Must Have Technical/Functional Skills:
- Strong Business Analysis experience in CRM implementations.
- Expertise in Requirements Gathering and Documentation.
- Business Process Modeling (BPMN, Process Flows).
- Agile/Scrum methodologies.
- Stakeholder and Vendor Management.
- Data Analysis and Reporting.
- Experience with MS Dynamics ,ServiceNow,Logik.ai and Salesforce
Roles & Responsibilities
Business Analysis & Requirements Management
- Conduct workshops and requirement-gathering sessions with business stakeholders.
- Analyze current business processes and identify opportunities for optimization and automation.
- Document Business Requirements Documents (BRD), Functional Specifications (FSD), User Stories, Process Flows, and Use Cases.
- Translate business requirements into functional and technical specifications for development teams.
- Facilitate backlog grooming, sprint planning, and UAT activities.
CRM Solution Analysis
- Analyze and define business requirements related to Microsoft Dynamics 365 CRM modules.
- Work with stakeholders to design solutions for:
o Accounts & Contacts Management
o Lead & Opportunity Management
o Case Management
o Customer Service Processes
o Sales Automation
o Customer Insights and Reporting
- Support CRM process improvements and adoption initiatives.
ServiceNow Integration & Process Management
- Gather and document requirements involving ServiceNow workflows and integrations.
- Collaborate with ServiceNow and Dynamics teams to define end-to-end business processes.
- Ensure data consistency across CRM and ServiceNow platforms.
Stakeholder Management
- Act as the liaison between business users and technical teams.
- Present solution recommendations and facilitate decision-making discussions.
- Manage stakeholder expectations and communicate project status effectively.
Testing & Deployment Support
- Develop UAT scenarios and test cases.
- Support system testing, user acceptance testing, and defect resolution.
- Assist in change management, training, and deployment activities.
Required Skills
F unctional Skills
- Strong Business Analysis experience in CRM implementations.
- Expertise in Requirements Gathering and Documentation.
- Business Process Modeling (BPMN, Process Flows).
- Agile/Scrum methodologies.
- Stakeholder and Vendor Management.
- Data Analysis and Reporting.
Technical Skills
- Microsoft Dynamics 365 CRM (Mandatory)
o Sales
o Customer Service
o Customer Insights
o Power Platform (Power Automate preferred)
o ITSM/Business Process Workflows
o Integration Requirements
o Case and Service Management Concepts
Nice to Have
o Sales Cloud
o Service Cloud
- Power BI
- Azure Integration Services
- API-based Integrations (REST/SOAP)
- Copilot/AI-enabled CRM capabilities
Salary Range: $64,000 - $105,000 a year
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