Manage the Microsoft Dynamics CRM platform and applications, implementing configuration changes and providing support and training to users, including company executives. Play a key role in adapting the system to evolving business needs under the supervision of the Director, Business Solutions.
Responsibilities:
* Daily maintenance and configuration of Microsoft Dynamics CRM and related systems.
* Ensure the integrity of critical data, handling tasks such as removing/merging duplicate records.
* Update user lists, security profiles, and access rights.
* Implement reports and dashboards and fulfill enhancement requests.
* Assist in integrating CRM with other business systems and applications.
* Troubleshoot and resolve user issues on a daily basis, working directly with users.
* Test enhancements and bug fixes, coordinating testing and making necessary changes.
* Collaborate with Microsoft Dynamics development partner for new CRM functionality.
* Develop documentation and training materials, conducting sessions for end users.
* Act as a support resource for users post-training.
* Support marketing list creation and event planning using Click Dimensions.
* Become an expert and administrator for existing reports and dashboards, collaborating with users and management on new ones.
* Potentially support Microsoft SharePoint and other applications over time.
Requirements:
* 3+ years of experience administering a CRM system, preferably Microsoft Dynamics CRM.
* Ability to thrive in a fast-paced team environment.
* Strong oral, written, and customer relationship skills.
* Excellent interpersonal skills, relating to a diverse range of users, including senior management.
* Exceptional time management and organizational skills.
* Proactive mindset, contributing ideas for improvements and problem-solving.
* Positive attitude and eagerness to take on new challenges, learn, and grow.
* Two-year or four-year college degree strongly preferred.
* Proficient in or have a working knowledge of Microsoft Office, specifically Excel, Word, and PowerPoint.
* Must reside in the Boston area and work in the Newton office on Tuesdays plus either Wednesdays or Thursdays.
What We Offer:
* Dynamic, flexible, hard-working team environment.
* Opportunities for personal and professional growth.
* Inclusive culture that values each employee's unique perspective.
* Hybrid work environment with the option to work from home three days a week.
* Feedback culture committed to direct, open, and supportive communication.
* Supportive team environment that cares about your success.
Benefits:
* Competitive bonus programs.
* Medical, dental, and vision insurance.
* 401(k) with company match.
* Short-term and long-term disability insurance.
* Paid holidays, sick leave, and vacation.
* Employee assistance programs with six annual therapy sessions.
* Summer flex scheduling options for early releases on Fridays from Memorial Day to Labor Day.
* Paid volunteer opportunities.