CRM System Manager

1 week ago

Eagan, Minnesota, United States Skyline Exhibits Full time
Key Responsibilities

  • Lead in administrating Dynamics and other third-party applications while minimizing bad information.
  • Utilize Power Automate to assist with automating repetitive tasks such as creating new records, updating existing ones, sending notifications, triggering approval workflows, integrating with external systems and streamlining data synchronization across different applications.
  • Manage Dynamics security roles, profiles, sharing rules, automations, permissions, and groups.
  • Data management: perform database maintenance tasks, including data hygiene, duplicate management, and system diagnostic tests. Validate data in Dynamics and serve as a point of contact for reporting, form management, and integrations.
  • Design, prepare, verify, and update business reports that provide actionable business intelligence for meetings, outreach, and senior management.
  • Process improvement: identifying opportunities to streamline workflows and improve CRM usage within the organization to align with business needs.
  • Create and maintain business process and solution design documentation.
  • Customize fields, workflows, and functionalities as required. Strong understanding of the Lead, Account, Contact, and Opportunities records as well as custom records.
  • Troubleshooting and issue resolution to both identify and assist in resolving technical issues related to the CRM system, including how it integrates with additional systems such as project management, marketing automation, quoting, and finance software applications.
  • Adding and maintaining trade show information in Skyline's custom Show record table.
  • Designing and producing Views and Dashboards.
  • Writing and updating guides for new and existing processes.
  • Training and support: serve as lead for conducting onboarding and training for new Users, as well as point person for promptly supporting and answering ongoing questions to all end-users.
  • Managing and lead adoption of CRM across multiple business units; monitor and maintain/enforce process standards.
  • System maintenance and upgrades: stay up to date with product knowledge, releases, and upgrades, and propose and implement CRM enhancements.
  • Assist with building campaign and email lists for marketing, events, and outreach activities.

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