Sales Operations Business Analyst

This is a fully remote position, open to applicants in United States.

📋 Description

• Collaborate with teams across Sales, Marketing, Proposals, Project Management, Finance, and Business Systems to identify requirements and enhance business processes.

• Lead the discovery for Dynamics 365 CRM and assist in solution design through stakeholder interviews, inter-team sessions, workshops, and process evaluations.

• Articulate business challenges, desired outcomes, scope, process ownership, stakeholders, assumptions, constraints, and measures of success.

• Develop and support current and future state process maps that clarify roles, decisions, handoffs, business rules, and system interactions.

• Diagnose root causes and differentiate business needs from requested features or pre-established solutions.

• Challenge unnecessary complexities and propose practical solutions.

• Facilitate discussions that involve competing priorities, varying perspectives, and interdepartmental dependencies.

• Record decisions, outstanding questions, risks, and necessary follow-ups.

• Convert discovery insights into clear business requirements, process definitions, business rules, and documented decisions.

• Collaborate with CRM technical team members to translate business needs into functional and system requirements.

• Validate CRM process and system requirements with stakeholders and clarify outstanding questions prior to delivery.

• Evaluate requested scope changes and communicate their impact on business outcomes, dependencies, risks, and timelines.

• Provide business and process context for Azure DevOps backlog development, testing, training, adoption, and release initiatives.

• Clarify requirements, address business inquiries, and assist in resolving gaps or conflicting interpretations during delivery.

• Engage in post-release reviews and identify potential follow-up tasks.

• Assess requests based on business value, readiness, risk, dependencies, impacted users, and anticipated outcomes.

• Identify opportunities to streamline processes, minimize manual work, enhance data quality, and improve the CRM user experience.

• Evaluate automation, Copilot, agent-based, and other AI applications.

• Collaborate with the CRM Manager on cross-system implications involving enterprise applications.

• Highlight risks, dependencies, conflicting requirements, and emerging concerns early in the process.

• Contribute to retrospectives and enhancements to CRM discovery and delivery practices.

⛳️ Requirements

• Must possess authorization to work permanently in the U.S.

• Proven openness to innovation and the application of evolving technology and AI tools.

• Capability to lead discovery, process analysis, requirements definition, stakeholder facilitation, and requirements traceability.

• Ability to collaborate with Sales, Marketing, Proposals, Project Management, Finance, and Business Systems teams.

• Proficiency in conducting stakeholder interviews, cross-team sessions, workshops, and process reviews.

• Skill in defining business challenges, desired outcomes, scope, process ownership, stakeholders, assumptions, constraints, and measures of success.

• Competence in creating or supporting current-state and future-state process maps.

• Ability to identify root causes and differentiate business needs from requested features.

• Proficiency in facilitating discussions that involve competing priorities and cross-functional dependencies.

• Ability to document decisions, pending questions, risks, and follow-up actions.

• Expertise in translating discovery findings into business requirements, process definitions, business rules, and documented decisions.

• Experience collaborating with CRM technical teams on functional and system requirements.

• Background in assessing scope changes and their impacts on outcomes, dependencies, risks, and timelines.

• Experience supporting Azure DevOps backlog development, testing, training, adoption, and release activities.

• Ability to evaluate requests based on business value, readiness, risks, dependencies, affected users, and expected outcomes.

• Knowledge of process improvement, data quality, CRM user experience, automation, Copilot, agent-based AI, and enterprise application integrations.

🏝️ Benefits

• Flexible Workplace

• Employee Ownership

• Competitive Pay

• Comprehensive Benefits Package

• Collaborative Environment

• Innovative Culture

• Flexible working schedule

• Remote, hybrid, or in-office work options

• Workday flexibility supporting work-life balance