The CRM BA Consultant will act as a liaison between customer and internal teams on Microsoft Dynamics CRM projects (implementations, customizations, migrations, and more). The individual will be responsible for one or more aspects of the project including configuration, data, training, and support with a focus on Business Analysis. The CRM BA Consultant must be extremely detail-oriented, have the ability to multitask, be meticulously organized, and be able to prioritize multiple demands in a fast-paced environment. The CRM BA Consultant carries the ultimate responsibility for meeting the customer requirements and completing the project.


Essential Functions

  • Lead and manage small to medium size projects
  • Facilitate project risks assessment and analysis
  • Develop project budget, and ensure work is completed on-track and within budget
  • Gather and document business processes (some current state, mostly future state)
  • Assist technical consultants with architecting CRM or xRM system, related customizations, and reports to model the client’s organizational processes
  • Facilitate team resources in the implementation of data migration and translation, data integration, training and custom development, and reports
  • Coordinate with overseas team on custom development, complex customizations and portals
  • Write design specifications pertaining to various aspects of the project
  • Develop test plans and scripts
  • Conduct system and end-to-end testing of the application
  • Conduct at least a weekly status meetings (may be more) and send weekly status updates
  • Conduct design review sessions with the customer to demonstrate completed work and gather adjustments and changes

Required Skills and Experience

  • Exhibit PowerObjects’ Core Values
  • Bachelor’s Degree in Mathematics, Economics, Commerce, or related field required
  • 1 – 3 years’ experience in a business analysis capacity preferred, but not required
  • 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
  • Ability to speak with clients at all levels of within an organization
  • Advanced use of Microsoft Project, Excel, Word, and Visio