Dynamics Administrator/Crm Analyst

Oakwood Systems Group Inc. Saint Louis , MO 63150

Posted 4 days ago

The Microsoft Dynamics CRM Administrator will be regarded as the Subject Matter Expert (SME) in both Microsoft Dynamics and company's customizations of the product. The SME role is essential and must fully understand how the system works, workflows, business processes, and business rules that are built into the system. They must understand data flows, integrations from other parts of the application, and be able to provide entry-level and advanced training on the system.

Major Responsibilities

  • Provide ownership and leadership of the implementation, utilization, and expansion of Client Central.

  • Systems administration, configuration, customizations, end user training, and manage the upgrade process.

  • Understand business processes, business rules, and mapping from the various connected systems.

  • Build queries, dashboards, and reports to monitor progress towards strategic goals.

  • Work collaboratively with Firm leaders to identify needs, employ best practices in a CRM environment, and seek ways to improve processes and maximize utilization.

  • Create and maintain system automations and other custom formulas and logic within the system.

  • Monitor system performance and complete CRM system audits to ensure the quality of data collected, performing duplication checks and consolidating data as needed.

  • Coordinate functional system-related activities including system maintenance, upgrades, functional development and testing, in coordination with various product managers and teams.

  • Develop training manuals, and user guides and design and deliver on-going training.

  • Act as trouble shooter and point-person for team members when they have questions or need to learn how to use additional functionalities of the system.

  • Understand and document all aspects of Client Central including business rules, data flows, and data integrations.

  • Understand all licensed sub-components within the system and how they interact.

  • Ensures that all break/fix issues are addressed promptly and provides reporting to the Product Owner on support metrics.

  • Tracks break/fix issues and provides reports to Client Central Governance Committee for tracking trends.

  • Responsible for participating with Perficient or alternative vendor performing product enhancements.

Required Practical Experience / Background / Skills

  • Strong customer service skills including verbal and written communications.

  • Superior time management skills including sense of urgency and proactive approach.

  • Strict adherence to professional ethics.

  • Ability to work independently and in a team environment.

  • Ability to work on and successfully complete multiple projects at the same time.

  • At least three years of relevant technology experience in related technical environment preferred.

  • Must reside in St. Louis, MO.

Required Professional Background / Skills

Excellent experience in:

  • CRM System experience preferably with Microsoft Dynamics (Client Central).

  • Microsoft Active Directory services and security including group policy, security hardening, and remediation activities.

  • Windows Server operating system.

  • Microsoft Active Directory Services.

  • VMware virtualization products such as VMWare or Microsoft Hyper-V.

  • Strong knowledge of Office 365 enterprise systems, services, and security.

  • Strong knowledge and experience in storage area networks including administration, change management, and troubleshooting.

Additional skill preference:

  • Knowledge of Microsoft SCCM and SCOM
  • Knowledge of SOC 2 compliance

Education: Bachelor's degree in Computer Science or related degree preferred.


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