Edtech.com's Summary

Learning Resources is hiring a D365 Business Analyst, CE. The role involves driving strategic initiatives and delivering actionable insights for the Sales and Marketing organization by collaborating with cross-functional teams to implement solutions and enhancements that create measurable business value.

Highlights

Implement and enhance CE Marketing, Service, and Sales workflows, dashboards, and integrations including Power Automate and SharePoint.
Create a centralized retailer hub with embedded analytics and integrated forecasting within 6 months.
Automate sales meeting intelligence and pipeline hygiene using AI to reduce manual data entry.
Implement Customer Insights data within CE for improved segmentation and predictive analytics within 90 days.
Requires hands-on experience with MS Dynamics D365 F&O Sales and Marketing Module and Customer Engagement Sales, Marketing, and Service.
Bachelor’s degree in computer science or equivalent information systems experience required.
Strong troubleshooting skills and ability to develop technical documentation.
Excellent communication and interpersonal skills are essential.
Compensation range from $110,000 to $140,000 annually plus profit sharing bonus potential and 401k matching.
Flexible work schedule including weekends and extended periods as needed.

D365 Business Analyst, CE Full Description

D365 Business Analyst, CE

Regular Full-Time

Learning Resources, Vernon Hills, IL, US

8 days ago

Requisition ID: 1900

Apply

Salary Range:

$110,000.00 To $140,000.00 Annually

About our family of companies:

We are on a mission to bring learning to life! At our family of companies, Learning Resources®, Educational Insights, and hand2mind, we create a unique range of toys, educational products and supplemental curriculum trusted by teachers and loved by families alike. Voted among the Chicago Tribune’s Top Workplaces for the last six consecutive years, we are a 350-person strong, family-owned organization dedicated to helping kids succeed in school and develop a love of learning. In addition to high-quality, hands-on products like VersaTiles® and Cuisenaire® Rods, we make award-winning toys, including top sellers such as the Pretend & Play® Cash Register, the Farmer’s Market Color Sorting Set and Toy of the Year winner Botley® the Coding Robot as well as Educational Insights top sellers Kanoodle®, GeoSafari® Jr. series, and Playfoam™. We pride ourselves on being committed to our employee’s personal and professional development, a thriving culture and a diverse, creative atmosphere. Along with our culture and competitive benefits package, we offer a variety of opportunities for training and development. We are looking for professionals who are truly just kids at heart! We hope you’ll come join our award-winning team today!

Team & Position Description:

We are seeking a self-motivated D365 Business Analyst – Customer Engagement (CE) to join our dynamic team. In this role, you will drive strategic initiatives and deliver actionable insights that shape the future of our Sales and Marketing organization. You’ll have the opportunity to work on high-impact projects, collaborating with cross-functional teams to identify challenges, design solutions, and implement changes that create measurable business value. This is more than a job—it’s a chance to make a significant impact while advancing your expertise in a fast-paced, collaborative environment. Join a team that values your contributions and invests in your success.

What we’re looking for (Key Performance Objectives):

Implement Structured Line Review & Promo Planning
1. Provide continuous support and deliver enhancements for CE Marketing, Service, and Sales by maintaining campaign workflows, segmentation tools, dashboards, SLA compliance, case routing, knowledge articles, field mapping, Sales Accelerator, Power Automate, SharePoint integration, credit process mapping, and Microsoft upgrades. Implement new features and automation to improve efficiency and user experience.
CE and F&O Support & Enhancements
1. Provide continuous support for CE Marketing, Service, and Sales by maintaining campaign workflows, segmentation tools, dashboards, SLA compliance, case routing, knowledge articles, field mapping, Sales Accelerator, Power Automate, SharePoint integration, credit process mapping, and Microsoft upgrades.
Centralized Retailer Hub in CE
1. Within the first 6 months Create a unified retailer view in 6 months with embedded analytics, shared tasks, account attachments, integrated SharePoint, and F&O snapshots for forecasting and margin analysis.
Sales Meeting Intelligence & Pipeline Hygiene
1. Automate meeting recordings, takeaways, and account logging. Use AI for action items and pipeline accuracy to reduce manual entry.
Expand Marketing (Customer Insights Journeys)
1. Within the first 90 days implement Customer insights data within CE for improved segmentation, personalization, and predictive analytics.

