CRM Administration & Optimization Specialist

Job Title CRM Administration & Optimization Specialist

Benefits

• 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)

Perks

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

Summary of Position

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

Key Responsibilities/Skills

• 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%

Functional Competencies for Success

• 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 and Experience

• 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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