Alta Equipment Group · 14 hours ago
CRM Support Specialist
Livonia, MI
Full-time
Hybrid
Entry Level
1+ years expAlta Equipment Group is the largest equipment dealer in North America, seeking an experienced CRM Support Specialist to support and maintain their Microsoft Dynamics 365 CRM environment. The role involves providing user support, managing data quality, assisting with reporting, and collaborating with various teams to enhance CRM-related processes.
Machinery
Responsibilities
Provide day-to-day support for Microsoft Dynamics 365 CRM users, including troubleshooting issues and responding to support requests
Assist with CRM onboarding for new employees and provide ongoing training support for existing users
Support CRM configuration activities under the guidance of the CRM System Administrator (fields, forms, views, and basic automations)
Help maintain CRM documentation, processes, and best practices
Perform regular database audits and data cleansing to ensure accuracy, consistency, and data integrity
Assist with importing, updating, and validating large datasets within CRM
Support data governance efforts and help enforce data standards across departments
Create and maintain CRM views, reports, and dashboards to support business needs
Assist with ad hoc reporting and data requests
Partner with Marketing and Analytics teams to help surface insights from CRM data, with guidance from the CRM Administrator
Work closely with Marketing, Sales and IT Data teams to support CRM-related initiatives
Assist with CRM enhancements and testing
Support ongoing CRM projects and process improvements as assigned
Qualification
Required
1 to 3 years of experience working with a CRM system (Microsoft Dynamics 365 preferred; Salesforce or similar CRM experience acceptable)
Experience supporting CRM users and performing data management tasks
Strong attention to detail and organizational skills
Ability to communicate clearly with both technical and non-technical users
Proficiency with Microsoft Excel at an intermediate level or higher
Preferred
Experience creating CRM reports and dashboards
Familiarity with basic CRM automation concepts (workflows, flows, or business rules)
Exposure to SQL, data visualization tools, or analytics platforms (preferred, not required)
Experience working in a marketing, sales support, or customer operations environment
Ability to manage multiple priorities and collaborate across teams
Benefits
Medical, Dental and Vision insurance, plus much more!
401(k) with match
Competitive wages
Company laptop
Paid time off
10 paid holidays
Hybrid schedule
Company
Alta Equipment Group
Since 1984, Alta has grown into one of North America’s largest integrated equipment dealership platforms.
1001-5000 employees
Funding
Current Stage
Late StageCompany data provided by crunchbase