Requirements/Ideal Attributes:

A college diploma or university degree in the field of computer science, or equivalent experience in information systems is required.
In-depth, hands-on knowledge and experience with enterprise and desktop applications, including MS Dynamics D365 F&O - Sales and Marketing Module, MS Dynamics 365 Customer Engagement Sales, Marketing and Service, MS Excel, and MS Word.
Highly self-motivated and directed.
Excellent written, oral, interpersonal, and presentational skills.
Able to develop and interpret technical documentation.
Flexible to work weekends and extended periods of time as required.
Proven experience with troubleshooting principles, methodologies, and issue-resolution techniques.
Good understanding of the organization’s goals and objectives

We are a drug-free workplace and an EEO employer.

Please note: This role will be filled by our internal recruitment team, so no assistance is needed from any outside staffing agency at this time.

Compensation Range: $110,000 – $140,000 annual salary – Actual compensation may vary due to other factors such as: years of experience, skill set and location. Total compensation includes profit sharing bonus potential, 401k matching, and a variety of other benefits (details can be found here).

Original Job Description

D365 Business Analyst, CE

Regular Full-Time

Learning Resources, Vernon Hills, IL, US

8 days ago

Requisition ID: 1900

Apply

Salary Range:

$110,000.00 To $140,000.00 Annually

About our family of companies:

Team & Position Description:

What we’re looking for (Key Performance Objectives):

Implement Structured Line Review & Promo Planning
1. Provide continuous support and deliver enhancements for CE Marketing, Service, and Sales by maintaining campaign workflows, segmentation tools, dashboards, SLA compliance, case routing, knowledge articles, field mapping, Sales Accelerator, Power Automate, SharePoint integration, credit process mapping, and Microsoft upgrades. Implement new features and automation to improve efficiency and user experience.
CE and F&O Support & Enhancements
1. Provide continuous support for CE Marketing, Service, and Sales by maintaining campaign workflows, segmentation tools, dashboards, SLA compliance, case routing, knowledge articles, field mapping, Sales Accelerator, Power Automate, SharePoint integration, credit process mapping, and Microsoft upgrades.
Centralized Retailer Hub in CE
1. Within the first 6 months Create a unified retailer view in 6 months with embedded analytics, shared tasks, account attachments, integrated SharePoint, and F&O snapshots for forecasting and margin analysis.
Sales Meeting Intelligence & Pipeline Hygiene
1. Automate meeting recordings, takeaways, and account logging. Use AI for action items and pipeline accuracy to reduce manual entry.
Expand Marketing (Customer Insights Journeys)
1. Within the first 90 days implement Customer insights data within CE for improved segmentation, personalization, and predictive analytics.

Requirements/Ideal Attributes:

A college diploma or university degree in the field of computer science, or equivalent experience in information systems is required.
In-depth, hands-on knowledge and experience with enterprise and desktop applications, including MS Dynamics D365 F&O - Sales and Marketing Module, MS Dynamics 365 Customer Engagement Sales, Marketing and Service, MS Excel, and MS Word.
Highly self-motivated and directed.
Excellent written, oral, interpersonal, and presentational skills.
Able to develop and interpret technical documentation.
Flexible to work weekends and extended periods of time as required.
Proven experience with troubleshooting principles, methodologies, and issue-resolution techniques.
Good understanding of the organization’s goals and objectives

We are a drug-free workplace and an EEO employer.

Please note: This role will be filled by our internal recruitment team, so no assistance is needed from any outside staffing agency at this time.

Let me find your next job.

Thanks - you're signed up.

D365 Business Analyst, CE

Edtech.com's Summary

D365 Business Analyst, CE Full Description

Event Operations Coordinator

Admissions & Recruitment Operations Coordinator

Senior Business Analyst

Business Analyst, Emerging Technologies

Assistant Principal of Operations (26-27)