Senior CRM Application Analyst

4 weeks ago


Toronto, Canada EQ Bank | Equitable Bank Full time
Job Title: Senior CRM Application Analyst

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.
Requirements:
  • 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.
Job Complexities / Thinking Challenges:
  • 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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