Application Analyst

Position Overview:
The Application Analyst - Dynamics CRM will manage and support the companys Dynamics CRM environment, ensuring efficient functionality to meet business needs. This role includes configuring, customizing, and troubleshooting Dynamics CRM, as well as working closely with stakeholders to optimize and enhance CRM solutions. The ideal candidate will have a solid understanding of Dynamics CRM processes, strong analytical skills, and a proactive approach to problem-solving. The candidate must be fluent in both English and Spanish to facilitate cross-regional collaboration and provide support across multiple locations.

Key Responsibilities:

• Application Support and Maintenance:
  • Provide day-to-day support for Dynamics CRM, addressing system issues, troubleshooting errors, and performing maintenance tasks.
  • Ensure high availability and responsiveness of CRM applications, with minimal downtime.
  • Conduct routine system checks and health assessments to maintain optimal performance.
• Configuration and Customization:
  • Configure and customize Dynamics CRM to meet business requirements, including workflows, forms, views, and fields.
  • Collaborate with stakeholders to design and implement CRM features, ensuring the platform meets evolving business needs.
  • Develop and manage custom reports, dashboards, and data visualizations to provide actionable insights for end-users.
• User Training and Support:
  • Assist users with CRM-related queries, providing training and guidance on best practices.
  • Develop training materials and conduct workshops to improve user adoption and productivity with Dynamics CRM.
  • Serve as the primary point of contact for Dynamics CRM inquiries, working closely with end-users to understand and resolve their challenges.
• System Optimization and Process Improvement:
  • Analyze and evaluate CRM processes, identifying areas for improvement to streamline workflows and enhance user experience.
  • Collaborate with IT and business teams to implement enhancements, optimizing the platform for scalability and efficiency.
  • Maintain system documentation, including configurations, customizations, and support processes.
• Data Integrity and Security:
  • Ensure data integrity within the CRM environment, managing data quality and implementing data cleanup initiatives as needed.
  • Administer CRM security roles and permissions, ensuring appropriate access control and compliance with data governance policies.
• Project Support:
  • Participate in CRM-related projects, including upgrades, integrations, and new feature implementations.
  • Assist in gathering business requirements for new CRM projects and translating them into functional specifications.
  • Work with external vendors and consultants as needed to implement CRM enhancements and support initiatives.

Required Skills and Qualifications:

• Bachelors degree in Information Technology, Business, or a related field.
• 3 years of experience with Dynamics CRM or Dynamics 365.
• Strong understanding of CRM processes, configuration, and customization.
• Proficiency with Power Platform tools (e.g., Power Automate, Power BI) is a plus.
• Knowledge of SQL and experience creating reports and dashboards.
• Excellent communication skills with the ability to work cross-functionally with both technical and non-technical teams.
• Fluent in English and Spanish, with excellent communication skills in both languages.
• Strong problem-solving skills and attention to detail.

Preferred Qualifications:

• Certifications in Dynamics CRM or Dynamics 365.
• Experience with integrations between Dynamics CRM and other systems.
• Familiarity with Agile project management methodologies.
• Proficiency in data management, data cleansing, and data migration.