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  • LocationRemote
  • SalaryCompetitive rates
  • Job TypeContract
  • ReferencePAV001BA
  • Date posted9-Mar-23

Role-Business Analyst/CRM Functional Consultant


Our client is one of the largest Financial Institutions and Financial Services organizations in the world, with operations in 64 countries and territories.


The role requires an experienced business analyst, combined with strong functional knowledge of Dynamics CRM. You will be working with stakeholders across the organisation, working closely with development and test teams to deliver effective solutions to end users.




  • Running requirement gathering workshops
  • Breaking down and documenting requirements for development and test teams
  • Documenting and presenting requirements to business stakeholders
  • Building POCs / Dynamics CE/CRM configuration
  • Issue investigation, troubleshooting and resolution
  • Training users




  • 5 years + experience in similar roles, working with Dynamics CME/CRM
  • Strong preference for finance sector experience
  • Proven experience of translating end user requirements into software capabilities
  • Strong analytical skills
  • Self-motivated and organised. Ability to prioritise carefully, working across multiple workstreams and to multiple deadlines.
  • Excellent communicator both written and verbal. Must be comfortable working with a wide range of stakeholders.
  • Great team player. Must be able to collaborate positively and inclusively within large teams.
  • Enthusiasm for learning new skills and systems.
  • Experience of building POCs/presales.
  • Experience of Qlik Sense/Power BI or other BI technologies useful
  • Experience of Power Apps/Power Automate
  • Agile delivery experience
  • Experience of working with sensitive data and complex access/security models
  • Experience of working with integrations across multiple platforms





  • Private medical care and life insurance.
  • Contact with top IT technologies available in the market, and work in an environment free of micromanagement where everyone has a voice.
  • Work and learn from teams with mature processes and tools to ensure the best-in-class deliverable.
  • Work in a multicultural environment and collaborate and work with the team spread globally :)



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10 out of 10. Danielle has been a pleasure to work with thus far, excellent communication, and very helpful in scheduling time with distributed team members.


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Unfortunately, position I applied has been filled out before my interview with client. However, I would definietely recomend (10) Vertex to others.


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- Felt professionally represented for roles we pursued - Relevant opportunities presented in light of discussions we had and my expectations

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