CRM Business and Technical Analyst at Milton CAT

Are you looking for these things?

• A reputable, stable and successful company that FEELS like a start up (new initiatives, open-minded curiosity, entrepreneurial high-impact spirit)
• A manager that supports intellectual curiosity and encourages you to really learn the business, not just the tech
• A manager that will NOT micromanage and values initiative, ideas and a certain degree of self-sufficiency and ownership
• Pay in the $90-110,000/year range, with great benefit choices
• A hybrid work schedule (minimum 50% in office) with an easy commute right off 495 (avoid the Boston commute!)
• The opportunity to make a noticeable impact with visibility to the executive team (who are all supportive of our CRM initiatives!)

If this sounds pretty great, read below for more info:

Milton CAT is looking to add an experienced CRM Analyst to support the Microsoft Dynamics 365 CRM solution and Customer Engagement Platform.   This position analyzes business processes, determines requirements, and identifies opportunities for improvement. It reports to the CRM Manager, and together, you manage all technical and business application processes related to our CRM/CE platform.  With just 2 people supporting the function (with some external vendor support), there’s a great opportunity to positively influence the direction and success of our company.

Who are we?  Milton CAT is a heavy-equipment and power generation company, operating in 6 Northeast states with over 1,600 talented employees.  Our work supports state and federal infrastructure projects, many local businesses in construction, forestry, paving, transportation and marine.  We also provide back-up power to hospitals, supermarkets, banks and data centers as well as offer cutting-edge renewable energy storage solutions. Our work really matters in the community and we are proud of what we do!

• Serve as a Subject Matter Expert (SME) within all aspects of CRM
• Support requirements-gathering and documentation of user stories and acceptance criteria
• Perform CRM application testing of configurations and customizations
• Coordinate internal UAT functional requirements and design
• Create project documentation to include user manuals, training deliverables, business requirements documentation, test scripts and work product validation.
• Accurately translate business requirements into functional documentation.
• Understand business problems and recommend technical solutions offered within the CE platform
• Cross-train and utilize train-the-trainer approach to expand CRM user’s skill, use and adoption of the tool

• Bachelor’s degree in business, Information Technology, or related field.
• 1-2 years+ experience supporting CRM software solution, ideally Dynamics or Salesforce

• Ideal candidates will have previous work as a Business Analyst or Project Manager. 
• The ability to manage a project is key, but we do not require specific PM software experience.

• Experience in data analytics and data validation – Power BI is a plus, not required as long as you are comfortable with data manipulation

• Self-motivated, organized and accountable in a project driven role
• Excellent documentation and communication skills. 
• Proficient use of Microsoft Office products including Excel (most important), Word, Visio, PowerPoint, and Outlook.

• Strong collaborator that is comfortable interacting with team members across broad functional areas
• Ability to work in-office (Milford, MA) at least 50% of the time – this is a hybrid role
• Occasional travel within New England and Upstate New York will be required.