CRM Platform Analyst

Job Purpose

The CRM Platform Analyst is responsible for the administration of the CRM platform. This includes maintenance, system enhancements / upgrades, and ensuring data integrity. The Analyst will work with other members of the team in maintaining the database and act as one of the primary contacts for the CRM platform. The Analyst will assist with identifying opportunities to improve efficiencies and recommend / implement solutions, as well as maintain proper documentation of best practices for standard operating procedures. The Analyst will also assist with the development of test criteria and verifying test output for upgrades and enhancements.

Essential Responsibilities

• Manage CRM platform security including roles, profiles, sharing rules, workflows and groups.
• Maintain and customize CRM platform applications.
• Build custom reports, dashboards, and workflows.
• Manage operational requests and reporting including customer analysis and individual views, and troubleshoot issues.
• Develop training materials and provide training and support to the CRM platform end users.
• Manage all sales related technical resources and migration of data into the CRM platform.
• Evaluate new releases of the CRM platform to determine functionality requirements and provide detailed information on how changes will apply to all affected departments / users.
• Assists with the development of test criteria and verifying test output for upgrades and enhancements.
• Manage and coordinate new functionality release notes to the user community.
• Provides training and mentoring to associates.

Other Duties

Knowledge, Skills and Abilities

Qualifications

Bachelor's Degree or equivalent work experience required.

1+ years of CRM platform administration experience required.

Microsoft Power Platform / Dynamics 365 CRM experience preferred.

Microsoft Power Platform Fundamentals Certification within 180 Days required.

Dynamics 365 Fundamentals (CRM) Certification within 180 Days required.

We don't just accept difference - we celebrate it, we support it, and we thrive on it for the benefit of our employees, our products and our community. Jackson is proud to be an equal opportunity workplace. The Company subscribes to and endorses federal and state laws and regulations relating to equal employment opportunity for all persons without regard to race, color, religion, gender, age, national origin, legally-recognized disability, marital status, legally-protected medical condition, citizenship, ancestry, height, weight, sexual orientation, veteran status, or any other factor not related to the needs of the job. The Company is committed to a policy of equal opportunity. Company facilities and campuses are tobacco-free environments.