CRM Business Analyst

Position Summary:

This position will be responsible for helping to define and determine the strategy for delivering ongoing improvements to our CRM application. As a CRM Business Analyst, you will be responsible for collecting and analyzing requirements to suggest and implement improvements within our Microsoft Dynamics CRM solution. You will focus on our sales initiatives by collaborating with Sales, Marketing, Education, Quality, and other departments as needed. You will be responsible for ensuring that business requirements are met while providing a range of advisory services, including project management, business process development, implementation support, and end-user training. The ideal candidate must have a strong understanding of CRM project implementations and specific experience with MS Dynamics. We're seeking a self-motivated individual who excels in a dynamic yet results-driven work environment, is passionate about delivering tangible results, and enjoys working on a diverse range of projects.

What you'll do:

• Own all aspects of CRM support/business needs for the Sales, Professional Education, and Marketing Teams
• Document business needs but be able to distinguish between needs and wants; identify gaps between business needs and standard CRM application functionality; design and document solutions that fill the gaps; and provide detailed business requirements.
• Perform application configuration and customization of the CRM system (building screens, designing custom objects, developing workflows, etc.), including testing and evaluation to ensure quality and consistency
• Evaluate and implement any add-ons to enhance the CRM system.
• Prepare and document data conversion requirements for mapping from company systems into CRM
• Develop, document, and execute test
• Develop and maintain end-user training documentation and deliver training to users as required.
• Support, analyze, and resolve critical production application issues as required.
• Construct summary and detailed views in MS Dynamics for all CRM subject areas.
• Ensure consistency of CRM usage conventions, compliance with best practices, and integrity of data.
• Perform and/or provide oversight on mass data uploads into CRM
• Understand and provide recommendations for other departments.
• Follow new releases, patches, and system updates.
• Lead small & mid-size projects from inception through implementation following SDLC and project management best practices.
• Drive user adoption of CRM
• Become a subject matter expert in all things AtriCure; products, hierarchy, personnel, etc.
• Perform other job-related functions as assigned.

A little about yourself:

• Bachelor’s degree required or demonstrated equivalent combination of education, training and experience.
• 3-5 years’ experience with MS Dynamics CRM
• Experience with Dynamics Marketing a plus
• Experience with Microsoft Power Apps
• Proficient in Microsoft Excel, Access, Word, & PowerPoint
• Ability to communicate and build relationships at all levels within the organization
• Highly effective verbal and written communication skills
• Strong analytical abilities with solid attention to detail
• Ability to learn and apply new technology
• Ability to travel 10%
• Experience using Power BI
• Experience with Business Analysis