Dynamics 365 CRM Data Specialist

Job Description

About the Opportunity
We are seeking an experienced Dynamics 365 CRM Data Specialist to support our Marketing leadership team. This is a hands-on, senior role responsible for the accuracy, integrity and continuous improvement of our Dynamics 365 CRM, keeping data clean and reliable across accounts, contacts, opportunities and pipeline records. You’ll build the reports, dashboards and automated workflows that our sales and membership teams rely on day to day, and act as the go-to CRM expert across the business.

Whilst the reality of each day will be different, you can expect to be accountable for:
• Maintaining accurate, de-duplicated CRM data and leading consistent processes for how leads, opportunities and member interactions are captured and managed
• Designing and building reports, dashboards and marketing lists in Dynamics 365 and Power BI, and configuring model-driven app elements (forms, views, business rules, business process flows)
• Building and maintaining automated workflows and Power Automate flows to support sales and membership pipeline reporting and routines
• Uplifting CRM capability across the business through training, onboarding support and well-maintained SOPs and guides
• Partnering with the CRM developer and cross-functional teams to scope, implement and test CRM enhancements and integrations

To best succeed in this role you will have:
• Demonstrated, hands-on experience administering and supporting Dynamics 365 CRM in a business setting
• A proven track record building reports and dashboards in Dynamics 365 and Power BI
• Strong CRM data management and data governance skills, with a sound understanding of data security and access administration
• Experience working within agile delivery, backlog management and stakeholder engagement
• Advanced Excel skills and excellent written and verbal communication across technical and non-technical audiences
• Solid business analysis skills, including requirement gathering, process design and translating business needs into practical CRM changes

Are you interested in this position?
Apply by clicking on the “Apply Now” button below!
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