Job Description
Job Description
Summary:
Reporting to the IT Applications Manager, this position will be responsible as a supporting role in the implementation, development, integration, upgrades/releases, documentation, training, and ongoing operation of the Microsoft Dynamics CRM (Anthology CRM) and the contact center application, among other business applications as requested (Velocify Lead Management, Docusign, MS SharePoint, Softdocs). This position is also responsible for ensuring the system complies with all regulatory standards set by this institution, accrediting body(s), and federal regulations.
Essential duties and responsibilities:
- Develop and maintain a comprehensive understanding of CRM Administrator tasks including creating profiles, roles, users, page layouts, email alerts and communications, data management, approval processes, workflows, reports, dashboards, and activities.
- Audit, uncover and resolve data integrity issues utilizing a variety of tools and reports.
- Design, implement and test customizations and processes in Dynamics 365 always keeping the end user in mind.
- Create and manage custom entities, fields, formulas, analytics snapshots, and reports including the development of custom reports and dashboards. Will require development of validation rules and custom workflow and approval processes.
- Collaborate with business to identify best practices and opportunities to streamline procedures. Execute these ideas from start to finish.
Qualifications/Education:
- Bachelor's degree in information systems, Computer Science, or closely related field.
- 1+ years of application administration and customer service.
- 1+ years Microsoft Dynamics 365 experience or D365 certification preferred but not required.
- 1+ years of Contact Center applications
- Knowledge of Microsoft Excel, SQL, MS Outlook, SharePoint, or Teams a plus.
- Knowledge of cloud-based Dynamics 365 preferred.
We have a competitive Benefits Plan:
Medical Plan (pharmacy, dental, vision, hospital, emergencies)
Basic and Supplemental Life Insurance
401k
Paid holidays
Personal Day
Paternity Leave
Study Opportunities
Professional growth
Equality Employment Opportunity / Affirmative Action for minorities/Females/People with Disabilities/Veterans