Posted:1 day ago|
Platform:
On-site
Full Time
As a CRM Business & Process Specialist, you play a key role in enhancing our Microsoft Dynamics 365 CRM to better support global sales and customer processes.
Your focus lies on understanding business needs, improving workflows, ensuring data quality, and helping our teams make better use of CRM insights — rather than on technical development.
Together with IT and Sales, you ensure that Dynamics evolves into a true business enabler that drives efficiency, transparency, and collaboration.
1. CRM Process Improvement
· Analyze and optimize end-to-end CRM processes across sales, customer onboarding, and account management.
· Identify gaps, pain points, and improvement opportunities in daily CRM usage.
· Translate business requirements into clear CRM enhancements or configuration changes.
· Collaborate with IT (internal and external partners) to implement improvements.
2. User Enablement & Adoption
· Support and train users in CRM best practices, dashboards, and reporting.
· Develop guidelines and documentation for standardized CRM usage.
· Foster collaboration and ensure consistent data entry and process adherence across teams.
3. Data Quality & Transparency
· Monitor and improve CRM data quality and consistency (accounts, contacts, opportunities).
· Support integration and alignment of CRM data with SAP, SharePoint, and other systems.
· Enable a 360° customer view through harmonized data flows and reporting.
4. Reporting & Insights
· Support creation of dashboards and reports (Power BI) to visualize pipeline, activity, and performance data.
· Help stakeholders interpret data to identify trends and make informed business decisions.
5. Collaboration & Continuous Improvement
· Act as a link between business and IT for CRM-related topics.
· Gather feedback from sales and customer service teams to continuously evolve CRM usability.
· Participate in projects related to digital sales tools and CRM roadmap development.
6. Project & Change Management
· Lead digitalization projects within the Sales & Commercial Excellence roadmap.
· Coordinate cross-functional teams (Sales, IT, Finance, Customer Service) to align on tools and processes.
· Contribute to overall IT architecture discussions to ensure scalability, maintainability, and future integration potential.
· Drive user adoption through training, documentation, and support.
· Degree in Engineering, Business Informatics, or related discipline
· Experience with Microsoft Dynamics 365 CRM (configuration, process understanding, and user support).
· Strong understanding of B2B sales and customer processes.
· Analytical mindset with a passion for simplifying and improving workflows.
· Experience in data management and reporting (Power BI knowledge is an advantage).
· Strong communication skills and ability to bridge between business and IT.
· Fluent in English (written and spoken).
· You love automating what slows people down.
· You think in flows and integrations, not silos and spreadsheets.
· You bring tech and sales together with simplicity and impact.
· You have a keen eye for data security, system scalability, and long-term maintainability in every solution you design.
· You are energized by helping teams work smarter, not harder.
About Neopac Group:
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