Dynamics 365 Banking CRM Business Analyst - Hybrid

Apex Systems, LLC; Charlotte (NC); Ibrido; USD 73.000 - 79.000; Tempo pieno

Descrizione del lavoro

Everforth Apex Systems in Charlotte, NC is seeking a Business Analyst with Microsoft 365 Dynamics 365 experience to partner with product owners and technology teams. You will analyze requirements, design processes, test solutions, and support CRM deployments within Corporate and Investment Banking environments.

The role emphasizes data validation, migration readiness, stakeholder communication, and production support while contributing to CRM transformations across Dynamics 365, Salesforce,

Competenze

• Bachelor's degree or equivalent demonstrated through work experience, consulting experience, training, or military experience.
• 4+ years of experience in Business Execution, Business Analysis, Application Support, Implementation, Product Support, Technology Delivery, Strategic Planning, or a related function.
• Hands-on Microsoft Dynamics 365 experience is required, with demonstrated ability to support CRM implementation, business analysis, testing, product delivery, or production support.
• Strong proficiency with Microsoft Excel, PowerPoint, Word, Teams, and SharePoint is required.

Mansioni

• Partner with Product Owners, business stakeholders, Technology teams, and support organizations to execute moderately complex Business Execution, application support, and strategic technology initiatives.
• Support the ongoing transformation of CRM capabilities to Microsoft Dynamics 365, applying prior Dynamics experience to requirements analysis, solution discussions, process design, testing, data validation, implementation readiness, and ongoing product support.
• Provide day-to-day business and application support across a portfolio of client, CRM, and other deal-management applications, balancing production support responsibilities with strategic project and transformation work.
• Develop working knowledge across multiple interconnected applications and business processes and serve as a knowledgeable resource for users and stakeholders.
• Independently research and troubleshoot application, data, access, workflow, and user issues, perform root-cause analysis, and coordinate with Technology or other support teams when additional investigation is required.
• Evaluate issues across interconnected systems to determine whether the underlying cause relates to application functionality, data, integration, access, business process, or user behavior.
• Support applications and capabilities that may include Microsoft Dynamics 365, Salesforce, nCino, Microsoft Teams Deal Hub, client and lending applications, and related shared services and integrations.
• Translate business needs into business requirements, user stories, acceptance criteria, process flows, test scenarios, and supporting documentation.
• Drive assigned workstreams and deliverables through completion, proactively identifying risks, dependencies, gaps, and decisions requiring stakeholder input.
• Lead or independently execute functional testing, regression testing, user acceptance testing, defect analysis, release validation, and post-implementation validation across supported applications.
• Perform data analysis, reconciliation, mapping validation, and migration-related activities supporting Microsoft Dynamics 365 and other application initiatives.

Conoscenze

Business Analysis

Stakeholder Management

Requirements Analysis

Testing

Formazione

Bachelor's degree or equivalent

Strumenti

Microsoft Dynamics 365

Excel

PowerPoint

Word

Teams

SharePoint

Jira

Descrizione del lavoro

Everforth Apex Systems in Charlotte, NC is seeking a Business Analyst with Microsoft 365 Dynamics 365 experience to partner with product owners and technology teams. You will analyze requirements, design processes, test solutions, and support CRM deployments within Corporate and Investment Banking environments.

The role emphasizes data validation, migration readiness, stakeholder communication, and production support while contributing to CRM transformations across Dynamics 365, Salesforce,