CRM Administrator

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Microsoft Dynamics CRM Administrator Overview

The Microsoft Dynamics CRM Administrator is responsible for the development and daily management of Client Central, the Firm’s Client Relationship Management (CRM) system. This position will be responsible for the overall configuration and functionality of the CRM system and will use technical knowledge to provide strategic solutions through software configuration and provide support to users.

The Microsoft Dynamics CRM Administrator will be regarded as the Subject Matter Expert (SME) in both Microsoft Dynamics and company’s customizations of the product. The SME role is essential and must fully understand how the system works, workflows, business processes, and business rules that are built into the system. They must understand data flows, integrations from other parts of the application, and be able to provide entry-level and advanced training on the system.

Microsoft Dynamics CRM Administrator Major Responsibilities

• Provide ownership and leadership of the implementation, utilization, and expansion of Client Central.
• Systems administration, configuration, customizations, end user training, and manage the upgrade process.
• Understand business processes, business rules, and mapping from the various connected systems.
• Build queries, dashboards, and reports to monitor progress towards strategic goals.
• Work collaboratively with Firm leaders to identify needs, employ best practices in a CRM environment, and seek ways to improve processes and maximize utilization.
• Create and maintain system automations and other custom formulas and logic within the system.
• Monitor system performance and complete CRM system audits to ensure the quality of data collected, performing duplication checks and consolidating data as needed.
• Coordinate functional system-related activities including system maintenance, upgrades, functional development and testing, in coordination with various product managers and teams.
• Develop training manuals, and user guides and design and deliver on-going training.
• Act as trouble shooter and point-person for team members when they have questions or need to learn how to use additional functionalities of the system.
• Understand and document all aspects of Client Central including business rules, data flows, and data integrations.
• Understand all licensed sub-components within the system and how they interact.
• Ensures that all break / fix issues are addressed promptly and provides reporting to the Product Owner on support metrics.
• Tracks break / fix issues and provides reports to Client Central Governance Committee for tracking trends.
• Responsible for participating with Perficient or alternative vendor performing product enhancements.

Microsoft Dynamics CRM Administrator Required Practical Experience / Background / Skills

Microsoft Dynamics CRM Administrator Required Professional Background / Skills

Working Conditions

One Firm

To foster a highly respected, inclusive culture that helps foster and promote an environment that is diverse and equitable for all team members and the firm to achieve growth and deepened expertise. RubinBrown is an equal opportunity / affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

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