CRM Business Analyst - Microsoft Dynamics 365

Applied Medical; Rancho Santa Margarita (CA); On-site; USD 90,000 - 135,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits package

Training and mentorship opportunities

Education reimbursement program

401(k) program with employer match

Job summary

A medical device innovation company in California seeks a CRM Business Analyst to enhance their Microsoft Dynamics 365 platform. This role involves liaising between business stakeholders and technical teams, translating needs into functional specifications, and configuring the platform to drive user adoption and business outcomes. Ideal candidates will possess strong skills in Dynamics 365 administration and stakeholder management, with 3+ years of relevant experience. The position offers competitive compensation and a comprehensive benefits package.

Qualifications

• 3+ years of experience with Dynamics 365 CRM apps, especially Sales, Marketing, and Customer Service.
• Strong understanding of customizing Dynamics 365 forms and views.
• Proficiency in developing CRM analytics and reports using Power BI.

Responsibilities

• Act as a liaison between business stakeholders and technical teams.
• Lead requirements-gathering workshops and document workflows.
• Configure Dynamics 365 to meet business needs and enhance user adoption.

Skills

Dynamics 365 configuration

Microsoft Power Platform

CRM data management

Stakeholder management

Analytical skills

Education

Bachelor’s degree in Business or related field

Tools

Microsoft Dynamics 365

Power BI

SAP S/4HANA

Power Automate

Job description

Applied Medical is a new generation medical device company with a proven business model and commitment to innovation fueled by rapid business growth and expansion. Our company has been developing and manufacturing advanced surgical technologies for over 35 years and has earned a strong reputation for excellence in the healthcare field. Our unique business model, combined with our dedication to delivering the highest quality products, enables team members to contribute in a larger capacity than is possible in typical positions.

Position Description

The CRM Business Analyst will act as a strategic liaison between global business stakeholders and technical teams to enhance Applied Medical’s utilization of Microsoft Dynamics 365 Sales, Marketing, and Customer Service. This role is responsible for assessing global business needs, translating them into clear user requirements, configuring the Dynamics 365 Sales, Marketing, and Customer Service platforms, improving CRM processes, and supporting solution delivery to drive measurable business outcomes. The analyst will play a key role in promoting user adoption, managing enhancements, and ensuring the platform’s configuration continues to align with evolving business priorities.

Key Responsibilities

• Collaborate with the Field Implementations (Sales), Clinical Development (Marketing), and Clinical Education and Customer Relations (Customer Service) teams at Applied Medical to gather insight into their processes, identify pain points, and understand business requirements.
• Lead comprehensive requirements‑gathering workshops and process mapping sessions. Document current and future state workflows, and drive alignment on optimized CRM processes across Sales, Marketing, and Service areas.
• Translate business needs into clear functional specifications and Dynamics 365 solution designs. Develop user stories and acceptance criteria, ensuring that proposed Dynamics 365 Sales, Marketing, and Customer Service configurations meet the documented requirements.
• Configure and tailor Dynamics 365 Sales, Marketing, and Customer Service modules to Applied Medical’s needs – including entities like leads, opportunities, accounts, and cases, as well as Marketing customer journeys, campaigns, segmentation, and lead scoring models. Leverage out‑of‑the‑box features and Power Platform capabilities (Power Automate, model‑driven apps) to minimize custom development.
• Collaborate with technical teams to integrate Dynamics 365 with SAP S/4HANA and other enterprise systems, ensuring seamless flow of customer, order, and service data across platforms.
• Perform data validation for migrated data to ensure accuracy and integrity and identify opportunities for enhancements such as automation and the use of Power BI for advanced CRM analytics.
• Develop and maintain intuitive CRM dashboards and reports to provide actionable insights (e.g., sales pipeline health, marketing campaign performance, customer service metrics). Enable data‑driven decision making by ensuring key metrics are readily available to business users.
• Drive User Acceptance Testing (UAT) and assist users in validating that the Dynamics 365 solution meets requirements. Proactively troubleshoot and resolve functional issues, collaborating with technical teams to ensure a high‑quality release.
• Coordinate with Applied Medical’s Learning team to create training materials and deliver user training sessions. Provide ongoing support to business users post‑deployment and champion CRM best practices to drive high CRM adoption.
• Monitor system usage and performance. Identify opportunities for process automation or system optimization (for example, streamlining workflows or improving page load times).
• Enforce CRM data governance policies and data quality standards across all CRM processes. Ensure that data entry, security roles, and workflow configurations comply with Applied Medical’s compliance and quality requirements, and that proper governance controls are in place for any configuration changes.

