CRM Specialist

Position Summary:

As a CRM Configuration Specialist, you will serve the crucial role of configuring and customizing the MS Dynamics 365 & ower Platform cloud-based enterprise software in support of business objectives meant to enhance customer care and experiences. You will work as a bridge between the CRM platform and its users, capturing user requirements and turning them into sound business solutions based on knowledge of best practices. You will be tasked with system user administration, form and view configurations, creating workflows, maintaining application data quality, performing application environment deployments (including post-deployment support and training to end users), and fulfilling the platform’s integration needs with Neptune internal systems and external 3rd party systems.

Objectives:

• Platform Management (60%)
• Perform system configurations and customizations of the MS Dynamics CRM platform
• System Administration of user security roles, field security roles, and audit reviews
• Support QA and UAT testing of CRM Platform and end-to-end cross-team applications
• Stakeholder Engagement, Training, and Support (30%)
• Configuration of enhancement requests and new features
• User training & documentation for system-defined processes
• Serve as subject matter expert for MS Dynamics CRM & Power Platform best practices
• Drive Quality & Promote Team Growth (10%)
• Ensure system and business process changes are appropriately documented
• Participate in agile team ceremonies, including sprint planning, daily stand-ups, backlog
• grooming, and retrospectives
• Maintain and share professional and technical knowledge by attending educational
• workshops; review professional publications, develop personal networks, and participate in

professional groups

Requirements:

• Education
• Bachelor's degree in business, computer science, or a related field of study, or equivalent

experience

Experience

• 3 years of experience in a CRM and/or software application configuration role
• Interpersonal Skills
• Excellent analytical skills with the ability to translate and present technical and business ideas
• to diverse audiences
• Creative thinker with the ability to adapt and strategize value-driven business solutions
• Able to work under targeted project timelines and manage changing priorities
• Customer-centric: excellent team player on a global, cross-functional team sharing common
• business objectives

Technical Skills

• Solid background using CRM foundational components
• Functional knowledge of MS Dynamics 365 configuration, customization, workflows, and
• plugins
• HTML, JS, TypeScript Web resources, and Unified Interface experience preferred
• Familiarity with Microsoft Power Platform, including model-driven and canvas apps, and
• Microsoft Power Automate
• Experience with Microsoft Power Portals – designing, configurations, and integrations with
• non-Power Platform applications, UI development, and Liquid scripting a plus
• Knowledge of Web tools technologies and languages including ASP.net, HTML, JavaScript,
• XML, XLS, AJAX, JSON, .Net Core, including multi-threaded applications
• Experience using code and project management tools including GitHub, TFS, JIRA, and
• Confluence
• Familiarity with MS Dynamics 365 CRM environments, code merge, deployments, and CI/CD
• Ability to create technical and functional documentation of software components
• Troubleshooting and support for all CRM environments

Preferred Qualifications:

• MS Dynamics 365 or Microsoft Power Platform Certification desired/preferred, or candidate is willing to pursue

Location: Tallassee, AL or Duluth, GA