Dynamics CRM Administrator

Customer Success ManagerCustomer SuccessFull TimeRemoteSeniorTeam 1,001-5,000Since 1850H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

2 days ago

Salary

0

Seniority

Senior

Bachelor Degree4 yrs expEnglishERP

Job Description

Dynamics CRM Administrator

ASC Engineered Solutions

• Configure and maintain Dynamics 365 Sales, including forms, fields, views, dashboards, business rules, calculated fields, and basic process automation. • Support CRM data quality through duplicate detection, record merging, field cleanup, ownership correction, bulk updates, and hygiene reporting. • Assist with account, contact, opportunity, quote, lead, activity, and project-related CRM processes. • Support CRM training by preparing walkthroughs, process documentation, and training materials including within our digital adoption platform. • Provide day-to-day CRM support for users, including troubleshooting, process questions, and adoption support. • Coordinate with internal IT and external CRM vendors to execute enhancements, resolve issues, and validate completed work. • Perform testing for configuration changes, vendor deliverables, bug fixes, and new functionality before release. • Maintain documentation for CRM processes, field definitions, configuration changes, and release notes. • Help manage CRM backlog items, priorities, timelines, and follow-ups. • Identify opportunities to simplify CRM workflows, improve user experience, and reduce manual work.

Job Requirements

  • 4+ years of CRM administration within Dynamics 365 Sales and Dataverse.
  • Experience configuring CRM forms, fields, views, dashboards, business rules, calculated fields, and security settings.
  • Strong understanding of CRM data structures, record ownership, duplicate management, and data cleanup.
  • Experience with Power Automate, Power BI, Excel, Power Platform.
  • Experience with ERP/customer master data, quoting, CPQ and data integrations.
  • Microsoft Dynamics 365 or Power Platform certifications.

Related Job Pages

More Customer Success Manager Jobs

ThinkHuman logo

Client Success

ThinkHuman

Unleashing the soul of your business through expert coaching and training

ContractRemoteTeam 11-50H1B No Sponsor

• Serve as the primary relationship partner for active clients • Collaborate with facilitators and executives to ensure program success • Own the setup and coordination of program content for engagements • Lead client check-ins, reporting, and program improvement initiatives

United States
$70K - $90K / year
VOLT AI logo

Associate Customer Success Manager

VOLT AI

Improving security effectiveness while reducing costs through advanced AI

Full TimeRemoteTeam 11-50H1B No Sponsor

• Lead new customer onboarding, delivering engaging and effective training to ensure a smooth adoption experience. • Maintain ongoing customer relationships through check-ins, guidance, and best practices to maximize platform value. • Serve as the voice of the customer, relaying valuable insights and feedback to internal teams to inform product improvements. • Foster long-term partnerships that drive customer satisfaction, loyalty, and account expansion. • Serve as Tier 1 support for customers, resolving issues and escalating complex cases to internal teams for prompt resolution.

Maryland
$55K - $70K / year
Absorb Software logo

Senior Client Success Manager

Absorb Software

Founded in 2003 and headquartered in Calgary, Canada, Absorb Software provides cloud-based learning management systems to support organizational training and development. Serving o

• Understand Together's mentorship software and apply software implementation best practices to launch mentorship programs. • Work with the employee data and file types such as CSV, Excel, and basic HRIS data that drive program builds, including CSV and Excel files and basic HRIS data. • Familiarity with SSO, Outlook/Gmail Calendars, Slack and Teams to implement programs and resolve day-to-day technical challenges, on your own or with others. • Drive product adoption and seat utilization through the middle of the contract, partnering with Account Management in QBRs that show measurable progress toward customers' business goals. • Reduce churn and maximize contract value by ensuring customers realize ongoing value so that renewal is an easy decision, and by generating referrals and sales-qualified leads (SQLs) through advocacy. • Maintain knowledgeable, timely responses to customer needs to build credibility and trust. • Collaborate with customers, Account Management, and product managers to solve problems. • Communicate strategy, rationale, and progress within the team and to external stakeholders. • Support teammates with their projects, document team trainings and best practices, and help improve the Customer Success function. • Participate in recruiting, performance reviews, performance management, promotions, and career planning in partnership with your manager.

United States
Popl logo

Customer Success Manager – Mid-Market

Popl

Connecting you with your future customers

Full TimeRemoteTeam 51-200Since 2020H1B No Sponsor

• Onboard new customers • Monitor health and engagement • Build relationships with key stakeholders • Customer education through training sessions • Conduct business reviews • Drive renewal and growth • Advocate for customers • Collaborate cross-functionally • Process Creation

United States
$100K - $150K / year