Senior CRM Business Analyst (Dynamics 365)

Streck, LLCLa Vista, NE
Onsite

About The Position

Are you passionate about transforming commercial operations through data, technology, and CRM optimization? We’re looking for a Senior CRM Business Analyst to own our Microsoft Dynamics 365 CRM environment and lead the design, enhancement, and governance of the commercial processes that drive Sales, Marketing, and Customer Experience.

Requirements

  • Bachelor’s or Master’s degree in Business, Marketing, Data Analytics, Statistics, Economics, or related field.
  • 3–6 years of business analysis, CRM administration, or commercial operations experience.
  • Hands‑on Microsoft Dynamics 365 CRM experience (required).
  • Experience with Power BI or similar tools.
  • Strong analytical, collaboration, and communication skills.
  • Understanding of CRM architecture, workflow configuration, and data governance.

Responsibilities

  • Lead the design and continuous improvement of all commercial CRM processes, including lead management, opportunity workflows, pipeline governance, forecasting, and automated tasking.
  • Configure CRM automation using workflows, business rules, and Power Automate.
  • Design and maintain fields, forms, and data structures that support segmentation and analysis.
  • Translate business questions into data‑backed insights and recommendations.
  • Conduct trend and performance analysis across the commercial funnel.
  • Maintain CRM data accuracy and governance.
  • Partner with IT on integrations, upgrades, and system performance.
  • Deliver dashboards and reporting using Power BI, Excel, and CRM analytics.
  • Build training materials and support CRM adoption.
  • Collaborate with Sales and Marketing on segmentation, forecasting, campaign tracking, and KPI analysis.

Benefits

  • Comprehensive and inclusive benefits
  • On and off campus career development opportunities
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