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Urgent Need: Microsoft Dynamics 365 - Business Analyst (Financial Services/Wealth Management) at Remote, Remote, USA
Email: [email protected]
Title:   Microsoft Dynamics 365 - Business Analyst
(Financial Services/Wealth Management)

Rate:    65/hr on C2C

Duration: 6+ Months

Skill (Primary):
  Microsoft Dynamics (APPS)-Customer Engagement-Technical-MsD-CRM / D365
CE OOTB Configuration Cust

Roles
and Responsibilities

Lead and manage mid-sized to enterprise projects independently

Participate in design and architecture sessions with clients

Gather and document business processes (some current state, mostly future
state)

Advise customers on best practices for CRM processes, user interface, and
architecture

Assist technical consultants with architecting CRM or xRM system, related
customizations, and reports to model the clients organizational processes

Assist in developing project budget, and ensure work is completed on-track and
within budget

Write specifications for customizations, data migration, and system
integrations

Facilitate team resources in the implementation of data migration and
translation, data integration, training and custom development, and reports

Configure and customize the CRM system based on design specifications

Coordinate with overseas team on custom development, complex customizations and
portals

Develop test plans and scripts

Conduct system and end-to-end testing of the application

Training super users

Schedule work to be done and follows up to ensure completion within the project
schedule

Guide the project along through daily communications with the customer

Conduct at least a weekly status meetings (may be more) and sends weekly status
updates

Conduct design review sessions with the customer to demonstrate completed work
and gather adjustments and changes

Qualifications
and Skillsets

Masters Degree in business, or computer science related field or Bachelors
Degree in business, or computer science related field and 6-8 years experience

Up-to-date understanding of business processes, issues, and technology
especially related to the operation of a sales, marketing, and customer service
departments within an organization

Excellent verbal and written communication

Professional demeanor

Feels comfortable talking with clients at all levels of within an organization.

    Advanced
use of Microsoft Project, Excel, Word, and Visio

Thanks
and Regards

Vinod
Kumar

ST
Global LLC

Fax:
206-319-4579

[email protected]

www.stglobaltech.com

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Keywords: information technology container edition
Urgent Need: Microsoft Dynamics 365 - Business Analyst (Financial Services/Wealth Management)
[email protected]
[email protected]
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Tue Oct 08 01:26:00 UTC 2024

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