What are the responsibilities and job description for the CRM Administrator position at SHIVELY DIVERSIFIED MANAGEMENT SERVICES, LLC?
Job Description
The CRM Administrator is responsible for the effective management, configuration, and optimization of the Microsoft Dynamics 365 CRM platform to meet the business needs of all Shively companies. This role involves maintaining data integrity, streamlining workflows, and enabling user adoption to ensure the CRM system supports strategic goals. The ideal candidate will collaborate with cross-functional teams, provide user training and support, and deliver actionable insights through custom reports and dashboards. They will also manage updates, troubleshoot issues, and work with stakeholders to enhance CRM functionality in alignment with organizational objectives.
In this position, you can work part-time remotely and will be required to attend meetings at our office in Flint, Michigan.
Only candidates within 60 miles of Flint, Michigan, will be considered.
ESSENTIAL JOB FUNCTIONS:
Assist in the maintenance of the CRM systems, ensuring optimal functionality that meets the needs of Shively companies
Create and maintain documentation for system changes and updates, CRM processes, and work instructions
Monitor system performance and system updates, troubleshoot issues, and liaise with the IT department and VARs when necessary
Create custom views, reports, dashboards, and exports per customer requests and specifications
Train users on CRM systems and provide support and guidance whenever necessary.
Facilitate user adoption and engagement with CRM systems
Assist in facilitating IBM Maximo 7.6 - Parts Inventory Management Application
Partner with Business Intelligence Group, IT, and GM to design and implement data projects for CRM and IBM Maximo
Suggest and implement process improvements to streamline CRM-Maximo integration and data workflows
Ensure seamless data transfer from the CRM system to IBM Maximo (v7.6) regularly
Understand Maximo's inventory management functionality and coordinate with its users to support integration needs
Troubleshoot and resolve data integration issues between the CRM and Maximo systems
Collaborate with external administrators of IBM Maximo to maintain integration standards and protocols
Occasional travel to company sites and customer manufacturing facilities as needed
Abide by Shively Core Values
Other duties as assigned
KNOWLEDGE, SKILLS, AND ABILITIES:
In-depth understanding of manufacturing and/or industrial distribution
Strong understanding of data integration concepts and tools
2 years of CRM administration experience (e.g., MS Dynamics 365 CRM, Salesforce)
MS Certified: Dynamics 365 Fundamentals (CRM) preferred
Familiarity with MS Dataverse, Power Platform
Experience with SQL databases and data lakes
Familiarity with IBM Maximo 7.6 and specifically the Maximo Inventory Management App
Proven abilities to take initiative and be innovative
Analytical mind with a problem-solving aptitude
Experience working directly with sales teams, engineering teams, and external customers
Ability to collaborate with IT, Suppliers, Engineering, internal and external Customers
Ability to communicate project progression and roadblocks
Experience with ISO 9001
EDUCATION AND EXPERIENCE:
Bachelor’s degree in computer science or business administration, equivalent or a certification in MS Dynamics CRM or MS Power Apps and Dataverse
Preferred background in the metalworking manufacturing and industrial distribution industries
PHYSICAL REQUIREMENTS:
Prolonged periods of sitting at a desk and working on a computer
Prolonged periods of standing
Ability to travel occasionally to company sites and customer facilities, including extended driving, sitting, walking, or standing
The CRM Administrator is responsible for the effective management, configuration, and optimization of the Microsoft Dynamics 365 CRM platform to meet the business needs of all Shively companies. This role involves maintaining data integrity, streamlining workflows, and enabling user adoption to ensure the CRM system supports strategic goals. The ideal candidate will collaborate with cross-functional teams, provide user training and support, and deliver actionable insights through custom reports and dashboards. They will also manage updates, troubleshoot issues, and work with stakeholders to enhance CRM functionality in alignment with organizational objectives.
In this position, you can work part-time remotely and will be required to attend meetings at our office in Flint, Michigan.
Only candidates within 60 miles of Flint, Michigan, will be considered.
ESSENTIAL JOB FUNCTIONS:
Assist in the maintenance of the CRM systems, ensuring optimal functionality that meets the needs of Shively companies
Create and maintain documentation for system changes and updates, CRM processes, and work instructions
Monitor system performance and system updates, troubleshoot issues, and liaise with the IT department and VARs when necessary
Create custom views, reports, dashboards, and exports per customer requests and specifications
Train users on CRM systems and provide support and guidance whenever necessary.
Facilitate user adoption and engagement with CRM systems
Assist in facilitating IBM Maximo 7.6 - Parts Inventory Management Application
Partner with Business Intelligence Group, IT, and GM to design and implement data projects for CRM and IBM Maximo
Suggest and implement process improvements to streamline CRM-Maximo integration and data workflows
Ensure seamless data transfer from the CRM system to IBM Maximo (v7.6) regularly
Understand Maximo's inventory management functionality and coordinate with its users to support integration needs
Troubleshoot and resolve data integration issues between the CRM and Maximo systems
Collaborate with external administrators of IBM Maximo to maintain integration standards and protocols
Occasional travel to company sites and customer manufacturing facilities as needed
Abide by Shively Core Values
Other duties as assigned
KNOWLEDGE, SKILLS, AND ABILITIES:
In-depth understanding of manufacturing and/or industrial distribution
Strong understanding of data integration concepts and tools
2 years of CRM administration experience (e.g., MS Dynamics 365 CRM, Salesforce)
MS Certified: Dynamics 365 Fundamentals (CRM) preferred
Familiarity with MS Dataverse, Power Platform
Experience with SQL databases and data lakes
Familiarity with IBM Maximo 7.6 and specifically the Maximo Inventory Management App
Proven abilities to take initiative and be innovative
Analytical mind with a problem-solving aptitude
Experience working directly with sales teams, engineering teams, and external customers
Ability to collaborate with IT, Suppliers, Engineering, internal and external Customers
Ability to communicate project progression and roadblocks
Experience with ISO 9001
EDUCATION AND EXPERIENCE:
Bachelor’s degree in computer science or business administration, equivalent or a certification in MS Dynamics CRM or MS Power Apps and Dataverse
Preferred background in the metalworking manufacturing and industrial distribution industries
PHYSICAL REQUIREMENTS:
Prolonged periods of sitting at a desk and working on a computer
Prolonged periods of standing
Ability to travel occasionally to company sites and customer facilities, including extended driving, sitting, walking, or standing
