At a Glance
- Tasks: Support sales processes and enhance user experience with Microsoft Dynamics 365.
- Company: Join TR Fastenings, a global leader in industrial fastenings.
- Benefits: Competitive salary, career growth, and a collaborative work environment.
- Other info: Dynamic role with opportunities for training and development.
- Why this job: Make a real impact on sales processes and drive commercial excellence.
- Qualifications: Experience in CRM systems and strong analytical skills required.
The predicted salary is between 40000 - 50000 £ per year.
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 Sales Business Analyst plays a dual‐focused role spanning Sales process enablement within Microsoft Dynamics 365 and broader Commercial Excellence support.
Reporting directly to the Commercial Excellence Director, the role supports the delivery of insight‐led, standardised, and scalable commercial processes.
With a dotted‐line responsibility to the Global Sales Process Owner, the role acts as a trusted Sales SME, supporting decision‐making, user adoption, testing, training, and continuous improvement of D365 Sales.
The role ensures that sales processes are not only technically delivered, but understood, adopted, measured, and continuously improved, working closely with Sales users, IT delivery teams, and Business Intelligence.
This role will be mostly based out of our National Distribution Centre in Walsall with requirements to work at other locations.
Responsibilities
- Sales Process & D365 Support
- Support the Global Sales Process Owner in the ongoing development and refinement of global sales processes within D365 Sales, including:
- Lead management
- Opportunity management
- Account and activity management
- Pipeline and forecasting processes
• 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.
- 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 Dev Ops).
- Provide structured feedback and UAT readiness recommendations to the Global Sales Process Owner ahead of release sign‐off.
- 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.
- 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
- 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.
Essential
- 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
- 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)
Contact Details:
TR, part of the Trifast plc group Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Sales Business Analyst in Walsall
✨Get to Grips with Data Visualisation Tools
If you're aiming for a full-time role in business intelligence, brush up on your skills with popular data visualisation tools like Tableau or Power BI. Showcasing projects where you've transformed raw data into clear visual insights can give you a real edge.
✨Join Local Business Intelligence Meetups
Look for local business intelligence meetups or analytics conferences in your area. These events are not just great for learning but also for networking with industry professionals who could lead you to opportunities at companies like TR, part of the Trifast plc group!
✨Engage with Online BI Communities
Join online forums or communities focused on business intelligence—think LinkedIn groups, Reddit threads, or even dedicated Slack channels. Engage actively by sharing your insights and asking questions; this can help you build visibility and connect with potential employers.
✨Leverage Your University’s Career Support
If you're a recent graduate, definitely tap into your university's career services. Many have connections with companies in need of full-time BI specialists, and they can guide you on how to pitch yourself effectively—don't miss out on that!
We think you need these skills to ace Sales Business Analyst in Walsall
Some tips for your application 🫡
Highlight Your Analytical Skills:In the business intelligence field, showcasing your analytical skills is a must. Make sure your CV includes relevant experience with data analysis tools, programming languages like SQL or Python, and any projects where you've interpreted complex data sets to drive business decisions.
Showcase Your Business Acumen:Don't just focus on data; show us how you can apply your insights to real-world business problems. Highlight projects where you made a tangible impact on company performance, and be prepared to explain your thought process in your cover letter.
Tailor Your Documents for Us:When applying for a full-time role at TR, part of the Trifast plc group, tailor your CV and cover letter to reflect our organisational goals and strategies. Mention specific tools and methodologies that align with what we do—this shows you’ve done your homework and are genuinely interested in our mission!
Include Relevant Certifications:Certifications like Google Data Analytics or similar qualifications can really make you stand out in business intelligence. Include these in your application, as they demonstrate your commitment to the field and your willingness to stay current with industry standards.
How to prepare for a job interview at TR, part of the Trifast plc group
✨Show off your analytical skills
In a business intelligence role, you're going to need to demonstrate your analytical prowess. Be prepared to discuss specific tools you've used, like SQL, Tableau, or Power BI. Have real-world examples ready where you’ve turned data into actionable insights – this is what makes us shine in interviews!
✨Practice your technical know-how
Expect some technical questions during the interview that dive deep into your understanding of data modelling and analytics frameworks. Brush up on your knowledge of data warehousing concepts and be ready to tackle any real case scenarios they might present. They’ll want to see how you approach problems using your BI toolkit.
✨Portfolio of Projects
Since it's a full-time role, having a strong portfolio is key! Compile case studies demonstrating your previous projects, preferably showing how your insights led to business improvements. This can help us display how you think through complex datasets and your problem-solving process, which is what employers are keen on seeing.
✨Know their business model
Get familiar with TR, part of the Trifast plc group’s business model and recent data-driven decisions. Be prepared to discuss how your skills can specifically support their objectives or challenges. Understanding their landscape shows that you’re not just a data buff, but you’re also genuinely interested in how BI can impact their bottom line.
