CRM Business Analyst / Requirements Facilitator
Microsoft Dynamics 365 Sales CRM Implementation

What You’ll Do

• Extract and document requirements directly from sales leadership — including where the underlying process is newly defined and not yet settled — covering prospect management, pipeline stages and exit criteria, account tiering, ownership and hand off rules, and approval workflows.
• Manage a moving baseline. Version, freeze, and change-control requirements as the methodology evolves, so the build has a stable target and changes are handled deliberately rather than through drift.
• Keep adoption central. Shape requirements around a mobile-first, minimal-click experience and real field usage — the goal is a system reps choose to use, not one they have to be told to use.
• Own testable acceptance criteria. Define what ‘done and acceptable’ means for each requirement and align it with UAT, so deliverables can be objectively validated and returned if they miss.
• Review and challenge the vendor.



Validate the implementation vendor’s design and Statement of Work against documented requirements, flag gaps and misalignments, and provide constructive, independent pushback on behalf of Source Atlantic.
• Drive decisions. Move stakeholders who don’t yet share one view toward clear, documented decisions on process sequencing, tier and role structures, and workflows before they become blockers in vendor-led design.
• Maintain traceability. Ensure what is ultimately built maps back to a documented, stakeholder-confirmed need.
• Coordinate on data and integration. Work with the CRM data/integration lead so business requirements (account hierarchies, tiering, role-based access, approval workflows) align with the underlying data and integration design across the source ERPs.

What You Need (Required)

• Proven experience as a Business Analyst or CRM consultant on multiple full-cycle CRM implementations; Microsoft Dynamics 365 Sales strongly preferred.
• Demonstrated ab

📌 CRM Business Analyst (India)
🏢 VSERVE EBUSINESS SOLUTIONS INDIA PRIVATE
📍 India