Job description

Job Description:

Role: CRM Analyst

Location: Houston, Texas

Job type: Fulltime/Permanent (Remote)

Responsibilities

Manage ongoing system developments, enhancements, and support, facilitated by communication with users and teammates

Create, modify, and maintain system customizations to dashboards, views, forms, business processes, workflows, and templates within CRM, Excel, and PowerBI

Schedule and test usability and functionality against business requirements as system enhancements or releases are developed

Provide help desk support to all system users

Maintain CRM user profiles, including adding new users, amending existing user accounts, validating system permissions, and maintaining role hierarchies

Analyze existing database and identify opportunities to monetize inactive leads

Develop and maintain CRM user training materials and job aids

Develop and maintain best practice CRM processes and job aids (Knowledge base articles) for team use

Provide ongoing in-person or virtual training to users, as needed

Desired Skills and Experience

Qualifications

· Bachelor’s degree required; a degree in Marketing, Business Administration, or Information Systems is preferred

· Minimum of 3-5 years of experience using Microsoft Dynamics 365 as a systems administrator; Dynamics CRM certifications strongly preferred

· Experience with the Sales & Field Service modules of Dynamics CRM; Dynamics Marketing is preferred

· PowerApps experience is highly desired

· Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook

· Ability to develop custom sales and marketing analytics

· Ability to travel 20-25% of the time

Job Type: Full-time

Salary: $60,000.00 - $92,000.00 per year

Experience level:

• 4 years

Schedule:

• 8 hour shift
• Monday to Friday

Application Question(s):

• Are you willing to relocate or commute to Houston, TX?
• What is your visa type?

Experience:

• Microsoft Dynamics 365: 3 years (Preferred)
• System administration: 3 years (Preferred)

Work Location: Remote

Speak with the employer
+91 06092691533

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