CRM Transformation Lead – Dynamics 365 Specialist

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

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.