Key skills
SaaSCRM
About this role
Role Overview
- Support the CRM operational processes ensuring quality data, functionality, synchronizations, and third-party integrations.
- Provide day to day management of the CRM database including intake, creation, and execution of dashboards, views, data imports, simple customizations & workflows, data clean-up, and provisioning of licenses and roles.
- Provide front-end user support by addressing day-to-day requests and develop documentation and trainings to support usability and adoption.
- Supports processes driven and dependent on the Microsoft Dynamics CRM database, including support, maintenance, documentation, enablement, and enhancements.
- Assists data quality and governance projects on a regular basis.
- Assists data enrichment projects by leveraging third-party data providers, SaaS platforms, and firm-wide synchronizations providing guidance on improvements.
- Investigate, troubleshoot, and escalate data integrity, errors, and Microsoft Dynamics CRM performance issues.
- Pressure testing of development for scalable solutions as directed by the Product Owner and/or Marketing Technology Manager.
- Partner with Product Owner, marketing automation team, analysts, developers, and Marketing Technology Manager for supporting reporting and streamlined business processes.
Requirements
- Bachelor degree required.
- Combination of relevant experience, education and training may be accepted in lieu of degree.
- Role requires anywhere between 1+ years experience.
Benefits
- Flexible PTO (designed to offer flexible time away for you!)
- Up to 12 weeks paid parental leave
- Paid Volunteer Time Off
- Mental health coverage
- Quarterly Wellness stipend
- Fertility benefits
- Comprehensive benefit options that include health, dental, vision, 401k and much more.