Job Description:

Support the Sales and Marketing departments with a wide variety of Microsoft Dynamics CRM administrative tasks including administration and maintenance of the Microsoft Dynamics CRM database.

Primary Responsibilities

The below represents the primary duties of the position, others may be assigned as needed. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Assist in the day to day Administration of the CRM tool as directed
• Assist with all necessary reporting, data collection and presentations to be used within the department
• Act as key support in creation and deployment of key reporting
• Support in the planning and reviewing of the CRM application as needed to meet the needs of the users
• Provide day-to-day end-user support for system maintenance
• Manage reports and approvals
• Work with end users to provide best practices and tips on CRM usage
• Update reporting and pull data related to forecasting
• Manage and repair duplicate entries
• Respond to sales inquiries around CRM submissions
• Manage territory reassignments within CRM process; monitoring and fixing exceptions
• Other duties as assigned

Experience and Skills:

• Two to Three years of experience in an administrative support role; preferably supporting a sales team
• 1 year of experience working with Microsoft Dynamics CRM 2013 or above
• Ability to create and manage components within Microsoft Dynamics CRM; including Fields, Forms, Views, Charts, Reports, Dashboards, Users and Security Roles
• Excellent customer service skills
• Computer literate, with proficiency in MS Office programs; specifically, Excel
• Strong organizational skills to be able to handle multiple projects/tasks
• Ability to maintain confidential information
• Strong listening skills
• Ability to establish priorities, and work independently
• Prior experience working with HRIS/Payroll systems is preferred