CRM Support Specialist

Come work for the largest equipment dealer in North America! Are you a hardworking individual that thrives in a fast-paced environment and looking to take your career to the next level? If so, then come join our award winning team!

We provide our employees with the following tools and resources to be successful:

• Training
• Outstanding benefits package (Medical, Dental and Vision insurance, plus much more!)
• 401(k) with match
• Competitive wages
• Company laptop
• Paid time off
• 10 paid holidays
• Hybrid schedule

Alta Equipment Group is seeking an experienced CRM Support Specialist to support and maintain our Microsoft Dynamics 365 CRM environment. This role sits within the Marketing Department and works closely with the CRM System Administrator to support CRM users, maintain data quality, assist with reporting, and help execute CRM-related processes that support Sales Enablement and Marketing initiatives.

This position is intended for a candidate who already has hands-on CRM experience and is comfortable supporting users, managing data, and assisting with CRM configuration and reporting.

• Provide day-to-day support for Microsoft Dynamics 365 CRM users, including troubleshooting issues and responding to support requests
• Assist with CRM onboarding for new employees and provide ongoing training support for existing users
• Support CRM configuration activities under the guidance of the CRM System Administrator (fields, forms, views, and basic automations)
• Help maintain CRM documentation, processes, and best practices

• Perform regular database audits and data cleansing to ensure accuracy, consistency, and data integrity
• Assist with importing, updating, and validating large datasets within CRMSupport data governance efforts and help enforce data standards across departments

• Create and maintain CRM views, reports, and dashboards to support business needs
• Assist with ad hoc reporting and data requests
• Partner with Marketing and Analytics teams to help surface insights from CRM data, with guidance from the CRM Administrator

• Work closely with Marketing, Sales and IT Data teams to support CRM-related initiatives
• Assist with CRM enhancements and testing
• Support ongoing CRM projects and process improvements as assigned

• 1 to 3 years of experience working with a CRM system (Microsoft Dynamics 365 preferred; Salesforce or similar CRM experience acceptable)
• Experience supporting CRM users and performing data management tasks
• Strong attention to detail and organizational skills
• Ability to communicate clearly with both technical and non-technical users
• Proficiency with Microsoft Excel at an intermediate level or higher

• Experience creating CRM reports and dashboards
• Familiarity with basic CRM automation concepts (workflows, flows, or business rules)
• Exposure to SQL, data visualization tools, or analytics platforms (preferred, not required)
• Experience working in a marketing, sales support, or customer operations environment
• Ability to manage multiple priorities and collaborate across teams

• Strong problem-solving and analytical skills
• Positive, team-oriented attitude
• Professional communication and customer service mindset
• Reliable, detail-oriented, and process-driven
• Willingness to learn and grow within the CRM and marketing technology space

Culture is Job #1. Alta Equipment Group prides itself in living by our Guiding Principles:
Invest in the Best, Passion for Excellence, Customers for Life, Mutual Respect and One Team. More than an equipment company, Alta is an innovator of solutions, delivering diverse products and unrivaled support centered on building lasting customer relationships.

If you have a passion for excellence and are ready to make a difference within our organization, we're ready for you. Whether it's selling the world's-best big iron, rolling up your sleeves and servicing our industry-leading construction and material handling product brands or being a difference maker behind the scenes, we can use your skillset.

At Alta Equipment…