Sales Operations Business Analyst

Socket.dev; United States; Hybrid; USD 98,000 - 132,000; Full time

Job summary

Ulteig is seeking a Sales Operations Systems Business Analyst to partner with stakeholders and the D365 CRM platform delivery team. You will drive discovery, capture current and future processes, and translate business needs into actionable requirements to enable roadmap planning and prioritization.

You will work with the CRM Manager and platform team to evaluate requests, identify risks and dependencies, and ensure requirements remain traceable through design, testing, release, and post-release

Qualifications

• Define requirements and processes with stakeholders across Sales, Marketing, Proposals, Project Management, Finance, and Business Systems.
• Lead CRM discovery and support solution design through stakeholder interviews and process reviews.
• Translate discovery findings into clear business requirements and rules.

Responsibilities

• Translate discovery findings into clear business requirements, process definitions, and business rules.
• Partner with CRM technical team members to translate business needs into functional and system requirements and support solution design.
• Confirm CRM process and system requirements with stakeholders before delivery.
• Assess scope changes and communicate effects on outcomes, dependencies, risk, and timing.
• Provide context to support backlog development, testing, training, adoption, and release activities.
• Support delivery by clarifying requirements and resolving gaps or conflicting interpretations.
• Participate in post-release reviews to gather stakeholder feedback and identify follow-up work.

Skills

Stakeholder engagement

Requirements gathering

Process mapping

Business analysis

Tools

Dynamics 365 CRM

Azure DevOps

Job description

The Opportunity

Ulteig’s Dynamics 365 CRM platform supports business development, client engagement, and operational decision-making across the organization. We are hiring a Sales Operations Business Analyst dedicated to our D365 CRM platform team to partner and define business problems, improve processes, and translate business needs into clear, actionable requirements.

As part of the Sales Operations CRM team, you will connect business stakeholders with the D365 delivery team. You will lead discovery, document current and future processes, question assumptions, and help stakeholders move from ideas or proposed solutions to a shared understanding of the problem, expected outcome, process ownership, and requirements.

You will work closely with the CRM Manager and platform team to evaluate requests, develop recommendations, identify risks and dependencies, and support roadmap planning and prioritization.

What Success Looks Like

• Business problems, expected outcomes, process owners, and decision-makers are documented and identified before solution work begins.
• Requirements are clear, complete, and ready for the delivery team.
• Stakeholders understand key decisions, tradeoffs, scope, and unresolved questions.
• Process mapping creates a shared understanding of how work happens today and how it should work in the future.
• Data, reporting, security, integration, and cross-system impacts are identified early.
• Requirements remain traceable through design, testing, release, and post-release evaluation.
• Delivered changes can be evaluated against the original business need and expected outcome.

What You’ll Do

Business Analysis and Stakeholder Engagement

• Partner with teams across Sales, Marketing, Proposals, Project Management, Finance, and Business Systems to define requirements and improve business processes.
• Lead CRM discovery and support solution design through stakeholder interviews, cross-team sessions, workshops, and process reviews.
• Define the business problem, desired outcome, scope, process owner, stakeholders, assumptions, constraints, and measures of success.
• Support the creation of current-state and future-state process maps that clarify roles, decisions, handoffs, business rules, and system interactions.
• Identify root causes and separate business needs from requested features or predetermined solutions.
• Challenge unnecessary complexity and recommend practical approaches that support the business outcome.
• Facilitate discussions involving competing priorities, differing perspectives, and cross-functional dependencies.
• Document decisions, open questions, risks, and required follow-up.

Requirements Definition and Delivery Support

• Translate discovery findings into clear business requirements, process definitions, business rules, and documented decisions.
• Partner with CRM technical team members to translate business needs into functional and system requirements and support solution design.
• Confirm CRM process and system requirements with stakeholders and resolve open questions before work moves into delivery.
• Assess requested scope changes and communicate their effect on business outcomes, dependencies, risk, and timing.
• Provide business and process context to support Azure DevOps backlog development, testing, training, adoption, and release activities.
• Support delivery by clarifying requirements, answering business questions, and helping resolve gaps or conflicting interpretations.
• Participate in post-release reviews to gather stakeholder feedback, assess whether the business need was addressed, and identify potential follow-up work.

Roadmap Support and Continuous Improvement

• Evaluate requests based on business value, readiness, risk, dependencies, affected users, and expected outcomes.
• Identify opportunities to simplify processes, reduce manual work, improve data quality, and improve the CRM user experience.
• Evaluate automation, Copilot, agent-based, and other AI use cases based on the business problem, data readiness, expected value, risk, and ongoing support needs.
• Partner with the CRM Manager on cross-system impacts involving Sales, Marketing, Proposals, Project Management, Finance, reporting, and other enterprise applications.
• Surface risks, dependencies, conflicting requirements, and emerging concerns early.
• Contribute to retrospectives and improvements to the CRM team’s discovery and delivery practices.

