CRM platform specialist associate

Job Description:

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

• 1–3 years of experience supporting or configuring a CRM (Dynamics 365 Sales preferred)

 Technical Skills

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

• Foundational experience with Power Automate (building simple flows)

• Exposure to Power Apps development or willingness to learn

• Familiarity with unit testing and QA processes

• Experience writing test scripts for system changes or automations

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

• Experience with Excel for data manipulation and cleanup

• 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 to work effectively with both technical and non-technical teams

• 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