CRM Administrator
Equipment One Company
CRM Administrator | Microsoft Dynamics 365 | DFW | Onsite We are on the search for a hands-on CRM Administrator to own and support our new Microsoft Dynamics 365 platform. This is an onsite, individual contributor role focused on system administration, user support, dashboards, and integrations across Sales, Marketing, Service, and Parts. You will be the internal Dynamics expert, ensuring the CRM works reliably and delivers clean data and reporting for leadership. Ideal candidates have strong Dynamics 365 CRM admin experience, solid Microsoft ecosystem skills and enjoy owning a platform others rely on. 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. Required Skills Strong hands-on experience administering Microsoft Dynamics 365 CRM. Strong IT skills, including system administration, integrations, and data management. 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
- ...Highly organized with strong attention to detail Ability to coordinate across departments and manage multiple tasks Experience with CRM tools (e.g., Salesforce) preferred Motivated, proactive, and results-driven with a focus on identifying growth opportunities...CRM
- ...happy, and the showroom running smoothly. You’ll be the go-to for coordinating between Sales, Accounting, and Warehouse, managing ERP/CRM records (SAP a plus), and representing the company at trade shows a few times per year. This hands-on, in-person role suits an...CRMWork at office
- ...Data processing platforms Working knowledge of security software options and functionality preferred Experience with Salesforce CRM a plus Exceptional assessment and problem-solving skills Strong verbal and written skills Experience working with equipment...CRMImmediate start
- ...sales and ensure smooth onboarding Follow up to ensure ongoing satisfaction and identify future opportunities Track progress using CRM tools and team reporting systems Qualifications What We're Looking For: Confident, outgoing, and people-focused Self-...CRM
- ...the Orum dialer during daily call blocks. Book 20 qualified introductory appointments per week for our senior sales team. Keep CRM (Salesforce) records up-to-date and accurate for reporting and follow-up. Meet weekly outreach and monthly appointment goals. What...CRMWork at officeShift work
- ...with Marketing to utilize case studies, white papers, and webinars, nurturing leads until they are sales-qualified opportunities. CRM Management and Reporting Data Integrity: Meticulously track all sales activities, prospect interactions, and lead status updates...CRM
- ...potential customers to answer questions, provide information, and schedule dealership appointments. Lead Management & Follow‑Up Use CRM and lead management tools to update customer records, monitor interest, and manage incoming inquiries. Contact internet leads and previous...CRMFull timeFlexible hours
- ...'s scheduling operations. This role routinely uses computers, CRM systems, scheduling platforms, reporting dashboards, workforce... ...Diploma or GED. 1+ year customer service, call center, office, or administrative experience. Ability to multitask in a fast-paced environment....CRMHourly payFull timePart timeSeasonal workWork at officeWork from home
$18.5 per hour
...reference materials, and process documentation to accurately record customer interactions, including calls, chats, and emails, within the CRM system. Identifies potential product health and safety concerns and follows established internal escalation and reporting...CRMContract workTemporary workRemote workMonday to FridayShift workNight shift$40k - $65k
...guidelines, underwriting terms, and ability to navigate carrier web portals Ability to meticulously document client interactions on our CRM Platform (Agency Management System) Knowledge of personal lines coverages, terms, and procedures Maintain rapport with clients and...CRMFull timeWork at officeRemote workWork from homeHome officeFlexible hours- ...and professional manner Utilize knowledge base and training to accurately answer customer questions Create and maintain customer CRM records with accurate call details Accurately document call resolution in appropriate systems Strictly follow client process...CRMWork at office
- ...interpersonal skills with the ability to de‑escalate calls and maintain composure under pressure. Comfortable using multiple systems and CRM software simultaneously; technically proficient. Commercial mindset with the ability to identify and act on upsell and cross‑sell...CRMWeekend workAfternoon shift
- ...and professional manner Utilize knowledge base and training to accurately answer customer questions Create and maintain customer CRM records with accurate call details Accurately document call resolution in appropriate systems Strictly follow client process...CRMFull timeTemporary workPart timeCasual workWork at office
