Platform Analyst

* Job Responsibilities:


* Implementations
+ Install and configure our Dynamics-based system and web portal platform.
+ Utilize Microsoft Power Platform for automation, custom app development, and integrations.
+ Collaborate with internal and external users to conduct system testing.
+ Show initiative and accountability in driving project success.
+ Support client upgrades as needed.


* Consulting
+ Work with the Sales team to gather detailed knowledge about the client, their requirements, and our proposed solution.
+ Conduct independent research to become intimately familiar with the client’s business, beyond what was provided during the sales process.
+ Lead the client (or pair with a Functional Consultant who will lead the client) through a thorough requirements analysis process to understand business needs, goals, and objectives.
+ Work with clients to develop new best practice business processes that fit our software to minimize customizations.
+ Create a requirements matrix to document all requirements for client-signoff.
+ Create a gap analysis to highlight the gaps between our base offering and the client’s requirements.
+ Collaborate with Project Manager and Product Owner to present solutions for gaps.


* Documentation
+ Create business process specs, user stories, use cases, and test criteria for agreed upon requirements.


* Collaboration with Product and Development Teams
+ Collaborate to ensure the stability and performance of existing product code base.
+ Troubleshoot and resolve issues in current system.
+ Optimize and refactor code to improve maintainability and performance.


* Training
+ Provide training to clients on product set-up and usage.


* Mentoring
+ Stay abreast of the latest trends and updates in Dynamics 365 and related technologies.
+ Provide mentoring and guidance to newer Consultants.


* Task Tracking
+ Maintain accurate time and task tracking records on a weekly basis for reporting and billing purposes.
+ Maintain accountability for personal billability goals (36 hours / week).


* Ensure all documented processes and procedures are followed.


* Skills Required:


* 5+ years of experience designing, configuring, and developing business solutions within the Microsoft Dynamics 365 CRM platform; must be able to show a focus on the more technical tasks.


* 5+ years conducting thorough discovery and gap analysis engagements for a variety of client types.


* 5+ years creating detailed documentation to support planned CRM implementations.


* 5+ years of Power Platform/Microsoft Dynamics CRM development experience including Power Apps (Canvas and Model-Driven), Power BI, Power Automate, and Dataverse administration.


* Experience working in both agile and wat...