Role: Microsoft Dynamics 365 - Business Analyst (Financial Services/Wealth Management)

Location: New York City, NY

Duration: 6+ Months

Roles and Responsibilities

• Lead and manage mid-sized to enterprise projects independently
• Participate in design and architecture sessions with clients
• Gather and document business processes (some current state, mostly future state)
• Advise customers on best practices for CRM processes, user interface, and architecture
• Assist technical consultants with architecting CRM or xRM system, related customizations, and reports to model the client's organizational processes
• Assist in developing project budget, and ensure work is completed on-track and within budget
• Write specifications for customizations, data migration, and system integrations
• Facilitate team resources in the implementation of data migration and translation, data integration, training and custom development, and reports
• Configure and customize the CRM system based on design specifications
• Coordinate with overseas team on custom development, complex customizations and portals
• Develop test plans and scripts
• Conduct system and end-to-end testing of the application
• Training super users
• Schedule work to be done and follows up to ensure completion within the project schedule
• Guide the project along through daily communications with the customer
• Conduct at least a weekly status meeting (may be more) and sends weekly status updates
• Conduct design review sessions with the customer to demonstrate completed work and gather adjustments and changes

Qualifications and Skillsets

• Master's Degree in business, or computer science related field or Bachelor's Degree in business, or computer science related field and 6-8 years of experience
• Up-to-date understanding of business processes, issues, and technology especially related to the operation of a sales, marketing, and customer service departments within an organization
• Excellent verbal and written communication
• Professional demeanor
• Feels comfortable talking with clients at all levels of within an organization.
• Advanced use of Microsoft Project, Excel, Word, and Visio

Tanmay Patel

PRIMUS Global Services

Direct - (972) 430-1374

Desk - (972) 753-6500 Ext. 256