MS Dynamics Business Analyst

Capco Poland is a global technology and management consultancy specializing in driving digital transformation across the financial services industry. We are passionate about helping our clients succeed in an ever-changing industry.

We are also:

• Experts in banking and payments, capital markets and wealth and asset management
• Committed to growing our business and hiring the best talent to help us get there
• Focused on maintaining our nimble, agile and entrepreneurial culture

• →Gather and analyse requirements from Private Banking / Wealth Management stakeholders (RMs, advisors, sales teams)
• →Apply strong wealth domain knowledge to shape CRM use cases across the client lifecycle (prospecting → advisory → servicing)
• →Translate business requirements into MS Dynamics (Dynamics 365) functional designs and user stories
• →Design CRM solutions to enhance sales pipeline, client engagement, and revenue growth
• →Embed CRM into day-to-day RM workflows (pipeline management, call reports, client interactions)
• →Configure and optimise Microsoft Dynamics capabilities (Sales, Marketing Hub, Co-Pilot)
• →Leverage MSD best practices to deliver scalable and standardised solutions
• →Collaborate with Technology, Data, and AI teams to integrate CRM into the wider platform ecosystem
• →Appway (Vendor Product) knowledge, and helping the team to conduct the requirement analysis work
• →Facilitate workshops and stakeholder engagement across global Private Banking markets
• →Produce clear documentation including BRDs, process flows, and user journeys aligned to wealth processes
• →Define and execute UAT, ensuring solutions meet business, regulatory, and control requirements
• →Drive global CRM adoption through training, change management, and stakeholder engagement
• →Support rollout of advanced capabilities such as AI-driven insights, call report automation, and smart opportunity management
• →Monitor CRM usage, pipeline quality, and RM productivity metrics
• →Continuously enhance CRM capabilities based on feedback and measurable business outcomes

• Screening call with the Recruiter
• Competencies interview with Capco Hiring Manager
• Client’s interview
• Feedback/Offer

Follow us here    or contact us directly recruiting.poland@capco.com 

#LI-Hybrid