The Opportunity

Ulteig’s Dynamics 365 CRM platform supports business development, client engagement, and operational decision-making across the organization. We are hiring a CRM Business Analyst to help teams define business problems, improve processes, and translate business needs into clear, actionable requirements.

As part of the Sales Operations CRM team, you will connect business stakeholders with the D365 delivery team. You will lead discovery, document current and future processes, question assumptions, and help stakeholders move from ideas or proposed solutions to a shared understanding of the problem, expected outcome, process ownership, and requirements.

What Success Looks Like

You will work closely with the CRM Manager to evaluate requests, develop recommendations, identify risks and dependencies, and support roadmap planning and prioritization.

• Business problems, expected outcomes, process owners, and decision-makers are identified before solution work begins.
• Requirements are clear, complete, and ready for the delivery team.
• Stakeholders understand key decisions, tradeoffs, scope, and unresolved questions.
• Process mapping creates a shared understanding of how work happens today and how it should work in the future.
• Data, reporting, security, integration, and cross-system impacts are identified early.
• Requirements remain traceable through design, testing, release, and post-release evaluation.
• Delivered changes can be evaluated against the original business need and expected outcome.

What You’ll Do

Business Analysis and Stakeholder Engagement

• Partner with teams across Sales, Marketing, Proposals, Project Management, Finance, and Business Systems to define requirements and improve business processes.
• Lead stakeholder interviews, discovery sessions, workshops, and process reviews.
• Define the business problem, desired outcome, scope, process owner, stakeholders, assumptions, constraints, and measures of success.
• Support the creation of current-state and future-state process maps that clarify roles, decisions, handoffs, business rules, and system interactions.
• Identify root causes and separate business needs from requested features or predetermined solutions.
• Challenge unnecessary complexity and recommend practical approaches that support the business outcome.
• Facilitate discussions involving competing priorities, differing perspectives, and cross-functional dependencies.
• Document decisions, open questions, risks, and required follow-up.

Requirements Definition and Delivery Support

• Translate discovery findings into clear business requirements, process definitions, business rules, and documented decisions.
• Partner with CRM technical team members to translate business needs into functional and system requirements and support solution design.
• Confirm requirements with stakeholders and resolve open questions before work moves into delivery.
• Assess requested scope changes and communicate their effect on business outcomes, dependencies, risk, and timing.
• Provide business and process context to support Azure DevOps backlog development, testing, training, adoption, and release activities.
• Support delivery by clarifying requirements, answering business questions, and helping resolve gaps or conflicting interpretations.
• Participate in post-release reviews to gather stakeholder feedback, assess whether the business need was addressed, and identify potential follow-up work.

Roadmap Support and Continuous Improvement

• Evaluate requests based on business value, readiness, risk, dependencies, affected users, and expected outcomes.
• Identify opportunities to simplify processes, reduce manual work, improve data quality, and improve the CRM user experience.
• Evaluate automation, Copilot, agent-based, and other AI use cases based on the business problem, data readiness, expected value, risk, and ongoing support needs.
• Partner with the CRM Manager on cross-system impacts involving Sales, Marketing, Proposals, Project Management, Finance, reporting, and other enterprise applications.
• Surface risks, dependencies, conflicting requirements, and emerging concerns early.
• Contribute to retrospectives and improvements to the CRM team’s discovery and delivery practices.

Role Focus and Boundaries

The CRM Business Analyst leads discovery, process analysis, requirements definition, stakeholder facilitation, and requirements traceability. The role contributes business and process expertise throughout delivery but is not the primary owner of:

• Technical solution architecture, configuration, or development
• Dynamics 365 platform administration
• Azure DevOps backlog administration
• Acceptance criteria, test script development, UAT coordination, or quality assurance execution
• Release planning or deployment
• Training program development or delivery
• Production support or system access administration
• Marketing automation execution
• Business process ownership
• CRM roadmap or prioritization decisions

What We Expect from You

• Five or more years of business analysis experience supporting enterprise business applications, sales processes, marketing processes, or client relationship management.
• At least two years of experience working with Microsoft Dynamics 365, Dataverse, Power Platform applications, or a comparable enterprise CRM platform.
• Experience leading stakeholder interviews, discovery sessions, process reviews, and cross-functional workshops.
• Demonstrated ability to identify root causes and turn ambiguous requests into structured business and functional requirements.
• Experience facilitating decisions among stakeholders with different priorities, goals, or levels of authority.
• Experience creating current-state and future-state process maps.
• Experience using Azure DevOps or a comparable backlog and requirements management tool.
• Strong written and verbal communication skills.
• Ability to work independently and manage multiple priorities in a remote environment.

