CRM Support Specialist

Software Guidance & Assistance, Inc., (SGA), is searching for a CRM Support Specialist for a Contract assignment with one of our premier Investment Management clients in the Atlanta, GA. This is a hybrid role with 4 days onsite per week.

Responsibilities:

• The main responsibilities of a CRM Support Specialist encompass a blend of technical, analytical, and interpersonal skills
• User Training and Support: Provide training and ongoing support to team members using the CRM system, ensuring they understand how to effectively leverage its tools and capabilities.
• Release Support: Create, update, and maintain necessary documentation, videos, and guides for releases; Provide ongoing functional trainings, e.g. features releases and office hours.
• User Feedback Management & Insights: Collect and analyze customer feedback from user chats, super user community, usage analytics, ticket insights, using insights to make recommendations for service improvements and product enhancements.
• Inquiry Management: Triage support tickets to ensure timely and effective resolution; Collaborate with other teams to address and resolve complex issues.
• New User Onboarding: Support the onboarding process for new users including system setup and access, documentation, training, etc.
• Analyze support & usage metrics: Develop and provide metrics in a timely manner to track the overall support performance, identify trends / themes or areas for improvement in support, documentation or training.

Skills:

• 2 years experience with Microsoft Dynamics CRM is essential; Experience with Service Now is a plus
• Strong communication skills and ability to communicate technical information clearly and concisely to non-technical audiences
• Proven customer service skills and ability to communicate effectively with users, listen to their needs and provide empathetic and helpful problem solving and support
• Problem solving skills and the ability to identify, analyze and resolve issues in a timely and efficient manner
• Strong written and verbal communication and excellent presentation skills
• Excellent organization skills and time management
• Experience in organizational change management
• Experience working on enterprise wide or global programs of work
• Strong analytical skills to be able to analyze data and identify trends to identify areas of opportunity for training or potential feature enhancements
• Should demonstrate a proactive & positive attitude: independently identifying and undertaking tasks with a problem-solving mindset
• Collaborative mindset and ability to work effectively in a team.

SGA is a technology and resource solutions provider driven to stand out. We are a women-owned business. Our mission: to solve big IT problems with a more personal, boutique approach. Each year, we match consultants like you to more than 1,000 engagements. When we say let's work better together, we mean it. You'll join a diverse team built on these core values: customer service, employee development, and quality and integrity in everything we do. Be yourself, love what you do and find your passion at work. Please find us at .

SGA is an Equal Opportunity Employer and does not discriminate on the basis of Race, Color, Sex, Sexual Orientation, Gender Identity, Religion, National Origin, Disability, Veteran Status, Age, Marital Status, Pregnancy, Genetic Information, or Other Legally Protected Status. We are committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, and our services, programs, and activities. Please visit our company to request an accommodation or assistance regarding our policy.

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