Sales Operations Specialist

About the Role: As part of it’s digital roadmap initiative, Valin has adopted and deployed Dynamics 365 along with a suite of Power Platform applications, as it’s central XRM package for customer, supplier and internal employee relationship management. This package is currently utilized by the sales, customer service, marketing and engineering teams to provide a frictionless customer experience where all stakeholders have ownership in providing timely, accurate and relevant information wherever and whenever needed. D365 provides the tools needed to scale up, pivot, and collaborate digitally as the central communication platform for the organization. This role is mission critical to align both current and future business needs to the current platform functionality, and ensure both midterm and long-term supportability of the environment.

The Ideal Candidate: Great role for someone with a few D365/Power Platform projects under their belt (two or three), either as a administrator, developer, solutions architect, or business analyst. Don’t let the title fool you, this role is ideal for someone who loves puzzles, learning business needs and aligning them to existing functional features. Socially extroverted by day, technical savant by night, this role balances technical know how of Microsoft with existing or emerging business processes of a growing and evolving digital distributor. Hard-core coders need-not-apply, but any familiarity with C#, JavaScript, JSON would be highly considered. Microsoft Dynamics, Power Platform and Power Automate gurus---this is up your alley.

Summary:         

 The Sales Operations Specialist is responsible for acting as the leading internal Microsoft Dynamics ‘solutions architect’, with excellent technical and business knowledge related to Dynamics 365, Power Platform and related technologies (Sales Hub, Customer Service Hub, , Click Dimensions, etc.). This role will apply knowledge and experience to serve each internal customer through proactive and preventative work efforts including solution design, technical implementation and troubleshooting support. This role designs and implements standards for operations, use-cases, programming and security of the Dynamics 365 service modules. Additionally, this role is responsible for gathering, interpreting and reporting data retrieved from the Dynamics environment at the request of the Vice President of Sales.

Job Responsibilities:

• Assists the various functional resources with requirements gathering, provide design guidance and implementation for small-mid size Dynamics 365 project features.
• Facilitates discussions with business and technical leaders to extract critical business requirements and implement product customizations or integrations to meet those needs.
• Provide ongoing Dynamics 365 module system maintenance, development, staging and production troubleshooting and integration support.
• Monitor and report Dynamics platform resource consumption and trends to ensure the production environment meets availability requirements and that all software/cloud enhancement upgrades are scheduled appropriately with third-party vendors as necessary.
• Develop and document the Dynamic database architecture for recovery, including all business process workflows, automation triggers, dependencies and integration features.
• Provide leadership, technical guidance and act as the liaison between the end-users and the leadership team for to improve Dynamics adoption and utilization rate.
• Provides current best practices and develop our training materials in the form of technical documents, work instructions, web-based trainings, and product demonstrations.
• Assist the Vice President of Sales with gathering and reporting sales force activity metrics from the Sales, Service or related modules.
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Education, Experience and Skills Required:

• Associate Degree required, Bachelor’s Degree preferred in Database Management, Business Administration or related discipline
• 3-5 Years Success project managing CRM customizations and implementations
• Microsoft Certified Professional or any of the following MS-365 certifications: Dynamics Fundamentals MB-900, Power Platform Fundamentals – PL-900, Power Platform Solutions Architect – PL600, Sales-MB-210, Marketing-MB-220 and Customer Service-MB-230
• Experience building and configuring CRM forms, views, dashboards & workflows

• Proficient in 365 Applications (Office, Teams, Sharepoint, PowerBI, Azure, etc)
• Understanding CRM API, REST/ODATA and SOAP endpoints desired but not required
• Experience with .NET, SQL Server, JavaScript and C# desired but not required
• Experience with XRM Toolbox, JSON, FetchXml

Physical Capabilities and Requirements:

• Ability to lift 10lbs
• Ability to sit at desk extended periods of time

Travel Requirement

25% Travel As needed for Training/Deployment Support

Compensation Details: The expected starting rate of pay for this position is $100,000 annually, depending on experience.