Banking CRM Business Analyst: Requirements, UAT & Specs

ESOL IT SERVICES INC.; Philippines; On-site; PHP 600,000 - 900,000; Full time

Job summary

ESOL IT SERVICES INC. in the Philippines seeks an experienced Business Analyst to gather, analyze, and document functional requirements for banking modules delivered through Microsoft Dynamics CRM.

You will translate business needs into user stories, acceptance criteria, and business rules for development and QA teams. You will collaborate with stakeholders, participate in UAT planning, and ensure traceability using RTMs, with strong emphasis on QA coverage and Playwright automation.

Qualifications

• 6-8 years of experience as a Business Analyst in banking/financial services IT programs.
• Strong functional understanding of Microsoft Dynamics CRM implementations in banking/financial services.
• Experience with CRM processes such as case management, customer onboarding, lending workflows.
• Strong experience in requirements gathering, analysis, documentation, validation, and traceability.
• Excellent stakeholder management and communication with banking clients and cross-functional teams.
• Experience creating functional specifications, user stories, acceptance criteria, process flows, wireframes, and business documentation.
• Working knowledge of QA lifecycle including test planning, test cases, defect management, UAT, and traceability.
• Ability to review/manual and automated test coverage, familiarity with Playwright automation.
• Experience using JIRA, Confluence or equivalent delivery tools.
• Strong analytical, problem-solving, and critical-thinking skills.

Responsibilities

• Gather, document, analyze, and validate functional requirements for banking and financial services modules delivered through Microsoft Dynamics CRM.
• Translate business needs into actionable requirements for development and QA teams.
• Develop and maintain functional specs, user stories, business rules, and acceptance criteria.
• Maintain business process flows, workflows, and project documentation.
• Collaborate with stakeholders to clarify requirements, prioritize scope, and manage changes.
• Maintain RTMs linking requirements to test cases and automation coverage.
• Coordinate with QA and test automation teams to ensure coverage of business scenarios.
• Support UAT planning, preparation, execution, and sign-off activities.
• Facilitate requirement walkthroughs and validation sessions.

Skills

Business analysis

Stakeholder management

Requirements gathering

Agile/Scrum

Tools

JIRA

Confluence

Playwright

Job description

ESOL IT SERVICES INC. in the Philippines seeks an experienced Business Analyst to gather, analyze, and document functional requirements for banking modules delivered through Microsoft Dynamics CRM.

You will translate business needs into user stories, acceptance criteria, and business rules for development and QA teams. You will collaborate with stakeholders, participate in UAT planning, and ensure traceability using RTMs, with strong emphasis on QA coverage and Playwright automation.