Position Overview
The Position Holder is responsible for optimizing the CRM and other ancillary tools. As part of the Information Services team, the day-to-day work will involve fixes and improvements on existing customizations and code, as well as creating new solutions and applications for MS Dynamics CRM.
This role is a key player and liaison, maintaining and improving business process best practices, acting as an internal champion for CRM, identifying, recommending, and implementing continuous improvements to build-out company performance. This role is a key player and liaison, maintaining and improving business process best practices, acting as an internal champion for CRM, identifying, recommending, and implementing continuous improvements to build-out company performance.
Responsibilities:
Design, document, build, test, and deploy CRM enhancements that include custom plugins, workflows, and form automation.
Configuring the application to meet business requirements using the Microsoft Dynamics CRM Customization Tool, Workflow Tool, or SDK
Customize and administrate out-of-the-box solutions like new entities, form upgrades, dashboards, email alerts, reports, and campaigns.
Maintain and upgrade custom integrations between CRM and external databases.
Identify and troubleshoot technical issues with minimal supervision in a timely manner
Work with external CRM consultants to coordinate customization and development
Train client personnel on the usage and administration of Microsoft Dynamics CRM (functional user training and technical training)
Design and integrate business processes and data flows between CRM applications and other applications, such as back office/ERP applications
Assist in Developing data conversion and testing strategies
Analyzing business processes (sales, marketing, finance and customer service) to identify opportunities for improvement
Understand the functional capabilities and limitations for out of the box
Qualifications and Experience
The ideal candidate should possess the following qualifications:
A bachelor’s degree in Information Systems /Computer Science with a bias toward systems development.
2 yrs Experience developing desktop and web applications using C # and/or Visual Basic.NET and XML languages.
Familiarity with Visual Studio .NET development environment would be an added advantage.
Experience working with Microsoft SQL Server Relational Database Management System with the ability to develop reports using SQL Server Reporting Services.
Previous experience working with a CRM would be an advantage
Demonstrated ability to effectively communicate technical issues and resolve problems.
Excellent written and verbal communication skills necessary to create simple, engaging and thorough training
Experience documenting and analyzing sales processes, procedures, and/or policies.
Ability to identify issues/opportunities and recommend solutions, ideas and more efficient approaches.
Proficient in data manipulation, data cleaning, and report creation.
