The Platform Analyst will implement and configure Dynamics-based systems, utilize Microsoft Power Platform for automation and app development, collaborate with users for system testing and requirements analysis, create documentation for implementations, and provide training and mentoring to clients, ensuring accountability for project success.
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Job Responsibilities:
- Implementations
- Install and configure our Dynamics-based system and web portal platform.
- Utilize Microsoft Power Platform for automation, custom app development, and integrations.
- Collaborate with internal and external users to conduct system testing.
- Show initiative and accountability in driving project success.
- Support client upgrades as needed.
- Consulting
- Work with the Sales team to gather detailed knowledge about the client, their requirements, and our proposed solution.
- Conduct independent research to become intimately familiar with the client’s business, beyond what was provided during the sales process.
- Lead the client (or pair with a Functional Consultant who will lead the client) through a thorough requirements analysis process to understand business needs, goals, and objectives.
- Work with clients to develop new best practice business processes that fit our software to minimize customizations.
- Create a requirements matrix to document all requirements for client-signoff.
- Create a gap analysis to highlight the gaps between our base offering and the client’s requirements.
- Collaborate with Project Manager and Product Owner to present solutions for gaps.
- Documentation
- Create business process specs, user stories, use cases, and test criteria for agreed upon requirements.
- Collaboration with Product and Development Teams
- Collaborate to ensure the stability and performance of existing product code base.
- Troubleshoot and resolve issues in current system.
- Optimize and refactor code to improve maintainability and performance.
- Training
- Provide training to clients on product set-up and usage.
- Mentoring
- Stay abreast of the latest trends and updates in Dynamics 365 and related technologies.
- Provide mentoring and guidance to newer Consultants.
- Task Tracking
- Maintain accurate time and task tracking records on a weekly basis for reporting and billing purposes.
- Maintain accountability for personal billability goals (36 hours / week).
- Ensure all documented processes and procedures are followed.
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Skills Required:
- 5+ years of experience designing, configuring, and developing business solutions within the Microsoft Dynamics 365 CRM platform; must be able to show a focus on the more technical tasks.
- 5+ years conducting thorough discovery and gap analysis engagements for a variety of client types.
- 5+ years creating detailed documentation to support planned CRM implementations.
- 5+ years of Power Platform/Microsoft Dynamics CRM development experience including Power Apps (Canvas and Model-Driven), Power BI, Power Automate, and Dataverse administration.
- Experience working in both agile and waterfall delivery models.
- Passion for excellence in user experience.
- Demonstrated creative and analytical thinking.
- Excellent oral and written communication skills.
- Ability to manage multiple competing priorities and complex tasks simultaneously.
- Ability to translate highly technical concepts into plain language for non-technical stakeholders.
- Microsoft Dynamics 365 and Power Platform certifications are highly desirable.
- Experience within the association industry is also desirable.
- Altai strongly prefers candidates with experience in an externally facing consulting role.
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Skills Preferred:
- Experience with C# and .NET
- Experience with JavaScript.
Top Skills
C#
JavaScript
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