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EMC Insurance Companies · 4 days ago

Microsoft Dynamics CRM Sales Consultant

United States

Full-time

Remote

Mid, Senior Level

$86K/yr - $119K/yr

7+ years exp

EMC Insurance Companies is focused on collaboration and making a positive impact. They are seeking a Microsoft Dynamics CRM Sales Consultant to serve as a point of contact for CRM end-user questions, train users, and collaborate with various teams to optimize CRM workflows and reports.

Financial ServicesInsurance

Responsibilities

Serves as the day-to-day point of contact for Dynamics CRM end-user questions and issue escalation, collaborating with product owners and IT development teams

Collaborates with people leader, Regional Vice Presidents, and power users to understand EMC’s sales processes and enablement strategies to customize Dynamics 365 CRM workflows to meet business requirements

Develops, executes, and maintains user training programs and documentation for Microsoft Dynamics 365 CRM, including onsite and virtual sessions across sales, underwriting, marketing, and other functional groups

Collaborates with sales, underwriting, claims, and marketing teams to set-up, optimize, and maintain user-specific views and dashboards

Collaborates with Marketing and Communications team on Customer Journey Insights implementation and optimization of marketing automation capabilities

Integrates and develops Power BI reports to enhance business intelligence and support decision-making for sales and agent-facing needs

Continuously gathers user feedback and leads process enhancement discussions to inform system and process improvements

Partners with IT and Data teams on roadmap and execution, to ensure data integrity, conduct regular audits, and support data migration projects

Administers CRM user setup and onboarding, ensuring a seamless experience for new team members

Qualification

Microsoft Dynamics 365CRM implementationPower BIPower PlatformProject managementCommunication skillsOrganizational skillsProblem-solving skills

Required

Bachelor's degree in business administration, computer science, instructional design or related field

Seven years of experience with customer relationship management systems, including at least five years of experience with Microsoft Dynamics or related experience

Prior experience with CRM implementation and training initiatives, preferably within a sales capacity

Microsoft Dynamics 365 certifications required

Excellent skills in Microsoft Dynamics 365 Sales and Customer Journey Insights CRM

Excellent skills in Microsoft Office applications

Strong knowledge of PowerBI and reporting dashboards

Proficient in Power Platform (Power Automate, Power Apps)

Excellent problem-solving and project management skills

Excellent verbal and written communication and interpersonal skills

Excellent planning, attention to detail and organizational skills required