*Business Systems Analyst*
Position Details:
*Department: *Information Technology
*Reports to: *Director of Information Technology
*Location: *On-site at our Tulsa, Oklahoma headquarters, with occasional travel to company facilities (up to about 10%)
*Schedule: *Full-time
*Growth path: *Room to grow in scope and leadership as our systems and team grow.
*Works with: *Department leads in Accounting, Procurement, Sales, and Customer Service; the Senior Manager, Corporate Business Systems; the Data & Analytics Lead; and our ERP and Microsoft implementation partners
*Summary:*
The Business Systems Analyst leads business systems and process improvement for Accounting, Procurement, Sales, and Customer Service (inside sales and sales support). Working directly with department leads, this role maps how work gets done, measures where it can improve, and designs the change: standard ERP functionality first, then Microsoft 365, AI or other tools where the standard falls short. The role owns the adoption measures for these departments, so its impact shows in the numbers.
The role manages configuration for Microsoft Dynamics 365 CRM and is the functional analyst for finance, procurement, and order management within our ERP.
Our IT team is small by design. A managed service provider handles computers and printers, and specialist partners build for our ERP and Dynamics 365. Internal IT owns the process design, the specification, and the acceptance.
Responsibilities:
*Process analysis and improvement*
· Map current-state and future-state processes with department leads, and measure the friction in time, errors, rework, and handoffs before and after each change.
· Own the end-to-end design of procure-to-pay and order-to-cash, coordinating with the Senior Manager, Corporate Business Systems, who owns the warehouse steps within them.
· Identify work done outside the ERP, such as spreadsheets, email, and side lists, and recommend whether it belongs in IFS, in a lighter tool, or deliberately outside our systems.
· Maintain each department’s adoption score and opportunity register. Department leads set the commitments and own the score; this role measures it from system data, records every opportunity with its source, value, and the lead’s adopt, defer, or accept decision, and reviews both with each lead quarterly.
· Bring the Data & Analytics Lead into every new or changed process design to define reporting and data requirements before the design is finalized.
· Partner with the Data & Analytics Lead on “automate an action” challenges that find steps to remove or automate.
*Solution design*
· Recommend solutions with standard IFS or Dynamics 365 functionality as the default.
· Prepare a written case for any customization, extension, or third-party tool, covering cost, upgrade impact, and who supports it over time.
· When a department lead chooses a solution this role advised against, document the tradeoff and deliver the lead’s choice, with sign-off from the Director of Information Technology in the areas named under Decision Rights.
*IFS ERP*
· Serve as functional analyst for finance, procurement, and order management in our next major upgrade, from design workshops through data validation, testing, training-needs identification with the partner, and cutover readiness.
· Configure within IFS’s supported tailoring tools, including custom fields, workflows, page and lobby (dashboard) changes, and event actions, testing first under change control.
· Regression-test configurations with each IFS Cloud release and service update.
· Write specifications for the IFS partner for anything that requires code, custom projections (security), or integrations, then accept or reject the work against those specifications.
· Design role-based access for assigned departments and maintain access templates by job role, so new employees have the right access on their first day.
*Microsoft Dynamics 365 CRM*
· Manage the CRM system: users and security roles, Dataverse tables and fields, forms, views, business process flows, and Power Automate flows.
· Maintain the enhancement backlog against priorities set by the system owners, the Chief Commercial Officer and the Customer Service Manager, and write specifications for the Dynamics partner.
· Create the specification for the integration between Dynamics 365 and IFS, which remains the system of record, and monitor it with both partners.
· Establish CRM adoption and usage metrics with the system owners, report them regularly, and flag where results point to a training or communication need.
· Other duties as assigned.
Decision Rights:
· Department leads decide what gets adopted: adopt, defer, or accept.
· This role recommends the solution and decides how the systems deliver it. Where a lead chooses a different solution, this role records the tradeoff and delivers the lead’s choice, and the lead owns the result. If that choice touches financial controls, inventory planning, system access, or data and integrations shared with other departments, the Director of Information Technology signs off first.
· Changes that touch another department’s steps require that department lead’s sign-off.
· Where a design must meet a regulatory or industry standard, the person accountable for that standard signs off that it’s met.
· Anything that adds spend or a new tool requires approval from the Director of Information Technology.
· The Director of Information Technology breaks ties with the Senior Manager, Corporate Business Systems, on shared processes and sets priority when IFS and Dynamics 365 work compete.
