CRM Manager
Paycom
CRM Manager# CRM ManagerEOC Corporate - Irving - Irving, TX 75038## OverviewPosition TypeFull Time## DescriptionJob SummaryThe CRM Manager is responsible for the administration, maintenance, and continuous improvement of the company’s Microsoft Dynamics 365 CRM platform. This role supports Sales, Marketing, Service, Parts, and Account Management across both VTL and CCE divisions.The CRM Manager ensures the system is reliable, user-friendly, and delivers accurate data and reporting to support leadership decision-making. This position operates as an individual contributor and serves as the internal subject matter expert for Dynamics 365 and related Microsoft platforms.Duties and Responsibilities* Administers and maintains Microsoft Dynamics 365 CRM across all supported business functions.* Manages CRM users, security roles, permissions, environments, and system settings.* Configures entities, fields, forms, views, dashboards, workflows, and business rules.* Provides day-to-day support for CRM users, troubleshooting issues and resolving requests in a timely manner.* Builds and maintains dashboards and reports to support leadership visibility, accountability, and performance tracking.* Maintains CRM integrations with enterprise systems, ERP(IntelliDealer) and Dynamics Customer Insights.* Serves as a liaison between business stakeholders, IT, and external vendors for CRM-related initiatives and integrations.* Configures workflows and automation within Dynamics 365.* Monitors data quality and system integrity, identifying and addressing issues related to accuracy, completeness, or duplication.* Documents system configurations, processes, enhancements, and changes.* Stays current on Dynamics 365 and Microsoft platform updates, features, and best practices.* Follows all company policies and procedures as directed in the employee handbook and operational documentation.* Follows all safety rules and regulations while performing work assignments and adheres to all policies and procedures as directed in the employee handbook and operational documentation.* Performs all other duties as assigned by management in a professional and efficient manner.## QualificationsRequired Skills* Strong hands-on experience administering Microsoft Dynamics 365 CRM.* Strong IT skills, including system administration, integrations, and data management.* High proficiency with Microsoft platforms including Microsoft 365, Power Platform, and Excel.* Ability to translate business requirements into practical CRM configurations.* Strong organizational skills with attention to detail and documentation discipline.* Solid problem-solving skills with the ability to take ownership of issues and deliver timely solutions.* Clear verbal and written communication skills, including the ability to explain technical concepts to non-technical users.* Ability to work independently while collaborating effectively across departments.* Excellent verbal and written communications skills.**Education and Experience*** Bachelor’s degree in Information Technology, Information Systems, Business, or a related field preferred, or equivalent work experience.* 3–6 years of experience administering Microsoft Dynamics 365 CRM required.* Experience supporting CRM users across multiple business functions preferred.* Experience coordinating CRM integrations with ERP or marketing platforms preferred. #J-18808-Ljbffr Paycom
$120k - $160k
...more. Executive Recruiter | Marketing, Digital & Creative | Southern California LHH is working with a looking to bring on a CRM Strategy Manager or Senior Manager to their Dallas office on a permanent basis. In this role you will drive all CRM management, analytics, dynamic...SuggestedPermanent employmentFull timeWork at officeRemote work$158k - $199k
...prospecting strategies and driving prospecting executionAccount management with the outcome of increased customer engagement and an... ...skills and business application proficiency (e.g. PowerPoint, CRM tools, Word, Excel, etc.)Proficiency in navigating full lifecycle...SuggestedFull timeRemote workWorldwide- ...Description here’s an IMMEDIATE opening for a Client Services/Office Manager position at our rapidly growing Tax Planning Firm. This position... ..., preparing & filing clients’ documents, calendar management, CRM (data-base) management, etc. The ideal candidate will be a...SuggestedContract workWork experience placementWork at officeImmediate start
$103.95k - $127.05k
...development officers, responsible for developing and maintaining relationships with Corporate Trust clients with the primary focus of managing the value of these relationships to the organization. Reviews and accepts new client relationships based on business line account...SuggestedFull timeWork experience placementLocal area3 days per week$51.9k - $87.9k
...frameworks to address routine to moderately complex client challenges. Manage portfolio priorities based on client needs, risk, and service... ...across internal teams. Maintain accurate client activity within CRM systems and contribute to the continued development of Client...SuggestedContract workFor contractors- ...Customer Experience Manager At Orion180, we don't just stand out for what we do; we shine because of how we do it. Our mission is to... ...Word, Excel, PowerPoint); experience with Zendesk, RingCentral, or CRM/call center tools preferred. Knowledge of and experience...Work at office
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$130k - $150k
...cardEducation assistance through MyQuest for Education Career advancement opportunities and so much more!The Sr. Customer Success Manager, Health Systems is responsible for developing and cultivating long-term Health System customer relationships and securing customer/...Full timeContract workPart timeWork experience placementRemote workFlexible hours$73.6k - $110.3k
...Career Level: 4 Salary Range: $73,600.00 - $110,300.00 Job Purpose American Honda Finance is seeking a Dealer Relations Manager. As a Dealer Relationship Manager for our state of Arizona. He or She will play an important role in ensuring our organization’s profitability...Full timeWork at officeRelocationHome officeNight shift$70k - $101k
...and stimulating client engagement of products that are used by large client teams. What you will do: Build, develop and manage relationships with a variety of clients ranging from senior C-levels to more junior client professions across various business functions...InternshipWorldwide$62k - $87k
