Digital CRM Architect -BA

Turtle Trax S.A.; Región Centro; Remote; MXN 600,000 - 900,000; Full time

Job summary

Turtle Trax S.A. is seeking a senior Business Analyst/Functional Consultant to lead discovery, translate business needs into Dynamics 365 and Power Platform solutions, and guide fit-gap analyses.

The role emphasizes stakeholder workshops, requirement elicitation, and effective collaboration with IT and business teams. You will configure Dynamics 365 Sales and Customer Service, define future-state processes, and manage user stories in Azure DevOps, supporting agile delivery and product support.

Qualifications

• Bachelor's degree in Business, Information Systems, Technology, or related field.
• 10+ years of Business Analysis and Functional Consulting experience.
• 6+ years of hands-on experience with Dynamics 365 Sales and Power Automate.
• Deep understanding of CRM processes including Lead, Opportunity Management, Business Requirements, and User Stories.
• Microsoft Certifications: PL-200, PL-100, and Dynamics 365 Customer Service Functional Consultant Associate are preferred.

Responsibilities

• Lead discovery sessions and stakeholder workshops to understand business objectives and operational challenges.
• Perform fit-gap analysis between business requirements and Dynamics 365 / Power Platform capabilities.
• Document current-state and future-state business processes; design functional solutions.
• Translate business requirements into functional designs and configuration specifications.
• Configure and maintain Dynamics 365 Sales and Customer Service solutions (tables/entities, user experiences).
• Create and manage user stories within Azure DevOps or similar platforms; support backlog and sprint planning.

Skills

Lead discovery sessions

Requirements elicitation

Business analysis

CRM process understanding

User stories

Agile delivery

Stakeholder workshops

Power Platform

Education

Bachelor's degree in Business/Information Systems/Technology

Microsoft Certifications: PL-200, PL-100 (Preferred)

Dynamics 365 Customer Service Functional Consultant Associate

Tools

Dynamics 365 Sales

Power Automate

Power Platform

Microsoft Dataverse

Azure DevOps

Job description

Remote

Advanced english

Only México

Key Responsibilities

• Lead discovery sessions and stakeholder workshops to understand business objectives and operational challenges.
• Perform fit-gap analysis between business requirements and Dynamics 365 / Power Platform capabilities.
• Document current-state and future-state business processes. Functional Solution Design
• Translate business requirements into functional designs and configuration specifications.
• Recommend standard platform capabilities before customizations. Dynamics 365 Configuration
• Configure and maintain Dynamics 365 Sales and Dynamics 365 Customer Service solutions, including: o Tables (Entities)
• Configure user experiences to support business processes and operational efficiency. Agile Delivery & Product Support
• Create and manage user stories within Azure DevOps or similar platforms.
• Support backlog management and sprint planning activities.

Required Qualifications

• Bachelor's degree in Business, Information Systems, Technology, or related field.
• 10+ years of Business Analysis and Functional Consulting experience.
• 6+ years of hands-on experience with: o Dynamics 365 Sales o Power Automate
• Deep understanding of CRM processes including: o Lead Management o Opportunity Management o Business Requirements o User Stories
• Microsoft Certified: Power Platform Functional Consultant Associate (PL-200) Preferred
• Microsoft Certified: Power Platform App Maker Associate (PL-100)
• Microsoft Certified: Dynamics 365 Customer Service Functional Consultant Associate

Desired Skills Business Skills

• Fit-Gap Analysis
• Requirements Elicitation
• Business Process Reengineering Technical Skills
• Dynamics 365 Sales
• Dynamics 365 Customer Service
• Microsoft Dataverse Success Profile The successful candidate will:
• Help facilitate business workshops and requirements sessions.
• Translate business needs into scalable Dynamics 365 and Power Platform solutions.