Remotery

Senior Business Analyst – CRM, BI, Data

Posted 15 hours ago

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

📋 Description

• Facilitate discovery sessions, workshops, and interviews with both business and technical stakeholders.

• Collect, analyze, document, validate, and oversee functional and non-functional requirements.

• Convert business requirements into user stories, acceptance criteria, process flows, business rules, functional specifications, and UAT scenarios.

• Oversee product backlogs and assist with sprint planning, backlog refinement, demos, release planning, UAT, and defect triage.

• Establish CRM requirements for sales, service, case management, customer journeys, workflows, fields, forms, integrations, security, and reporting.

• Collect BI and Power BI requirements for dashboards, reports, KPIs, analytics, scorecards, data sources, refresh frequency, security, and acceptance criteria.

• Document data requirements, mappings, flows, source systems, integrations, data lineage, validation rules, and data quality needs.

• Collaborate with Product Owners, CRM consultants, developers, architects, BI developers, data engineers, business leaders, and technical teams.

• Assist in validating CRM enhancements, Power BI dashboards, reports, integrations, data solutions, and AI-driven initiatives.


⛳️ Requirements

• Over 5 years of experience as a Business Analyst, Senior Business Analyst, Product Analyst, Functional Analyst, or in a similar capacity.

• Proven experience in managing requirements within complex or cross-functional technology environments.

• Familiarity with CRM platforms, with a strong preference for Microsoft Dynamics 365.

• Knowledge of CRM processes, workflows, business rules, customer journeys, integrations, forms, fields, security, and reporting.

• Experience in gathering requirements for Power BI, BI dashboards, reports, KPIs, analytics, and self-service BI.

• Understanding of data sources, data flows, data mapping, data quality, data lineage, integrations, relational data concepts, and analytical outputs.

• Proficient in writing user stories, acceptance criteria, functional specifications, process flows, use cases, business rules, and UAT scenarios.

• Experience working within Agile/Scrum environments.

• Strong skills in stakeholder management, communication, documentation, analytical thinking, and problem-solving.

• Bilingual proficiency in English and Spanish; English proficiency B2 or higher is preferred.


🏝️ Benefits

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