D365 CRM Administrator

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Job Description

Job Summary

Engages in data collection, maintenance, and analysis to support evaluation, assessment, and strategic planning for management decisions.

Responsible for analyzing data from various sales programs and tools to sales teams and leaders and providing suggested courses of action to improve sales efforts or tool usage.

If the candidate lives in Houston, we offer a hybrid schedule.

Job Responsibilities


* System Administration & Configuration: Manage user access, roles, and security settings, Configure workflows, business rules, and automation, & Customize dashboards, views, and reports


* Data Management & Integrity: Ensure data quality, perform backups, and manage integrations, & Oversee data imports, exports, and deduplication.


* Troubleshooting & Support: Resolve system issues and provide user support, & Collaborate with Microsoft Support for escalations.


* Upgrades & Enhancements: Implement system updates and new features, & Test and deploy patches, ensuring minimal downtime.


* Training & Documentation: Provide training to users on D365 best practices, & Maintain system documentation and process guides.


* Administers and oversees day-to-day configuration, training, support, maintenance and improvement of the CRM platform


* Advises on best practices, influences customer data and technology investments, and oversees a comprehensive CRM education program internally


* Performs a range of assignments and may lead projects within own discipline


* Applies working knowledge of business and best practices gained through understanding of key business drivers and recognition of how own area integrates within organization


* Works within broad guidelines and polices to accomplish objectives and goals


* Solves moderately complex to complex problems and analyzes possible solutions using technical experience, judgement and precedents


* Explains complex and/or sensitive information in a straightforward manner


* Acts as a resource for colleagues, provides guidance to less experienced team members


* Individual contributor working with limited oversight


* Performs all other duties as assigne...