The Role
Position Type: Remote
Contract Length: 6+ months
The Senior Business Analyst / Project Manager will play a pivotal role in the end-to-end implementation of Microsoft Dynamics 365 CRM.
This position is responsible for eliciting, analyzing, documenting, and validating business and system requirements while also leading project delivery activities. The individual will manage stakeholder relationships, drive solution design, support testing efforts, and ensure that project goals and timelines are achieved.
The ideal candidate will bring expertise in CRM business processes, enterprise system implementations, and Agile project delivery.
Must be able to demonstrate and uphold the Company Essence Core Values essential for individual and organizational success:
Contract Length: 6+ months
The Senior Business Analyst / Project Manager will play a pivotal role in the end-to-end implementation of Microsoft Dynamics 365 CRM.
This position is responsible for eliciting, analyzing, documenting, and validating business and system requirements while also leading project delivery activities. The individual will manage stakeholder relationships, drive solution design, support testing efforts, and ensure that project goals and timelines are achieved.
The ideal candidate will bring expertise in CRM business processes, enterprise system implementations, and Agile project delivery.
- Bachelor’s Degree in Business, Information Systems, Computer Science, or related field, or equivalent IT experience.
- 6+ years of experience in business analysis and/or project management
- 3 years directly working with Microsoft Dynamics 365 CRM.
- Strong understanding of CRM business processes, including lead management, opportunity tracking, customer segmentation, and case management.
- Experience in Agile methodologies and working within DevOps (Azure DevOps preferred) or similar tools (e.g., JIRA).
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Visio), especially in process documentation and data analysis.
- Experience with data migration, integration, and user training within a CRM context is highly desirable.
- Exceptional communication, stakeholder management, and organizational skills.
- Microsoft Dynamics 365 certifications are a plus.
- Collaborate with stakeholders to define the CRM implementation strategy, ensuring alignment with business objectives and operational needs.
- Lead requirement gathering sessions to elicit business and technical needs, with a focus on Dynamics 365 CRM capabilities (Customer Insights, Sales, Field Services, and Customer Service).
- Translate business requirements into clear, concise user stories, use cases, and functional specifications.
- Drive end-to-end delivery of project tasks, managing timelines, resources, risks, and reporting to leadership.
- Serve as liaison between business users, technical teams, vendors, and Microsoft Dynamics consultants.
- Ensure all CRM-related system documentation, including business process flows, data models, and configuration details, are maintained and up to date.
- Assist in the configuration and customization of Microsoft Dynamics 365 CRM to meet business requirements.
- Manage changes to requirements and scope throughout the project lifecycle using structured change control processes.
- Oversee user acceptance testing (UAT), QA processes, and training to ensure CRM solutions meet business expectations.
- Facilitate sprint planning, reviews, and retrospectives for Agile teams.
- Track and report project status, risks, and issues to stakeholders and leadership.
- Ensure a successful handover to business operations and support teams post-implementation.
- Establish and manage requirement traceability matrix specific to CRM workflows and integrations.
- Support gap analysis between Dynamics 365 capabilities and current state processes.
- Document and validate high-level and detailed requirements, including integrations with other enterprise systems (e.g., ERP, BI tools).
- Create wireframes, mockups, and process diagrams to support CRM design and user experience improvements.
- Ensure clear documentation of data migration needs, integration points, and security/role configuration.
- Review and approve system design documents, test plans, and training materials.
- Support go-live readiness and post-deployment monitoring.
- Consolidate user feedback for continuous improvement of CRM functionalities.
Must be able to demonstrate and uphold the Company Essence Core Values essential for individual and organizational success:
- Innovation – Foster creative problem-solving using cutting-edge CRM features.
- Employees First – Advocate for end-user satisfaction and usability.
- Service Excellence – Deliver high-quality solutions that exceed expectations.
- Collaboration – Partner effectively across business units and technical teams.
- Integrity – Maintain transparency and accountability throughout the project lifecycle.
- Commitment – Dedicated to successful and timely delivery.
- Personal Responsibility – Take ownership of outcomes and continuous improvement.
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The Company
What We Do
LingaTech, Inc., a minority owned business, NMSDC MBE Certified, and is PA Small Diverse Business (SDB) Verified since 2014. We are a member of the Harrisburg Regional Chamber of Commerce & CREDC, and are registered with Hireveterans.com & PurplePlacement.com.
We believe in technology innovation and customer partnership to deliver world class IT consultants, products and services. We provide high end consultants to partner with your organization to maximize your growth and achieve your IT goals. As your technology partner, when your business grows we grow with you.
We offer software services in three major areas – Product development, Custom software development and Project Management. With professionals having more than 15 years of experience in software industry, our clients are assured of products/services that are of great quality.
