CRM Specialist

About Partner Engineering & Science, Inc.

Partner Engineering and Science, Inc. is a full‑service engineering, environmental and energy consulting firm with a focus on commercial real estate and due diligence services.

We are seeking a Dynamics 365 Systems CRM Specialist who will lead the administration, configuration, and continuous improvement of Microsoft Dynamics 365 Customer Relationship Management (CRM) platform.

• Support sales teams by delivering critical, actionable insights through dashboards, reports, and workflow automation.
• Design, maintain, and refine sales KPIs, leads, pipeline status, and other essential sales data.
• Assess the viability of proposed enhancements, including native configurations, custom development, and third‑party solutions.
• Translate business needs into detailed system specifications, including workflows, data structures, automation, and integrations.
• Manage day‑to‑day administration of Dynamics 365, including user management, configuration, security, and integrations.
• Troubleshoot and resolve CRM user issues, providing guidance on best practices.
• Execute approved system improvements and coordinate with developers for complex customizations.
• Maintain clear documentation of system architecture, configuration decisions, and user guides.
• Collaborate with IT, development teams, and business stakeholders on technical changes aligned with strategic objectives.
• Leverage the Microsoft Dynamics product roadmap to align platform strategies.
• Monitor system stability, scalability, and cost effectiveness.
• Support adjacent business technologies such as Power BI, Power Apps, Click Dimensions, and other marketing automation platforms.

• Team player with strong emotional intelligence.
• Strong interpersonal skills, capable of collaborating across technical and non‑technical teams.
• Experience brainstorming creative solutions to complex business needs.
• Bachelor’s degree or equivalent experience.
• Strong technical background with familiarity in databases and data structures.
• Minimum 2 years of experience working with Dynamics 365 CRM.
• Familiarity with Microsoft Power Platform components (Dataverse, Power Apps, Power Automate, Power Pages).
• Working knowledge of SQL for reporting and troubleshooting.
• Experience supporting system integrations and API work.
• Knowledge of CRM connectivity to ERP, project management, and billing systems.
• Background supporting or training end users.

• Experience in real estate, financial services, or related industries.
• Exposure to B2B services sales cycles.
• Understanding of project‑based businesses, including proposals and invoicing.
• Experience with additional CRM platforms and integrated business systems.

Salary range: $30 – $33 per hour.

Competitive benefits including health, dental, vision, vacation, sick time, and a 401(k) plan with company match.

Partner Engineering and Science, Inc. is an equal opportunity employer. We maintain a work environment that is free of harassment, discrimination, or retaliation based on protected characteristics. We consider qualified applicants with criminal histories in a manner consistent with the law.

We collect personal information from you in connection with your application. For more details, see our California Consumer Privacy Act disclosure at