CRM Analyst II

Work Shift

DAY (United States of America)

Responsible for managing and optimizing the company’s CRM system (Microsoft Dynamics 365) to support commercial operations. Maintains system configuration and data quality, supports users, improves processes, oversees integrations and user access, enables reporting, and provides training and documentation. Partners across functions and advises leadership on CRM strategy and opportunities to improve business performance.

• Manages and maintains the CRM system (Microsoft Dynamics 365), ensuring performance and alignment with business needs, including creation and maintenance of custom entities, fields, forms, as needed.
• Provides functional support to commercial sales teams; resolves issues, gathers requirements, and works on system improvements.
• Ensures data accuracy, completeness, and consistency across CRM; performs regular data checks.
• Defines and promotes CRM governance and best practices across the organization.
• Supports and optimizes key CRM processes and seeks additional added value.
• Collaborates cross-functionally (Sales, Marketing, Customer Service, IT, Commercial Analytics) to drive improvements and optimizations, while adhering to best practices.
• Executes these ideas and projects from start to finish.
• Advises senior leadership on CRM strategy, performance insights, and opportunities to enhance commercial effectiveness.
• Supports CRM reporting by ensuring data quality and structure for performance tracking.
• Coordinates integrations and data flows between CRM and other systems (e.g., Oracle, BI tools).
• Oversees CRM user management (setup, access rights, permissions).
• Delivers user training and supports onboarding of new CRM users.
• Develops end‑user documentation, including written and video training when possible.
• Stays up-to-date regarding new Dynamics 365 features, technologies and best practices.
• Performs other duties and tasks as required.

• Lifting – Not to exceed 50 lbs. – local practice may apply.
• Writing.
• Sitting, Standing, Bending.
• Visual acuity.
• Color perception.
• Depth perception.
• Reading field of vision/peripheral.

Infectious Control Risk Category III:
The risk category explains whether or not employees are likely to come into contact with blood or body fluids while performing their jobs. Risk category III states employment and procedures that do not require exposure.

• Bachelor’s degree in business, IT, Data, or related field.
• Minimum of 2 years of related experience.
• Advanced Excel skills;
  Power BI knowledge is a plus.
• Fluent in English, written and spoken.

• Written and Verbal Communication.
• Attention to Detail.
• Continuous Improvement.
• Analytical Skills.
• Teamwork.
• Integrity.
• Organization.

• Multiple shifts and hours to choose from:
  Days, Swing (Eve), and Nights.
• Medical, Dental, & Other Insurances (eligible the first of month after 30 days).
• Low Cost Onsite Medical Clinic.
• Two onsite cafeterias.
• Employee garden + gardening classes.
• 3 weeks vacation, 1 week sick-time, paid holidays.
• 401K, Health Savings Account.

Military Veterans are encouraged to apply. Merit is a proud Utah Patriot Partner committed to hiring our Veterans.