Senior CRM Application Analyst
4 weeks ago
At EQ Bank | Equitable Bank, we're seeking a highly skilled Senior CRM Application Analyst to join our team. As a key member of our delivery team, you will be responsible for designing, implementing, and maintaining CRM solutions using Microsoft Dynamics 365.
Key Responsibilities:- Design and implement Dynamics 365 CRM applications and solutions, including Power Automate, Power Apps, Power BI, and SharePoint Online.
- Document and present high-level architecture and components of business solutions that meet business objectives and requirements.
- Support cross-functional Pod collaboration to create acceptance criteria and testing artefacts, and story point estimation.
- Provide business and technical analysis to support main activities, such as API data maps.
- Support daily stand-ups and project velocity reporting.
- Work with Quality Assurance team to provide input into test strategy, test scenarios, test data requirements, and user validation.
- Communicate changes to requirements effectively and on a timely basis to delivery leads, project managers, and stakeholders.
- Conduct training sessions and recommend best practices for end users to maximize their understanding and use of Power platform suite.
- Deliver high-quality business and software solutions & services to all Business units, ensuring the implementation of best practices based on Microsoft Dynamics standards and supported configuration/customizations.
- Ensure completeness in meeting business requirements and take accountability for project deliverables, including project documentation, solution design, performance, reliability, testing features, etc.
- Keep abreast of CRM trends, technologies, and best practices, implementing innovations for optimization of current business processes.
- Support the implementation of various Dynamics 365 projects, ensuring successful deployment within agreed deployments.
- Build and maintain effective and collaborative working relationships with key stakeholders to understand needs and provide recommendations on Dynamics 365 Apps and PowerApps solutions, and mitigate potential issues and challenges.
- Stay updated on all available Microsoft Power Platform AI capabilities, such as Co-Pilot, and make recommendations to Business units.
- Identify next steps, produce action plans, KPIs, and execute on those plans while holding the team accountable through measured performance.
- 5 or more years of experience in delivering technology projects in a technical role participating on full lifecycle project implementations.
- Experience working in a highly collaborative and customer-centric environment.
- Experience building CRM solutions.
- Understanding of agile Software Development Life Cycle concepts.
- Hands-on experience with Microsoft Dynamics 365 (Sales, Marketing, and Customer Service) developing workflows, process flows, actions, and views, customizations, defining users and permissions, configuration, and writing scripts.
- Data migration using various tools, such as xrmtoolboox and kingswaysoft.
- Knowledge of HTML, CSS, JavaScript, and/or JQuery for coding.
- Ability to write plugins and custom workflows.
- The Senior CRM Application Analyst will be required to conceptualize and think tactically within a technically complex environment, often relying on experiences to navigate ambiguous and high-level requests.
- The incumbent will be required to provide business and system expertise to the delivery teams in order to identify, analyze, build, and test technology solutions.
- Together with Delivery Leads and Technology service teams, the Analyst will create the target state architectures and implementation plans.
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