Strategic CRM & Sales Operations 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

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