Dynamic CRM 365, Business Analysis / Senior Consultant Specialist

HSBC; Maharashtra; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

HSBC Software Development India is seeking an experienced Senior Consultant Specialist to lead Dynamics 365 Sales initiatives. You will own the backlog, drive agile ceremonies, and collaborate with cross-functional teams to deliver end-to-end CRM solutions, including data migration and integrations.

The role requires solid Business Analysis skills, hands-on Dynamics 365 configuration, and proficiency with Agile tools such as Azure DevOps or Jira/Confluence.

Qualifications

• 5+ years delivering CRM/Dynamics 365 solutions.
• Strong experience in stakeholder management and story writing.
• Hands-on Dynamics 365 configuration and Dataverse understanding.
• Experience with Azure DevOps or Jira/Confluence for tracking work.

Responsibilities

• Lead requirements discovery for Dynamics 365 Sales via workshops/interviews; document AS-IS/TO-BE processes, epics/user stories, and acceptance criteria.
• Own and refine the product backlog, ensuring clear prioritisation and readiness for delivery.
• Configure and optimise Dynamics 365 Sales (Leads, Opportunities, Accounts/Contacts, Activities, dashboards/views/forms, business rules, security roles).
• Translate business needs into functional designs/specifications and support developers/architects on integrations, data migration, and extensibility.
• Plan and coordinate UAT (test scenarios, execution support, defect triage, traceability, and business sign-off).
• Facilitate Agile ceremonies (Sprint Planning, Daily Stand-ups, Refinement, Reviews, Retrospectives) and drive continuous improvement.
• Track and report sprint/release progress using Agile metrics (e.g., burndown/burnup, velocity), highlighting risks and dependencies.
• Proactively manage and remove impediments; elevate issues and coordinate across teams where required.
• Support change and adoption through training materials, release notes, and hypercare.
• Maintain delivery documentation aligned to governance, security, and compliance expectations.

Skills

Dynamics 365

Business Analysis

Scrum Master

Stakeholder Management

Agile Practices

Data Migration

Dataverse

Power Platform

Tools

Azure DevOps

Jira

Confluence

Job description

Some careers shine brighter than others. If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

HSBC is one of the largest banking and financial services organisations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions.

We are currently seeking an experienced professional to join our team in the role of Senior Consultant Specialist.

In This Role, You Will

• Lead requirements discovery for Dynamics 365 Sales via workshops/interviews; document AS-IS/TO-BE processes, epics/user stories, and acceptance criteria
• Own and refine the product backlog, ensuring clear prioritisation and readiness for delivery
• Configure and optimise Dynamics 365 Sales (Leads, Opportunities, Accounts/Contacts, Activities, business process flows, dashboards/views/forms, business rules, security roles)
• Translate business needs into functional designs/specifications and support developers/architects on integrations, data migration, and extensibility
• Plan and coordinate UAT (test scenarios, execution support, defect triage, traceability, and business sign-off)
• Facilitate Agile ceremonies (Sprint Planning, Daily Stand-ups, Refinement, Reviews, Retrospectives) and drive continuous improvement
• Track and report sprint/release progress using Agile metrics (e.g., burndown/burnup, velocity), highlighting risks and dependencies
• Proactively manage and remove impediments; elevate issues and coordinate across teams where required
• Support change and adoption through training materials, release notes, and hypercare
• Maintain delivery documentation aligned to governance, security, and compliance expectations

To Be Successful, You Will

• Have 5+ years’ experience delivering CRM/Dynamics 365 solutions, with strong focus on Dynamics 365 for Sales
• Demonstrate solid Business Analyst skills (stakeholder management, facilitation, process mapping, story writing, prioritisation, traceability)
• Bring practical Scrum Master capability, able to run ceremonies, coach Agile ways of working, and drive delivery discipline
• Have hands‑on Dynamics 365 configuration expertise and understanding of Dataverse, security model, and solution/environment management
• Be comfortable partnering with technical teams on integrations, data migration, and end‑to‑end solution validation
• Use Agile delivery tools effectively (e.g., Azure DevOps or Jira/Confluence) and produce clear, concise status reporting
• Communicate confidently with both business and technology stakeholders and manage expectations pragmatically
• Apply a quality mindset across testing, controls, and release readiness (Power Platform/Power BI knowledge is a plus)

You’ll achieve more when you join HSBC.

HSBC is an equal opportunity employer committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and, opportunities to grow within an inclusive and diverse environment. We encourage applications from all suitably qualified persons irrespective of, but not limited to, their gender or genetic information, sexual orientation, ethnicity, religion, social status, medical care leave requirements, political affiliation, people with disabilities, color, national origin, veteran status, etc., We consider all applications based on merit and suitability to the role.

Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by – HSBC Software Development India