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.
Discovery
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.
Create a requirements matrix to document all requirements for client-signoff.
Collaborate with internal Dynamics experts to create a gap analysis to highlight the gaps between our base offering and the client’s requirements.
Collaborate with Project Manager to present solutions for gaps.
Documentation
Create business process specs that start with the end-user experience on the web and extend to the back-office processes in the CRM.
Create user stories, use cases, and test criteria for agreed upon requirements.
Collaborate with Project Manager and Development Manager to evaluate any custom requests.
Provide custom documentation to clients for unique business solutions.
Collaborate with Altai’s Director of Customer Success to improve Altai best practices.
Support Product team by creating new specs and documentation for product enhancements.
Mentoring
Provide mentoring and guidance to newer Business Analysts.
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.
Skills Required:
5+ years of experience working with Associations, Non-Profits, or other member-based organizations.
Solid understanding of AMS / CRM subsystems including Membership, Chapter, Event, Certification, Financial Management (Accounting, Donation), and E-Commerce.
5+ years creating detailed business documentation to support planned AMS / CRM implementations.
5+ years conducting thorough discovery and gap analysis engagements.
Passion for excellence in user experience.
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.
Willingness to learn Microsoft Dynamics CRM.
Previous experience with Microsoft Dynamics CRM is a plus.
Our teams at Altai are supporting some of the most well-respected, influential, non-profit organizations around the globe. As a provider of CRM solutions for associations, we have the ability to impact and support those on the frontlines of medical innovations, transportation safety, standards advancements, and more. We value infectious energy, positivity, and an unwavering commitment to quality. Our teams work remotely from their home offices and enjoy great pay, competitive benefits, and flexible work schedules. Interested in learning more about Altai – please visit us at www.altaisystems.com.
