CRM Specialist
Fortray Global Services
CRM Specialist
We are looking for a CRM Specialist with expertise in Microsoft Dynamics 365 CRM to manage, optimize, and enhance our customer relationship management system. The ideal candidate will play a critical role in streamlining sales, marketing, and customer service processes, ensuring smooth CRM operations, and driving business growth.
Key Responsibilities:
- CRM Administration: Manage and configure Microsoft Dynamics 365 CRM, including workflows, customizations, dashboards, and reporting.
- Process Optimization: Analyze business processes and recommend improvements using CRM automation, integration, and customization.
- User Support & Training: Provide technical support, troubleshooting, and training for CRM users.
- Data Management: Ensure data integrity, accuracy, and security by implementing best practices in CRM data governance.
- Customization & Development: Work with developers to enhance CRM functionality using PowerApps, Power Automate, and custom scripts.
- Integration: Integrate Microsoft Dynamics 365 with other business applications such as ERP, marketing automation tools, and third-party APIs.
- Reporting & Analytics: Generate insightful reports and dashboards to support business decision-making.
- Compliance & Security: Ensure CRM configurations comply with data privacy and security regulations.
Requirements:
- Education: Bachelor's degree in computer science, Information Technology, Business Administration, or a related field.
- Experience: 2 years of hands-on experience with Microsoft Dynamics 365 CRM.
- Soft Skills:
- Strong analytical and problem-solving skills.
- Excellent communication and stakeholder management abilities.
- Ability to work independently and collaborate with cross-functional teams.
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the CRM Specialist in United States vacancy
- ...business analysis, gather requirements, and create functional specifications. With at least 8 years of BA experience and 3 years in CRM Marketing, familiarity with SFDC and Eloqua is preferred. This role is based in Lansdale, PA, and offers a chance to work in an engaging...CRM
$22 - $26 per hour
...Order Entry Specialist Plymouth MN - Plymouth, MN 55441 Overview Salary Range $22.00 - $26.00 Hourly Position Type Full Time Job... ...experience ~ Computer proficiency with Microsoft Office ~ CRM experience (Salesforce preferred) ~ ERP familiarity (Microsoft...CRMHourly payFull timeWork at officeShift work- ...CRM Integration Specialist Candidates must be WI residents or willing to relocate to WI at their own expense prior to starting. This position can work 100% remotely (within the state of WI). UW-Madison uses Salesforce as the enterprise constituent relationship management...CRMRemote workRelocation
- ...AI‑powered platform for trusted, modern hiring. We connect companies with the right mix of enterprise‑proven experts and AI‑savvy specialists; full‑time, part‑time, or project‑based. Our intelligent, multi‑agent system deeply understands each specialist and every...CRMFull timePart time
- IRB USA Inspire Resources in Boston seeks a Fundraising Specialist to support revenue-generating activities. Responsibilities include managing... ...management, strong organizational skills, and proficiency in CRM tools like Salesforce. Candidates should be self-starters and...CRM
- ...commitment to revolutionize healthcare delivery. The Recruiting Specialist supports the recruiting team by managing administrative... ...contract management a plus. Experience in Salesforce/Assist or other CRM platforms. Work Location In office work with travel for meetings...CRMContract workLocum
$90k - $120k
...Enrollment Specialist Financial Education Sales Compensation: $90,000-$120,000+ annually Job Type: Full-time Location... ...transaction. Manage pipeline and follow-up activity in Salesforce CRM Partner with instructors and operations to deliver a seamless...CRMFull timeWeekend work$20 per hour
...Position: Service Order Management Specialist Location: Columbia, MD (hybrid 3 days onsite) Duration: 6-month contract (potential for extension or conversion) Starting Pay: $20/hr Shift: ~8:00am-5:00pm Must-haves 1+ years of experience in customer service, logistics,...CRMContract workWork at officeMonday to FridayShift work- ...Experience servicing high-net-worth clients preferred Experience supporting financial advisors preferred Experience with CRM software such as Salesforce preferred In addition to the salary range, this role is also eligible for bonus or incentive opportunities...CRMWork at office
- ...Description Job Description Responsibilities As an Assessment Specialist at InnovAge, you will play a crucial role in transforming the... ...s care can make a transformative difference in their lives. CRM Sales Lead & Record Keeping Expertise: Maintaining meticulous...CRMLocal areaRemote work
$90k - $150k
Trading Academy is hiring an Enrollment Specialist in Atlanta. This role focuses on guiding qualified prospects through an enrollment process... ...alongside full benefits. Candidates must be coachable and proficient in CRM tools like Salesforce. #J-18808-Ljbffr Trading AcademyCRM- ...efficient lending solutions to our customers. As an Enrollment Specialist, you will play a vital part in supporting daily operations by... ...environment. Proficient in using Salesforce, Slack, CRM systems, and other collaboration tools. Why Work for Symple...CRM
- ..., community events, and aligned professional association events. Consistently documents all outreach activities in the Salesforce CRM application in a timely manner. Understands, expertly describes, and presents the Element Care PACE program and value proposition...CRMLocal area
