Demo

CRM ARCHITECT

CAI
CAI Salary
Washington, DC Full Time
POSTED ON 3/8/2025
AVAILABLE BEFORE 6/8/2025

Job ID Number

R4580

Employment Type

Full time

Worksite Flexibility

Hybrid

Job Summary

As the CRM Architect, you will oversee and manage the allocation and renewal of Microsoft Project Online licenses, assist users with technical support, develop training materials, and manage the technical aspects of the platform.

Job Description

We are looking for a CRM Architect to oversee and manage the allocation and renewal of Microsoft Project Online licenses, assist users with technical support, develop training materials, and manage the technical aspects of the platform. This position will be full-time and hybrid in Trenton, NJ.

What You’ll Do

License Management :

Oversee and manage the allocation and renewal of Microsoft Project Online licenses

Monitor license usage and ensure compliance with licensing agreements

Provide recommendations for license optimization and cost-efficiency

User Support :

Assist users with any issues related to Microsoft Project Online, including technical problems and usage queries

Respond to user support requests in a timely and effective manner

Troubleshoot and resolve system issues, coordinating with Microsoft support if necessary

Training and Documentation :

Develop and maintain comprehensive cheat sheets and user guides to assist users in effectively utilizing Microsoft Project Online

Provide training sessions and workshops as necessary to ensure users are proficient with the platform

Create and update training materials, ensuring they are current and relevant

Technical Management :

Understand and manage the technical capabilities and configurations of Microsoft Project Online

Ensure proper setup of permissions and roles to maintain security and workflow efficiency

Monitor and manage project timelines to avoid conflicts and ensure smooth operation

Oversee system configurations, ensuring optimal performance and stability

Configure and maintain Enterprise Project Types (EPTs) and associated workflows

Manage Project Web App (PWA) settings, including custom fields, views, and enterprise calendars

Implement and manage integration with other Microsoft 365 services and third-party applications

Ensure proper setup and management of Project Sites and their corresponding permissions

Develop and maintain Power BI reports for advanced project analytics and reporting

Perform regular system audits and compliance checks to ensure data integrity and security

Implement and manage custom solutions using Project Online APIs and Power Automate for process automation

Configure and maintain resource management settings, including resource pools and capacity planning

Oversee the setup and maintenance of timesheet functionality and approval processes

Best Practices and Optimization :

Stay updated on the latest features, updates, and best practices related to Microsoft Project Online

Implement best practices to optimize project management processes and improve overall efficiency

Provide recommendations for improvements and enhancements to the Project Online environment

Collaboration and Communication :

Collaborate with stakeholders to understand project requirements and provide appropriate solutions

Maintain clear and effective communication with team members and users regarding updates, changes, and training schedules

Foster a collaborative environment to ensure successful project outcomes

Reporting and Analytics :

Generate and analyze reports to track project progress, user activity, and system performance

Provide insights and recommendations based on data analysis to improve project management practices

What You'll Need

Required :

Proficient in configuring and managing Enterprise Project Types (EPTs) and Project Web App (PWA) settings

Experience with integrating Project Online with other Microsoft 365 services and third-party applications

Familiarity with Project Online APIs, Power Automate, and custom solution development

Knowledge of Power BI for creating advanced project analytics and reports

Proven experience with Microsoft Project Online administration and support

Strong understanding of project management principles and best practices

Excellent problem-solving skills and ability to troubleshoot technical issues

Effective communication and training skills

Ability to manage multiple tasks and priorities in a fast-paced environment

Physical Demands

Ability to safely and successfully perform the essential job functions consistent with the ADA and other federal, state, and local standards

Sedentary work that involves sitting or remaining stationary most of the time with occasional need to move around the office to attend meetings, etc.

Ability to conduct repetitive tasks on a computer, utilizing a mouse, keyboard, and monitor

Reasonable Accommodation Statement

If you require a reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employment selection process, please direct your inquiries to application.accommodations@cai.io or (888) 824 – 8111.

Equal Employment Opportunity Policy Statement

It is the policy of CAI not to discriminate against any employee or applicant due to race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or being a protected veteran. It is also the policy of CAI to take affirmative action to employ and to advance in employment, all persons regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or being a protected veteran, and to base all employment decisions only on valid job requirements. This policy shall apply to all employment actions, including but not limited to recruitment, hiring, upgrading, promotion, transfer, demotion, layoff, recall, termination, rates of pay or other forms of compensation and selection for training, including apprenticeship, at all levels of employment. Employees and applicants of CAI will not be subject to harassment due to race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or being a protected veteran. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited.

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