Job#: 3059001 Job Description: Business Analyst - Microsoft 365 Dynamics
Location: Charlotte, North Carolina (Hybrid)
Role Overview
The organization requires an experienced professional to partner with Product Owners, business stakeholders, Technology teams, and support organizations to execute moderately complex Business Execution, application support, and strategic technology initiatives. This role supports the ongoing transformation of Corporate and Investment Banking CRM capabilities to Microsoft Dynamics 365. The selected candidate will apply prior Dynamics experience to requirements analysis, solution discussions, process design, testing, data validation, implementation readiness, and ongoing product support.
Key Responsibilities
- Partner with Product Owners, business stakeholders, Technology teams, and support organizations to execute moderately complex Business Execution, application support, and strategic technology initiatives.
- Support the ongoing transformation of CRM capabilities to Microsoft Dynamics 365, applying prior Dynamics experience to requirements analysis, solution discussions, process design, testing, data validation, implementation readiness, and ongoing product support.
- Provide day-to-day business and application support across a portfolio of client, CRM, and other deal-management applications, balancing production support responsibilities with strategic project and transformation work.
- Develop working knowledge across multiple interconnected applications and business processes and serve as a knowledgeable resource for users and stakeholders.
- Independently research and troubleshoot application, data, access, workflow, and user issues, perform root-cause analysis, and coordinate with Technology or other support teams when additional investigation is required.
- Evaluate issues across interconnected systems to determine whether the underlying cause relates to application functionality, data, integration, access, business process, or user behavior.
- Support applications and capabilities that may include Microsoft Dynamics 365, Salesforce, nCino, Microsoft Teams Deal Hub, client and lending applications, and related shared services and integrations.
- Translate business needs into business requirements, user stories, acceptance criteria, process flows, test scenarios, and supporting documentation.
- Drive assigned workstreams and deliverables through completion, proactively identifying risks, dependencies, gaps, and decisions requiring stakeholder input.
- Lead or independently execute functional testing, regression testing, user acceptance testing, defect analysis, release validation, and post-implementation validation across supported applications.
- Perform data analysis, reconciliation, mapping validation, and migration-related activities supporting Microsoft Dynamics 365 and other application initiatives.
Required Qualifications
Education: Bachelor's degree or equivalent demonstrated through work experience, consulting experience, training, or military experience.
Experience: 4+ years of experience in Business Execution, Business Analysis, Application Support, Implementation, Product Support, Technology Delivery, Strategic Planning, or a related function.
Technical Skills: Hands-on Microsoft Dynamics 365 experience is required, with demonstrated ability to support CRM implementation, business analysis, testing, product delivery, or production support. Strong proficiency with Microsoft Excel, PowerPoint, Word, Teams, and SharePoint is required.
Preferred Qualifications
- Experience with Microsoft Dynamics 365 Sales or other Dynamics 365 CRM capabilities within a complex enterprise environment.
- Experience supporting client relationship management, lending, credit, deal-management, or other banking applications.
- Experience in Corporate & Investment Banking, Commercial Banking, lending, capital markets, treasury management, or another financial services environment.
- Experience with one or more of the following: Salesforce, nCino, Microsoft Teams, SharePoint, Jira, Power Apps, Power Automate, Microsoft Copilot, or reporting tools.
- Familiarity with Agile or other structured technology-delivery practices.
Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico.
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Everforth Apex Benefits Overview: Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Everforth Apex team member can provide.
Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.
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