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CRM Business Analyst

LA Recruiters
Closing date
28 Jan 2022

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Technology & New Media
Contract Type
Full Time
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Our local authority client has a 5-month contract vacancy (with the possibility of extension) for the role of a CRM BUSINESS ANALYST, details as follows

Job Purpose

Investigates operational requirements, problems, and opportunities, seeking effective business solutions through improvements in automated and non-automated components of new or changed processes. Assists in the analysis of stakeholder objectives, and the underlying issues arising from investigations into business requirements and problems, and identifies options for consideration. Works iteratively with stakeholders, to identify potential benefits and available options for consideration, and in defining acceptance tests.


Analysis of existing business practice and procedures including documentation. Utilization of previous hands-on experience of delivering end to end CRM projects facilitating workshops to challenge current business processes; ensuring CRM is implemented with the best in class processes and approaches.
Lead workshops with business stakeholders and prepare business processes.
Produce business requirements and specifications to increase efficiency and reduce costs.
Analyze and document data field requirements for new/existing business solutions.
Develop systems test plans/scripts when required.
Support customers with their User Acceptance Testing. Validate test cases and test results against signed off Business requirements. Review and support testing process to ensure that business results are adequately tested with minimal risk, as needed. Sanity test systems against agreed specifications.
Ensure process requirements comply with all relevant legal/regulatory standards including Health and Safety, Information Security and General Data Protection Regulations (GDPR).
Manage change requests and explain impact to all stakeholders.Essential Requirements

Demonstrable Dynamics CRM management experience ideally within social housing/local government.
Strong technical understanding of Dynamics Online and Dynamics 365, including detailed understanding of all CRM functional areas.
Ability to create high quality functional documentation and strong requirements gathering skills.
Effective communicator that can communicate and demonstrate the value of CRM features as well as motivate the use of the system correctly.
Experienced in administering Microsoft Dynamic CRM system including development of business workflows.
Good knowledge of common housing IT applications and systems and how these link into business processes.
Detailed knowledge of Microsoft Office applications, including Word, Excel, PowerPoint, Internet Explorer and Outlook.
Knowledge of the Data Protection Act.If you have the necessary experience and qualifications to fulfill this role, please submit your CV ASAP
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