About The Position

BNY is seeking a Microsoft Dynamics 365 Systems Analyst to join its Enterprise CRM (ECRM) group in Lake Mary, Florida. The role supports the development and evolution of BNY’s client engagement platform by gathering and validating business requirements, translating processes into user stories and test plans, and designing scalable Power Platform solutions. The analyst will build and deploy solutions, assess workflows for automation and improvement, configure Dynamics 365 Customer Engagement features, and champion usability, accessibility, and user-centric design.

Requirements

  • Bachelor’s degree in computer science, engineering, or a related discipline, or equivalent work experience.
  • At least 6 years of software development experience.
  • Strong understanding of Power Platform, including Power Apps and Power Automate, Dataverse, and enterprise CRM configuration.
  • Strong documentation, stakeholder engagement, and functional testing skills.
  • Ability to translate business needs into clear, actionable technical requirements.
  • Knowledge of platform governance, permission models, and enterprise data structures.
  • Collaborative, technically curious, and comfortable in a high-accountability environment.

Nice To Haves

  • Experience in the securities or financial services industry.
  • Prior experience working in the financial industry.

Responsibilities

  • Capture, refine, and validate business requirements for the CRM platform.
  • Translate processes into user stories, test plans, and scalable Power Platform solution designs.
  • Build and deploy Power Platform solutions.
  • Analyze current-state workflows and propose improvements through automation and smarter data use.
  • Configure Dynamics 365 CE views, forms, dashboards, and security roles.
  • Promote usability, accessibility, and user-centric design.

Benefits

  • Competitive compensation.
  • Benefits and wellbeing programs.
  • Flexible global resources and tools.
  • Generous paid leaves, including paid volunteer time.
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