Role Focus and Boundaries

The Sales Operations Systems Business Analyst leads discovery, process analysis, requirements definition, stakeholder facilitation, and requirements traceability. The role contributes business and process expertise for CRM throughout delivery but is not the primary owner of:

• Technical solution architecture, configuration, or development
• Dynamics 365 platform administration
• Azure DevOps backlog administration
• Acceptance criteria, test script development, UAT coordination, or quality assurance execution
• Release planning or deployment
• Training program development or delivery
• Production support or system access administration
• Marketing automation execution
• Business process ownership
• CRM roadmap or prioritization decisions

What We Expect from You

Business Analysis and Stakeholder Engagement

• Partner with teams across Sales, Marketing, Proposals, Project Management, Finance, and Business Systems to define requirements and improve business processes.
• Lead CRM discovery and support solution design through stakeholder interviews, cross-team sessions, workshops, and process reviews.
• Define the business problem, desired outcome, scope, process owner, stakeholders, assumptions, constraints, and measures of success.
• Support the creation of current-state and future-state process maps that clarify roles, decisions, handoffs, business rules, and system interactions.
• Identify root causes and separate business needs from requested features or predetermined solutions.
• Challenge unnecessary complexity and recommend practical approaches that support the business outcome.
• Facilitate discussions involving competing priorities, differing perspectives, and cross-functional dependencies.
• Document decisions, open questions, risks, and required follow-up.

Requirements Definition and Delivery Support

• Translate discovery findings into clear business requirements, process definitions, business rules, and documented decisions.
• Partner with CRM technical team members to translate business needs into functional and system requirements and support solution design.
• Confirm CRM process and system requirements with stakeholders and resolve open questions before work moves into delivery.
• Assess requested scope changes and communicate their effect on business outcomes, dependencies, risk, and timing.
• Provide business and process context to support Azure DevOps backlog development, testing, training, adoption, and release activities.
• Support delivery by clarifying requirements, answering business questions, and helping resolve gaps or conflicting interpretations.
• Participate in post-release reviews to gather stakeholder feedback, assess whether the business need was addressed, and identify potential follow-up work.

Roadmap Support and Continuous Improvement

• Evaluate requests based on business value, readiness, risk, dependencies, affected users, and expected outcomes.
• Identify opportunities to simplify processes, reduce manual work, improve data quality, and improve the CRM user experience.
• Evaluate automation, Copilot, agent-based, and other AI use cases based on the business problem, data readiness, expected value, risk, and ongoing support needs.
• Partner with the CRM Manager on cross-system impacts involving Sales, Marketing, Proposals, Project Management, Finance, reporting, and other enterprise applications.
• Surface risks, dependencies, conflicting requirements, and emerging concerns early.
• Contribute to retrospectives and improvements to the CRM team’s discovery and delivery practices.
• Demonstrates openness to innovation by embracing and applying evolving technology and AI tools to enhance workflows, solve problems, and drive continuous improvement.
• Must have authorization to work permanently in the U.S.

Role Focus and Boundaries

The Sales Operations Systems Business Analyst leads discovery, process analysis, requirements definition, stakeholder facilitation, and requirements traceability. The role contributes business and process expertise for CRM throughout delivery but is not the primary owner of:

• Technical solution architecture, configuration, or development
• Dynamics 365 platform administration
• Azure DevOps backlog administration
• Acceptance criteria, test script development, UAT coordination, or quality assurance execution
• Release planning or deployment
• Training program development or delivery
• Production support or system access administration
• Marketing automation execution
• Business process ownership
• CRM roadmap or prioritization decisions

What You Can Expect from Ulteig

Ulteig is a purpose-driven organization that has built a culture focused on people, both our clients and our employees, for over 80 years. Working at Ulteig is more than a job, opening opportunities to make an impact by creating and solving for a sustainable future. We recognize our success relies heavily on the dedication and focus of our workforce; this is why we make investing in our employees a top priority. We prioritize flexibility and staying connected to meeting your needs and help you achieve your goals. We value your unique perspective, respect your individuality, and celebrate your contributions. At Ulteig, we take our success and the success of our clients personally.

We offer our team members:

• Flexible Workplace
• Employee Ownership
• Competitive Pay
• Comprehensive Benefits Package
• Collaborative Environment
• Innovative Culture

Our vision is to be the most trusted partners transforming our world’s critical infrastructure. Ulteig connects people and resources to develop compelling, integrated solutions across multiple Lifeline Sectors, including Power, Renewables, Transportation and Water. Ulteig is a trusted partner in engineering North America’s essential infrastructure and leverages its expertise with a wide range of public and private clients.

At Ulteig, we care deeply about our team, listening to their needs and ensuring they have the tools necessary to be productive, whether they choose to work remotely, hybrid, or in the office. Regardless of where you work, you are empowered to build a workday that best suits your strengths. We strive to ensure a balance and separation between home and work life. We support a flexible working schedule, so employees are able to focus on what's important to them.

Ulteig is a Drug-Free Workplace

ACHIEVE | GROW | COLLABORATE

Additional Opportunity Details:

Target Base Compensation Range for this role is $97,900- $132,400

* Factors that may be used to determine your actual salary include your job-specific skills, education, training, job location, number of years of experience related to this role and comparison to other employees already in this role.

This position will be posted for a minimum of 3 days and will continue to be posted for an average of 60 days until a qualified applicant is selected or the position has been cancelled.