Posted:1 day ago|
Platform:
Work from Office
Full Time
Were seeking a proactive and detail-oriented CRM Platform Specialist (Associate) to join our CRM team within the Experience & Platform group. In this role, youll work closely with our CRM Technical Manager to configure and maintain our enterprise Dynamics 365 Sales platformwhile also gaining hands-on experience with Power Automate and Power Apps to design automation and workflow solutions.
This is an ideal position for someone early in their CRM career with a foundation in Dynamics 365 Sales (or similar CRM platforms) who wants to grow into a more technical role involving system configuration, process automation, and app development. Youll be part of a dynamic technology ecosystem that includes Marketo, Seismic, LinkedIn Sales Navigator, DQ Global, and Azure Synapse, giving you broad exposure to modern go-to-market technology.
Strong communication skills are essentialyoull be working closely with technical and non-technical teams to translate business needs into solutions, explain changes clearly, and document processes effectively.The ideal candidate is client-focused and committed to delivering value.
Working under the guidance of the CRM Technical Manager you will:
Implement Platform Changes Configure fields, forms, views, dashboards, workflows, and business rules in Dynamics 365 Sales
Develop Automation Solutions Assist in building and maintaining flows in Power Automate to streamline CRM and business processes
Support App Development Contribute to simple Power Apps solutions that extend CRM functionality or automate common tasks
Assist in System Enhancements Test, validate, and roll out new CRM features, integrations, and platform updates
Perform Unit & QA Testing Help design, execute, and document unit tests and QA test cycles for new configurations, integrations, and automations
Write and Maintain Test Scripts Create clear, reusable test scripts for ongoing QA processes
Monitor System Health Track performance, integrations, and data syncs with connected GTM tools
Assist in User Enablement Manage user setup, permissions, and role assignments
Troubleshoot & Resolve Issues Work on support tickets, document fixes, and escalate technical problems as needed
Document Technical Changes Maintain configuration logs, automation documentation, and process guide
Collaborate cross-functionally to troubleshoot user issues and ensure data integrity across systems
Contribute to platform audits and usage reviews to improve CRM adoption and effectiveness
Bachelors degree in Information Systems, Business Technology, or related field
Basic configuration knowledge of Dynamics 365 Sales (fields, forms, workflows, dashboards)
Understanding of CRM entities (accounts, contacts, leads, opportunities) and their relationships
Experience in SQL or FetchXML
Exposure to marketing automation platforms a plus
Basic understanding of data management and reporting tools
Attention to detail and commitment to accuracy
Ability to follow technical instructions and document processes clearly
Comfortable working in an Agile environment with shifting priorities
Eager to expand skills into automation, app development, and structured testing
Demonstrates a user-first mindset in CRM design and delivery
Grant Thornton
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