Business Analyst – CRM | Contractual

E-Solutions IT Services

₱75-90K[Monthly]
On-site - Makati5-10 Yrs ExpDiplomaContract
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Job Description

We are looking for an experienced Business Analyst – CRM to support banking and financial services IT programs, with strong experience in Microsoft Dynamics CRM implementations. The role focuses on requirements gathering, functional documentation, QA/UAT support, and ensuring CRM solutions meet business needs.


Key Responsibilities:

  • Gather, analyze, document, and validate business and functional requirements.
  • Translate requirements into functional specifications, user stories, business rules, and acceptance criteria.
  • Develop process flows, workflows, wireframes, and Requirements Traceability Matrices (RTMs).
  • Work closely with banking stakeholders, Product Owners, SMEs, developers, QA, and delivery teams.
  • Support QA, UAT, defect clarification, and business sign-off.
  • Review manual and automated test coverage and identify gaps, including Playwright-based automation.
  • Manage requirements and documentation using JIRA, Confluence, or equivalent tools.
  • Identify requirements gaps, dependencies, risks, and impacts throughout the project lifecycle.


Qualifications:

  • 6–8 years of Business Analyst experience in banking or financial services IT programs.
  • Strong experience with Microsoft Dynamics CRM implementations.
  • Experience with CRM processes such as customer onboarding, case management, and lending workflows.
  • Strong requirements management, documentation, and traceability experience.
  • Experience with functional specifications, user stories, acceptance criteria, process flows, and UAT.
  • Good understanding of the QA lifecycle and test coverage; familiarity with Playwright is an advantage.
  • Experience using JIRA and Confluence or similar tools.
  • Strong stakeholder management, analytical, and communication skills.
  • Agile/Scrum experience preferred.
  • Banking products, processes, and regulatory knowledge is highly desirable.


Location: Makati City | Onsite

Employment type: Contractual (6 months)

Working schedule: M-F | 9:00AM-5:00PM


Business AnalystCRM Business AnalystMicrosoft Dynamics CRMDynamics 365 CRMFinancial Services
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Jerusha Ramos

Senior RecruiterE-Solutions IT Services

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Working Location

Makati City, Metro Manila, Philippines

Posted on 27 Aug 2026

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