Dynamics CRM – Business Analyst

Santa Clara, CA, us on site Until 8/22/2026 H-1B sponsor history First posted February 23, 2026 Last posted February 23, 2026
Job description

First IT Solutions

Functional Proficiency on Microsoft Dynamics CRM 2011/2013. Experience in other CRM packages like Salesforce, Siebel a plus.

Proficient on CRM Business Processes in Service management , Sales Force Automation and Marketing automation 

Experience with Banking and Financial services customers a plus

Excellent experience in working with business stakeholders and SMEs in gathering and documenting business and functional requirements including reporting and interface requirements

Excellent experience in documenting use cases, business rules, business process workflows and high level wire frames

Experience in maintaining requirement traceability matrix

Excellent communication, documentation and articulation skills including giving presentations and demo to business and IT

Experience of functional analysis, gap-fit analysis and functional support

Analyze client’s business requirements for CRM, work with tech lead to perform Fit-Gap analysis and present functional solutions 

Bridge between business and IT and guide development team on requirements and functional aspects

Develop test scenarios, review and evaluate test cases for completeness and accuracy and perform functional testing of the implemented CRM system

Assist business SMEs on user acceptance testing

Experience in preparing end user training materials 

Ensuring excellent Customer Satisfaction from Requirements and CRM Functional perspective

Client facing, assertive, excellent communication

Bachelor's or Higher degree is required

Job Status: Full Time 

Eligiblity: GC or US Citizens

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Contact: 703-349-1214

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About this role

Summary

Analyze business requirements, document processes, support CRM implementation, and ensure customer satisfaction.

Job title

Dynamics CRM – Business Analyst

Experience level

not specified

Industry

software

Location requirements

Santa Clara, CA, US; on-site; no remote work specified

Salary

Not specified

Visa sponsorship

H-1B sponsor history

Management role

No

Skills & keywords

Required skills

CRMbusiness analysisrequirements gatheringfunctional analysistest scenarios

Preferred skills

SalesforceSiebelbankingfinancial servicesclient communication

Specializations

CRMbusiness analysisrequirements gatheringfunctional analysistest scenarios
Locations

Structured locations inferred from the posting.

Santa Clara, CA, USA

On-site City