Sales & CRM Business Analyst

Overview

The Sales & CRM Business Analyst plays a key role on the design team, partnering closely with business stakeholders and solution architects to deliver high-value features for internal sales, marketing, and billing teams. While the primary focus is a Service Sales Customer Relationship Management (CRM) platform, the role also offers exposure to a broader suite of enterprise applications. This position is responsible for translating stakeholder visions into actionable, well-defined features, documenting detailed design requirements, and effectively transitioning work items to development teams for execution.

The Sales & CRM Business Analyst position provides the opportunity to learn the workings of a global business and has engagement with local stakeholders all over the world. The role allows one to grow in both business-heavy as well as technical and digital skillsets. This role offers the ability to help evolve both business process and technical solutions across unique business streams.

• Assess existing Business Processes, System Landscapes, and User Pain Points in order to understand problem statements and recommend ideal technical solutions and system workarounds
• Facilitate Requirements Gathering Sessions with Business and Technical stakeholders
• Facilitate Functional Design Sessions with Business and Technical stakeholders
• Lead the documentation of detailed Functional Design Specifications (FDDs) in the form of Epics, Features, and User Stories
• Lead Scrum Team “Refinement” Sessions with Technical Stakeholders to summarize Feature’s Design, determine estimates, and complete preparation activities for upcoming Sprint Cycles
• Present live Product Demonstrations for enhancements being introduced into the solution
• Provide Support for QA + UAT Test Case Authoring and Execution Activities
• Review, Triage, and provide clarifications for System Bugs and Production Incidents
• Prepare System Release Notes to be distributed to End Users for training and change management purposes
• Assist with Sprint Planning Activities and send communications to key stakeholders
• Participate in team retrospectives and help drive continuous improvement

• Bachelor’s degree in Computer Science or related field preferred; high school diploma or GED required
• 2+ years of IT experience with progressive responsibility in business analysis and functional design
• Experience leading business process improvements, requirements gathering, and functional design
• Experience preparing and delivering product demonstrations
• Proven ability to facilitate cross-functional, multi-geography workshops (international experience a plus)
• Ability to evaluate and drive technical solutions based on feasibility, cost/benefit, and complexity
• Strong interpersonal, collaboration, facilitation, and negotiation skills
• Ability to balance strategic ("big picture") thinking with tactical execution
• Highly organized, analytical, and detail-oriented
• Excellent written and verbal communication skills
• Strong experience with Agile software development methodologies
• Exposure to diverse business systems and technologies
• Experience with Microsoft Dynamics 365 (Sales module) strongly preferred
• Experience with cloud-based solutions, including data migrations, integrations, APIs, reporting, and customizations
• Experience with Azure Dev Ops (ADO) preferred

Given the nature of the position, applicants must have authorization to work in the U.S. now and in the future without sponsorship.

• We offer a 401(k) plan with a generous company match and an automatic retirement contribution for your future financial security from day one of your employment, you and your eligible dependents will receive comprehensive medical, prescription drug, dental, and vision coverage.
• Enjoy three weeks of paid vacation, along with paid company holidays
• We provide paid sick leave, employee assistance, and wellness incentive programs to support your well-being.
• Life insurance and disability coverage to protect you and your family.
• Voluntary benefits, including options for legal, pet, home, and auto insurance.
• We offer generous…