...services, and stimulating client engagement of products that are used by large client teams. What you will do: • Build, develop and manage relationships with a variety of clients ranging from senior C-levels to more junior client professions across various business...InternshipWorldwide$48k - $58k
...Client Success Manager The Client Success Manager serves as a client-facing strategic advisor for Nexstar's largest accounts, partnering with Media Strategy and Sales during the pre-sale process to support paid media planning, campaign recommendations and client goals...Full timePart timeWork experience placementWork at officeLocal areaRemote workFlexible hours1 day per week- ...communication skills. \n Ability to work in a fast-paced environment independently while managing multiple priorities. \n Proficient with technology, including tax preparation software and CRM/sales tools. \n \n \n Additional Requirements: \n Must reside within the...Local area
- ...communication skills. \n Ability to work in a fast-paced environment independently while managing multiple priorities. \n Proficient with technology, including tax preparation software and CRM/sales tools. \n \n \n Additional Requirements: \n Must reside within the...Local area
- ...position combines strategic leadership, relationship-building, change management, and performance measurement to advance client loyalty,... ...communication strategies that support the client experience program (e.g., CRM systems, client feedback tool, dashboards, analytics, etc.)This...Work at office
- ...Monitor delivery quality and client satisfaction through direct interactions with key stakeholders.• Develop and maintain Crisis Management/Disaster Plans.• Implement project mitigation plans for yellow or red deliverables.• Conduct Customer Governance meetings.• Manage...Work at officeRemote workFlexible hours
- ...services, and stimulating client engagement of products that are used by large client teams. What you will do: # Build, develop and manage relationships with a variety of clients ranging from senior C-levels to more junior client professions across various business...Internship
- ...LinkedIn and Instagram. What You’ll Do As a Client Relationship Manager I, you will be the principal relationship leader for one or more... ...Maintain accurate opportunity, lead, and activity records in the CRM; uphold disciplined capture and pipeline practices. Resolve...Full timeTemporary workWork at officeImmediate startFlexible hours
$8k
...student loan repayments, or a combination of both.Engage your clients with Verizon's Velocity Selling methodology. Using AI and advanced CRM tools, the Velocity Selling methodology boosts efficiency, productivity, and decision-making through automation, predictive analysis,...Full timeTemporary workPart timeWork experience placementShift work- ...Certified Great Place to Work Looking for a Client Relationship Manager/Project Manager our for Fort Worth, TX location.The Client Relationship... ...client’s projects. These clients are of small to moderate size. CRM I primarily manages projects independently but may require...Full timeContract workWork at office
- ...strengthen supplier reliability so projects start on time, risks are managed proactively and operations scale with certainty.SUMMARYAs a... ...work experience.Experience with the Microsoft Office suite, SFDC, CRM tools, and JIRA a plus.Excellent interpersonal, verbal, and...Work experience placementWork at office3 days per week
- ...Client Success Manager Job Duties: Train CS team in the coaching/management process for clients in regards to hitting goal metrics in the areas of lead generation, lead nurture, sales, and retention. Lead group coaching call for clients in our program suite Creating...
$150.1k - $227k
...CategoryCustomer SuccessJob DetailsAbout SalesforceSalesforce is the #1 AI CRM, where humans with agents drive customer success together. Here,... ...AI, and you are the future of Salesforce.The Customer Success Manager, Senior Manager is a highly strategic and experienced individual...Full timeWork at officeFlexible hours3 days per week- ...Opportunity ID 9480 Department Practice Management Location(s) Austin, Dallas State Texas... ...Maintain strong pipeline coverage, forecasting accuracy, and CRM discipline to support predictable growth and leadership visibility...Work at officeLocal areaFlexible hours3 days per week
$129.81k - $197.8k
...can achieve. Together.SummaryThe Marketing & Business Development Manager, Sports, Media & Entertainment Sector, plays a key leadership... ...credentials, and pitch materials.Utilize data, market intelligence, and CRM tools to identify opportunities, track business development...Full timeWork at officeRemote workRelocationVisa sponsorshipRelocation package$123.1k - $273k
...CategoryCustomer SuccessJob DetailsAbout SalesforceSalesforce is the #1 AI CRM, where humans with agents drive customer success together. Here,... ...expertise, and tools to stay agile.As a Customer Success Manager, Senior Manager (CSM Senior Manager), you will serve as a named...Full timeWork experience placementWork at officeFlexible hoursWeekend work3 days per week$123.1k - $186.3k
...CategoryCustomer SuccessJob DetailsAbout SalesforceSalesforce is the #1 AI CRM, where humans with agents drive customer success together. Here,... ...the future of Salesforce.Role DescriptionThe Customer Success Manager (CSM) is a versatile expert responsible for ensuring high-value...Full timeWork at officeLocal areaFlexible hours3 days per week$123.1k - $186.3k
...CategoryCustomer SuccessJob DetailsAbout SalesforceSalesforce is the #1 AI CRM, where humans with agents drive customer success together. Here,... ...AI, and you are the future of Salesforce.The Customer Success Manager (CSM) is a versatile expert responsible for ensuring high-value...Full timeWork at officeFlexible hours3 days per week- Who we are looking for:ACV is looking for a Customer Relationship Manager - Capital with a talent for expanding market share and revenue... ...and transactionsUtilize ACV’s Customer Relationship Management (CRM) and data analytics tools to analyze customer information and develop...
$107k - $214.5k
...be from our Microsoft MVPs. Industry experts, Tax specialists or Managed Technology and Application services teams. Key Responsibilities:... ...developmentProven experience implementing and managing CRM solutions within budget, scope and cost, Microsoft Dynamics CEProven...Full timeWork experience placementInternshipWork at officeLocal area
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