Dynamics 365 CRM Analyst - UAT, Config & Docs

PEI-Genesis

Philadelphia (Philadelphia County)

On-site

USD 65,000 - 90,000

Full time

10 days ago

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Job summary

PEI-Genesis is seeking a CRM Systems Analyst to support Microsoft Dynamics 365 Sales for its global sales organization. You will provide application support to CRM users and configure the platform to meet business needs through the CRM sprint process.

The role emphasizes documentation, testing, and collaboration with stakeholders to ensure changes meet requirements. This is an early-career opportunity with room to grow; prior software development experience is not required.

Qualifications

2+ years CRM experience in administrator, support, or analyst role.
Hands-on experience planning or running UAT or application testing.
Experience writing user documentation.
Bachelor’s degree in computer science, information systems, or related field preferred.

Responsibilities

Serve as a primary point of contact for CRM-related questions and issues.
Troubleshoot and resolve help desk tickets including access, security role, data, and how-to requests.
Provide end user support for Dynamics 365 Sales and Customer Insights - Journeys.
Track recurring issues and bring them to the sprint backlog.
Configure Dynamics 365 using forms, views, dashboards, business rules, and security roles.
Build simple Power Automate flows as needed.
Write and maintain user process documentation and release notes.
Plan and run UAT for CRM enhancements and releases with sales managers and power users.