Business Analyst (Remote Position) - Newport Beach, CA

The SOFEI Group is seeking an experienced Business Analyst to support enterprise process improvement initiatives in Newport Beach, California. This role will work closely with operational leaders and technology teams to translate business goals into effective solutions using Microsoft Dynamics 365 Customer Engagement and the Power Platform.

Responsibilities:

• Partner with business leaders and technical teams to gather, clarify, and prioritize functional needs for Microsoft Dynamics 365 Customer Engagement initiatives
• Analyze current workflows, identify process gaps, and recommend scalable improvements that increase efficiency across sales, service, and field operations
• Convert business objectives into detailed requirements, user stories, process maps, and supporting documentation for delivery teams
• Collaborate with developers, architects, and project stakeholders to design and refine solutions built on Dynamics 365 and Power Platform tools
• Support implementation efforts by validating configurations, coordinating user acceptance testing, and ensuring solutions align with operational expectations
• Help establish adoption strategies, usage standards, and governance practices that promote consistent and effective platform utilization
• Facilitate communication between technical and non-technical stakeholders to keep projects aligned, informed, and moving forward
• Monitor solution performance after deployment, gather feedback from users, and drive ongoing enhancements based on business value
• Contribute to integration planning for Dynamics 365 with Microsoft applications, Azure services, or external systems when required

Requirements:

• 5+ years of experience in business analysis supporting enterprise applications or business systems
• At least 4 years of practical experience working with Microsoft Dynamics 365 Customer Engagement
• Strong understanding of Dynamics 365 Sales and Customer Service, with Field Service knowledge considered beneficial
• Hands-on experience with Power Platform, including Power Apps and Power Automate
• Proven ability to lead cross-functional initiatives involving business process improvement and solution delivery
• Strong analytical skills with experience in gap analysis, documentation, and requirements development
• Comfortable working in Agile or Scrum environments and communicating effectively with both business and technical audiences
• Exposure to advanced platform capabilities, automation technologies, or AI-enabled process improvements