CRM platform specialist associate

About the Job

We re seeking a proactive and detail-oriented CRM Platform Specialist (Associate) to join our CRM team within the Experience & Platform group. In this role, you ll work closely with our CRM Technical Manager to configure and maintain our enterprise Dynamics 365 Sales platform while 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. You ll 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 essential you ll 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.

Your Day-to-Day May Include:

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

You Have the Following Technical Skills and Qualifications:

Education & Experience

Bachelor s degree in Information Systems, Business Technology, or related field

Dynamics 365 Sales

Technical Skills

Basic configuration knowledge of Dynamics 365 Sales (fields, forms, workflows, dashboards)

Power Automate

Power Apps

unit testing and QA processes

test scripts

Understanding of CRM entities (accounts, contacts, leads, opportunities) and their relationships

Excel

Experience in SQL or FetchXML

Exposure to marketing automation platforms a plus

Basic understanding of data management and reporting tools

Core Competencies

Strong written and verbal communication skills

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