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
- ...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
- ...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 payFull timeRemote work
- ..., etc.) Basic understanding of G‑Suite applications (Google Docs, Google Slides, Google Sheets) Become an expert at PestRoutes – our CRM Excellent communication and interpersonal skills Driven and ambitious individual with a strong desire to succeed About Us Moxie Pest...CRMTemporary work
- ...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
- ...self-motivated Strong computer skills Ability to navigate through several applications simultaneously Knowledge of CSG & Sugar CRM a plus Keyboard and/or typing skills Working conditions may include being in an open (shared) cubicle/workspace area. RISE...CRM
$90k - $110k
...Business Analyst With Salesforce Administration Experience Strong business systems are only valuable when they are well understood, well... ...coordination, and enhancement intake Experience supporting CRM, ERP, field service, finance, sales, operations, or other enterprise...CRM- ...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
- ...Excellent verbal and written communication skills. Strong problem-solving abilities and a patient, empathetic approach. Proficient with CRM software and Microsoft Office Suite. Ability to work evenings, weekends, and holidays as required. Preferred Attributes Passion for...CRMFull timeInternshipWork at officeLocal areaWeekend workAfternoon shift
$60k - $90k
...playbook. Collaborate with sales teams to create 1:1 campaigns to drive demand. Maintain accurate and up-to-date records in the CRM system. Provide clear and concise communication to prospects and internal teams. Meet and exceed monthly and quarterly targets...CRM$20 per hour
...composure under pressure. Technical Proficiency: Technically savvy with the ability to use multiple systems simultaneously, including CRM software. Commercial Mindset: Strong commercial acumen with the ability to identify opportunities for upselling and cross-selling...CRMHourly payTemporary workWeekend workAfternoon shift- ...activits Prospecter des leads (inbound & outbound) via email, tlphone, LinkedIn, vnements, etc. Qualifier les leads entrants (via CRM, formulaire, etc.) et les transformer en opportunits commerciales Mettre jour le CRM (HubSpot) de manire rigoureuse Collaborer...CRMTemporary workWork at office
- ...clients and support relationship management activities Coordinate client meetings, documentation, and follow-up actions Utilize Salesforce CRM to track client interactions and workflows Assist with client onboarding, account maintenance, and investment-related paperwork...CRMWork at office
- ...relationship by widening the scope of products offered to customer. Administration and Reporting Maintain accurate and up-to-date customer records, profiles and service history within the Company's CRM. Prepare and submit activity reports, including sales calls,...CRMWork at office
- ...workflows for new and existing policies Maintain accurate, complete, and confidential client records in the CRM and internal systems Provide administrative and operational support to ensure efficient day-to-day Internal Sales operations Assist with improving and...CRMWork at office
$18.5 per hour
...POSITION REQUIREMENTS Competencies • Computer proficiency and efficiency with programs including, Microsoft • Office Suite, CRM, and other online applications as necessary and ability to • retrieve information from the internet. • Ability to work productively...CRMWork at officeFlexible hours- ...contact for a customer, and/or potential customers. Answer customers’ questions by phone and email. Enter contracts and bid documents into CRM. Prepare and forward any draft bids for review and approval to executive leaders. Maintain contracting and bid records by making...CRMWork at office
- ...services. CFP®, CPA, ChFC®, or progress toward obtaining a professional designation. Experience with financial planning software, CRM systems, or investment platforms. Familiarity with eMoney, Salesforce, or similar systems. Licensing FINRA Series 7 and...CRMWork at office
$41k
...while proactively uncovering potential cross-sell and upsell opportunities Accurately enter and manage client data within quoting and CRM system Analyze policies and coverage details to ensure accuracy, compliance, and alignment with client needs Follow structured...CRMFull timeWork at office$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$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 areaWorldwideFlexible hours$60.5k - $81.5k
...years of customer-facing and/or in-bound phone experience, demonstrated by strong interpersonal and client relationship management (CRM) skills. ~ A strong sense of ownership for client outcomes—taking initiative and accountability, anticipating needs, and ensuring every...CRMRemote work- ...interest Qualify leads based on defined criteria and convert them into opportunities Maintain accurate and up-to-date records in CRM systems Ensure a structured and efficient handover of qualified leads to Sales Collaborate with Marketing and Sales to improve...CRMPermanent employmentLocal areaFlexible hours
$110k - $120k
...knowledge Understanding of project delivery methodologies Experience selling to enterprise-level customers Proficiency with CRM tools (e.g., Salesforce) and sales enablement platforms The salary for this position is $110,000 - $120,000, in addition to a commission...CRMContract workFlexible hours$24 - $26 per hour
...replacement orders. This organized project juggler, will manage the parts/warranty inbox and prioritize and track progress with detail in the CRM. They are not afraid to ask questions, pick up a phone, or walk over to a person to find what they need to complete the order, and...CRMHourly payCasual workRemote workRelocationMonday to Friday1 day per week- ...and installation options. Maintain accurate records of customer interactions, service requests, and appointment schedules in our CRM system. Collaborate with other departments, including sales and operations, to optimize customer service processes and...CRM
- ...with individuals, families, and organizations to provide expert administration and management for Medi-Share plans. Our team is dedicated to... ...to provide accurate information to customers. Utilize CRM software and ticketing systems to log interactions, track progress...CRMHourly payFull time
- ...skills Ability to handle objections and remain confident and positive Strong persuasion and negotiation abilities Basic computer skills (CRM experience is an advantage) Self-motivated, goal-oriented, and able to work independently or as part of a team High school diploma or...CRMFull timePart timeWork at officeMonday to Friday
- ...the area of bucket trucks preferred. Strong computer skills with knowledge of Windows applications, including Word, Excel, PowerPoint, CRM system. Proven ability to work independently, to take initiative and be resourceful. Must speak, read, and write English. Ability to...CRMTemporary workWorldwideMonday to Friday
- ...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
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