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Learning Resources · 2 days ago

D365 Business Analyst, Sales & CE

Vernon Hills, IL

Full-time

Onsite

Mid Level

$110K/yr - $140K/yr

Learning Resources is a family-owned organization dedicated to creating educational products and toys. They are seeking a self-motivated D365 Business Analyst to drive strategic initiatives and deliver actionable insights for their Sales organization.

EducationManufacturing

Responsibilities

Implement Structured Line Review & Promo Planning Workflows

Within the first 60 days identify manual Excel trackers and Monday boards and implement a plan to replace with CE-based workflows that align with retailer schedules. Incorporate milestone alerts, SKU-level tracking, and visibility for Sales and Custom Solutions teams to enable proactive planning and reduce missed deadlines

Strengthen Day-to-Day CE & F&O Support and Integrations

Provide ongoing support for CE and F&O enhancements, including field mapping, Sales Accelerator implementation, SLA troubleshooting, Power Automate workflows, SharePoint integration, and credit process mapping. Manage integrations with Captella and other add-on apps (e.g., email engagement insights), and ensure smooth collaboration between CE and F&O for sales-related processes

Build a Centralized Retailer Hub in CE

Within the first 6 months create a unified, actionable view for key retailers and segments within CE that enables sales managers to prepare for meetings, access historical data, generate sales plans, and collaborate with support teams. The hub should include embedded analytics (POS and shipment trends), shared task views across Sales and Support, account attachments (contracts, pricing), integrated SharePoint folders, and F&O snapshots for forecasting and margin analysis

Enhance Sales Meeting Intelligence & Pipeline Hygiene

Integrate technology for meeting intelligence and pipeline management. Automate meeting recordings, takeaways, account logging, and leverage AI to surface action items, opportunities, and follow-ups directly within CE. Aim to reduce manual data entry and improve pipeline accuracy

Qualification

MS Dynamics 365 CEMS ExcelTechnical DocumentationPower AutomateSharePoint IntegrationTroubleshooting PrinciplesInterpersonal SkillsPresentation Skills

Required

A college diploma or university degree in the field of computer science, or equivalent experience in information systems is required

In-depth, hands-on knowledge and experience with enterprise and desktop applications, including MS Dynamics 365 Customer Engagement, MS Excel, MS Word

Highly self-motivated and directed

Excellent written, oral, interpersonal, and presentational skills

Able to develop and interpret technical documentation

Flexible to work weekends and extended periods of time as required

Proven experience with troubleshooting principles, methodologies, and issue-resolution techniques

Good understanding of the organization's goals and objectives