Dynamics CRM – Business Analyst (Full Time)

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 

Required Technical Skill Set

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

Total IT Experience :7-10 years 

Experience on Dynamics: CRM 4+ years 

Desired Competencies (Technical/Behavioral Competency)Must-Have

• 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


Job Status: Full Time 

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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 (Full Time)

Experience level

7-10 years

Industry

software

Location requirements

Santa Clara, CA, US; on-site work only

Salary

Not specified

Visa sponsorship

H-1B sponsor history

Management role

No

Skills & keywords

Required skills

CRMbusiness processesrequirements gatheringuse case documentationtest 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