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Stewart Title · 10 hours ago

CRM Administrator/Manager - D365 Experience Required

Greater Houston

Full-time

Hybrid

Senior Level

7+ years exp

Stewart Title is a global real estate services company recognized for its commitment to employee development and success. The CRM Administrator/Manager will engage in data collection and analysis, manage a team of D365 admins, and oversee the configuration and maintenance of the CRM platform to support strategic planning and sales efforts.

Financial ServicesInsuranceLegalProperty InsuranceReal Estate

Responsibilities

System Administration & Configuration: Manage user access, roles, and security settings, Configure workflows, business rules, and automation, & Customize dashboards, views, and reports

Data Management & Integrity: Ensure data quality, perform backups, and manage integrations, & Oversee data imports, exports, and deduplication

Troubleshooting & Support: Resolve system issues and provide user support, & Collaborate with Microsoft Support for escalations

Upgrades & Enhancements: Implement system updates and new features, & Test and deploy patches, ensuring minimal downtime

Training & Documentation: Provide training to users on D365 best practices, & Maintain system documentation and process guides

Administers and oversees day-to-day configuration, training, support, maintenance and improvement of the CRM platform

Advises on best practices, influences customer data and technology investments, and oversees a comprehensive CRM education program internally

Performs a range of assignments and may lead projects within own discipline'

Manages a team of at most 4 other D365 admins functionally and administratively. Responsible for work assignment, technical guidance, quarterly assessment

Applies working knowledge of business and best practices gained through understanding of key business drivers and recognition of how own area integrates within organization

Works within broad guidelines and polices to accomplish objectives and goals

Solves moderately complex to complex problems and analyzes possible solutions using technical experience, judgement and precedents

Explains complex and/or sensitive information in a straightforward manner

Acts as a resource for colleagues, provides guidance to less experienced team members

Performs all other duties as assigned by management