$60k
...law firm in Aventura, FL, looking for a Bilingual Legal Intake Specialist who knows how to turn a phone call into a signed client. This is... ...Accurately log every lead, call note, and case detail in our CRM / case management system Coordinate with attorneys and case...CRMShift work- Giving Home Health Care is seeking an Outreach Support Specialist to manage high-volume calls, assist with patient intake, and ensure accurate... ...communication skills, and experience with Salesforce and CRM tools; they should thrive in a fast-paced, mission-driven environment...CRM
- Crisis24 Group is hiring a Reconciliation & SOW Specialist in Boca Raton, Florida. This role involves ensuring accuracy in contractual financial... ...experience, strong attention to detail, and proficiency in CRM systems like Salesforce. A commitment to maintaining...CRM
$11 per hour
...Information Job Title Student Assistant: Outreach Specialist (Communications) Position Type Student Division... ...gaining first-hand experience with Salesforce, the world's top CRM solution. # Make outbound calls to prospective students to...CRMWork experience placementWork at office- ...making a difference every day! Role Overview: The Donor Relations Specialist supports the development and fundraising efforts for Valley... ...Track donor interactions and giving history in the organization’s CRM/database and maintain accurate donor database. Prepare donor...CRMFull timeFor contractorsLocal area
- ...accommodation or an alternative application process. Records Management Specialist 6 days ago Requisition ID: 1143 Come Join Our Team! DKW... ...in maintaining Salesforce Customer Relationship Management (CRM) system. Participate in the development of information management...CRMContract workFor contractors
- ...-home care consultations and coordinate with the Client Care team. Maintain detailed notes and activities in Salesforce (or other CRM systems) to ensure every family receives timely follow-up. Track outstanding leads and prioritize daily follow-up activities. Communicate...CRMWork at officeMonday to Friday
- ...program for PTSD and trauma, the full-time Bilingual Admissions Specialist (English/Spanish) will manage initial patient inquiries, guide... ...booking goals while maintaining detailed documentation in the CRM system Required qualifications Fluency in both English and Spanish...CRMFull timeRemote work
$18 per hour
...scripts while confidently overcoming objections and presenting value propositions Maintain accurate documentation and updates within CRM and scheduling systems Meet or exceed individual performance metrics (KPIs), including call volume and appointment set rates Adhere to...CRMWork at officeMonday to Friday$70k - $95k
Ardent Eagle Solutions seeks a Records Management Specialist to ensure compliance with federal privacy and legal standards. You will be responsible... ..., assisting in FOIA processes, and maintaining the Salesforce CRM system. The role requires a Bachelor’s degree and a minimum of...CRM- ...CRM Platform Specialist We are seeking a detail-oriented and technically capable CRM Platform Specialist to join our CRM Platform team. This role will support day-to-day platform administration, data management, and operational activities across our CRM ecosystem, including...CRM
$21 - $25 per hour
...Summary: The Intake Specialist position consists of providing overall support for and a positive influence at the NWS intake center, organizational... ...? Have you worked in Mental Health before? Have you used a CRM before (like salesforce)? Education: ~ High school or...CRMHourly payFull timeLocal area- ...Overview Job Title: Lead Generation Specialist (Remote) Job Timings: 8 am - 1 pm Pacific Standard Time (Part-time) Industry Focus: B2B Healthcare... ...requests, follow-up templates, emails) Manage data inside our CRM (Attio) and ensure records are clean and actionable Collaborate...CRMHourly payPart timeRemote workFlexible hours
- Restream, Inc. is looking for a driven Revenue Operations Specialist to join our Global Sales team in Austin, Texas. This role involves supporting... ...to-day revenue operations and maintaining data accuracy in our CRM systems. The ideal candidate will have 2+ years of experience...CRM
- ...Deliver Impact and Think Big and Bold! Position Summary The Proposal Specialist manages the end-to-end proposal development process, responding... ...environments Proficiency with Microsoft Office Salesforce or CRM experience Skills Excellent project management and...CRMWork at office
- ...We seek a proactive Proposal Specialist to join our growing Inside Sales Team. You will support our Proposal Manager in crafting compelling... ...AI tools for proposal development (preferred). Salesforce or CRM experience. Open Asset or Unanet experience (preferred). Our ideal...CRMFor contractors
$20 per hour
...Position will pay $20/hour.*** Summary/objective A Returns Specialist is an entry-level position that plays a crucial role in... ...skills needed. Preferred Qualifications: • Experience using a CRM system such as Salesforce • Ability to multi-task and work in...CRMContract workTemporary workWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to CRM Specialist. Be the first to apply!
Related searches
- esports specialist United States
- garnishment specialist United States
- senior specialist United States
- qc specialist United States
- mental health specialist United States
- continuous improvement specialist United States
- instructional technology specialist United States
- pos specialist United States
- helpdesk specialist United States
- background verification specialist United States