Preferred Qualifications

• Experience with Dynamics 365 Sales or customized, industry-specific CRM solutions.
• Functional knowledge of Dynamics 365 Sales concepts, including Dataverse tables, relationships, forms, views, business processes, security, and automation capabilities.
• Familiarity with Dynamics 365 Customer Insights Journeys, Power Automate, Power BI, Microsoft 365 Copilot, Sales agent, or Copilot in Dynamics 365 Sales.
• Experience evaluating automation or AI use cases within enterprise business processes.
• Experience in the architecture, engineering, construction, or professional services industries.
• Microsoft certifications related to Dynamics 365 or Power Platform.
• Formal business analysis training or certification.
• Demonstrates openness to innovation by embracing and applying evolving technology and AI tools to enhance workflows, solve problems, and drive continuous improvement.
• Must have authorization to work permanently in the U.S.

As you consider applying for a position at Ulteig, we encourage you to think outside the box – because we do! You might not meet 100% of the skills listed in a description, but we are committed to hiring people with exceptional talent, ability and potential, and then creating an environment where they can become the best versions of themselves. We don’t want to miss out on the possibility of speaking with the next outstanding Ulteig team members, so please apply if you think this role is a great match for your unique skills and strengths. And, yes, relevant military experience is absolutely considered for transitioning service members.

What You Can Expect from Ulteig

Ulteig is a purpose-driven organization that has built a culture focused on people, both our clients and our employees, for over 80 years. Working at Ulteig is more than a job, opening opportunities to make an impact by creating and solving for a sustainable future. We recognize our success relies heavily on the dedication and focus of our workforce; this is why we make investing in our employees a top priority. We prioritize flexibility and staying connected to meeting your needs and help you achieve your goals. We value your unique perspective, respect your individuality, and celebrate your contributions. At Ulteig, we take our success and the success of our clients personally.

We offer our team members:

• Flexible Workplace
• Employee Ownership
• Competitive Pay
• Comprehensive Benefits Package
• Collaborative Environment
• Innovative Culture

Our vision is to be the most trusted partners transforming our world’s critical infrastructure. Ulteig connects people and resources to develop compelling, integrated solutions across multiple Lifeline Sectors®, including Power, Renewables, Transportation and Water. Ulteig is a trusted partner in engineering North America’s essential infrastructure and leverages its expertise with a wide range of public and private clients.

At Ulteig, we care deeply about our team, listening to their needs and ensuring they have the tools necessary to be productive, whether they choose to work remotely, hybrid, or in the office. Regardless of where you work, you are empowered to build a workday that best suits your strengths. We strive to ensure a balance and separation between home and work life. We support a flexible working schedule, so employees are able to focus on what's important to them.

If you would like to be a part of a company that empowers their employees, apply today!

Ulteig is a Drug-Free Workplace

ACHIEVE | GROW | COLLABORATE

Additional Opportunity Details:
Target Base Compensation Range for this role is $97,900- $132,400
* Factors that may be used to determine your actual salary include your job-specific skills, education, training, job location, number of years of experience related to this role and comparison to other employees already in this role.

This position will be posted for a minimum of 3 days and will continue to be posted for an average of 60 days until a qualified applicant is selected or the position has been cancelled.

Notice to Recruiters and Staffing Agencies: To protect the interests of all parties, Ulteig Engineers, Inc., will not accept unsolicited resumes from any source other than directly from a candidate or an approved vendor that has a written and signed agreement in place with Ulteig. Please do not contact or forward resumes to our company employees or locations. Any unsolicited resumes will be considered Ulteig property. Ulteig is not responsible for any charges or fees related to unsolicited resumes.