CRM Functional Analyst
About the job
- Six or more years of detailed functional knowledge of Microsoft Dynamics CRM; certification and participation in a CRM user group are preferred.
- A Bachelor of Arts or Bachelor of Science degree in business or a related field.
- Two or more years of experience as a Business Analyst, with at least 75% of that time devoted to Microsoft Dynamics CRM implementation projects.
- Demonstrated understanding of business and technical process interrelationships.
- Strong functional knowledge of technologies driving enterprise software transformation.
- Ability to develop mutually agreed-upon solutions through collaborative cross-functional work.
- Ability to communicate technical information to a non-technical audience and business information to a technical audience.
- Experience developing business requirements to support CRM customization and improve operational process workflows.
- Demonstrated experience conducting effective requirements reviews to improve the quality of requirements deliverables.
- Ability to work independently and as part of a cross-functional team.
- Understanding of program and project management processes, including stakeholder management.
- Demonstrated understanding of trends and drivers impacting CRM adoption.
- Familiarity with third-party plug-ins for CRM.
- Clear and decisive decision-making and issue prioritization.
- Partner with internal customer groups to deliver CRM solutions addressing evolving operational business processes.
- Analyze gaps in current CRM usage, gather business requirements, and deliver proposed solutions.
- Leverage technical skills and collaborate with Information Services teams on configuration, implementation, and testing.
- Develop and maintain detailed functional knowledge of Microsoft Dynamics CRM.
- Develop and maintain detailed knowledge of internal customer business processes.
- Align customer business requirements with Microsoft Dynamics CRM capabilities to derive configuration and customization strategies.
- Facilitate requirements-gathering sessions with end users to elicit high-level business requirements.
- Translate customer business needs into detailed business requirements.
- Collaborate with Information Technology to transition customer business requirements into technical specifications.
- Evaluate the current CRM operational structure with end users and provide alternatives that increase efficiency.
- Perform gap analysis on the current CRM implementation and formulate solutions to close identified gaps.
- Develop, revise, and maintain process flow maps for current CRM workflows and proposed solutions.
- Collaborate with Information Services teams, including Development, Production Support, and Quality Assurance, and execute applicable tasks to support shared CRM initiatives.
- Participate in cross-functional project teams working on key CRM initiatives, such as software upgrades.
- Partner with the CRM data integrity team to develop and evolve standardized end-user best practices that ensure data uniformity.
- Conduct end-user training and prepare applicable reference materials.
- Build relationships with internal customers.
- Lead, plan, and support the ongoing implementation of CRM as an enterprise-wide repository for customer contact information.
- Identify and evaluate opportunities for CRM tool usage in areas currently absent from CRM to support strategic initiatives for external customer groups.
- Present and articulate CRM solutions to executive management and other stakeholders.
- Certification in Microsoft Dynamics CRM.
- Participation in a CRM user group.
- Familiarity with third-party CRM plug-ins.
About the company
What Sensiple does: Sensiple provides IT products, services, and consulting to enterprises for digital transformation, customer experience, cloud services, and capital markets. How its products work: It uses a B2B and SaaS model to offer cloud modernization, contact center services, CX management, managed IT services, and staff augmentation, with products like tryvium (Microsoft Teams apps), PhiFIX for fintech, and CX/automation platforms such as SenCXConnect and InteliSense that leverage AI, automation, cloud, and data analytics to run secure, scalable systems. How it differs from competitors: It emphasizes regulatory technology and industry-specific solutions for BFSI, healthcare, retail, and telecom, supported by a global delivery footprint and growth achieved organically without external funding. Goal: Its aim is to help enterprises modernize IT, improve customer and employee experiences, and navigate digital transformation with reliable, scalable technology.
Company Size
501-1,000
Company Stage
N/A
Total Funding
N/A
Headquarters
Carteret, New Jersey
Founded
1999
Get referred to Sensiple
See people who can refer or advise you
Simplify's Take
What believers are saying
- Microsoft featured Sensiple as a transactable marketplace partner on March 30, 2026.
- Sensiple launched SenCXConnect on AWS Marketplace in February 2026, broadening procurement access.
- Sensiple’s August 2026 Tryvium update added GCP support, expanding multi-cloud enterprise appeal.
What critics are saying
- A Sensiple vice president left for TELUS Digital in March 2026, signaling leadership churn.
- Microsoft Marketplace pricing and prioritization determine tryvium’s reach; a channel shift would hit revenue fast.
- Sensiple remains small-employee-count private services revenue, making one lost enterprise account existential.
What makes Sensiple unique
- tryvium is Teams-native, AI-powered CCaaS, certified for Microsoft Teams on March 27, 2026.
- PhiFIX spans FIX, FAST, ITCH, OUCH, and EMAPI for capital markets workflows.
- Sensiple sells across Azure, AWS, and GCP, reducing single-cloud delivery constraints.
Help us improve and share your feedback! Did you find this helpful?
Benefits
Health Insurance
Paid Vacation
Remote Work Options
Flexible Work Hours
49