The Platform Analyst is responsible for implementing Dynamics systems, conducting requirements analysis, creating documentation, providing client training, and collaborating with teams to ensure product 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
.Net
C#
JavaScript
Microsoft Dynamics 365
Microsoft Power Platform
Power Apps
Power Automate
Power BI
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