Location: California / Virginia Preferred – Open to Fully Remote Candidates
Duration: 25 Weeks, 6 Days (Contract)
We are seeking a Senior Business Analyst with a strong background in CRM systems, data analysis, and business process optimization . The ideal candidate will serve as a liaison between business stakeholders and technical teams—translating requirements into actionable solutions that drive customer engagement, operational efficiency, and data-driven decision-making.
This role requires hands-on experience with Microsoft Dynamics 365 or Salesforce , as well as strong analytical and SQL skills for data validation, reporting, and insights generation.
Key ResponsibilitiesCollaborate with stakeholders to gather and document business requirements, user stories, and acceptance criteria .
Conduct gap analyses, process mapping, and workflow documentation to identify optimization opportunities.
Support CRM platform enhancements —including configuration, workflows, dashboards, and data integration.
Perform data analysis using SQL to extract, validate, and analyze business-critical data.
Partner with cross-functional teams (Product, Development, QA, and Data) to ensure technical solutions align with business objectives.
Prepare BRDs, FRDs, functional specifications, and data dictionaries with a focus on clarity and traceability.
Coordinate and support User Acceptance Testing (UAT) and post-deployment validation activities.
Develop reports and dashboards using Power BI or Tableau to support performance monitoring and insights generation.
Contribute to continuous improvement by assessing current business processes and recommending best practices.
8+ years of professional experience as a Business Analyst , preferably within CRM and data-centric environments.
Proven expertise in Microsoft Dynamics 365 and/or Salesforce CRM (customizations, dashboards, workflows, and integrations).
Strong SQL skills for querying, data validation, and analytical reporting.
Proficiency in requirements elicitation , stakeholder management, and process documentation.
Familiarity with Agile (Scrum/Kanban) and Waterfall methodologies .
Excellent communication and presentation skills, with the ability to translate technical details into business-friendly language.
Strong analytical and problem-solving abilities with attention to detail.
Experience in finance or related domains is highly desirable.
Working knowledge of data visualization tools such as Power BI or Tableau.
Understanding of API integrations , ETL workflows , and data warehousing concepts .
CRM: Microsoft Dynamics 365, Salesforce
Data & Analytics: SQL, Power BI, Excel, SSMS
BA & PM Tools: Jira, Confluence, Azure DevOps, Visio, Lucidchart
Other: APIs, ETL, Data Warehousing
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