Microsoft Dynamics CRM Analyst

at  BNY Mellon

Overview
Microsoft Dynamics CRM Analyst
At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.
We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.
We’re seeking a future team member for the role of Microsoft Dynamics CRM Analyst to join our Corporate Trust Operations team. This role is located in Manchester, Hybrid.

EMPLOYER DESCRIPTION:

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world’s financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It’s the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers

IN THIS ROLE, YOU’LL MAKE AN IMPACT IN THE FOLLOWING WAYS:

Execute and deliver the overall strategy for optimizing the use of Microsoft Dynamics within the organization.
Work in conjunction with the CT business leads to align strategic direction.
Configure and manage queues to streamline workflow and ensure efficient task management.
Establish and maintain email addresses within the Dynamics system to facilitate seamless communication.
Offer ongoing support and troubleshooting assistance for Corporate Trust users to users to ensure smooth operation of the system.
Conduct comprehensive training sessions for end-users and stakeholders on Microsoft Dynamics functionalities and best practices.
Ensure the accuracy and integrity of data within the Dynamics system through regular audits and maintenance.
Engage with the wider product team to understand future features and roadmaps, ensuring alignment with organizational needs and strategic goals.
Elicits, challenges, and prioritizes business requirements.
Build detailed reports to provide insights to identify trends, patterns, and opportunities to change client behaviour
Translates into functional design and use case documents.
Develops project scope, objectives, constraints and assumptions.
Serves as point of contact or subject matter expert for the business on specific systems.
Provides technical consultation concerning business implications of application development projects. Supports testing of new or enhanced applications and/or systems and provides guidance to junior team members on case development, requirement traceability analysis, test preparation, script writing, and functional test execution.
Uses broad knowledge of regulatory and legal requirements and BNY corporate policies involving risk and control to support the development of improved business processes through technology. No direct reports, provides guidance to less experienced colleagues. Leads projects and allocates work accordingly.
Contributes to the achievement of related teams objectives.

TO BE SUCCESSFUL IN THIS ROLE, WE’RE SEEKING THE FOLLOWING:

Strong knowledge of Microsoft Dynamics 365, including configuration, customization, and integration with other systems.
Ability to work effectively with IT, other departments, and the wider product team to align system capabilities with business goals and understand future features and roadmaps.
Strong verbal and written communication skills to interact with stakeholders at all levels and convey technical information clearly.
Bachelor’s degree or the equivalent combination of education and experience is required.
5-7 years of total work experience preferred.
Technical experience preferred.
At BNY, our culture speaks for itself. Here’s a few of our awards:
America’s Most Innovative Companies, Fortune, 2024
World’s Most Admired Companies, Fortune 2024
Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
Best Places to Work for Disability Inclusion , Disability: IN – 100% score, 2023-2024
“Most Just Companies”, Just Capital and CNBC, 2024
Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
Bloomberg’s Gender Equality Index (GEI), 2023