Junior CRM Administrator, Sales Enablement

3 weeks ago

Chicago, United States HUB International Full time

About Us:

At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture while leveraging support and resources from our corporate centers of excellence.


Position Summary:

The Junior CRM Administrator, Sales Enablement plays a vital role in the growth and development of our sales culture. The Junior CRM Administrator, Sales Enablement reports to the CRM Technical Product Owner and assists Corporate and Regional HUBs in achieving their goals through use of technology. This individual will be working out of our corporate headquarters in Chicago to deliver ongoing sales initiatives to HUB regional locations.


The Junior CRM Administrator, Sales Enablement thrives working in an entrepreneurial environment—bringing forth and implementing new ideas and solutions. This individual will have the ability to take a project and run with it while adding in their own innovative solutions and ideas.


Technology and sales tools are of upmost importance to HUBs continued growth. A key aspect for this role will be to provide support and oversight for the system configuration, upgrade, security administration, change management and on-going monitoring of HUB’s enterprise Dynamics 365 CRM platforms.


Responsibilities:

  • Drives Sales Pipeline CRM (Microsoft Dynamics) projects as directed by CRM Technical Product Owner.
  • Comfortable with the design, development, testing, deployment, and support aspects of the Microsoft Dynamics 365 platform.
  • Participates in user testing and upgrade process, and ensure that business objectives are met;
  • Identifies and understand user needs from user requests and develop strategies by which to meet those needs;
  • Critically evaluates information from multiple sources and clearly indicates quality of final analysis;
  • Assist CRM Administrator with Onboarding & Offboarding tasks (as needed)
  • Assist with monitoring and reporting across the Power Platform
  • Entry Level Power Automate Tasks, including Power Automate Flow modification and creation
  • Responsible for monitoring & reviewing Microsoft Release Notes & Update documentation:
  • Sales
  • Power Platform
  • Marketing
  • Assistance w/ Dataverse Administration & monitoring, including Monitor dataverse capacity, Bulk Delete Jobs and environments


Requirements:

  • Critical thinker;
  • Competent and comfortable with Sales pipeline and automation technology with an emphasis on Dynamics 365 Power Platform (specifically Dynamics 365 CE), Excel and PowerPoint;
  • Must have advanced Excel skills.
  • Ability to work in a team environment.
  • Professional, credible and detail oriented with a high sense of urgency.
  • Sales support mentality/desire to win/ability to understand numbers and communicate them effectively.
  • Ability to respond to common inquiries or concerns.
  • Ability to effectively present information in easy to digest formats to team leadership and field sales teams
  • Understand business needs and know how to create the processes and tools to manage them.


Education and/or Experience:

  • Bachelor’s Degree.
  • 2-5 years’ experience in analysis, operations or sales support
  • Excellent written and verbal communication skills
  • Proficiency with Microsoft Office suite of products – including Dynamics CRM


Travel:

Travel is dependent on the needs and geographic spread of the HUB Regions. On average, 10% travel to offices within Canada and the US per year as the Junior CRM Administrator may be asked to travel throughout the US or cross-border in support of an initiative, or to attend a training or meeting.


Join Our Team:

Do you believe in the power of innovation, collaboration, and transformation? Do you thrive in a supportive and client focused work environment? Are you looking for an opportunity to help build and drive change in a rapidly growing and evolving organization? When you join HUB, you will be part of a community of learners and doers focused on helping our leaders maximize the potential of their employees.

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