CRM & AI Automation Analyst

Lockton Companies; Overland Park (KS); On-site; USD 65,000 - 90,000; Full time

Job summary

Lockton Companies in Overland Park, KS seeks a Business Applications Analyst to join the Digital Transformation Team. You will implement CRM enhancements, automate workflows, and support AI-enabled solutions across business processes.

The role focuses on Dynamics 365 CRM, data quality, and process improvement, requiring 1–3 years of related experience. Collaboration with stakeholders and continuous learning are essential for success.

Qualifications

• 1 to 3 years of experience supporting business applications, workflow automation, business systems, or related technology solutions.
• Strong problem-solving and analytical skills with the ability to troubleshoot issues and identify practical solutions.
• Demonstrated ability to learn new technologies, systems, and business processes quickly.
• Strong attention to detail and commitment to delivering high-quality work.
• Ability to translate defined business requirements and solution designs into tested, working solutions.
• Experience working with structured data, including strong Excel skills.
• Excellent communication and collaboration skills.

Responsibilities

• Provide Tier 2 support for Dynamics 365 CRM, including navigation, views, dashboards, reporting, data entry, and user access.
• Configure, test, and implement approved enhancements to forms, views, dashboards, fields, business rules, and related functionality.
• Support data quality by identifying duplicates, reinforcing standards, and coordinating corrections.
• Maintain documentation and provide user guidance or training as needed.
• Build and enhance intake forms and Power Automate workflows using approved standards.
• Turn approved requirements and designs into working forms, workflows, and automations.
• Monitor workflow runs, troubleshoot issues, and implement error handling and logging.
• Use approved AI-assisted development tools to research, troubleshoot, test, document, and help build AI-enabled solutions.
• Document current-state processes, including steps, inputs, outputs, and exceptions.
• Assist with gathering and documenting functional requirements, business rules, data requirements, and acceptance criteria.

Skills

CRM support

Workflow automation

Data analysis

Excel skills

Communication skills

Problem solving

Tools

Microsoft Dynamics 365

Power Automate

Power Apps

Formstack / equivalents

Job description

Lockton Companies in Overland Park, KS seeks a Business Applications Analyst to join the Digital Transformation Team. You will implement CRM enhancements, automate workflows, and support AI-enabled solutions across business processes.

The role focuses on Dynamics 365 CRM, data quality, and process improvement, requiring 1–3 years of related experience. Collaboration with stakeholders and continuous learning are essential for success.