D365 Business Analyst, CE jobs in United States
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Learning Resources · 1 week ago

D365 Business Analyst, CE

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

EducationManufacturing

Responsibilities

Implement Structured Line Review & Promo Planning
Provide continuous support and deliver enhancements for CE Marketing, Service, and Sales by maintaining campaign workflows, segmentation tools, dashboards, SLA compliance, case routing, knowledge articles, field mapping, Sales Accelerator, Power Automate, SharePoint integration, credit process mapping, and Microsoft upgrades. Implement new features and automation to improve efficiency and user experience
CE and F&O Support & Enhancements
Provide continuous support for CE Marketing, Service, and Sales by maintaining campaign workflows, segmentation tools, dashboards, SLA compliance, case routing, knowledge articles, field mapping, Sales Accelerator, Power Automate, SharePoint integration, credit process mapping, and Microsoft upgrades
Centralized Retailer Hub in CE
Within the first 6 months Create a unified retailer view in 6 months with embedded analytics, shared tasks, account attachments, integrated SharePoint, and F&O snapshots for forecasting and margin analysis
Sales Meeting Intelligence & Pipeline Hygiene
Automate meeting recordings, takeaways, and account logging. Use AI for action items and pipeline accuracy to reduce manual entry
Expand Marketing (Customer Insights Journeys)
Within the first 90 days implement Customer insights data within CE for improved segmentation, personalization, and predictive analytics

Qualification

MS Dynamics D365 F&OMS Dynamics 365 CEMS ExcelMS WordTroubleshooting principlesTechnical documentationInterpersonal skillsPresentational 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 D365 F&O - Sales and Marketing Module, MS Dynamics 365 Customer Engagement Sales, Marketing and Service, MS Excel, and 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

Benefits

Profit sharing bonus potential
401k matching
A variety of other benefits

Company

Learning Resources

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Learning Resources® is a leading global manufacturer of award-winning teaching aids.

Funding

Current Stage
Growth Stage

Leadership Team

E
Ed Stassen
Chief Financial Officer
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Dennis Blackmore
Director Emeritus: Product & Licensing
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Company data provided by crunchbase