CRM & CDP Solution Analyst
Montréal, QC, Canada18h ago
Key details
- Location
- Montréal, QC, Canada
- Work style
- Onsite
- Level
- Senior
- Experience
- 5–8 yrs
- Function
- Operations & Strategy
- Focus area
- other
- Posted
- 18h ago
Skills
adobeagilebusiness analysiscrmcustomer segmentationcustomer servicedata ingestiondata integrationdata mappingdata modelingdata qualitydata structuresfrenchmicrosoft dynamicsrequirements gatheringsalesforcestakeholder managementtechnical documentation
About the role
Don’t miss this opportunity! Submit your application by November 29, 2026 to be considered for this exciting opportunity.
Air Canada Vacations is embarking on a major digital transformation through its Leapfrog program, including the implementation of Microsoft Dynamics 365 CRM and Bloomreach Customer Data Platform (CDP). We are looking for a Technical Business Analyst, CRM & CDP to play a key role in translating business needs into effective technology solutions and supporting the successful implementation of these strategic platforms.
In this role, you will work closely with business stakeholders across Marketing, Customer Service, Call Centre Operations, Sales, and IT, as well as external implementation partners, to gather requirements, define functional solutions, and ensure alignment between business objectives and technology capabilities.
This is primarily a Business Analyst role, with approximately 80% of the responsibilities focused on business analysis, stakeholder engagement, requirements gathering, and functional solution design, and 20% focused on technical analysis, data flows, configurations, and system integrations.
The ideal candidate brings hands-on experience with Microsoft Dynamics 365 CRM, a strong understanding of customer data platforms, and the ability to bridge the gap between business requirements and technical solutions. Previous experience participating in or leading a CDP implementation from the ground up is a significant asset.
WHAT YOU'LL BE DOING
Business Analysis & Stakeholder Engagement
Lead business requirements gathering through stakeholder interviews, workshops, and discovery sessions.
Work closely with business teams to understand operational needs, customer processes, challenges, and opportunities for improvement.
Translate business requirements into functional specifications, user stories, use cases, process flows, and acceptance criteria.
Document current-state and future-state business processes, identifying gaps, dependencies, and opportunities for optimization.
Facilitate discussions between business stakeholders, IT teams, and external System Integrators to ensure a common understanding of requirements and proposed solutions.
Identify opportunities to improve customer relationship management, marketing effectiveness, customer service, and overall customer experience.
CRM & CDP Functional Solution Design
Act as a functional subject matter expert for Microsoft Dynamics 365 CRM and Bloomreach CDP throughout implementation.
Support the functional design and implementation of Dynamics 365 capabilities, including Sales, Customer Service, and Marketing.
Translate business needs into CRM configurations, workflows, business rules, and functional requirements.
Define and document CDP use cases related to customer segmentation, identity resolution, unified customer profiles, audience activation, and personalization.
Support the design of customer journeys, marketing campaigns, and omnichannel customer experiences.
Collaborate with external System Integrators to review and validate functional designs, ensuring solutions align with business objectives and platform best practices.
Evaluate standard platform capabilities versus custom solutions, promoting scalable and sustainable approaches.
Technical Analysis & System Integration
Apply practical knowledge of Microsoft Dynamics 365 to support configuration discussions and functional solution validation.
Understand CRM and CDP data structures, including entities, attributes, relationships, and customer profiles.
Support the analysis of CRM and CDP integrations, including data flows, synchronization requirements, and dependencies.
Participate in discussions relating to data mapping, data quality, identity resolution, deduplication, and data ingestion.
Understand batch and real-time data processing concepts and their impact on business processes.
Review technical documentation and integration specifications to ensure alignment with business requirements.
Collaborate with technical teams to identify and resolve functional and technical challenges.
Testing, Implementation & Deployment
Develop functional test scenarios and test cases based on documented business requirements.
Coordinate and support User Acceptance Testing (UAT) with business stakeholders.
Validate end-to-end business scenarios across Dynamics 365 CRM and Bloomreach CDP.
Participate in defect triage, issue resolution, and prioritization discussions.
Support deployment readiness, go-live activities, and transition to operational support.
Contribute to knowledge transfer, documentation, and post-implementation support readiness.
WHAT YOU BRING TO THE TEAM
Bachelor's degree in Information Systems, Business Administration, Computer Science, Engineering, or a related field. An equivalent combination of education and relevant experience will be considered.
Minimum of 5 years of experience in Business Analysis, Technical Business Analysis, Functional Analysis, or a similar role supporting enterprise technology implementations.
Hands-on experience with Microsoft Dynamics 365 CRM, including involvement in implementations, configurations, enhancements, or business process improvements.
Demonstrated experience gathering and translating business requirements into functional specifications and technology solutions.
Experience collaborating with business stakeholders, IT teams, and external technology vendors.
Strong understanding of CRM processes, customer lifecycle management, and customer relationship management principles.
Familiarity with Customer Data Platforms (CDPs), customer data models, segmentation, and customer journey concepts.
Fluently bilingual in French and English, both spoken and written, with the ability to facilitate discussions, engage stakeholders, and document requirements in both languages.
Technical Skills
Practical experience with Microsoft Dynamics 365 CRM and a good understanding of its functional capabilities, modules, configurations, and workflows.
Understanding of Customer Data Platforms (CDPs), including customer segmentation, identity resolution, unified customer profiles, and audience activation.
Knowledge of CRM and CDP integrations, data mapping, data flows, and system dependencies.
Familiarity with data ingestion concepts, including batch and real-time processing.
Ability to understand and interpret technical documentation, integration specifications, and solution designs.
Experience working in Agile delivery environments is an asset.
STRONG ASSETS
Previous experience implementing a Customer Data Platform (CDP), particularly from the ground up, including requirements gathering, solution design, data integration, configuration, testing, and deployment.
Direct experience with Bloomreach CDP is highly desirable.
Experience with other CDP platforms such as Salesforce Data Cloud, Adobe Real-Time CDP, or Tealium.
Experience integrating CRM and CDP platforms to support unified customer profiles and personalized customer experiences.
Experience in travel, tourism, hospitality, retail, e-commerce, or other customer-centric industries.
Relevant certifications in Microsoft Dynamics 365, Business Analysis (CBAP, CCBA, PMI-PBA), CDP, or Agile methodologies are considered assets.
LEADERSHIP & INTERPERSONAL SKILLS
Excellent communication, facilitation, and stakeholder management skills.
Strong analytical thinking, problem-solving, and attention to detail.
Ability to translate complex business and technical concepts into clear, practical solutions.
Confidence in leading workshops and influencing decisions across business and IT teams.
Collaborative, adaptable, and comfortable working in a dynamic transformation environment.
Strong organizational skills and the ability to manage competing priorities.
A proactive, solution-oriented mindset with a focus on delivering business value.
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