Digital CRM Architect -BA

Turtle Trax S.A.; United States; Remote; USD 65,000 - 87,000; Full time

Job summary

Turtle Trax S.A. seeks a Digital CRM Architect to lead end-to-end business analysis and functional design for Dynamics 365 and Power Platform initiatives.

You will run discovery sessions, perform fit-gap analyses, translate requirements into designs, and configure Dynamics 365 Sales and Customer Service in an Agile delivery model, remotely from Mexico.

A Bachelor's degree is required and certifications in PL-200/PL-100 are preferred.

Qualifications

• Bachelor's degree in Business, Information Systems, Technology, or related field.
• 10+ years of Business Analysis and Functional Consulting experience.
• 6+ years of hands-on experience with: Dynamics 365 Sales and Power Automate.
• Deep understanding of CRM processes including Lead and Opportunity Management, requirements, and user stories.
• Microsoft certifications PL-200, PL-100, and Dynamics 365 Customer Service Functional Consultant Associate preferred.

Responsibilities

• Lead discovery sessions and stakeholder workshops to understand objectives and challenges.
• Perform fit-gap analysis between requirements and Dynamics 365/Power Platform.
• Document current-state and future-state business processes.
• Translate requirements into functional designs and configuration specs.
• Configure and maintain Dynamics 365 Sales and Customer Service solutions.
• Create and manage user stories in Azure DevOps or similar tools.
• Support backlog management and sprint planning.

Skills

Lead Management

Opportunity Management

Fit-Gap Analysis

Requirements Elicitation

Business Process Reengineering

Dynamics 365 Sales

Power Automate

Power Platform

Microsoft Dataverse

Education

Bachelor's degree in Business, Information Systems, Technology, or related field

Tools

Dynamics 365 Sales

Power Automate

Power Platform

Microsoft Dataverse

Job description

Digital CRM Architect -BA

Remote

Advanced english

Only México

A functional architect (G7 at least)/ SME to run the end-to-end activities of studying, mapping, gap analysis, BA.

Key Responsibilities

• Business Analysis & Process Design
• Lead discovery sessions and stakeholder workshops to understand business objectives and operational challenges.
• Perform fit-gap analysis between business requirements and Dynamics 365 / Power Platform capabilities.
• Document current-state and future-state business processes.
• Functional Solution Design
• Translate business requirements into functional designs and configuration specifications.
• Recommend standard platform capabilities before customizations.
• Dynamics 365 Configuration
• Configure and maintain Dynamics 365 Sales and Dynamics 365 Customer Service solutions, including: o Tables (Entities)
• Configure user experiences to support business processes and operational efficiency.
• Agile Delivery & Product Support
• Create and manage user stories within Azure DevOps or similar platforms.
• Support backlog management and sprint planning activities.

Required Qualifications

• Bachelor's degree in Business, Information Systems, Technology, or related field.
• 10+ years of Business Analysis and Functional Consulting experience.
• 6+ years of hands-on experience with: o Dynamics 365 Sales o Power Automate
• Deep understanding of CRM processes including: o Lead Management o Opportunity Management o Business Requirements o User Stories Preferred Certifications Required
• Microsoft Certified: Power Platform Functional Consultant Associate (PL-200) Preferred
• Microsoft Certified: Power Platform App Maker Associate (PL-100)
• Microsoft Certified: Dynamics 365 Customer Service Functional Consultant Associate

Desired Skills Business Skills

• Fit-Gap Analysis
• Requirements Elicitation
• Business Process Reengineering Technical Skills
• Dynamics 365 Sales
• Dynamics 365 Customer Service
• Microsoft Dataverse

Success Profile

• Help facilitate business workshops and requirements sessions.
• Translate business needs into scalable Dynamics 365 and Power Platform solutions.