Sales Operations Business Analyst

Ulteig•,

3d•$97,900 - $132,400•Hybrid

About The Position

Ulteig’s Dynamics 365 CRM platform supports business development, client engagement, and operational decision-making across the organization. We are hiring a Sales Operations Business Analyst dedicated to our D365 CRM platform team to partner and define business problems, improve processes, and translate business needs into clear, actionable requirements. As part of the Sales Operations CRM team, you will connect business stakeholders with the D365 delivery team. You will lead discovery, document current and future processes, question assumptions, and help stakeholders move from ideas or proposed solutions to a shared understanding of the problem, expected outcome, process ownership, and requirements. You will work closely with the CRM Manager and platform team to evaluate requests, develop recommendations, identify risks and dependencies, and support roadmap planning and prioritization.

Requirements

Partner with teams across Sales, Marketing, Proposals, Project Management, Finance, and Business Systems to define requirements and improve business processes.
Lead CRM discovery and support solution design through stakeholder interviews, cross-team sessions, workshops, and process reviews.
Define the business problem, desired outcome, scope, process owner, stakeholders, assumptions, constraints, and measures of success.
Support the creation of current-state and future-state process maps that clarify roles, decisions, handoffs, business rules, and system interactions.
Identify root causes and separate business needs from requested features or predetermined solutions.
Challenge unnecessary complexity and recommend practical approaches that support the business outcome.
Facilitate discussions involving competing priorities, differing perspectives, and cross-functional dependencies.
Document decisions, open questions, risks, and required follow-up.
Translate discovery findings into clear business requirements, process definitions, business rules, and documented decisions.
Partner with CRM technical team members to translate business needs into functional and system requirements and support solution design.
Confirm CRM process and system requirements with stakeholders and resolve open questions before work moves into delivery.
Assess requested scope changes and communicate their effect on business outcomes, dependencies, risk, and timing.
Provide business and process context to support Azure DevOps backlog development, testing, training, adoption, and release activities.
Support delivery by clarifying requirements, answering business questions, and helping resolve gaps or conflicting interpretations.
Participate in post-release reviews to gather stakeholder feedback, assess whether the business need was addressed, and identify potential follow-up work.
Evaluate requests based on business value, readiness, risk, dependencies, affected users, and expected outcomes.
Identify opportunities to simplify processes, reduce manual work, improve data quality, and improve the CRM user experience.
Evaluate automation, Copilot, agent-based, and other AI use cases based on the business problem, data readiness, expected value, risk, and ongoing support needs.
Partner with the CRM Manager on cross-system impacts involving Sales, Marketing, Proposals, Project Management, Finance, reporting, and other enterprise applications.
Surface risks, dependencies, conflicting requirements, and emerging concerns early.
Contribute to retrospectives and improvements to the CRM team’s discovery and delivery practices.
Demonstrates openness to innovation by embracing and applying evolving technology and AI tools to enhance workflows, solve problems, and drive continuous improvement.
Must have authorization to work permanently in the U.S.

Nice To Haves

Technical solution architecture, configuration, or development
Dynamics 365 platform administration
Azure DevOps backlog administration
Acceptance criteria, test script development, UAT coordination, or quality assurance execution
Release planning or deployment
Training program development or delivery
Production support or system access administration
Marketing automation execution
Business process ownership
CRM roadmap or prioritization decisions

Responsibilities

Partner with teams across Sales, Marketing, Proposals, Project Management, Finance, and Business Systems to define requirements and improve business processes.
Lead CRM discovery and support solution design through stakeholder interviews, cross-team sessions, workshops, and process reviews.
Define the business problem, desired outcome, scope, process owner, stakeholders, assumptions, constraints, and measures of success.
Support the creation of current-state and future-state process maps that clarify roles, decisions, handoffs, business rules, and system interactions.
Identify root causes and separate business needs from requested features or predetermined solutions.
Challenge unnecessary complexity and recommend practical approaches that support the business outcome.
Facilitate discussions involving competing priorities, differing perspectives, and cross-functional dependencies.
Document decisions, open questions, risks, and required follow-up.
Translate discovery findings into clear business requirements, process definitions, business rules, and documented decisions.
Partner with CRM technical team members to translate business needs into functional and system requirements and support solution design.
Confirm CRM process and system requirements with stakeholders and resolve open questions before work moves into delivery.
Assess requested scope changes and communicate their effect on business outcomes, dependencies, risk, and timing.
Provide business and process context to support Azure DevOps backlog development, testing, training, adoption, and release activities.
Support delivery by clarifying requirements, answering business questions, and helping resolve gaps or conflicting interpretations.
Participate in post-release reviews to gather stakeholder feedback, assess whether the business need was addressed, and identify potential follow-up work.
Evaluate requests based on business value, readiness, risk, dependencies, affected users, and expected outcomes.
Identify opportunities to simplify processes, reduce manual work, improve data quality, and improve the CRM user experience.
Evaluate automation, Copilot, agent-based, and other AI use cases based on the business problem, data readiness, expected value, risk, and ongoing support needs.
Partner with the CRM Manager on cross-system impacts involving Sales, Marketing, Proposals, Project Management, Finance, reporting, and other enterprise applications.
Surface risks, dependencies, conflicting requirements, and emerging concerns early.
Contribute to retrospectives and improvements to the CRM team’s discovery and delivery practices.
Demonstrates openness to innovation by embracing and applying evolving technology and AI tools to enhance workflows, solve problems, and drive continuous improvement.
Must have authorization to work permanently in the U.S.