CRM Manager

We are seeking a highly skilled and motivated CRM Manager and Analyst to join our team. This role is pivotal in managing and analyzing our customer relationship management (CRM) system, with a particular focus on deploying and managing DynamicsCRM for sales and services. The ideal candidate will have a strong background in CRM systems, data analysis, and project management, ensuring that our CRM strategies align with business goals and enhance customer satisfaction.

Key Responsibilities:

CRM Deployment and Management

- Lead the deployment, configuration, and customization of DynamicsCRM to meet business requirements across the enterprise value chain.

- Manage the day-to-day operations of the CRM system, ensuring data integrity, system performance, and user support.

- Collaborate with IT, Operations, and other work teams to integrate DynamicsCRM with other business systems and applications.

Data Analysis and Reporting

- Analyze CRM data to identify trends, patterns, and insights that drive business decisions.

- Develop and maintain dashboards and reports to monitor key performance indicators (KPIs) and CRM metrics.

- Provide actionable recommendations based on data analysis to improve customer engagement and retention.

Project Management

- Plan, execute, and oversee CRM projects, ensuring timely delivery and alignment with business objectives.

- Coordinate with cross-functional teams to gather requirements, define project scope, and manage project timelines.

- Conduct training sessions and workshops to ensure effective use of DynamicsCRM by end-users.

Customer Relationship Management

- Develop and implement CRM strategies to enhance customer experience and loyalty.

- Monitor customer interactions and feedback to identify opportunities for improvement.

- Work closely with sales, marketing, and customer service teams to optimize customer journeys and touchpoints.

System Maintenance and Support

- Perform regular system audits and maintenance to ensure optimal performance and security.

- Troubleshoot and resolve CRM-related issues, providing technical support to users.

- Stay updated with the latest CRM trends, technologies, and best practices.

Requirements

Qualifications

- Bachelor’s degree in business, information technology, or a related field.

- Proven experience in deploying and managing DynamicsCRM.

- Strong analytical skills with the ability to interpret complex data and provide actionable insights.

- Excellent project management skills, with a track record of successfully leading CRM projects.

- Proficiency in CRM software, data analysis tools, and Microsoft Office Suite.

- Strong communication and interpersonal skills, with the ability to work effectively with cross-functional teams.

- Detail-oriented, with a focus on accuracy and data integrity.

Preferred Qualifications

- Verifiable and proven track record in leading change across multiple functions in an organization across geographies and business units.

- Experience in a similar role within firms engaged in providing industrial services, distribution and/or value-added distributors to B2B customers, small- to large-cap customers.

- Certification in DynamicsCRM or related CRM platforms.

- Knowledge of SQL, Power BI, or other data visualization tools.

Benefits

Medical, Dental, Vision, Highly Competitive PTO Accrual, 10 Paid Holidays, Life Insurance, AD&D, Short/Long-Term Disability, 401K with Company Match, Pet Insurance, Optional Supplemental Insurances, Legal Assistance for Identity Theft, Health Advocate, Tuition Assistance, Maternity and Paternity Leave, Adoption Aid, Referral Bonuses, and more.