Be an Early Applicant
Award winning experts in eCommerce! We have more than ten years of experience with eCommerce solutions.
The Role
Gather and document CRM requirements from sales leadership, manage versioning and change control, define acceptance criteria, and support UAT. Review vendor designs and statements of work, drive stakeholder decisions, maintain requirements traceability, and coordinate data and integration needs across source ERP systems. The role focuses on Microsoft Dynamics 365 Sales implementation, CRM adoption, sales-process configuration, and delivery across distributed teams.
Summary Generated by Built In
CRM Business Analyst / Requirements Facilitator
Microsoft Dynamics 365 Sales CRM Implementation
What You’ll Do
• Extract and document requirements directly from sales leadership — including where the underlying process is newly defined and not yet settled — covering opportunity management, pipeline stages and exit criteria, account tiering, ownership and hand off rules, and approval workflows.
• Manage a moving baseline. Version, freeze, and change-control requirements as the methodology evolves, so the build has a stable target and changes are handled deliberately rather than through drift.
• Keep adoption central. Shape requirements around a mobile-first, minimal-click experience and real field usage — the goal is a system reps choose to use, not one they have to be told to use.
• Own testable acceptance criteria. Define what ‘done and acceptable’ means for each requirement and align it with UAT, so deliverables can be objectively validated and returned if they miss.
• Review and challenge the vendor. Validate the implementation vendor’s design and Statement of Work against documented requirements, flag gaps and misalignments, and provide constructive, independent pushback on behalf of Source Atlantic.
• Drive decisions. Move stakeholders who don’t yet share one view toward clear, documented decisions on process sequencing, tier and role structures, and workflows before they become blockers in vendor-led design.
• Maintain traceability. Ensure what is ultimately built maps back to a documented, stakeholder-confirmed need.
• Coordinate on data and integration. Work with the CRM data/integration lead so business requirements (account hierarchies, tiering, role-based access, approval workflows) align with the underlying data and integration design across the source ERPs.
What You Need (Required)
• Proven experience as a Business Analyst or CRM consultant on multiple full-cycle CRM implementations; Microsoft Dynamics 365 Sales strongly preferred.
• Demonstrated ability to gather and document requirements directly from non-technical business stakeholders, including where requirements are not yet mature or fully defined.
• Strong facilitation and stakeholder-management skills — able to run structured working sessions and drive stakeholders to clear decisions, including with senior, time-pressured leaders.
• Solid grasp of CRM sales-process configuration: opportunity/pipeline management, account hierarchies and tiering, role-based access, and approval workflows.
• Experience working alongside third-party implementation vendors — able to critically review proposals and SOWs and represent the client’s interests independently.
• Excellent written communication — able to produce clear, structured, unambiguous requirements documentation and acceptance criteria.
• Able to work independently, manage changing requirements, and deliver under tight timeframes across distributed, cross-time-zone teams.
Assets (Not Required, but Valued)
• Experience in B2B, distribution, or wholesale sales environments.
• Familiarity with Epicor Prophet 21 and/or Infer CloudSuite Distribution (or comparable distribution ERPs), given the source systems feeding this CRM.
• Track record on CRM adoption turnarounds — rebuilding usage of an underused system.
• Awareness of AI-assisted sales use cases (e.g. Microsoft Copilot) and how to capture them as requirements.
Requirements
Business Analyst,Microsoft Dynamics 365,Business Requirements Gathering,Stakeholder Management & Facilitation
Skills Required
- Proven experience as a Business Analyst or CRM consultant on multiple full-cycle CRM implementations; Microsoft Dynamics 365 Sales strongly preferred.
- Experience gathering and documenting requirements directly from non-technical business stakeholders, including immature or undefined requirements.
- Strong facilitation and stakeholder-management skills, including leading structured working sessions and driving decisions with senior leaders.
- Understanding of CRM sales-process configuration, including opportunity and pipeline management, account hierarchies and tiering, role-based access, and approval workflows.
- Experience working with third-party implementation vendors and reviewing proposals and statements of work.
- Excellent written communication skills for producing clear requirements documentation and acceptance criteria.
- Ability to work independently, manage changing requirements, and deliver under tight timeframes across distributed, cross-time-zone teams.
- Experience in B2B, distribution, or wholesale sales environments.
- Familiarity with Epicor Prophet 21, Infer CloudSuite Distribution, or comparable distribution ERP systems.
- Experience improving adoption of an underused CRM system.
- Awareness of AI-assisted sales use cases, such as Microsoft Copilot, and requirements gathering for them.
Am I A Good Fit?
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.
Success! Refresh the page to see how your skills align with this role.
The Company
What We Do
At Vserve, we are award winning eCommerce specialists! Vserve is one of the leading full-service ecommerce agencies that offers a range of ebusiness solutions, catalog management services, and business intelligence expertise. In short, we specialize in delivering customized ecommerce solutions that make your business work for you so that you can work less!
Gallery
