Sales Operations Program Manager (Microsoft Dynamics)

Summary

Job Description:  Sales Operations Program Manager (Microsoft Dynamics)

The Opportunity:

Do you love helping users discover and grow how they use MSFT Dynamics?  Do you enjoy a mixture of projects that grow your technical, operational, and enablement skills?  We are looking for a strong Business Administration to help us take our MSFT Dynamics and operational processes to the next level.

The Role:

Looking for a seasoned Business Admin with strong operational and communication skills, who can manage day-to-day run the business and work collaboratively on change the business projects. The person should have a strong interest in the commercial tech stack, AI and other emerging technologies, and data management.  Ideally, this person should have a strong end user experience orientation and enjoy working in a dynamic environment as we take the company to the next level of CRM capability. 

Roles & Responsibilities

• Serve as the Business Administrator with deep partnership with IT’s System Administrators
• Provide Help Desk support to Advantage’s CRM users including troubleshooting, managing tickets, developing reports, changes to system due to business changes (e.g., hierarchy)
  • Develop and implement automated workflows, approvals, and processes to improve efficiency.
  • Optimize processes working with Ops team-mates and business users.
  • Develop reports, dashboards, and forms tailored.
  • Manage routine changes in configuration, naming, etc. that should not require System Admin support.
• Be a subject matter expert on Dynamics and how it is used at Advantage.
• Work with training to develop end user and manager training including:
  • User Training & Support
  • Maintain documentation on the systems including a business written data dictionary.
  • Onboarding new users
• Build out reporting for different part of the business within a common framework.
  • Monitors usage and adoption including providing recommendations on how to improve.
• Support Advantages’ Win/Loss Reporting in CRM for Branded Services
• Develop KPIs dashboards for executives, leaders, and managers.
• Develop Marketing automation capabilities with Communications and IT teams to set up strong lead management processes.
• Own and manage Dynamic licenses.
• Work with all levels of the organization from CXO to front-line staff.
• Open to applying emerging technologies (e.g., Generative AI) that will accelerate insights and free up capacity for higher value activities.
• Work on ad-hoc projects and requests.

Requirements:

• Undergraduate degree
• MSFT Dynamics Certification
• 5 years of work experience in SalesOps/RevOps working as a business administrator for Dynamics; Ideally across Marketing, Sales, Customer Success, and Service Delivery
• Strong problem solving and analytical skills with proven outcomes.
• Good data management skills including excel, SQL and BI tools (PowerBI, Tableau, etc.) needed.
• Strong written, oral, and conversational skills
• Interest in CPG and retailing preferred.
• Strong work ethic who overcomes obstacles routinely
• Relationship builder

 Remote position

Job Will Remain Open Until Filled

Responsibilities

The Company is one of North America’s leading sales and marketing agencies specializing in outsourced sales, merchandising, category management, and marketing services to manufacturers, suppliers, and producers of food products and consumer packaged goods. The Company services a variety of trade channels including grocery, mass merchandise, specialty, convenience, drug, dollar, club, hardware, consumer electronics, and home centers. We bridge the gap between manufacturers and retailers, providing consumers access to the best products available in the marketplace today.

Essential Responsibilities

Manage the Day-to-Day Operations • Collaborate with stakeholders to define and implement operational and technical solutions for business needs.• Provide Help Desk support to Advantage’s CRM users including troubleshooting, managing tickets, developing reports, changes to system due to business changes (e.g., hierarchy)     o Develop and implement automated workflows, approvals, and processes to improve efficiency, build and maintain documentation     o Optimize processes working with Ops team-mates and business users.     o Develop reports, dashboards, and forms tailored.    o Manage routine changes in configuration, naming, etc. that should not require System Admin support.     o Onboard new users, analyze adoption and usage, • Provide operational and technical guidance and training • Work with training to develop end user and manager training including: User Training & Support

Develop New Capabilities: • Develop reporting, dashboards for business leaders, and front-line staff. • Develop Marketing automation capabilities with stakeholders, i.e. Communications and IT teams, to set up strong lead management processes.• Take new capabilities and make them routine processes• Support key management processes including annual planning, budgeting, performance evaluation, and other routine efforts.

Supervisory ResponsibilitiesDirect ReportsThis position does not have supervisory responsibilities for direct reports.Indirect ReportsDoes not have direct reports but may delegate work of others and provide guidance, direction, and mentoring to indirect reports.

Minimum QualificationsEducation Level: Bachelor's Degree Required. Advance Degree Preferred.Experience Requirements: 8 years of work experience in SalesOps/RevOps working as a business administrator for Dynamics; Ideally across Marketing, Sales, Customer Success, and Service Delivery. MSFT Dynamics Certification.  

Knowledge, Skills, and Abilities

• Strong problem solving and analytical skills with proven outcomes. • Good data management skills including excel, SQL and BI tools (PowerBI, Tableau, etc.) needed.• Experiences with other technologies in modern CRM stack. • Strong written, oral, and conversational skills • Interest in CPG and retailing preferred. • Strong work ethic who overcomes obstacles routinely • Relationship builder

Environmental & Physical Requirements

Office / Sedentary Requirements Incumbent must be able to perform the essential functions of the job. Work is performed primarily in an office environment. Typically, requires the abilty to sit for extended periods of time (66% each day), ability to hear telephone, ability to enter data on a computer and may require the ability to lift up to 10lbs.

Additional Information Regarding Job Duties and Job DescriptionsJob duties include additional responsibilities as assigned by one’s supervisor or other manager related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job positions, or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.

Important Information

The above statements are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of associates so classified.

The Company is committed to providing equal opportunity in all employment practices without regard to age, race, color, national origin, sex, sexual orientation, religion, physical or mental disability, or any other category protected by law. As part of this commitment, the Company shall provide reasonable accommodations of known disabilities to enable an applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by law.