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  • LocationRemote
  • SalaryCompetitive salary
  • Job TypePermanent
  • ReferenceANK001
  • Date posted16-Mar-23

Vertex Solutions has been providing excellent service to our clients in Enterprise Software, FinTech, Insurance, Mobile, R&D, Finance, and IT since 1997. We work for some of the most innovative names in their respective markets.

We operate as partners from a position of trust, developed through our delivery of essential talent time and time again. We have helped to build talented teams of scientific staff and engineers (in Software, Hardware, IT, and Network Support disciplines) from graduate through to board level, allowing our clients to create value and develop their brands.

We have enjoyed continued growth and success during the pandemic and as a result, developed a working methodology that has enabled our team to achieve significant results as well as be fully engaged with the business. As a result of such a successful model, you can work in Hybrid remote/office arrangements.

We provide some of the best technology talents in Europe to a mix of global brand names and cool technology start-ups.

Role - Functional Consultant / Business Analyst (CRM)

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

Using technology to transform the world’s leading financial institution, this is a job for the boldest problem solvers in the tech industry.

About the Project - We are looking for an experienced business analyst, combined with strong functional knowledge of Dynamics CRM. You will be working with stakeholders across the organization, 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

Qualifications / Requirements:

  • 5 years + of experience in similar roles, working with Dynamics CME/CRM
  • Strong preference for finance sector experience
  • Proven experience in translating end-user requirements into software capabilities
  • Strong analytical skills
  • Self-motivated and organized. Ability to prioritize 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 in building POCs/presales.
  • Experience with Qlik Sense/Power BI or other BI technologies useful
  • Experience with Power Apps/Power Automate
  • Agile delivery experience
  • Experience working with sensitive data and complex access/security models
  • Experience in working with integrations across multiple platforms

Employment Type – B2B

The way we work

  • Stable, long-term projects
  • Full-time employment B2B
  • Flexible working hours & home office
  • Tech communities and cultural communities
  • Mentoring programs


  • Private medical care and life insurance
  • Access to Multisport card

Other benefits

  • Highly skilled tech team who is always ready to help, collaborate and share knowledge
  • Clear career engineering path and the possibility to rotate between projects and teams (for a longer time)

Have we sparked your interest?

Get in touch! We are looking forward to speaking to you


Reach out to me at or apply for this job to know more.

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Customer Reviews

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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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