Candidate should have experience with Multi-Farm and Multi-Environment Dynamics CRM installations, 3-5 years experience installing Dynamics CRM in a multi-tier infrastructure for a multi-tenant Deployment, including creating new tenants in a multi-tenant shared environment, troubleshoot system Jobs in Microsoft Dynamics CRM. Download CRM Administrator Resume Sample as Image file, Work with management, strategic planning & analysis of staff and end-users to create and manage complex workflow rules, data validation, and triggers, Working with management, strategic planning & analysis staff and end-users to create and manage complex workflow rules, data validation, and triggers, Design, develop, test and implement new processes, such as lead management, campaign management, surveying, internal workflows, etc, Assist in developing a client data management strategy and collection plan, User support - troubleshooting, identifying problems and working with IT to resolve technical issues and work with Users to provide proper training, Work closely with the CRM offshore team to manage the day to day case work load, Work as project management with key stakeholders to develop test case scenarios for functional enhancements, Manage and nurture customer relationships with key business partners regarding current and future projects to support revenue growth, Customer Allegiance goals, process efficiencies and CRM best practices, Expected to work as a full-standing member of global IT team and provide input and insight into commercial discussions, Seek out opportunities to utilize SFDC to improve processes and productivity, and make recommendations to support an organization scaling at a rapid pace, Ownership of all technical aspects of Salesforce.com, including data migrations, data quality, systems integrations, 3rd party applications and AppExchange products, Utilize a change management (release) process to develop and implement new applications and updates to existing applications, Enjoys contributing to the overall success of the company, not just one department, and has commercial awareness of how the department fits in and adds value to the whole picture, Enthusiastic about working with colleagues and peers across the business unit and/or around the company, Lead the training of all CRM users, including development of training presentations and materials, Maintain CRM databases including data cleansing, record maintenance, and data linkages to other source systems, Advising on CRM best practice and a proactive approach to business process improvement, CRM related process assurance, working with the operational business to develop workflows and documentation, Business Super User mentoring and involvement in the train the trainer approach, Ensure timely and accurate data correlation between CRM and internal accounting systems, Provide technical support for more than 50 daily users consisting of Field Sales, Inside Sales, and Product Managers, 5-7+ years of post-undergraduate work experience in business analysis, sales operations/enablement and/or information technology, Strong understanding of the relational nature of business applications, Experience of providing excellent customer service, Thorough knowledge of cloud based SaaS solutions, web services architecture, object oriented programming and MS Office, Ability to communicate precisely and effectively with collaborating teams and colleagues at all levels of the organization, Ability to flourish in a dynamic, fast paced environment, High level of accuracy and attention to detail, Ability to handle large amounts of data in Excel, Good IT skills with experience of using MS Office, Driving data quality improvements through accurate capture and cleansing, identifying any problems with the database and taking appropriate action in discussion with your line manager, Undergraduate degree required; degree in related field (computer science, information systems, engineering, business administration) preferred; Advanced/graduate degree desirable, 3-5 years of work experience in CRM platforms (Salesforce.com required) and database design/management, Salesforce administrator certification strongly preferred, Experience supporting both development and production environments, All candidates must be eligible to work in the United States permanently without sponsorship, Support the CRM Manager with the continuous development of the Salesforce.com system for UK Retail, to ensure it keeps in step with the evolving business needs, Work closely with the UK Retail business stakeholders to capture, discuss and design new Salesforce.com enhancements/requirements, Keep abreast of new CRM technology & innovation and suggest how this might support UK Retail, Carry out Salesforce.com configuration, including analysis and design of new requirements, front-end changes, training and rollout to business users and departments, Provide Salesforce.com expertise for any related projects, requirements gathering, design and testing for business sign off, Data ownership (maintenance and communication of agreed data standards, on-going data cleansing, data transformation and loading and regular monitoring of data quality), Salesforce Support (management of defect resolution, maintenance of the security model, supporting and training users, developing new reports/MI, liaison with IT teams and monitoring data storage, managing the Marketing automation tool), Liaise with industry third parties and data providers regarding Salesforce data integration points, Ensure all activities are in line with TCF outcomes, Proven experience of Salesforce administration & configuration, Proven experience of working with business stakeholders, Proven experience of requirements gathering, analysis, design, testing and end-user training, A good technical understanding and interest will be required, e.g. Excel formula/pivot tables, Salesforce.com admin tools