- ...and professional manner Utilize knowledge base and training to accurately answer customer questions Create and maintain customer CRM records with accurate call details Accurately document call resolution in appropriate systems Strictly follow client process...CRMFull timeTemporary workCasual workWork at office
- ...data analytics tools such as Morningstar Experience with Addepar, Black Diamond or other performance reporting systems Experience with CRM Tools (Salesforce) About SCS Financial, Focus Partners Family Office and OCIO: a leading fiduciary wealth and investment management...CRMWork at office
- ...take feedback Basic problem‑solving ability and critical thinking Strong time management and organizational skills Familiarity with CRM or ticketing systems (Salesforce preferred) Comfort working across multiple tools and systems What Success Looks Like in This Role: Consistently...CRM
- ...customer advocacy within a fast-paced property-tech environment. Ideal candidates have 3+ years in technical/customer support, familiarity with SQL and CRM tools, and the ability to collaborate with cross-functional teams while meeting SLA expectations. #J-18808-Ljbffr...CRM
- ...organization, delivering fast, high-quality, customer-first support for our B2B customers. The role requires 8+ years in customer support with 4+ years leading teams, strong metrics, CRM experience, and the ability to operate in a fast-growth, autonomous #J-18808-Ljbffr...CRM
$60k - $90k
...drive demand. Maintain accurate and up-to-date records in the CRM system. Provide clear and concise communication to... ...temporary employee medical plan through a third-party benefits administration system once certain criteria have been met. Temporary roles may...CRMTemporary workFreelanceLocal areaFlexible hours$65k
...and closing deals. Comfortable on camera and phone, energised by a full calendar. Confident presenter with strong persuasion skills. CRM experience (Salesforce preferred) and a genuine interest in payments and SMBs. For a confidential discussion please call Matt Peterlechner...CRMFlexible hours- ...service inquiries. Resolve customer issues while delivering a high-quality client experience. Maintain accurate documentation in CRM systems. Ensure compliance with SEC, and company policies. Meet established SLAs, KPIs, and quality standards....CRM
- ...integrity, and sound judgment Be able to work independently as well as successfully with the sales team Experience with utilizing a CRM Strong organizational and communication skills HTS provides equal employment opportunities to all employees and applicants for employment...CRM
$25k - $75k
...set up consultations for travel advisors. Follow‑Ups: Maintain engagement with interested clients and answer initial inquiries. CRM Management: Keep accurate records of client interactions and scheduled meetings. Qualifications Strong communication and...CRMRemote workFlexible hours$26 - $30 per hour
...the Client Service department, responsible for executing the administrative and transactional functions that support the firm’s service delivery... ...records of all transactions and communications in the CRM and custodial platforms. Custodial & Platform Coordination...CRMFull timeTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours- ...communication skills. Strong problem-solving abilities and critical thinking skills. Familiarity with customer service software and CRM systems. Ability to multitask and manage time effectively. What We Offer: Full-time, on-site position with growth...CRMFull time
- ...resolve issues quickly by collaborating with fulfillment, sales, and service teams Keep accurate records of customer interactions using CRM Proactively follow up on customer needs and ensure satisfaction Maintain up-to-date knowledge of ForgeFit's product lines and...CRMHourly payRemote work
- ...video, email, and social media) ~ Proven track record of meeting or exceeding activity and meeting quotas ~ Experience working with CRM systems (e.g., Salesforce) and documenting activity consistently ~ Strong understanding of the SDR process, from initial touch to...CRM
- ...parts orders, quotations, pricing, lead times, and delivery status. Process and manage customer orders, RFQs, and repair requests in ERP/CRM systems in a timely and accurate manner. Coordinate with internal departments such as logistics, planning, repair shops, and quality...CRMWork at office
- ...Previous telemarketing or sales experience, preferably in the insurance industry. Communication and persuasion skills; proficiency in using CRM software. Basic understanding of insurance products or a willingness to learn. Ability to handle rejection and remain motivated....CRM
- ...manage multiple tasks simultaneously. Proficiency with Microsoft Office Suite, including Word and Excel. Experience working with ERP, CRM, or database management systems. Ability to handle customer concerns with professionalism, tact, and diplomacy. Strong attention to...CRMWork at office
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