Technical Business Analyst - CRM


Our client is moving their CRM to Dynamics 365 CRM and looking for TWO technical BA that has been there and done that.

Our client, a significant financial markets entity in New Zealand, is looking for two Technical Business Analysts to work closely with the business to understand their requirements and improve the effectiveness of their utilisation of Microsoft Dynamics 365 CRM. This is with the goal of building the right foundation for an eventual move to the cloud. You will play a vital role in helping them scope out the processes and CRM requirements and identify roadblocks/opportunities prior to the move to Cloud.

Ideally, you have done something similar in a complex organisation in the financial or compliance space taking into account all the private information the CRM will have access to. This is a 6 months contract initially, they plan to move to the cloud in 1-2 years time.

Your responsibilities
  • Get the foundation right - requirements gathering, process and data flow mapping, risk identification/mitigation plans, etc.
  • Stakeholder identification, building internal relationships and understand their pain points.
  • Give recommendations on process improvement and migration efficiency.
Your skills/experience
  • Previous on-prem CRM migration to Cloud experience, ideally to Dynamics 365 or other enterprise CRM platform (Salesforce, SAP, etc).
  • You should be a seasoned contract Senior BA, preferably in an enterprise organisation with a good understanding of the privacy and security that surrounds these data. 
  • Strong communicator, able to translate technical requirements to functional documents and vice versa.
  • Managing stakeholders and expectations, keeping communication channels open ensuring everyone is on the same page.
If you have the experiences we're looking for, please submit your application with your latest CV. 

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Due to covid restrictions, we are only accepting applications from those already residing in New Zealand, or returning Citizens/Permanent Residents.