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CRM Business Analyst III

HME

113k - 150k USD/year

Office

Carlsbad, California, United States

Full Time

HME has been creating innovative products for the drive-thru and pro-audio industries since 1971. From the very beginning we've known these solutions would never have happened without the customer-focused people who make up our company. HME has a team environment with a culture of collaboration learning and growth. With subsidiaries located in California, Missouri, Canada, UK, India, and China companies around the world depend on HME for clear reliable communication solutions. From setting the standard for drive-thru headsets and timer systems in the quick service restaurant (QSR) industry to developing professional audio equipment used in the Olympic Games HME strives to create the newest most innovative products on the market while providing quality care and attention to its customers. Come join our team!

We are currently recruiting for a CRM Business Analyst III.

What you will do in the position:

• Leads CRM projects from discovery through delivery, translating business needs into scalable solutions.
• Conducts workshops to gather requirements and define functional specifications.
• Configures CRM workflows, automation, dashboards, and reporting tools to support business processes.
• Collaborates with ERP teams to enhance cross-platform integration and data consistency.
• Validates system changes through testing, documentation, and stakeholder feedback.
• Mentors junior analysts, fostering growth and promoting best practices.
• Builds strong relationships with business stakeholders, advocating for CRM adoption and continuous improvement.

What you will need to succeed:

  • Qualifications
    • Strong knowledgeable of Microsoft D365 Customer Engagement (CE) CRM system.
    • Deep expertise in Microsoft Dynamics 365 Customer Engagement (D365 CE), with strong knowledge of Sales, Service, or Marketing modules.
    • Familiarity with Microsoft Dynamics 365 Finance & Operations (F&O) or AX 2012 is preferred.
    • Proven ability to write clear, actionable functional requirements and leverage out-of-the-boxD365 functionality.
    • Skilled in leading discovery sessions and translating complex or ambiguous business needs into structured deliverables.
    • Ability to design efficient workflows and automations; adept at identifying process bottlenecks and recommending improvements.
    • Proficient in configuring CRM components, utilizing native reporting tools, and collaborating with developers on custom solutions.
    • Demonstrated ability to mentor junior team members and promote best practices within the CRM discipline.
    • Strong analytical mindset with the ability to evaluate CRM usage trends and recommend enhancements aligned with business goals.
  • Experience 
    • 4-6 years experience in a related Field.
    • Minimum 3 years of hands- on experience with Microsoft D365 CE, including full lifecycle implementations.
    • Proven track record in CRM configuration, documentation, and deployment.
    • Strong problem-solving and communication skills, with the ability to influence and support user adoption across teams.
  • Education
    • BA or BS – with a preference in Information Systems or a related field.
  • Travel: 0%

The posted pay range, $112,700 to $150,200 per annum, is what we reasonably expect to pay for the role.  This may vary depending on experience and other factors.  Our benefits package includes tuition reimbursement; 3 weeks paid vacation your first year, paid holidays, medical, vision, and dental coverage, pet insurance, life insurance, and 401K contributions.

The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee will occasionally lift and move up to 10 pounds with assistance.

CRM Business Analyst III

Office

Carlsbad, California, United States

Full Time

113k - 150k USD/year

August 18, 2025

company logo

HME

HME.com