CRM Executive

Roles and responsibilities

Collecting technical requirements from business/product owners
Proposing solutions for implementation within Dynamics 365 CRM and Power Platform
Proposing solutions for integrations with other systems or Data sources inside or outside of Power Platform
Creating Customizations / Configuration for Dynamics 365 CRM Apps and Power Platform to satisfy collected requirements
CRM Strategy Development
Needs Assessment: Conduct assessments to understand client needs, business goals, and customer engagement strategies.
Strategy Formulation: Develop CRM strategies that align with organizational objectives and enhance customer experiences.
System Implementation
CRM Configuration: Configure and customize CRM software to meet the specific requirements of the organization.
Integration: Collaborate with IT teams to integrate the CRM system with existing software and databases for seamless data flow.
Data Management
Data Migration: Oversee the migration of data from legacy systems to the new CRM, ensuring data integrity and accuracy.
Data Analysis: Analyze customer data to identify trends, opportunities, and areas for improvement in customer engagement.
Training and Support
User Training: Conduct training sessions for end-users to ensure they are proficient in using the CRM system effectively.
Ongoing Support: Provide ongoing support and troubleshooting for users, addressing any issues that arise post-implementation.
Process Optimization
Workflow Design: Analyze and design workflows within the CRM to streamline processes and improve efficiency.
Performance Metrics: Establish key performance indicators (KPIs) to measure the effectiveness of the CRM system and customer engagement strategies.
Client Relationship Management
Stakeholder Engagement: Build and maintain relationships with key stakeholders, ensuring alignment between CRM initiatives and business goals.
Feedback Loop: Gather feedback from users and stakeholders to continually refine and improve the CRM system.
Reporting and Analysis
Reporting: Generate reports and dashboards to provide insights into customer interactions, sales performance, and other relevant metrics.
Continuous Improvement: Recommend enhancements and upgrades to the CRM system based on evolving business needs and industry best practices.
Additional Responsibilities
Market Research: Stay informed about industry trends and emerging technologies related to CRM to advise clients on best practices.
Project Management: Manage CRM implementation projects, including timelines, budgets, and resource allocation.

Desired candidate profile

• 8+ years experience as a Dynamics CRM Senior Technical Consultant
• Relevant degree (e.g. computer science) or experience
• Strong understanding of Agile methodologies
• Experience as a Developer on a cross-functional agile team preferred
• Experience in Design, Analysis, Implementation and successful execution of Microsoft Dynamics CRM and .NET projects.
  

Preffered Skills

• Strong Skills in Customizations and Configurations of Microsoft dynamics CRM 365
• Worked in On-Premise & Online Dynamics 365 & Power Platform implementations along with integrations.
• Strong skills in Plugins, Workflows, JavaScript Customizations, SSRS reports and SSIS package.
• Strong programming skills in C#.net, ASP. Net, ADO. Net, Restful API and Webservices.
• Experience in writing SQL Queries, Stored Procedures and Functions.
• Migration experience from On Prem to Cloud Dynamics 365.
• Familiar with Azure DevOps or other similar enterprise planning and delivery tools
• Ability to work with functional teams / product owner
• Excellent client facing skills e.g. verbal, client demonstrations, deliver training within an organization
• Ability and experience working in Agile project delivery