Senior Microsoft Dynamics 365 CRM Business Analyst / Product Owner –  Consultant 

• Employment Type: Contract
• US Citizen or Green card only, we cannot sponsor and NO employers – must be direct with us.
• Duration: 6+ months strong possibility to be extended
• Pay Rate: W2 $70 per hour – C2C/1099 $77 per hour
• Location: NYC, hybrid – 3 days onsite

Position Overview

We are seeking a Senior Microsoft Dynamics 365 CRM Business Analyst / Product Owner to support enterprise CRM transformation initiatives within a highly customized Microsoft Dynamics 365 Customer Service environment. Candidates with deep Salesforce CRM transformation consulting experience will also be considered, provided they have extensive functional CRM implementation experience and can demonstrate skills that readily transfer to a Microsoft Dynamics 365 Customer Service environment.

The ideal candidate will have extensive experience working as a Business Analyst or Product Owner supporting CRM implementations, enhancements, and business process improvements. This role will partner closely with Investment Management Operations users, technology teams, and business stakeholders to gather requirements, define solutions, document processes, and drive successful delivery.

The successful candidate will have strong experience creating Business Requirements Documents (BRDs), Functional Specification Documents (FSDs), process flows using Microsoft Visio, user stories, and functional documentation.

• Partner with business stakeholders, particularly Investment Management Operations teams, to understand business needs, pain points, and process improvement opportunities.
• Serve as the liaison between business users, Product Owners, developers, architects, and project teams.
• Gather, analyze, and document detailed business requirements for Microsoft Dynamics 365 CRM enhancements and transformation initiatives.
• Create Business Requirements Documents (BRDs), Functional Specification Documents (FSDs), process flows, user stories, acceptance criteria, and other functional documentation.
• Develop process diagrams and workflow documentation using Microsoft Visio.
• Analyze current state processes and define future state workflows and CRM solutions.
• Support Dynamics 365 Customer Service enhancements including Case Management, workflow improvements, and operational efficiencies.
• Participate in solution design discussions with technical teams to ensure business requirements are accurately translated into system capabilities.
• Lead requirements workshops, stakeholder meetings, demos, and working sessions.
• Support User Acceptance Testing (UAT), defect management, release validation, and production readiness.
• Assist with user adoption, training, and change management activities.
• Prioritize enhancements and manage business requirements in partnership with Product Owners and technology teams.

Required Qualifications

• 8+ years of experience as a Business Analyst, Product Owner, Functional Consultant, or CRM Business Consultant.
• Strong experience supporting Microsoft Dynamics 365 CRM initiatives in an enterprise environment.
• Experience working with highly customized Dynamics 365 Customer Service solutions.
• Strong understanding of CRM business processes, workflows, and user experiences.
• Proven experience creating:
• Business Requirements Documents (BRDs)
• Functional Specification Documents (FSDs)
• Process flows and diagrams using Microsoft Visio
• User stories and acceptance criteria
• Functional requirements documentation
• Strong business analysis skills including requirements gathering, process mapping, gap analysis, and solution definition.
• Experience partnering with technical development teams throughout the software development lifecycle.
• Experience supporting Agile delivery teams as a Business Analyst or Product Owner.
• Experience with User Acceptance Testing (UAT), release management, and production support.
• Strong communication, presentation, and stakeholder management skills.
• Candidates with extensive Salesforce CRM transformation consulting experience will also be considered if they have led enterprise CRM implementations, business process transformation, and functional consulting engagements with skills that are directly transferable to Microsoft Dynamics 365 Customer Service.

Preferred Qualifications

• Experience with Microsoft Dynamics 365 Customer Service features including:
• Case Management
• Email-to-Case
• System-to-Case workflows
• Model Driven Apps
• Investment Management Operations experience strongly preferred.
• Experience supporting Asset Management, Wealth Management, Capital Markets, or Financial Services organizations.
• Experience with Microsoft Power Platform, Power Apps, Power Automate, or Dataverse.
• Experience with Microsoft Copilot, Generative AI, or AI-driven CRM capabilities.

Preferred Industry Experience

• Investment Management
• Asset Management
• Wealth Management
• Financial Services

Education

Bachelor’s degree in Business, Information Systems, Computer Science, Finance, or a related field, or equivalent professional experience.