The Opportunity
Ulteig’s Dynamics 365 CRM platform supports business development, client engagement, and operational decision-making across the organization. We are hiring a CRM Business Analyst to help teams 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.
What Success Looks Like
You will work closely with the CRM Manager to evaluate requests, develop recommendations, identify risks and dependencies, and support roadmap planning and prioritization.
- Business problems, expected outcomes, process owners, and decision-makers are 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 stakeholder interviews, discovery 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