What Success Looks Like:
*First 90 days*
· A specification template and change control in use for IFS and Dynamics 365.
· Complete the Dynamics 365 implementation with the partner.
· CRM adoption metrics agreed with the system owners, with a starting baseline.
· One focus process mapped in each assigned department, with its friction measured before the upgrade changes it.
· An SME confirmed in each assigned department, with escalations coming to this role.
*First year*
· An adoption score and opportunity register live for each assigned department, reviewed quarterly with each lead.
· Training needs identified with the partner and a training plan in place before go-live.
· IFS Cloud design for finance, procurement, and order management signed off and tested on the project schedule.
· Dynamics 365 stable, with every customization backed by a written case.
· At least one measured friction improvement in each assigned department.
*Ongoing measures*
· On-time delivery against the dates committed when requests are accepted.
· The friction measure on each department’s focus process.
· Adoption misses traced to design fixed by the next quarterly review.
*Not Part of This Role:*
· Individual sales pipeline coaching, which stays with sales leadership.
· Operations processes (production, inventory, warehouse, receiving, and shipping), owned by the Senior Manager, Corporate Business Systems, except as backup.
· Enterprise reporting and semantic models, owned by the Data & Analytics Lead. This role defines the reporting requirements.
· Custom code, which implementation partners build against this role’s specifications.
*Requirements/Qualifications:*
· Bachelor’s degree or a minimum of four years of equivalent relevant experience required.
· Four or more years of experience in business systems analysis, ERP or CRM functional roles, or similar work preferred.
· Experience with ERP processes in a product-based business, such as manufacturing, distribution, or supply chain, required.
· Experience mapping business processes, gathering requirements, and writing clear specifications required.
· Experience training business users required.
· Ability to work on-site at the Tulsa, Oklahoma headquarters and travel occasionally to company facilities, up to approximately 10%, required.
· Functional ERP experience in at least two of the following areas preferred: finance and accounting, procurement, and order management.
· CRM administration experience preferred. Microsoft Dynamics 365 is preferred; Salesforce or HubSpot experience will be considered.
· Experience supporting at least one ERP or CRM implementation or major upgrade through testing and go-live preferred.
· Experience with process mapping methods such as swimlane diagrams or BPMN and specifications with testable acceptance criteria preferred.
· Working knowledge of ETL, integration mapping, basic SQL, Lean or continuous improvement methods, and role-based access concepts preferred.
· Experience with IFS Applications or IFS Cloud, Microsoft Power Platform, Dataverse, Power Automate, Microsoft Copilot, Claude, or other agentic AI workflows preferred.
· Chemical manufacturing or distribution experience preferred.
· Strong communication, facilitation, problem-solving, and training skills, with the ability to work effectively across departments and with external implementation partners.
· Ability to manage competing priorities, work from a plan, document decisions and tradeoffs, and raise risks early.
*Physical Requirements:*
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
· While performing the duties of this job, the employee is regularly required to sit, use a computer and other office equipment, communicate verbally and in writing, and move throughout an office environment. The employee is occasionally required to stand, walk, and visit warehouse or production areas during company-facility visits.
*Work Environment:*
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* This position is primarily office-based at the Tulsa, Oklahoma headquarters.
* Occasional visits to warehouse and production facilities are required.
* While in operational areas, the employee must follow site safety procedures and wear required Personal Protective Equipment.
*Who Thrives Here:*
· You’d rather fix the process than add a tool, and you can demonstrate the numbers that indicate the fix worked.
· You ask questions, listen well and aren’t afraid to admit mistakes.
· You’ll challenge a department lead with a better way, and when they choose differently, you record the tradeoff and commit.
· You complete your work from a plan and bring up risks early.
· You leave the people you train more capable, not just informed.
· You learn a new system fast and move with urgency.
Pay: $90,000.00 - $120,000.00 per year
Benefits:
* 401(k)
* 401(k) matching
* Dental insurance
* Employee assistance program
* Flexible spending account
* Health insurance
* Health savings account
* Life insurance
* Paid time off
* Referral program
* Tuition reimbursement
* Vision insurance
| Location | Tulsa, OK |
| Job Type | Full-time |
| Salary | $90,000–$12,000,000 Per Year |
Application Question(s):
* This is a functional business systems role, not a software development position. What interests you about this type of role?
* Briefly describe your experience identifying and improving business processes.
* Briefly list the ERP/CRM systems you’ve worked with and what you did with them.
Ability to Commute:
* Tulsa, OK 74103 (Required)
Work Location: In person
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