Success in This Role Looks Like:

• The CRM Business Analyst empowers Applied Medical’s global teams to work with greater efficiency, accuracy, and confidence by delivering well‑designed, effective CRM solutions.
• The CRM Business Analyst provides Field Implementations (Sales), Clinical Development (Marketing), and Customer Service Teams with enhanced visibility into pipeline performance, campaign effectiveness, and customer engagement, thereby strengthening data‑driven decision‑making.
• The CRM Business Analyst ensures strong alignment across stakeholders through the delivery of well‑structured requirements, user stories, and documentation that are consistent, precise, and completed within established timelines.
• The CRM Business Analyst delivers measurable improvements to the Dynamics 365 platform by implementing targeted configurations and enhancements that align with industry best practices.
• The CRM Business Analyst builds trust in the CRM platform by keeping it intuitive and strategically aligned while driving continuous improvement through proactive enhancements that strengthen capabilities, performance, and user adoption.

Position Requirements

• At least 3 years of hands‑on experience configuring and administering Microsoft Dynamics 365 Customer Engagement (CRM) apps – especially Sales (Leads, Opportunities, Accounts, Contacts), Marketing (Campaigns, Customer Journeys, Segmentation, Email Marketing, Lead Scoring), and Customer Service (Case Management, Queues, SLAs, Knowledge Base).
• Strong understanding of Dynamics 365 configuration capabilities, including customizing forms and views, building workflows and business process flows, creating Power Automate flows, and designing dashboards and reports.
• Proficiency with the Microsoft Power Platform (Power Apps, Power Automate, Power BI) for extending CRM functionality is highly desirable.
• Good grasp of CRM data modeling and data management best practices, including data migration and data quality governance.
• Experience integrating Dynamics 365 with SAP S/4HANA (or other ERP systems) to synchronize customer and transaction data is strongly preferred.
• Familiarity with integration tools or middleware (e.g., Azure Logic Apps) and understanding of how to coordinate with technical teams on integration design.
• Ability to develop CRM analytics and Power BI reports for sales and customer insights.
• Skilled in evaluating business challenges and converting them into clear, actionable CRM system improvements.
• Proficient in gathering requirements, documenting business processes, and developing well‑defined user stories.
• Strong capabilities in workflow mapping, gap analysis, and assessing solution options.
• Strong expertise in system testing, end‑user training, and supporting change management initiatives.
• Proven skill in troubleshooting CRM issues and optimizing system configurations.
• Ability to analyze workflows to recommend improvements or automation for efficiency.
• Experience supporting and delivering optimized mobile experiences using Dynamics 365 applications.
• Excellent communication and stakeholder management skills.
• Strong attention to detail with the ability to prioritize and manage multiple initiatives.
• Collaborative, proactive, and able to work effectively across cross‑functional teams.
• Ability to influence and guide stakeholders toward best practice and enhance CRM usage.

Preferred

• Bachelor’s degree in Business, Information Systems, Computer Science, or related discipline.
• Experience in the healthcare or medical device industry.
• Experience interpreting data to support marketing and sales strategies.
• Microsoft Dynamics certifications are a plus (e.g., MB‑210 (Sales), MB‑220 (Marketing), or MB‑230 (Customer Service)).
• Certifications in the Power Platform or related areas.

Benefits

• Competitive compensation range: $90,000 – $135,000 per year (California).
• Comprehensive benefits package.
• Training and mentorship opportunities.
• On‑campus wellness activities.
• Education reimbursement program.
• 401(k) program with discretionary employer match.
• Generous vacation accrual and paid holiday schedule.

Please note that the compensation range may be adjusted in the future, and bonus and incentive compensation plans may apply. All compensation and benefits are subject to plan documents and written agreements.

Our total reward package reflects our commitment to employee growth and well‑being, as we invest in your development and offer a range of benefits designed to enhance your career and life.

Applied Medical is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (including pregnancy, childbirth, breastfeeding and related medical conditions), or sexual orientation, or any other status protected by federal, state or local laws in the locations where Applied Medical operates.