Senior Business Analyst – CRM Bi & Data

We are looking for a **Senior Business Analyst – CRM, BI & Data** to support initiatives related to **CRM, Business Intelligence, data, analytics, and AI-enabled solutions**. The ideal candidate will connect business and technical teams, translating business needs into clear requirements, user stories, process flows, acceptance criteria, documentation, and UAT scenarios. Strong experience with **CRM platforms, Microsoft Dynamics 365, Power BI, data requirements, Agile/Scrum, stakeholder management, and business validation** is required. ### Responsibilities * Lead discovery sessions, workshops, and interviews with business and technical stakeholders. * Gather, analyze, document, validate, and manage functional and non-functional requirements. * Translate business needs into user stories, acceptance criteria, process flows, business rules, functional specifications, and UAT scenarios. * Manage product backlogs and support sprint planning, backlog refinement, demos, release planning, UAT, and defect triage. * Define CRM requirements for sales, service, case management, customer journeys, workflows, fields, forms, integrations, security, and reporting. * Gather BI and Power BI requirements for dashboards, reports, KPIs, analytics, scorecards, data sources, refresh frequency, security, and acceptance criteria. * Document data requirements, mappings, flows, source systems, integrations, data lineage, validation rules, and data quality needs. * Collaborate with Product Owners, CRM consultants, developers, architects, BI developers, data engineers, business leaders, and technical teams. * Support validation of CRM enhancements, Power BI dashboards, reports, integrations, data solutions, and AI-enabled initiatives. ### Requirements * 5+ years of experience as a Business Analyst, Senior Business Analyst, Product Analyst, Functional Analyst, or similar role. * Experience managing requirements in complex or cross-functional technology environments. * Experience with CRM platforms; **Microsoft Dynamics 365** is strongly preferred. * Experience with CRM processes, workflows, business rules, customer journeys, integrations, forms, fields, security, and reporting. * Experience gathering requirements for **Power BI**, BI dashboards, reports, KPIs, analytics, and self-service BI. * Experience with data sources, data flows, data mapping, data quality, data lineage, integrations, relational data concepts, and analytical outputs. * Experience writing user stories, acceptance criteria, functional specifications, process flows, use cases, business rules, and UAT scenarios. * Experience working in Agile/Scrum environments. * Strong stakeholder management, communication, documentation, analytical thinking, and problem-solving skills. * Bilingual proficiency in **English and Spanish**. English B2 or higher preferred. ### Nice to Have Experience with **Dynamics 365 modules, Power Platform, Power Apps, Power Automate, Dataverse, SQL Server, Azure SQL, data warehouses, data lakes, ETL/ELT, APIs, Azure Data Factory, Microsoft Fabric, Azure Synapse, Databricks, SSIS, data modeling, data governance, AI, machine learning, predictive analytics, generative AI**, or related certifications such as **CBAP, CCBA, PMI-PBA, PSPO, PSM, Power BI Data Analyst, or Dynamics 365 Functional Consultant**. Originally posted on [Himalayas](https://himalayas.app)