MS Dynamics Business Analyst

CapcoPoland, ME

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Overview

Schedule

Full-time

Career level

Senior-level

Remote

Hybrid remote

Benefits

Career Development

Job Description

CAPCO POLAND

Capco Poland is a global technology and management consultancy specializing in driving digital transformation across the financial services industry. We are passionate about helping our clients succeed in an ever-changing industry.

We are also:

Experts in banking and payments, capital markets and wealth and asset management
Committed to growing our business and hiring the best talent to help us get there
Focused on maintaining our nimble, agile and entrepreneurial culture

Role Overview

We are seeking an experienced CRM Dynamics Business Analyst to support the rollout, enhancement, and adoption of Microsoft Dynamics (MSD) within the Private Banking and Wealth Management business.

This role is critical to ensuring CRM is effectively embedded into Relationship Manager (RM) workflows, driving measurable outcomes such as:

Improved client engagement
Increased wallet share
Enhanced sales pipeline visibility
Improved operational efficiency

Key Responsibilities

Gather and analyse requirements from Private Banking / Wealth Management stakeholders (RMs, advisors, sales teams)
Apply strong wealth domain knowledge to shape CRM use cases across the client lifecycle (prospecting → advisory → servicing)
Translate business requirements into MS Dynamics (Dynamics 365) functional designs and user stories
Design CRM solutions to enhance sales pipeline, client engagement, and revenue growth
Embed CRM into day-to-day RM workflows (pipeline management, call reports, client interactions)
Configure and optimise Microsoft Dynamics capabilities (Sales, Marketing Hub, Co-Pilot)
Leverage MSD best practices to deliver scalable and standardised solutions
Collaborate with Technology, Data, and AI teams to integrate CRM into the wider platform ecosystem
Appway (Vendor Product) knowledge, and helping the team to conduct the requirement analysis work
Facilitate workshops and stakeholder engagement across global Private Banking markets
Produce clear documentation including BRDs, process flows, and user journeys aligned to wealth processes
Define and execute UAT, ensuring solutions meet business, regulatory, and control requirements
Drive global CRM adoption through training, change management, and stakeholder engagement
Support rollout of advanced capabilities such as AI-driven insights, call report automation, and smart opportunity management
Monitor CRM usage, pipeline quality, and RM productivity metrics
Continuously enhance CRM capabilities based on feedback and measurable business outcomes

ONLINE RECRUITMENT PROCESS STEPS

Screening call with the Recruiter
Competencies interview with Capco Hiring Manager
Client's interview
Feedback/Offer

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FAQs About MS Dynamics Business Analyst Jobs at Capco

What is the work location for this position at Capco?

This job at Capco is located in Poland, ME, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at Capco?

Employer has not shared pay details for this role.

What employment applies to this position at Capco?

Capco lists this role as a Full-time position.

What experience level is required for this role at Capco?

Capco is looking for a candidate with "Senior-level" experience level.

What benefits are offered by Capco for this role?

Capco offers Career Development for this position. Actual benefits may vary depending on the employer's policies and employment terms.

What is the process to apply for this position at Capco?

You can apply for this role at Capco either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.