CRM Analyst

Saxon Global • Birmingham, AL

5d

About The Position

Act as the SME for the CRM ecosystem, ensuring the platform is optimized across technical configurations, business requirements, user experience needs, and ongoing enhancements and upgrades. Serve as the primary liaison between business stakeholders and the technical team for CRM enhancements and initiatives. Analyze business processes and identify opportunities to improve customer engagement, sales performance, and operational efficiency. Configure and customize D365 CE and/or Power Platform components (Power Automate, Power Apps, Power FX, Power BI, Power Pages, etc.). Gather, document, and validate detailed business and functional requirements. Support CRM data management, data integrity, reporting, and dashboards. Drive user adoption through training, communication, and ongoing support. Troubleshoot issues, support releases, and ensure system performance and stability. Recommend creative solutions and best practices to maximize ROI on CRM investments.

Requirements

• Hands-on experience with Microsoft Dynamics 365 CE Cloud OR Microsoft Power Platform
• Experience with customer-facing, sales, or service processes
• Knowledge of CRM governance, integrations, and data flows
• Familiarity with Agile delivery frameworks

Nice To Haves

• Microsoft certifications in Dynamics 365 or Power Platform

Responsibilities

• Act as the SME for the CRM ecosystem, ensuring the platform is optimized across technical configurations, business requirements, user experience needs, and ongoing enhancements and upgrades.
• Serve as the primary liaison between business stakeholders and the technical team for CRM enhancements and initiatives.
• Analyze business processes and identify opportunities to improve customer engagement, sales performance, and operational efficiency.
• Configure and customize D365 CE and/or Power Platform components (Power Automate, Power Apps, Power FX, Power BI, Power Pages, etc.).
• Gather, document, and validate detailed business and functional requirements.
• Support CRM data management, data integrity, reporting, and dashboards.
• Drive user adoption through training, communication, and ongoing support.
• Troubleshoot issues, support releases, and ensure system performance and stability.
• Recommend creative solutions and best practices to maximize ROI on CRM investments.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed