CRM Business Analyst

**CRM Business Analyst / Requirements Facilitator ****Microsoft Dynamics 365 Sales CRM Implementation

**What You ll Do

• Extract and document requirements directly from sales leadership - including where the underlying process is newly defined and not yet settled - covering opportunity management, pipeline stages and exit criteria, account tiering, ownership and hand off rules, and approval workflows.

• Manage a moving baseline. Version, freeze, and change-control requirements as the methodology evolves, so the build has a stable target and changes are handled deliberately rather than through drift.

• Keep adoption central. Shape requirements around a mobile-first, minimal-click experience and real field usage - the goal is a system reps choose to use, not one they have to be told to use.

• Own testable acceptance criteria. Define what done and acceptable means for each requirement and align it with UAT, so deliverables can be objectively validated and returned if they miss.

• Review and challenge the vendor. Validate the implementation vendor s design and Statement of Work against documented requirements, flag gaps and misalignments, and provide constructive, independent pushback on behalf of Source Atlantic.

• Drive decisions. Move stakeholders who don t yet share one view toward clear, documented decisions on process sequencing, tier and role structures, and workflows before they become blockers in vendor-led design.

• Maintain traceability. Ensure what is ultimately built maps back to a documented, stakeholder-confirmed need.

• Coordinate on data and integration. Work with the CRM data/integration lead so business requirements (account hierarchies, tiering, role-based access, approval workflows) align with the underlying data and integration design across the source ERPs.

**What You Need (Required)

• Proven experience as a Business Analyst or CRM consultant on multiple full-cycle CRM implementations; Microsoft Dynamics 365 Sales strongly preferred.

• Demonstrated ability to gather and document requirements directly from non-technical business stakeholders, including where requirements are not yet mature or fully defined.

• Strong facilitation and stakeholder-management skills - able to run structured working sessions and drive stakeholders to clear decisions, including with senior, time-pressured leaders.

• Solid grasp of CRM sales-process configuration: opportunity/pipeline management, account hierarchies and tiering, role-based access, and approval workflows.

• Experience working alongside third-party implementation vendors - able to critically review proposals and SOWs and represent the client s interests independently.

• Excellent written communication - able to produce clear, structured, unambiguous requirements documentation and acceptance criteria.

• Able to work independently, manage changing requirements, and deliver under tight timeframes across distributed, cross-time-zone teams.
  ****Assets (Not Required, but Valued)
  **- Experience in B2B, distribution, or wholesale sales environments.

• Familiarity with Epicor Prophet 21 and/or Infer CloudSuite Distribution (or comparable distribution ERPs), given the source systems feeding this CRM.

• Track record on CRM adoption turnarounds - rebuilding usage of an underused system.

• Awareness of AI-assisted sales use cases (e.g. Microsoft Copilot) and how to capture them as requirements.

  Requirements

Business Analyst,Microsoft Dynamics 365,Business Requirements Gathering,Stakeholder Management & Facilitation

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