Dynamics 365 CRM Strategist & Analytics Lead

Applied Medical; Rancho Santa Margarita (CA); On-site; USD 90,000 - 135,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits package

Training and mentorship opportunities

Education reimbursement program

401(k) program with employer match

Job summary

A medical device innovation company in California seeks a CRM Business Analyst to enhance their Microsoft Dynamics 365 platform. This role involves liaising between business stakeholders and technical teams, translating needs into functional specifications, and configuring the platform to drive user adoption and business outcomes. Ideal candidates will possess strong skills in Dynamics 365 administration and stakeholder management, with 3+ years of relevant experience. The position offers competitive compensation and a comprehensive benefits package.

Qualifications

• 3+ years of experience with Dynamics 365 CRM apps, especially Sales, Marketing, and Customer Service.
• Strong understanding of customizing Dynamics 365 forms and views.
• Proficiency in developing CRM analytics and reports using Power BI.

Responsibilities

• Act as a liaison between business stakeholders and technical teams.
• Lead requirements-gathering workshops and document workflows.
• Configure Dynamics 365 to meet business needs and enhance user adoption.

Skills

Dynamics 365 configuration

Microsoft Power Platform

CRM data management

Stakeholder management

Analytical skills

Education

Bachelor’s degree in Business or related field

Tools

Microsoft Dynamics 365

Power BI

SAP S/4HANA

Power Automate

Job description

A medical device innovation company in California seeks a CRM Business Analyst to enhance their Microsoft Dynamics 365 platform. This role involves liaising between business stakeholders and technical teams, translating needs into functional specifications, and configuring the platform to drive user adoption and business outcomes. Ideal candidates will possess strong skills in Dynamics 365 administration and stakeholder management, with 3+ years of relevant experience. The position offers competitive compensation and a comprehensive benefits package.