Join as a Business Analyst focused on actuarial and compliance in life insurance. Collaborate with clients to deliver actuarial solutions and enhancements.
ZI
Hybrid Enterprise CRM Project Manager – Microsoft Dynamics 365 Business Analyst
Posted 4 months ago
About the role
- Enterprise CRM Project Manager handling Microsoft Dynamics 365 CRM configuration and implementation. Collaborating with cross-functional teams on sales processes and user adoption training.
Responsibilities
- Manage Microsoft Dynamics 365 CRM configuration, implementation, and optimization
- Analyze and document business processes and requirements
- Collaborate with cross-functional teams to enhance sales workflows and pipeline management
- Develop training materials and facilitate user adoption support
Requirements
- 5+ years of experience with Microsoft Dynamics 365 CRM – configuration, implementation, and optimization
- 7+ years of experience with Sales Processes – workflows, pipeline management, and process optimization
- 3+ years of experience as a Business Analyst – gathering requirements, documenting processes, working with cross-functional teams
- CRM certifications (e.g., Salesforce Certified Consultant, Microsoft Dynamics 365 Functional Consultant) is a plus
- Experience developing training materials and SOPs for CRM adoption
- Experience with Salesforce CRM
Benefits
- Flexible work from home options
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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