CRM Administration & Optimization Specialist

Overview

Job Title: CRM Administration & Optimization Specialist

• Medical, Dental, and Vision Insurance
• 401(k) Savings Plan with Company Match
• Health Savings Account (HSA) and a Flexible Spending Accounts (FSA)
• Life and Accidental Death & Dismemberment (AD&D) Insurance
• Short-Term and Long-Term Disability Coverage
• Employee Assistance Program (EAP)

• Competitive Pay
• Talent Development – Instruction-Led Technical Courses and Online Learning
• Career Path Planning
• Incentives for Professional Certifications
• Competitive Per Diem for Travel
• Referral Bonuses

The CRM Administration & Optimization Specialist administers, supports, and continuously improves Microsoft Dynamics 365 Sales and Dataverse. Serving as the primary day-to-day CRM resource, this individual contributor partners with Sales, Marketing, Operations, IT, and external partners to optimize processes, strengthen data quality, support users, increase adoption, and maximize platform effectiveness

• Administer and maintain Microsoft Dynamics 365 Sales and Dataverse, including tables/entities, fields, forms, views, business rules, security roles, dashboards, and reporting.
  
  - Task Allocation: 20%
• Develop and maintain Power Automate cloud flows; manage solution deployments, environment configuration, release support, validation, and deployment readiness.
  
  - Task Allocation: 15%
• Perform data imports, cleanup, audits, deduplication support, and ongoing data quality management to maintain trusted CRM information.
  
  - Task Allocation: 15%
• Troubleshoot functional and technical issues and coordinate with IT and external partners to resolve system problems.
  
  - Task Allocation: 15%
• Partner with Sales, Marketing, Operations, and IT stakeholders to gather requirements, translate business needs, and improve CRM processes and user experience.
  
  - Task Allocation: 15%
• Support User Acceptance Testing and maintain system documentation, process documentation, training materials, and user guides.
  
  - Task Allocation: 10%
• Deliver user training, onboarding, and ongoing CRM support to strengthen adoption and effective platform usage.
  
  - Task Allocation: 5%
• Maintain standard CRM dashboards, reports, and metrics, and support campaign tracking, lead management, customer segmentation, and reporting needs.
  
  - Task Allocation: 5%

• Analytical thinking and problem solving:
  Diagnoses issues, evaluates options, and applies sound judgment to CRM administration and process improvement.
• Attention to detail and quality:
  Maintains accurate configurations, documentation, testing, and data while following established controls.
• Collaboration and relationship building:
  Works effectively across business functions, IT, and external partners.
• Communication and user support:
  Explains technical concepts clearly and provides responsive, practical guidance to users.
• Continuous improvement and adaptability:
  Identifies opportunities, learns evolving platform capabilities, and supports sustainable adoption.

• Education:
  
  Bachelor’s degree
• Experience:
  
  3+ years of Microsoft Dynamics 365 Sales administration experience, including Dataverse configuration, Power Automate, solution management, deployments, CRM reporting, dashboards, data management, troubleshooting, requirements gathering, documentation, training, and user adoption support.
• Preferred Qualifications:
  
  Microsoft Dynamics 365 and/or Power Platform certification; familiarity with Power BI; experience supporting Sales and Marketing teams; and experience with CRM implementations, enhancements, or optimization initiatives.

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