Sales Business Analyst

Who we are

TR Fastenings (TR) is part of Trifast Overseas Holdings Ltd and is a leading international specialist in the design, engineering, manufacture, and distribution of high-quality industrial fastenings and Category ‘C’ components principally to major global assembly industries. Every colleague around the world is a valued member of the TR family who on a daily basis work together to deliver a high- quality service for all our customers.

The Sales Business Analyst plays a dual‐focused role spanning Sales process enablement within Microsoft Dynamics 365 and broader Commercial Excellence support.

Reporting directly to the Commercial Excellence Director, the role supports the delivery of insight‐led, standardised, and scalable commercial processes. With a dotted‐line responsibility to the Global Sales Process Owner, the role acts as a trusted Sales SME, supporting decision‐making, user adoption, testing, training, and continuous improvement of D365 Sales.

The role ensures that sales processes are not only technically delivered, but understood, adopted, measured, and continuously improved, working closely with Sales users, IT delivery teams, and Business Intelligence. This role will be mostly based out of our National Distribution Centre in Walsall with requirements to work at other locations.

Responsibilities

Sales Process & D365 Support

• Support the Global Sales Process Owner in the ongoing development and refinement of global sales processes within D365 Sales, including:
• Lead management
• Opportunity management
• Account and activity management
• Pipeline and forecasting processes
• Translate agreed process decisions into:
• Functional requirements
• User stories
• Acceptance criteria
• Act as a Sales Subject Matter Expert , providing practical insight into how processes operate in real sales environments and highlighting adoption or usability risks.
• Review D365 Sales configurations and functional designs to ensure alignment with agreed global standards and sales operating models.

Testing & User Acceptance (UAT)

• Create and maintain testing scenarios, scripts, and UAT criteria that reflect real‐world sales user cases to assist in the expansion of our D365 implementation programme.
• Coordinate and support UAT activities with sales users across regions or business units.
• Capture, log, and support resolution of defects, data issues, and usability concerns within ADO (Azure DevOps).
• Provide structured feedback and UAT readiness recommendations to the Global Sales Process Owner ahead of release sign‐off.

Training, Enablement & Documentation

• Contribute to the creation, delivery, and ongoing maintenance of:
• Sales process documentation
• D365 user guides
• Training materials and learning assets
• Release notes and change communications in conjunction with IT
• Lead training sessions and sales enablement activities, ensuring materials are:
• Practical
• Role‐relevant
• Aligned to how sales teams should work
• Act as a link between system design and frontline sales understanding.

Hypercare & User Feedback

• Act as the first point of contact for sales users during hypercare phases following D365 releases or rollouts.
• Triage user issues through ADO (Azure Devops), questions, and enhancement requests, ensuring clear communication and timely resolution.
• Capture direct user feedback on:
• Process effectiveness
• System usability
• Adoption barriers
• Consolidate insights and improvement opportunities and feed them back to the Global Sales Process Owner in a structured, actionable way.

Commercial Excellence & Insight Support

• Support wider Commercial Excellence initiatives , including:
• Process effectiveness measurement
• CRM adoption and usage analysis
• Work closely with the Head of Business Intelligence to:
• Support in the defining of sales reporting and KPI requirements
• Align sales process design with analytical and reporting needs

Global Sales Process Definition, Standardisation & Optimisation

• Support the definition, documentation, and ongoing refinement of global, standardised sales processes , ensuring consistency across regions while allowing for agreed local variations where required.
• Contribute to the creation and maintenance of global sales process definitions , including:
• Clear stage definitions and entry/exit criteria
• Standard activities, data capture requirements, and governance controls
• Alignment between process steps, CRM data, and reporting outputs
• Work with regional sales teams to understand local practices, assess alignment to global standards, and identify opportunities to simplify, harmonise, or optimise processes.
• Act as a conduit between global process design and frontline execution , ensuring that standards are:
• Practical for sales users
• Clearly understood
• Embedded into D365 workflows, training, and documentation
• Support continuous process optimisation by:
• Analysing user feedback, adoption data, and performance metrics
• Identifying recurring issues, inefficiencies, or inconsistencies
• Proposing evidence‐based system improvement opportunities to the Global Sales Process Owner
• Ensure that global sales process standards are reflected consistently across:
• D365 configurations (where possible (taking into account business models and local legal/legislative requirements))
• Training materials and user guides
• UAT scenarios and acceptance criteria
• Sales reporting and KPI definitions
• Help reinforce a “single way of working” mindset by supporting change management, communications, and enablement activities aligned to global sales process standards.

Essential

• Experience as a Business Analyst or Sales Systems Analyst in a CRM‐centric sales environment .
• Strong functional understanding of Dynamics 365 ERP F&O
• Hands‐on experience supporting Dynamics 365 ERP F&O implementations or enhancements.
• Proven involvement in UAT, training, and hypercare activities.
• Experience of manufacturing/distribution Sales Processes
• Excellent Stakeholder management skills
• Strong business analysis capability (process mapping, requirements, user stories, UAT).
• Solid understanding of B2B sales processes and sales user workflows.
• Bachelor’s degree in one of the following fields (or equivalent experience):
• Business Administration
• Supply Chain Management
• Information Systems
• Industrial Engineering
• Computer Science

Desirable

• Experience working in global or multi‐region sales organisations is highly desirable.
• User Acceptance testing or Business Verification testing
• Strong functional understanding of Microsoft Dynamics 365 Sales.
• Experience working with:
• Power BI (requirements definition and validation)
• Power Platform (desirable)
• CRM‐to‐ERP integrations (desirable)