Business Systems Analyst - CRM
Listed on 2026-10-18
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IT/Tech
CRM Systems & Management, Business Systems & Technology Analysis, IT Business Analyst -
Business
CRM Systems & Management, Business Systems & Technology Analysis
Location: Marlborough, MA
Salary: $ USD Annually - $ USD Annually
About the Role: The CRM Business System Analyst will support and enhance Microsoft Dynamics 365 Sales and Marketing and its integrations with ERP and MES systems. This role serves as a liaison between business stakeholders and technical teams to deliver solutions that improve sales, marketing, customer engagement, and operational processes.
Responsibilities:
- Partner with stakeholders to gather, analyze, document, and validate business requirements.
- Facilitate workshops, interviews, and business process review sessions.
- Translate business requirements into functional specifications, user stories, process flows, and acceptance criteria.
- Support Microsoft Dynamics 365 Sales and Marketing processes, including lead, opportunity, account, contact, and quoting functions.
- Support integrations between CRM, ERP, MES, and related business systems.
- Lead User Acceptance Testing (UAT) planning, execution, defect tracking, and business sign-off activities.
- Support data migration, validation, deployment readiness, cutover activities, and post-go-live support.
- Develop user documentation, training materials, and change management resources.
Qualifications:
- 2–6 years of Business Analyst experience supporting CRM, Sales, Marketing, or customer-facing business functions.
- Hands‑on experience with Microsoft Dynamics 365 Sales and/or Marketing.
- Experience supporting CPQ processes or CPQ tools.
- Strong knowledge of Lead-to-Opportunity, Opportunity-to-Quote, Campaign Management, and Sales Pipeline Management.
- Experience with system integrations and data flows.
- Working knowledge of ERP and MES environments.
- Experience working in Agile environments using Azure Dev Ops, Jira, or similar tools.
- Experience leading or supporting User Acceptance Testing (UAT).
- Strong communication, documentation, analytical, and stakeholder management skills.
- Ability to bridge business and technical discussions effectively.
- Self‑motivated with strong attention to detail and problem‑solving capabilities.
- Comfortable working in a global, cross‑functional environment.
Preferred
Skills:
- Experience collaborating across multiple regions and international teams.
- Experience supporting global CRM implementations or rollouts.
- Knowledge of Microsoft Power Platform, including Power BI, Power Automate, and Dataverse.
- Experience with in manufacturing, engineering, ERP, or MES-driven organizations.
- Experience supporting change management and user adoption initiatives.
Benefits Package: Comprehensive benefits package including medical, dental, and vision coverage, retirement savings plan with company contribution, paid time off, holidays, and opportunities for professional growth and career development. Additional benefits and perks will be discussed during the interview process.
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