D365 Business Analyst, Sales & CE

Learning Resources • Full-time • Hybrid in Vernon Hills, Illinois, United States • $110,000 - $140,000 / year • 3w ago

Fast Facts

Join a family-owned educational product company as a D365 Business Analyst specializing in Sales and Customer Engagement. In this pivotal role, you will lead strategic initiatives to enhance sales processes and drive actionable insights within a collaborative environment.

Responsibilities: Key responsibilities include implementing structured workflows, supporting CE and F&O integrations, creating a centralized retailer hub, and enhancing sales meeting intelligence.

Skills: The ideal candidate should have experience with MS Dynamics 365 CE, MS Excel, strong troubleshooting skills, and excellent communication abilities.

Qualifications: Preferred qualifications include a college diploma or degree in computer science or a related field, and proven ability to develop technical documentation.

Location: This position is based in Vernon Hills, IL, with potential for remote work aspects in a hybrid setup.

Compensation: $110000 - $140000 / 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 – Sales and 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 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 Workflows

Within the first 60 days identify manual Excel trackers and Monday boards and implement a plan to replace with CE-based workflows that align with retailer schedules. Incorporate milestone alerts, SKU-level tracking, and visibility for Sales and Custom Solutions teams to enable proactive planning and reduce missed deadlines.

Strengthen Day-to-Day CE & F&O Support and Integrations

Provide ongoing support for CE and F&O enhancements, including field mapping, Sales Accelerator implementation, SLA troubleshooting, Power Automate workflows, SharePoint integration, and credit process mapping. Manage integrations with Captella and other add-on apps (e.g., email engagement insights), and ensure smooth collaboration between CE and F&O for sales-related processes.

Build a Centralized Retailer Hub in CE

Within the first 6 months create a unified, actionable view for key retailers and segments within CE that enables sales managers to prepare for meetings, access historical data, generate sales plans, and collaborate with support teams. The hub should include embedded analytics (POS and shipment trends), shared task views across Sales and Support, account attachments (contracts, pricing), integrated SharePoint folders, and F&O snapshots for forecasting and margin analysis.

Enhance Sales Meeting Intelligence & Pipeline Hygiene

Integrate technology for meeting intelligence and pipeline management. Automate meeting recordings, takeaways, account logging, and leverage AI to surface action items, opportunities, and follow-ups directly within CE. Aim to reduce manual data entry and improve pipeline accuracy.

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 365 Customer Engagement, MS Excel, 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).

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