Ms Dynamics Business Analyst (she/he/they)

Capco Poland

Warsaw, Poland
On-site
Microsoft dynamics 365 experience
Private banking domain knowledge
Wealth management crm workflows
The role focuses on embedding Microsoft Dynamics CRM into Relationship Manager workflows to drive client engagement and sales pipeline visibility

Job Summary

  • The role focuses on embedding Microsoft Dynamics CRM into Relationship Manager workflows to drive client engagement and sales pipeline visibility.
  • Candidates must apply strong wealth domain knowledge to shape CRM use cases across the entire client lifecycle from prospecting to servicing.
  • The position involves collaborating with Technology, Data, and AI teams to integrate CRM solutions into a wider platform ecosystem.

Matching Summary

The role focuses on embedding Microsoft Dynamics CRM into Relationship Manager workflows to drive client engagement and sales pipeline visibility.

Skills & Requirements

Must-have

  • Microsoft Dynamics 365 experience
  • Private Banking domain knowledge
  • Wealth Management CRM workflows
  • Requirements gathering and analysis
  • User story creation for CRM

Nice-to-have

  • Appway vendor product knowledge
  • AI-driven insights implementation
  • Change management expertise
  • Agile and entrepreneurial culture fit
  • Global stakeholder engagement skills

Key Requirements

  • Experience in Private Banking or Wealth Management
  • Proven track record with MS Dynamics 365 configuration
  • Ability to conduct UAT and define business requirements

Work Rights

Not specified

Tailored Resume

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