pages (external portals) integrated with Dataverse
- Implement and support AI-enabled CRM capabilities (e.g., Copilot features, Azure AI services, intelligent automation) in alignment with business needs and data governance
- User Support, Training & Adoption
- Serve as a primary point of contact for CRM functional and technical support
- Triage, troubleshoot, and resolve incidents related to security, data access, automation, integrations, and reporting
- Create and maintain user documentation, job aids, and standard operating procedures
- Deliver user training, release communications, and support user acceptance testing (UAT)
- Data, Reporting & Analytics
- Develop and maintain CRM dashboards, views, charts, and reports
- Build and support Power BI reports and datasets leveraging CRM and enterprise data sources
- Ensure data quality through validation rules, monitoring, and periodic audits
- Translate reporting and KPI requirements into scalable analytics solutions
- Continuous Improvement
- Troubleshoot and resolve integration, automation, and reporting issues through root-cause analysis
- Stay current with CRM, Power Platform, and AI best practices and trends
- Propose and implement enhancements that improve system stability, usability, and adoption
Requirements
- Bachelor's degree in business administration, or related field preferred or equivalent experience (6-9 years of related experience)
- Strong experience with Microsoft Dynamics 365 CRM (Sales, Marketing, Customer Service)
- Experience configuring and administering CRM environments (security model, solutions, ALM)
- Experience with system integrations, APIs, and enterprise data flows
- Power BI reporting experience, including data modeling and DAX
- Working knowledge of ERP data concepts (customers, orders, products, pricing) and CRM/ERP integrations
- Strong troubleshooting, analytical, and documentation skills
- Ability to partner effectively with business users and technical teams
Benefits & conditions
Tuition reimbursement, Employee stock purchase plan, 401(k), Health insurance, Paid time off, Vision insurance, Dental insurance, Life insurance, * Casual dress
- Retirement 401k plan
- Medical, Dental and Vision Insurance
- Health Savings and Health Reimbursement accounts
- Life Insurance - employee, spouse and children
- Disability insurance
- Critical Illness and Accident Coverage
- Employee assistance program
- Employee stock purchase plan
- Paid time off
- Tuition reimbursement