3 of 3 Permanent Dynamics CRM Jobs in Lincolnshire

and technology delivery across our accounting and wealth management group. Working closely with Finance, Client Services, and IT functions , the Business Analyst ensures that technology initiatives — such as CRM, ERP, and client reporting system implementations — are aligned with business strategy, regulatory requirements, and operational efficiency goals. This role focuses on gathering, analysing, and translating business requirements into … Translate complex regulatory and operational needs into functional and technical specifications for developers and vendors. Partner with project managers to define scope, deliverables, and success criteria for accounting, CRM, and client service technology initiatives. Conduct stakeholder interviews and workshops to elicit and validate business requirements across multiple service lines. Support the design of solutions ensuring alignment with … , or portfolio management systems. Strong understanding of financial and regulatory reporting processes (e.g. FCA, AML, client due diligence). Exposure to system implementations such as Microsoft Dynamics, Intapp, or CCH/Business Central. Relevant certification (e.g. BCS Diploma in Business Analysis, IIBA CBAP, Agile BA) preferred. Skills & Competencies Excellent analytical and problem-solving skills, with an More ❯

and technology delivery across our accounting and wealth management group. Working closely with Finance, Client Services, and IT functions , the Business Analyst ensures that technology initiatives — such as CRM, ERP, and client reporting system implementations — are aligned with business strategy, regulatory requirements, and operational efficiency goals. This role focuses on gathering, analysing, and translating business requirements into … Translate complex regulatory and operational needs into functional and technical specifications for developers and vendors. Partner with project managers to define scope, deliverables, and success criteria for accounting, CRM, and client service technology initiatives. Conduct stakeholder interviews and workshops to elicit and validate business requirements across multiple service lines. Support the design of solutions ensuring alignment with … , or portfolio management systems. Strong understanding of financial and regulatory reporting processes (e.g. FCA, AML, client due diligence). Exposure to system implementations such as Microsoft Dynamics, Intapp, or CCH/Business Central. Relevant certification (e.g. BCS Diploma in Business Analysis, IIBA CBAP, Agile BA) preferred. Skills & Competencies Excellent analytical and problem-solving skills, with an More ❯

Contract Business Analyst (Dynamics 365 BC) | 6-Month Contract | Strategic ERP Transformation This is a pivotal six-month contract opportunity to join a respected UK manufacturing business with multiple sites. The company is ready to move beyond basic functionality and unlock the full strategic potential of Microsoft Dynamics 365 Business Central. For professionals ready to … lead a comprehensive, end-to-end review of operational processes and design a future model that is more efficient, better connected, and fully aligned with the capabilities of Dynamics 365 Business Central. The day rate for this role is negotiable c.£500 per day, depending on your depth of experience and expertise. The contract can be offered inside … IR35 or via an umbrella arrangement. Dynamics 365 Business Central is already in place, but its current usage is limited to core finance and basic operations. Strategic modules such as MRP, CRM, and advanced inventory and warehouse management have yet to be fully explored or integrated. The primary goal of this contract is to deliver More ❯