and data loader, An understanding of the principles of good database design, Excellent interpersonal and proven relationship management skills, Good analytical and organisational skills, with an attention to detail, Enthusiastic, positive, self-motivated and highly professional, Resolve a full range of internal and external customer requests, Prepare documentation and for internal and external clients, Provide guidance and outcome data to management on area of expertise, Oversee and communicate issues and solutions to systems to end users, Must maintain current required licenses and certifications relevant to field of expertise, Works closely with management to make enhancements and modifications to the CRM configuration leveraging experience with built-in admin, reporting, data migration, and development tools, Has a lead role in evaluating new technologies and development plans for implementation, Manages and executes projects including requirements gathering, design, development, testing, implementation, and training, Provides day-to-day support to end users and training for Equipment Finance Team, Manages users, customization of objects, fields, record types, page layouts and E-mail templates, Develops and maintains documentation regarding systems configuration, application workflow, and business rules, Develops and maintains reports, models or databases to support individual and / or the enterprises routine and ad hoc data and analytical needs. Communicates status of issues and high-priority cases to users and management as needed, Create and provide various business analytic reports for Sales, Marketing and other departments as assigned, Gain an understanding of the underlying business, data and processes sufficient to provide expert advice to users in the use of Dynamics CRM, ultimately working to improve sales and marketing efforts, Promote the proper and effective utilization of the CRM application by coordinating training and working with end users to support company operations, Work as operational system administrator for CRM; including maintenance, enhancements, policing of data, and research, Participate or lead the delivery of environment and integration point changes in collaboration with business analysts, vendors, and users, Familiarity with CRM or database systems, preferably Dynamics 365 or prior versions, Working knowledge of supporting relevant technologies (Office365, SAP, and Web forms), Ability to generates creative solutions and use feedback to modify designs, Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; works well in group problem solving situations, Ability to respond promptly to customer needs and solicits customer feedback to improve service, Writes clearly and informatively and presents numerical data effectively, Understands business implications of decisions, Reacts well under pressure and accepts responsibility for own actions; Follows through on commitments, Demonstrates accuracy and thoroughness, monitors own work to ensure quality, Bachelor's degree in computing or business related discipline or equivalent in education and experience, 3-5 years of customer service, process improvement or related experience, 2+ years of experience working within a CRM environment, Bachelors Degree in Marketing, IT, or Business, Good knowledge of SQL query, VBA, MS Access and Excel o Knowledge of Apex/Visual force a plus, Excellent communication and social skills, Team oriented, with capability to establish critical relations across a variety of teams, Resourcefulness and ability to work with limited supervision, Flexibility and ability to manage multiple tasks and deadlines, Review data completeness and integrity within Salesforce platform; highlight gaps and issues to relevant stakeholders for remediation, Administrator role for our CRM platforms: Salesforce for Canada and USA, including but not limited to: massive data and records updates, users administration, creation and maintenance of workflow and validation rules, create/delete users, Custom Objects / fields and page layouts, Research and define processes, workflow rules and validations to be implemented in Salesforce by working collaboratively with Sales, Sales Support, Pricing, Billing, Customer Service, Business Analyst and IT developers, Design and develop reports and dashboards for Sales, Marketing, Operations and Executive users o Work with IT Quality Control, test and approve deployments related to the CRM, As required, work closely with Sales Technology, to jointly prepare training materials and host training for Sales teams across North America, Be the CRM expert for the entire organization, providing advice and assessment related to best practices in the use of CRMs, Be the contact for any CRM user, solving inquires or problems and escalating them to IT or external vendors as necessary, Prepare training documents for any new functionality being deployed in the CRM, Manage the Salesforce license needs, allocation and purchasing for all of Direct Energy Business, Responsible for processing new sales proposals, ensuring they are captured on the CRM system in a timely and accurate manner, Perform relevant searches to support proposal application, such as credit reference searches, Ensuring all supporting documentation/evidence required for underwriting is scanned and attached to proposals, Chasing for outstanding information via the sales team or other sources to ensure the proposal is complete and ready for submission to underwriters, Ensuring proposals are submitted for underwriting within agreed timescales, Update and maintain company records (creation and amendment), including contact information on CRM, verifying data and correcting data where necessary, Ensure that prospect data received from sales is entered into CRM completely and accurately and within x days of receipt, Performing activities to identify areas for data improvement and taking remedial