W2 only - CRM Data Analyst jobs in United States
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New York Technology Partners · 1 day ago

W2 only - CRM Data Analyst

New York Technology Partners is seeking a Project Specialist in Energy Efficiency. The role involves operating across various programs to ensure project accuracy and timely responses to customers, utilizing MS Dynamics CRM software.

ConsultingInformation TechnologySoftwareStaffing Agency
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Hiring Manager
Nishant Malde
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Responsibilities

The Project Specialist (PS) will be required to operate across several programs and multiple dashboard queues to assure that projects are continuously progressed based on daily responses from contractors and customers
The PS will have specific accountabilities to assure project accuracy and that project requirements have been validated and met
Candidate must be able to work within a multi-faceted environment to meet both project and program goals and objectives
The candidate must operate at a high degree of accuracy and be comfortable assessing various types of submittals and progressing applications to their next stages of review
The Project Specialist will use MS Dynamics CRM software to progress energy efficiency applications through required milestones and interact across functional areas to ensure timely responses to customers and program partners; raise issues and exceptions to appropriate levels for resolution; provide insights on how to improve program design and processing for better overall delivery and value; understand and communicate changes in volume trends to help offset potential delays; ensure outstanding customer and contractor satisfaction; cross train coworkers on program requirements; participate in local New Brunswick, NJ marketing events and conferences

Qualification

MS Dynamics CRMEnergy Efficiency experienceMicrosoft OfficeData entry skillsAnalytical skillsBusiness acumenMultitaskingProfessional presenceCommunication

Required

Ability to understand and follow procedures
Ability to quickly assess information and take appropriate actions to maintain process flow
Strong data entry skills; Strong communication
Comfort with fast-changing work priorities and multitasking
Business acumen to include a working knowledge and understanding of invoice documents, equipment specifications and operational functions required to provide sound program support
Aptitude for Microsoft Office and Microsoft Dynamics. Ability to work with Excel workbooks and to create and upload documents and files
Requires attention to detail and analytical skills
Energy Efficiency program experience
Professional presence with desire to improve processes and exceed program savings goals

Preferred

Advanced Word skills; Understands and has strong Excel skills
Associate degree from an accredited college in a related discipline experience is desirable
Three plus years of experience supporting customer programs is desirable
Demonstrated success in developing and maintaining customer, client, and partner relationships with a high level of satisfaction
Professional presence with desire to improve processes and exceed program savings goals
Can present program details to audiences for recruitment and participation requirements

Company

New York Technology Partners

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New York Technology Partners is an information technology company that provides IT and engineering services.

Funding

Current Stage
Growth Stage

Leadership Team

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Amy Reynolds
Senior Talent Acquisition Partner
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Hetal Shah
Technical Recruiter at New York Technology Partners
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Company data provided by crunchbase