Business Analyst

The Judge Group - Canton, MA

Full-time

Canton, MA

Administrative and Support Services

About the position

The Business Analyst will lead a strategic CRM project utilizing Microsoft Dynamics CE/D365 to enhance efficiency and standardize CRM practices across the organization. This role involves close collaboration with stakeholders to manage CRM setup, ensure data integrity, oversee user access, and optimize processes to align the CRM with business goals and improve user productivity.

Responsibilities

• Lead the CRM Management Project, overseeing the design, implementation, and ongoing management of Dynamics CE/D365.
• Collaborate with cross-functional teams and end-users to assess business needs, identify CRM improvement areas, and develop effective workflows.
• Manage the setup, configuration, and customization of Dynamics CE/D365 to support specific business processes, ensuring alignment with organizational goals.
• Establish standardized procedures for data entry, record updates, and user access within Dynamics CE/D365, maintaining data quality and consistency.
• Provide comprehensive training to users on Dynamics CE/D365, covering system access, data entry standards, and reporting functionalities to maximize user adoption and efficiency.
• Conduct regular audits of CRM data quality and system usage, addressing any issues and continuously improving data accuracy.
• Create and maintain detailed project documentation, including process guides, user manuals, and best practice guidelines for using Dynamics CE/D365.
• Work with IT and other stakeholders to plan and execute CRM system upgrades, integrations, and enhancements, staying current with Dynamics CE/D365 updates and best practices.

Requirements

• Bachelor's Degree in Business Administration, Information Systems, or a related field.
• Proven experience as a Business Analyst, with a strong focus on CRM systems, particularly Microsoft Dynamics CE/D365 and Dynamics Field Services.
• In-depth knowledge of Dynamics CE/D365 functionality (Sales and Field Services), configuration, and customization.
• Strong understanding of CRM best practices, data governance, and process standardization.
• Excellent communication and interpersonal skills, with the ability to work closely with users at all levels of the organization.
• Highly organized with a proactive approach to problem-solving and a commitment to data accuracy.