IT Business Analyst – Commercial Systems & AI

Talentify

Savannah (GA)

On-site

USD 75,000 - 115,000

Full time

14 days+
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Job summary

Colonial Group, Inc. is seeking an IT Business Analyst – Commercial who partners with Sales, Credit, and Customer Service to translate business needs into technical specifications. You will work across Dynamics 365, Power Automate, contact center tools, and AI-assisted workflows to improve processes and data integrity.

You will analyze requirements, develop BRDs, support system changes, validate data, and train end users while driving continuous improvement across multiple locations.

Qualifications

  • 3–5 years in Sales, Customer Service, Credit, or a commercial operations environment.
  • 2+ years hands-on experience with Microsoft Dynamics 365 (Sales or Customer Service modules); Power Automate experience preferred.
  • Bachelor's or Associate degree in a Business field or an equivalent combination of education, experience, and training.
  • Proficient with Microsoft Office Suite including Excel and Power BI.
  • Experience with contact center platforms (Genesys, Novavox, or Breezy) a plus.
  • Familiarity with sales intelligence tools (ZoomInfo) and credit risk tools (Coface, Dun & Bradstreet) a plus.
  • Exposure to AI productivity tools within the Microsoft ecosystem (Copilot for Sales, Copilot for Customer Service) preferred.
  • Experience with SmartSheets and SQL databases a plus.

Responsibilities

  • Analyzing data, creating reports and developing strategies to improve program performance across Sales, Credit, and Customer Service operations.
  • Analyzing processes to determine better ways to simplify the user experience and create positive outcomes for Sales Representatives, Account Managers, Credit Analysts, and Customer Service Representatives.
  • Perform data validation and implement quality control measures to ensure continued success of commercial and credit operations.
  • Review, audit and summarize operational data from CRM, contact center, credit risk, and sales intelligence platforms.
  • Research, design, configure, test, document, and support implementation of system changes — including Dynamics 365, Power Automate, contact center tools, and credit tools.
  • Identify problems with current solutions and opportunities for improvement across Sales, Credit, and Customer Service technology systems.
  • Support demanding data initiatives such as data integration, CRM data management, credit data feeds, and reporting pipelines.
  • Serve as change owner for all changes involving supported applications, ensuring changes are reviewed, signed-off, and implemented appropriately.
  • Provide specialist knowledge for supported Sales, Credit, and Customer Service applications to all stakeholders.
  • Provide input in design and functional specifications.
  • Partner with business liaisons and technical teams to understand and define system goals, issues, and technical requirements.
  • Produce deliverables related to assigned project(s) and assist in post-implementation support.
  • Identify and support AI-assisted workflow opportunities — including Microsoft Copilot for Sales and Customer Service — to improve productivity for commercial and credit teams.

Skills

Analytical thinking
Data analysis
Communication
Business partnering
Problem solving
Project coordination

Education

Bachelor's or Associate's degree in business

Tools

Microsoft Dynamics 365
Power Automate
Power BI
Excel
SQL databases
SmartSheets
ZoomInfo
Coface
Dun & Bradstreet
Genesys
Novavox
Breezy
Copilot

Job description

Colonial Group, Inc. is seeking an IT Business Analyst – Commercial who partners with Sales, Credit, and Customer Service to translate business needs into technical specifications. You will work across Dynamics 365, Power Automate, contact center tools, and AI-assisted workflows to improve processes and data integrity.

You will analyze requirements, develop BRDs, support system changes, validate data, and train end users while driving continuous improvement across multiple locations.

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