Qualifications

• 4+ years of experience in CRM administration focused on Dynamics 365 Sales and Dataverse.
• Proficient in configuring CRM elements like forms, fields, and dashboards.
• Strong grasp of CRM data structures, ownership, and duplicate management processes.
• Familiar with Power Automate, Power BI, Excel, and Power Platform tools.
• Background in ERP/customer master data, quoting, CPQ, and data integrations.
• Holder of Microsoft Dynamics 365 or Power Platform certifications.

Responsibilities

• Configure and maintain Dynamics 365 Sales including view and field adjustments.
• Ensure CRM data quality by managing duplicates and conducting data hygiene measures.
• Assist users with CRM-related processes such as accounts, leads, and projects.
• Develop training materials and facilitate user training sessions on CRM functionalities.
• Provide ongoing CRM support to users, addressing troubleshooting and usage queries.
• Collaborate with IT and vendors for system enhancements and issue resolution.
• Test configuration changes and vendor outputs for quality before implementation.
• Keep detailed documentation of all CRM processes and configuration updates.
• Identify and suggest improvements to streamline CRM workflows and enhance user experience.

Benefits

• Opportunity to work remotely while being part of a pivotal marketing team.
• Engagement in continuous system improvement initiatives.
• Chance to collaborate closely with sales and IT teams, fostering cross-departmental relationships.
• Access to ongoing training resources and a focus on user adoption in CRM technologies.
• Involvement in both administrative and strategic aspects of CRM management.