TR, part of the Trifast plc group
Sales Business Analyst
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Who we are
TR Fastenings (TR) is part of Trifast Overseas Holdings Ltd and is a leading international specialist in the design, engineering, manufacture, and distribution of high-quality industrial fastenings and Category ‘C’ components principally to major global assembly industries. Every colleague around the world is a valued member of the TR family who on a daily basis work together to deliver a high-quality service for all our customers.
The Role
The Sales Business Analyst plays a dual-focused role spanning Sales process enablement within Microsoft Dynamics 365 and broader Commercial Excellence support.
Key Responsibilities
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Sales Process & D365 Support
- Support the Global Sales Process Owner in the ongoing development and refinement of global sales processes within D365 Sales.
- Translate agreed process decisions into:
- Functional requirements
- User stories
- Acceptance criteria
- Act as a Sales Subject Matter Expert, providing practical insight into how processes operate in real sales environments and highlighting adoption or usability risks.
- Review D365 Sales configurations and functional designs to ensure alignment with agreed global standards and sales operating models.
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Testing & User Acceptance (UAT)
- Create and maintain testing scenarios, scripts, and UAT criteria that reflect real-world sales user cases to assist in the expansion of our D365 implementation programme.
- Coordinate and support UAT activities with sales users across regions or business units.
- Capture, log, and support resolution of defects, data issues, and usability concerns within ADO (Azure DevOps).
- Provide structured feedback and UAT readiness recommendations to the Global Sales Process Owner ahead of release sign-off.
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Training, Enablement & Documentation
- Contribute to the creation, delivery, and ongoing maintenance of:
- Sales process documentation
- D365 user guides
- Training materials and learning assets
- Release notes and change communications in conjunction with IT
- Lead training sessions and sales enablement activities, ensuring materials are:
- Practical
- Role-relevant
- Aligned to how sales teams should work
- Act as a link between system design and frontline sales understanding.
- Contribute to the creation, delivery, and ongoing maintenance of:
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Hypercare & User Feedback
- Act as the first point of contact for sales users during hypercare phases following D365 releases or rollouts.
- Triage user issues through ADO (Azure Devops), questions, and enhancement requests, ensuring clear communication and timely resolution.
- Capture direct user feedback on:
- Process effectiveness
- System usability
- Adoption barriers
- Consolidate insights and improvement opportunities and feed them back to the Global Sales Process Owner in a structured, actionable way.
-
Commercial Excellence & Insight Support
- Support wider Commercial Excellence initiatives, including:
- Process effectiveness measurement
- CRM adoption and usage analysis
- Work closely with the Head of Business Intelligence to:
- Support in the defining of sales reporting and KPI requirements
- Align sales process design with analytical and reporting needs
- Support wider Commercial Excellence initiatives, including:
-
Global Sales Process Definition, Standardisation & Optimisation
- Support the definition, documentation, and ongoing refinement of global, standardised sales processes, ensuring consistency across regions while allowing for agreed local variations where required.
- Contribute to the creation and maintenance of global sales process definitions, including:
- Clear stage definitions and entry/exit criteria
- Standard activities, data capture requirements, and governance controls
- Alignment between process steps, CRM data, and reporting outputs
- Work with regional sales teams to understand local practices, assess alignment to global standards, and identify opportunities to simplify, harmonise, or optimise processes.
- Act as a conduit between global process design and frontline execution, ensuring that standards are:
- Practical for sales users
- Clearly understood
- Embedded into D365 workflows, training, and documentation
- Support continuous process optimisation by:
- Analysing user feedback, adoption data, and performance metrics
- Identifying recurring issues, inefficiencies, or inconsistencies
- Proposing evidence-based system improvement opportunities to the Global Sales Process Owner
- Ensure that global sales process standards are reflected consistently across:
- D365 configurations (where possible (taking into account business models and local legal/legislative requirements))
- Training materials and user guides
- UAT scenarios and acceptance criteria
- Sales reporting and KPI definitions
- Help reinforce a “single way of working” mindset by supporting change management, communications, and enablement activities aligned to global sales process standards.
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Essential Requirements
- Experience as a Business Analyst or Sales Systems Analyst in a CRM-centric sales environment.
- Strong functional understanding of Dynamics 365 ERP F&O
- Hands-on experience supporting Dynamics 365 ERP F&O implementations or enhancements.
- Proven involvement in UAT, training, and hypercare activities.
- Experience of manufacturing/distribution Sales Processes
- Excellent Stakeholder management skills
- Strong business analysis capability (process mapping, requirements, user stories, UAT).
- Solid understanding of B2B sales processes and sales user workflows.
- Bachelor’s degree in one of the following fields (or equivalent experience):
- Business Administration
- Supply Chain Management
- Information Systems
- Industrial Engineering
- Computer Science
Desirable Requirements
- Experience working in global or multi-region sales organisations is highly desirable.
- User Acceptance testing or Business Verification testing
- Strong functional understanding of Microsoft Dynamics 365 Sales.
- Experience working with:
- Power BI (requirements definition and validation)
- Power Platform (desirable)
- CRM-to-ERP integrations (desirable)
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