PrePass

D365 Sales Analyst

PrePass

full-time

Posted on:

Location Type: Hybrid

Location: Phoenix • Arizona • United States

Visit company website

Explore more

✨ AI Apply
Apply

About the role

  • - Serve as the subject matter expert for all Dynamics 365 Sales features and functionality.
  • - Configure and implement system enhancements, including automation and workflow optimization, to meet evolving business requirements.
  • - Monitor system performance and recommend strategic enhancements to support scalability and operational efficiency.
  • - Document system configurations, processes, and best practices to support internal knowledge sharing and continuity.
  • - Analyze sales data to prepare forecasts and generate actionable reports that support informed business decision-making.
  • - Partner with Sales leadership to align analytics, dashboards, and reporting with pipeline management and performance objectives.
  • - Lead requirements gathering and fit/gap analysis, translating business needs into functional and technical solutions.
  • - Collaborate with Sales leadership, IT, and cross-functional business teams to optimize workflows, improve data integrity, and enhance user experience.
  • - Deliver engaging system demonstrations and training sessions, providing ongoing support to drive user adoption of Dynamics 365 Sales capabilities.
  • - Facilitate workshops and manage stakeholder expectations across cross-functional teams.
  • - Support post-sales aspects of the Dynamics 365 Customer Engagement project lifecycle, including go-live and ongoing support.
  • - Drive change management and user enablement initiatives to ensure successful adoption of new features, enhancements, and processes.

Requirements

  • - 5+ years of experience with Microsoft Dynamics 365 Sales (CRM) modules.
  • - Experience with Dynamics 365 Customer Engagement, Sales, and Customer Service, with a strong understanding of sales processes, pipeline management, and CRM best practices.
  • - Proven ability to configure Dynamics 365 components, including forms, views, workflows, and dashboards.
  • - Demonstrated experience delivering functional demonstrations, engaging stakeholders, and providing end-user training.
  • - Strong communication and collaboration skills across both technical and non-technical teams.
  • - Ability to anticipate business needs and translate them into effective technical solutions.
  • - Knowledge of security roles and permissions within Dynamics 365.
  • - Exposure to third-party integrations and API connectivity.
  • - Salesforce experience a plus.
  • **Preferred**
  • - Experience with sales analytics tools such as Power BI and Dynamics 365 Insights.
  • - Microsoft Dynamics 365 certifications.
  • - Experience with process mapping, documentation, and development of user guides.
  • - Strong analytical thinking, problem-solving, and change management skills.
Benefits
  • **How We Will Take Care of You**
  • - Robust benefit package that includes medical, dental, and vision that start on date of hire.
  • - Paid Time Off, to include vacation, sick, holidays, and floating holidays.
  • - 401(k) plan with employer match.
  • - Company-funded “lifestyle account” upon date of hire for you to apply toward your physical and mental well-being (i.e., ski passes, retreats, gym memberships).
  • - Tuition Reimbursement Program.
  • - Voluntary benefits, to include but not limited to Legal and Pet Discounts.
  • - Employee Assistance Program (available at no cost to you).
  • - Company-sponsored and funded “Culture Team” that focuses on the Physical, Mental, and Professional well-being of employees.
  • - Community Give-Back initiatives.
  • - Culture that focuses on employee development initiatives.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
Microsoft Dynamics 365 SalesDynamics 365 Customer EngagementCRM modulesconfiguration of Dynamics 365 componentssales analytics toolsPower BIAPI connectivityprocess mappingworkflow optimizationdata analysis
Soft skills
communication skillscollaboration skillsanalytical thinkingproblem-solvingchange managementstakeholder engagementuser enablementtraining deliveryrequirements gatheringfit/gap analysis
Certifications
Microsoft Dynamics 365 certifications