CRM/Sales Business Analyst

Gregory Poole Equipment Company•Raleigh, NC

About The Position

The ERP Business Analyst II independently supports assigned business areas and ERP modules, leading requirements gathering, solution design, testing, training, and operational support for defined functional domains. The position serves as the primary liaison between business users, IT, and ERP support teams for assigned processes, with a primary focus on D365 CRM/Sales. Documented experience in this field is required. The role covers business process analysis, ERP configuration and solution delivery, testing and release management, business support and training, and continuous improvement. The analyst works with business users, IT, vendors, and cross-functional delivery teams to align system configuration with business needs and support effective adoption of ERP practices.

Requirements

Bachelor's degree in computer science, information systems, business administration, or a related field, or equivalent work experience.
3–5+ years of experience in business systems, ERP, or operations.
Documented experience in D365 CRM/Sales.
Proficiency with Microsoft Dynamics AX 2012/D365 and Microsoft Office (Word, Excel, PowerPoint).
Demonstrated experience in requirements definition, configuration, testing/UAT, and release support.
Strong analytical skills, including the ability to identify process gaps, design solutions, and quantify impact.
Excellent written and verbal communication, facilitation, customer service, and stakeholder management skills.
Experience working with external vendors/VARs and cross-functional delivery teams.
Strategic and systems thinking, process-improvement and continuous-improvement mindset, and change-leadership mindset.
Experience working with PC or mainframe applications, with intermediate to advanced skills.
Ability to sit for extended periods while using a PC and telephone.

Nice To Haves

Bilingual Spanish/English skills.
Experience with test management, requirements tracking, and ticketing tools such as Azure DevOps, Jira, or ServiceNow.
Experience in ERP product management, release management, or business systems analysis for D365 Finance & Operations or other D365 modules.
Adult training or facilitation experience.
Completion of CI Leader training offered by the GPEC CI Team, or commitment to complete it within 12 months.

Responsibilities

Lead requirements-gathering sessions for assigned functional areas.
Translate business needs into detailed functional specifications and user stories.
Conduct process mapping, workflow analysis, and gap assessments; identify inefficiencies and recommend improvements.
Define functional requirements for system enhancements and changes.
Configure ERP modules within the assigned functional scope and validate system designs against business requirements.
Support integration, reporting, and data-related enhancements; collaborate with IT and vendors to implement system changes.
Develop test plans and detailed test scenarios; coordinate and lead User Acceptance Testing (UAT).
Validate system changes before production release, support release planning and post-implementation stabilization, and document defects through resolution.
Serve as the primary functional contact for assigned business units and investigate and resolve ERP-related issues and service requests.
Develop and deliver end-user training; maintain process documentation, SOPs, and system guides; provide ongoing functional support and user guidance.
Identify process optimization and automation opportunities, evaluate enhancement requests, and recommend solutions.
Support ERP governance and standardization efforts, contribute functional expertise to cross-functional initiatives, and promote ERP best practices within the assigned area.