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# CRM/Sales Business Analyst

- **Company:** Gregory Poole
- **Location:** Raleigh, NC, United States
- **Experience:** Experienced
- **Contract:** Permanent contract
- **Skills:** JIRA, Microsoft Dynamics AX, Microsoft Azure, Business Systems, Information Systems, System Configuration, Microsoft Office, Release Management, Software Requirements Analysis, Test Management, Software Modules, Information Technology, Microsoft Dynamics 365 Finance & Operations, Servicenow
- **Published:** October 23, 2026
- **Apply:** https://www.indeed.com/viewjob?jk=e72a38d7de860e8e

## About the Role

YOU MUST HAVE DOCUMENTED EXPERIENCE IN THIS FIELD.

Bilingual (Spanish/English) skills are preferred but not required., Bachelor's degree in computer science, information systems, business admin, or related field; or equivalent work experience.
Work Experience

 * 3-5+ years of experience in business systems, ERP or operations experience.

Physical

 * Ability to sit for extended periods using a PC and telephone.
 * After hours work may be needed during releases, cutovers, and critical incidents.
 * Limited travel may be required for training, vendor workshops or site support.

Other

 * Proficiency with MS Dynamics AX 2012/D365, MS Office (Word, Excel, PowerPoint).
 * Experience with test management, requirements tracking, and ticketing tools (e.g., Azure DevOps/Jira/ServiceNow) is beneficial.
 * Experience in ERP product management, release management, or business systems analysis for D365 Finance & Operations (or other D365 modules).
 * Adult training/facilitation experience preferred.
 * Experience working with external vendors/VARs and cross-functional delivery teams.
 * Strategic and systems thinking.
 * Process Improvement and CI mindset.
 * Change leadership mindset.
 * Experience working with PC or mainframe applications with intermediate to advanced skills.
 * Attended CI Leader training offered by GPEC CI Team (or commitment to complete within 12 months).
 * Demonstrated experience in requirements definition, configuration, testing/UAT, and release support.
 * Strong analytical skills; ability to identify process gaps, design solutions, and quantify impact.
 * Excellent communication (written and verbal), facilitation, customer service, and stakeholder management skills.

## Description

Requirements & Business Process Analysis

 * Lead requirements gathering sessions for assigned functional areas.
 * Translate business needs into detailed functional specifications and user stories.
 * Conduct process mapping, workflow analysis, and gap assessments.
 * Identify inefficiencies and recommend process improvements.
 * Define functional requirements for system enhancements and changes.

ERP Configuration & Solution Delivery

 * Configure ERP modules within assigned functional scope.
 * Validate system design against business requirements.
 * Support integration, reporting, and data-related enhancements.
 * Collaborate with IT and vendors to implement system changes.
 * Ensure alignment between business processes and system configuration.

Testing, Release & Quality Management

 * Develop test plans and detailed test scenarios.
 * Lead User Acceptance Testing (UAT) coordination and execution.
 * Validate system changes prior to production release.
 * Support release planning and post-implementation stabilization.
 * Document defects and ensure resolution through completion.

Business Support & Training

 * Serve as primary functional contact for assigned business units.
 * Investigate and resolve ERP-related issues and service requests.
 * Develop and deliver end-user training sessions.
 * Maintain process documentation, SOPs, and system guides.
 * Provide ongoing functional support and user guidance.

Continuous Improvement & Functional Ownership

 * Identify opportunities for process optimization and automation.
 * Evaluate enhancement requests and provide recommendations.
 * Support ERP governance and standardization efforts.
 * Contribute functional expertise to cross-functional initiatives.
 * Promote adoption of ERP best practices within assigned area.