CRM Business Analyst

About the job CRM Business Analyst

Job Summary:

We are seeking an experienced Lead Business Analyst (BA) with expertise in the banking domain and Microsoft Dynamics CRM. The ideal candidate will play a critical role in gathering business requirements, optimizing CRM solutions for banking operations, and leading a team of analysts to deliver high-impact solutions.

Key Responsibilities:

• Lead and mentor a team of Business Analysts to ensure successful project execution.
• Gather, analyze, and document banking business requirements for CRM solutions.
• Work closely with stakeholders to define CRM strategies, workflows, and automation.
• Collaborate with technical teams to design and enhance Dynamics CRM solutions tailored for banking operations.
• Ensure CRM configurations align with regulatory and compliance requirements in the banking industry.
• Facilitate requirement workshops, stakeholder discussions, and system demonstrations.
• Monitor and assess CRM system performance, recommending improvements for efficiency.
• Develop and maintain detailed business process models, functional specifications, and user stories.
• Conduct UAT (User Acceptance Testing) and support CRM system implementation and adoption.
• Provide CRM user training and ongoing support to banking teams.

Required Skills & Qualifications:

• 7+ years of Business Analyst experience, with at least 3+ years in a lead role.
• Strong experience in the banking domain (retail banking, corporate banking, lending, KYC, etc.).
• Hands-on expertise in Microsoft Dynamics CRM (configuration, workflows, reporting).
• Knowledge of banking processes, regulatory compliance, and risk management.
• Ability to translate business needs into functional and technical CRM requirements.
• Strong understanding of data management, customer insights, and CRM reporting.
• Excellent stakeholder management, leadership, and communication skills.