action as required, Production of management information / reports on a weekly / monthly basis, Working closely with sales and marketing to provide regular reports and updates when required, Ensuring appropriate security measures are taken to prevent unauthorised access to data, in accordance with the Data Protection Act, Proficient in relevant computer applications such as MS Office, Responsible for administering global communication software for BIW with a high detail to work and accuracy, Responsible for department and client reporting expectations with very high expectation of accuracy, Manage functional day-to-day operations of CRM system. Ability to handle full workload and meet deadlines, Promote best practice on how Microsoft Dynamics should be used at an I.T. Experience with data governance best practices for maintaining high levels of data quality, Experience with SQL Server, SRS Reports, Javascript, Scribe, ASP.net and HTML preferred, Experience troubleshooting and finding solutions to complex problems, Experience documenting CRM processes, systems etc. - Instantly download in PDF format or share a custom link. Understand Fetch XML query language and how it is used. level and a user level, Be a key contact in the implementation of new functionality/applications with Microsoft Dynamics, Manage, support and test of upgrades and maintenance for Microsoft Dynamicss different environments, Train users on best practice on how to use the CRM, Fix and fulfil tickets via Service Now, raised by internal customers (employees), for Microsoft Dynamics, Administration on Oracle CPQ (previously Big Machines) and Marketo will also be required, Experience as a Microsoft Dynamics CRM Administrator, Microsoft Dynamics Administrator certified, API integration experience, syncing Microsoft Dynamics to other applications, Oracle CPQ (previously Big Machines) experience, Perform daily work needed to configure and manage the MS Dynamics 365 CRM Online platform, Assist in creation of long-term strategic goals for high data quality and appropriate data use, Monitor data quality, data migrations, and data integration, Evaluate impact of new releases of Microsoft Dynamics 365 Online to existing customizations, MS Dynamics 365 Online user management (Production permission sets and roles, user management), MS Dynamics 365 Online Post-Refresh activities, MS Dynamics 365 Online adhoc admin. - Select from thousands of pre-written bullet points. Examples include sales and management dashboards, cross-sell reporting, pipeline-related reporting, and project related requests, Manages tracking and resolution of data quality, technical and other issues, Works with sales representatives to develop market databases, perform territory analysis, creates lead alerts and other sales campaigns through existing and new sales process tools and systems, Ensures processes are in place and followed to correct any data quality issues in the source system versus end user reporting, Owns inputted data and related data quality processes (is data owner and/or steward), Ensures continuous improvement of the quality and accuracy of data and reporting processes, partnering with individuals outside of LOB as needed, Supports other sales process systems including user requests for data, reporting and integration with CRM and other systems, Partners with IT development resources to further integration between Sales Systems, Supports E2 sales process with development and integration of sales systems and business processes, Creates and provides price tables, sales reports, and purchase reports to customers, Adheres to enterprise-wide BI governance policies and procedures, Complies with all applicable federal and state regulations, LIVE the Banks Mission Statement and PRACTICE the Banks Corporate Strategy, Daily administration and support of SFDC and related CRM systems, Salesforce database including but not limited to managing multiple user setup, profiles and roles, customization of objects, fields, record types, page layouts and validations, Develop and create customized reports and dashboards, Assist with the training new and existing users on how to use database applications, keep application users informed about system functionality and enhancements, BA/BS in Computer Science, Information Systems, or related area, Strong problem solving and troubleshooting ability, Excellent Verbal and written communication skills, Self-starter with experience working on cross functional teams in an enterprise environment, Experience in Sales, Marketing, and Service clouds, Basic understanding of Agile development methodologies, Visual Force or apex application development, Maintaining user accounts across multiple orgs such that we meet the proper blend of user business functionality and adherence to compliance, Maintaining and enhancing data integrity through effective design, maintenance and security in the Salesforce.com application, Assisting in enhancing and maintaining automated processes and applications that exist within and are integrated with the Salesforce.com application, Troubleshooting technical issues and devising immediate and long-term solutions, Developing and implementing functional tests for security configurations and automated processes, Bachelors degree required; Computer Science, Operations or Programming disciplines preferred, Salesforce.com Certification preferred, but not required, Customer support - managing and performing, 2U is an equal opportunity employer that does not discriminate against applicants or employees and ensures equal employment opportunity for all persons regardless of their race, creed, color, religion, sex, sexual orientation, pregnancy, national origin, age, marital status, disability, citizenship, military or veterans status, or any other classifications protected by applicable federal, state or local laws.
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