MS Dynamics Business Analyst (She/He/They)
Core
Business Analyst driving digital transformation of Microsoft Dynamics CRM for Private Banking and Wealth Management clients.
Role type
Senior CRM Business Analyst (Financial Services)
Builds
CRM solutions for client engagement, sales pipeline visibility, and operational efficiency in wealth management.
Domain
Financial Services / Wealth Management / Private Banking
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
MS Dynamics 365 configuration, wealth management domain knowledge, requirements gathering, user story creation, UAT execution, change management, stakeholder engagement, process flow design, Appway vendor product knowledge.
Preferred skills
AI-driven insights integration, call report automation, smart opportunity management.
Technologies
Microsoft Dynamics 365, Appway, AI tools.
Responsibilities
Translate business requirements into functional designs and user stories; configure and optimize Microsoft Dynamics capabilities; facilitate workshops and stakeholder engagement; produce documentation including BRDs and process flows; define and execute UAT; drive global CRM adoption through training; monitor CRM usage and RM productivity metrics.
Seniority
Senior, hands-on IC
