CRM Functional Analyst-5

Realign Llc; Malvern (Chester County); On-site; USD 85,000 - 120,000; Full time

Job summary

Realign Llc in Malvern, PA is seeking a CRM Functional Analyst to lead CRM transformation initiatives using Microsoft Dynamics 365. You will translate business needs into functional specs, run discovery, design, and go-live activities, and collaborate with on-site and offshore teams in an agile delivery model.

The role focuses on Sales/Services processes, D365 Customer Insights, and security models, with emphasis on requirement gathering, gap analysis, and stakeholder workshops.

Qualifications

• Experience with end-to-end CRM transformations from discovery to go-live.
• Strong ability to translate business needs into functional specifications.
• Proficiency in Microsoft Dynamics CRM Online and D365 Customer Insights is preferred.

Responsibilities

• Lead CRM transformation initiatives and create functional specifications by interacting with client stakeholders.
• Work in an agile delivery model and conduct CRM approach workshops with stakeholders.
• Collaborate with onsite-offshore teams to ensure QA and sprint completion.

Skills

CRM Dynamics 365

Stakeholder engagement

Agile

Requirement gathering

Gap analysis

D365 Security model

Power BI

Tools

Dynamics CRM Online

Power BI

Azure DevOps

Job description

Malvern, Pennsylvania 19355 Posted October 9th, 2026Job Type: Full TimeJob Category: ITJob DescriptionJob Title: CRM Functional AnalystLocation: Malvern, PA (Onsite)FulltimeJob DescriptionMust Have Technical/Functional Skills· Excellent Communication & presentation skills· Experience of end-to-end digital transformation initiatives, application developments and support· Worked on large CRM transformation from discovery to design to go-live.· Worked closely with customer teams on qualifying requirements, working with Dev teams on sprint completions and ensuring QA· Deep eateries in Dynamics CRM functional area on Sales/Services domains.· Knowledge and Skills in the D365 Customer Insights services.· Worked on detailed gap analysis and requirement and worked in Microsoft Dynamics CRM Online.Involved in various project activities likeo Discovery, process mapping and CRP/design/Demo lead workshops with business stakeholderso Requirement Gatheringo Gap Fit Analysis· Should have a good understanding of Core CRM Processes, Copilot capabilities in M365/D365· D365 CRM security model, product roadmap & certification (preferable)Roles & Responsibilities· Lead Business Analyst for CRM Transformation · Create functional specifications by interacting with client stakeholders · Able to work in agile delivery model · Conduct CRM approach workshops to the stakeholdersGeneric Managerial Skills, If any· Ability to collaborate with an onsite-offshore model.· Influence and guiding junior team membersRequired SkillsData Analyst