Senior CRM Business Analyst (Dynamics 365)

Streck, LLC

$75K — $95K *
Business Services
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's or Master's degree in Business, Marketing, Data Analytics, Statistics, Economics, or related field.
  • 3-6 years of experience in business analysis, CRM administration, or commercial operations.
  • Hands-on experience with Microsoft Dynamics 365 CRM (required).
  • Proficiency with Power BI or similar data visualization tools.
  • Strong analytical, collaboration, and communication skills.
  • Familiarity with CRM architecture, workflow configuration, and data governance.

Responsibilities

  • Lead the design and improvement of commercial CRM processes.
  • Configure CRM automation using workflows and Power Automate.
  • Design and maintain data structures for segmentation and analysis.
  • Translate business questions into actionable insights.
  • Conduct trend and performance analysis across commercial processes.
  • Ensure CRM data accuracy and governance.
  • Collaborate with IT on system integrations and upgrades.
  • Develop dashboards and reporting using Power BI and Excel.
  • Create training materials to enhance CRM adoption.
  • Work with Sales and Marketing on KPIs and campaign tracking.

Benefits

  • A challenging, safe and rewarding work environment.
  • No night or weekend shifts.
  • Excellent work-life balance.
  • Market competitive pay.
  • Comprehensive and inclusive benefits.
  • Great team environment.
  • Career development opportunities both on and off campus.
Full Job Description
Are you passionate about transforming commercial operations through data, technology, and CRM optimization? We're looking for a Senior CRM Business Analyst to own our Microsoft Dynamics 365 CRM environment and lead the design, enhancement, and governance of the commercial processes that drive Sales, Marketing, and Customer Experience.

WHAT YOU'LL DO:

- Lead the design and continuous improvement of all commercial CRM processes, including lead management, opportunity workflows, pipeline governance, forecasting, and automated tasking.
- Configure CRM automation using workflows, business rules, and Power Automate.
- Design and maintain fields, forms, and data structures that support segmentation and analysis.
- Translate business questions into data-backed insights and recommendations.
- Conduct trend and performance analysis across the commercial funnel.
- Maintain CRM data accuracy and governance.
- Partner with IT on integrations, upgrades, and system performance.
- Deliver dashboards and reporting using Power BI, Excel, and CRM analytics.
- Build training materials and support CRM adoption.
- Collaborate with Sales and Marketing on segmentation, forecasting, campaign tracking, and KPI analysis.

WHAT WE'RE LOOKING FOR:

- Bachelor's or Master's degree in Business, Marketing, Data Analytics, Statistics, Economics, or related field.
- 3-6 years of business analysis, CRM administration, or commercial operations experience.
- Hands-on Microsoft Dynamics 365 CRM experience (required).
- Experience with Power BI or similar tools.
- Strong analytical, collaboration, and communication skills.
- Understanding of CRM architecture, workflow configuration, and data governance.

WORK ENVIRONMENT & TRAVEL:

- Standard office environment.
- Travel up to 25% for customer visits, events, trade shows, and presentations.

Streck Offerings

  • A challenging, safe and rewarding work environment
  • No night or weekend shifts
  • Excellent work life balance
  • Market competitive pay
  • Comprehensive and inclusive benefits
  • Great team environment
  • On and off campus career development opportunities


Visit www.streckcareers.comto learn more about Streck and apply for this opportunity.

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