CRM Analyst at Allan Gray Proprietary Limited

Job description

Description

Microsoft Dynamics CRM is used within the Allan Gray Institutional business and other parts of Allan Gray i.e. Group Finance. There is a role within the Institutional IT team for a CRM Analyst to be responsible for the technical analysis, system configuration, installation and support for Microsoft Dynamics CRM.

The individual will work within in the larger Institutional IT a team which is responsible for all the technical solutions used with the Institutional business, which includes Microsoft Dynamics CRM. He or she will play a pivotal role in supporting, enhancing and administering the CRM platform, enforcing best practice and improving user productivity. They will be required to leverage strong planning and technical skills to achieve this.

The Institutional IT team is currently around 40 members, containing a range of skills including Architects, Business Analysts, Domain Owners, Developers (.NET and SQL), and IT Operations. There is plenty of opportunity to learn about the asset management industry and technology.
Main responsibilities

• Engage with users to resolve their technical support issues and queries.
• Work closely with the business analysts to elicit detailed functional / business requirements from users and sponsors.
• Configure and customise the CRM application, using built-in Microsoft development tools to support business processes as well as resolving CRM plug-in issues.
• Work with reporting and integration developers to understand the designs and validate that the software solution will satisfy the business needs.
• Develop and maintain documentation regarding CRM systems configuration, application workflow and business rules.
• Conduct functional testing of implemented applications and develop regression test plans for enhancements.
• Install CRM application and assist in configuring environments for use in development, testing and production.
• Maintain CRM security models.
• Maintain CRM software to latest version and patch levels ensuring minimal impact to current functionality.
• Perform CRM user training as needed.
• Continuously improve knowledge through reading and self-study.

Qualifications

• 2+ years of experience with working in a business analyst role with Microsoft Dynamics CRM 2013 or 2015
• Ability to build CRM solutions using out-of-the-box functions, form editing and workflows according to best practice.
• A tertiary degree or diploma (ComSci, BBusSci or Bcom with IS/Actuarial, BSc (Eng, Math) or similar.
• An accredited Microsoft CRM qualification is advantageous.
• Financial markets and asset management industry experience is advantageous.
• Understands and uses documentation best practices.
• Understanding of business and technical process interrelationships is essential.
• Experience with the Agile development process.
• Experience with using SharePoint.
• Basic T-SQL skills are an advantage.

Skills/Competencies And Experience

• Strong interpersonal skills; must be a team player.
• Self-starter with ability to handle multiple tasks and priorities.
• Excellent verbal and written communication skills.
• Demonstrated proficiency in technical writing is required.
• Demonstrated project discipline and experience.
• Must be organized, focused, and driven toward established deliverable dates.
• Willingness to take initiative and responsibility.
• Effectively manage and solve complex problems.
• Remain flexible on changing workloads.
• Strong attention to detail and quality.