CRM Transformation Lead - Dynamics 365 & Customer Insights

Tata Consultancy Services; Malvern (Chester County); On-site; USD 135,000 - 142,000; Full time

Benefits offered by this job

Discretionary Incentive

Medical Coverage

Dental & Vision

Disability Insurance

Pet Insurance

401K Plan

Commuter Benefits

Certification & Training Reimbursement

Vacation & Holidays

Legal & Financial Assistance

Job summary

Tata Consultancy Services in Malvern, PA is seeking a Lead Business Analyst for CRM Transformation. You will define functional specs, collaborate with client stakeholders, and guide agile CRM initiatives from discovery through go-live.

Ideal candidates bring deep Dynamics CRM expertise in Sales/Services, experience with D365 Customer Insights, and strong requirements-gathering capabilities to drive successful transformations.

Qualifications

• Excellent communication & presentation skills.
• Experience of end-to-end digital transformation initiatives, application developments and support.
• Large CRM transformation from discovery to go-live.
• Collaborate with customer teams on requirements and with Dev teams on sprint completions and QA.
• Deep expertise in Dynamics CRM Sales/Services domains.
• Knowledge of D365 Customer Insights services.
• Gap analysis and requirements work in Microsoft Dynamics CRM Online.
• Understanding of Core CRM Processes and Copilot in M365/D365.
• CRM security model, product roadmap & certification (preferable).

Responsibilities

• Lead Business Analyst for CRM Transformation.
• Create functional specifications by interacting with client stakeholders.
• Work in an agile delivery model.
• Conduct CRM approach workshops with stakeholders.

Skills

CRM Transformation

Dynamics 365

Sprint & QA

Requirements Gathering

Core CRM Processes

Copilot Capabilities

Customer Insights

Security Model

Education

Bachelor of Computer Science

Job description

Tata Consultancy Services in Malvern, PA is seeking a Lead Business Analyst for CRM Transformation. You will define functional specs, collaborate with client stakeholders, and guide agile CRM initiatives from discovery through go-live.

Ideal candidates bring deep Dynamics CRM expertise in Sales/Services, experience with D365 Customer Insights, and strong requirements-gathering capabilities to drive successful transformations.