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Partner Engineering & Science, Inc. · 3 weeks ago

CRM Specialist

Torrance, CA

Full-time

Onsite

Entry, Mid Level

$30/hr - $33/hr

2+ years exp

Partner Engineering and Science, Inc. is seeking a Dynamics 365 Systems CRM Specialist who will play a key role in ensuring stability, scalability, and continuous improvement of the Microsoft Dynamics 365 Customer Relationship Management (CRM) platform. This role serves as the administrative and technical expert behind the CRM system, supporting day-to-day operations and long-term enhancements.

ConstructionEnergy EfficiencyRisk Management

H1B Sponsor Likely

Responsibilities

Support the needs of salespeople, sales managers, and the CRM Administrator by ensuring the CRM system delivers critical, actionable information such as key performance indicators (KPIs), sales activities, leads, pipeline status, and other essential sales data

Design and maintain dashboards, reports, and workflows that empower the sales team to make informed decisions, prioritize opportunities, and drive revenue growth

Collaborate closely with sales leadership to continuously refine the system’s ability to deliver timely, relevant insights that support sales strategy and execution

Assess the viability of proposed enhancements or business requirements by determining what Dynamics can support natively, what requires configuration, and what may require custom development or third-party solutions

Translate business needs into detailed system specifications, including workflows, data structures, automation, and integrations

Partner with stakeholders to define scalable, practical solutions and articulate how the system can do this

Manage day-to-day administration of Dynamics, including user management, field and form configuration, workflow rules, dashboards, security permissions, and integrations. Ensure system performance, reliability, and compliance

Serve as an expert resource for CRM users by troubleshooting issues, investigating bugs, and providing clear guidance on system functionality and best practices

Execute approved system improvements through configuration or coordinate with internal developers and external vendors on more complex customizations and integrations

Collaborate with CRM support resources and stakeholders to maintain clear documentation of system architecture, configuration decisions, processes, and user guides to ensure continuity and internal knowledge sharing

Partner with CRM support resources, IT, development teams, and business stakeholders to ensure technical changes align with strategic objectives and deliver measurable business value

Maintain awareness of the Microsoft Dynamics product roadmap and leverage new capabilities to support Partner’s effective use of the platform

Coordinate with other internal product managers to ensure alignment with broader product and platform strategies

Monitor the Dynamics environment to ensure appropriate usage, system stability, scalability, and cost effectiveness

Support additional CRM-related or adjacent business technologies as needed, including learning and utilizing complementary tools such as Power BI, Power Apps, ClickDimensions, and other marketing automation or analytics platforms

Qualification

Dynamics 365 CRMMicrosoft Power PlatformSQLSystem integrationsData analysisUser trainingEmotional intelligenceInterpersonal skillsCollaboration

Required

Team player with strong emotional intelligence (EQ)

Strong interpersonal skills with ability to collaborate across technical and non-technical teams

Enjoys brainstorming with others for creative solutions to complex business needs

Bachelor's degree or equivalent experience

Strong technical background with familiarity in databases and data structures

2+ years of experience working with CRM (D365)

Familiarity with Microsoft Power Platform components (Dataverse, Power Apps, Power Automate, Power Pages, Power Platform environments)

Working knowledge of SQL for reporting, data analysis, and troubleshooting

Experience supporting system integrations and working with APIs

Working knowledge of CRM connectivity to ERP, project management, and billing systems

Background supporting or training end users

Preferred

Experience in real estate, financial services, or related industries is a plus

Exposure to B2B services sales cycles (longer sales cycles, repeat clients, relationship-based selling)

Understanding of project-based businesses, including proposals, scopes of work, projects, and invoicing

Experience with additional CRM platforms and integrated business systems

Benefits

Competitive benefits package including health insurance

Dental insurance

Vision insurance

Vacation and sick time

401(k) plan with a company match

Company

Partner Engineering & Science, Inc.

Partner Engineering and Science, Inc.

Founded in 2007

Torrance, California, USA

1001-5000 employees

http://www.partneresi.com/

H1B Sponsorship

Partner Engineering & Science, Inc. has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (1)

2023 (1)