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Educational Insights · 1 week ago

D365 Business Analyst, CE

Learning Resources, Vernon Hills, IL, US

Full-time

Hybrid

Mid Level

$110K/yr - $140K/yr

Educational Insights is a company dedicated to creating a unique range of educational products and toys. They are seeking a self-motivated D365 Business Analyst – Customer Engagement (CE) to drive strategic initiatives and deliver insights for their Sales and Marketing organization, collaborating with cross-functional teams to implement impactful changes.

Card and Board GamesEducation

Comp. & Benefits

Responsibilities

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

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

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

Automate meeting recordings, takeaways, and account logging. Use AI for action items and pipeline accuracy to reduce manual entry

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 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 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