Professional, CRM Admin
Status: Full-time, Exempt
This role will work closely with all departments implementing and ensuring the CRM tool-set works effectively across teams while maximizing efficiency and capitalizing on the full features and benefits of the Dynamics platform. Participate in planning, organizing and management of all CRM applications projects to ensure effective operations. Monitor CRM processes, resolving issues that arise in the execution of campaigns & workflows. Identify areas for improvement and develop technical improvement plans. Work with IT partners to design, configure, test and deploy changes to CRM database entities, fields, screens, forms, workflows, reports and dashboards. Design, develop and implement key reports using available BI tools. Assist Marketing and Communications in analysis and reporting of campaign effectiveness including traffic, acquisition, conversion, retention and revenue. Staying informed on current as well as new and emerging Microsoft Dynamics CRM features, roadmaps and releases. Maintaining the system security including sharing rules and security levels. Document processes, workflows and field maps. Assist end users with day-to-day questions, problems and issues. Assist trainers or business partners with end-user training, including the creation of user documentation and training materials. This is a Remote position.
Remote Work Requirements:
The candidate must be able to work from home and perform the position duties in a virtual setting. The home office setting must have reliable internet provided by the candidate. Office equipment required to perform the job duties will be provided. The home office setting must be a quiet, private, and dedicated workspace during the assigned work hours.
Bachelor's Degree or equivalent in experience technical job experience.
1+ years’ (3+ years’ preferred) experience with Microsoft Dynamics CRM platform administration. 3+ years’ experience managing CRM technology projects, including gathering and documenting business requirements, designing and configuring forms, developing workflows, reports and dashboards, and troubleshooting application bugs.
5+ years supporting a large Microsoft Dynamics CRM environment
Microsoft Dynamics CRM certifications
Understanding of health care insurance industry
Superior communication skills both written and verbal
Interpersonal skills and ability to work with all levels of the organization
Ability to manage multiple assignments simultaneously with a high level of autonomy and independence
Strong leadership skills with ability to function tactically with business areas but is also comfortable with senior level presentations
Flexibility and adaptable personality to handle shifting needs, evolving priorities and urgent situations that arise
Detail orientation with strong organizational skills
Ability to learn and apply new concepts quickly
Ability to meet tight deadlines
Ability to formulate and express ideas clearly and effectively in verbal and written presentations
Ability to collaborate across teams with strong interpersonal skills
Ability to tolerate stress
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- Job Family Claims/Operations
- Pay Type Salary