CRM Senior Solutions Analyst

Essential Functions

• Partner with business stakeholders to understand workflows, pain points, and user stories
• Translate business needs into functional and scalable CRM solutions
• Own solution design from concept through deployment and adoption
• Act as a trusted advisor—balancing business needs with platform capabilities
• Administer and configure CRM platform (e.g., Microsoft Dynamics or equivalent)
• Build and maintain objects, fields, automation, workflows, and user permissions
• Ensure system performance, usability, and scalability
• Support releases, enhancements, and production changes
• Analyze and execute CRM backlog
• Define user stories, acceptance criteria, and success metrics
• Partner with development teams across multiple vendors/environments
• Ensure data quality, consistency, and governance standards are upheld
• Maintain data structures that support reporting, forecasting, and analytics
• Execute on releases across stakeholders and delivery teams, ensuring dependencies in other systems are vetted
• Support adoption through training, documentation, and change management
• Lead Business Analysis, Quality Assurance and User Acceptance Testing (UAT)
• Develop dashboards and reporting to support business decision-making
• Continuously refine CRM capabilities to improve efficiency and outcomes

Qualifications

• To perform this job successfully, an individual must be able to perform each essential function satisfactorily.
• The requirements listed below are representative of the knowledge, skill, and/or ability required.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Education: Bachelor's Degree in Business, Science or Technology
• Work Experience: 5 - 6 years CRM Administration, 2 - 3 years Financial Services, 5 - 6 years Information Technology Analyst
• Licenses and Certifications: CRM Certification upon hire