Microsoft D365 CRM + Copilot/AI Functional Lead, Manager
PwC
Acquisition Professionals (AP) LLC is an Economically Disadvantaged, Woman-Owned, HUBZone small business. Acquisition Professionals LLC was founded in 2014 by President/CEO Luwanna K. Clark. We offer a competitive salary and compensation benefits package, including medical, dental, vision, disability, matching 401k, tax free transit subsidy, paid federal government holidays and paid time off. Job Summary Job Summary: The Data Analyst provides technical, analytical, and administrative support. This role supports the Programs Supervisor by managing datasets, maintaining records, assisting with documentation and reporting, and contributing to programmatic operations. The analyst ensures data accuracy, regulatory compliance, and efficient coordination across stakeholders. Responsibilities Data Management & Analysis Develop, prepare, and validate datasets for use in SharePoint and program systems. Perform data quality control checks and ensure accuracy of program data. Extract and compile data to support program tracking, reporting, and evaluations. Records Management. Maintain records tracking systems and spreadsheets to monitor compliance. Coordinate with records management teams to resolve documentation issues. Ensure adherence to federal records retention policies and procedures. Track application reviews, assignments, and staff workloads. Support scheduling and documentation of field site visits and reporting forms. Maintain logs of assignments, deliverables, and project milestones. Draft, format, and maintain programmatic documents, reports, and SOPs. Develop presentations, charts, and graphics using MS Office or Google Suite. Produce bi-weekly status reports and support leadership briefings. Take notes during meetings and publish structured summaries. Serve as a liaison between program staff and records management teams. Track action items and ensure timely completion across stakeholders. Education/Certifications Bachelor's degree in Data Science, Information Management, Business Administration, or a Related discipline. Public Trust. Required Qualifications Experience with Microsoft Office (Excel, Word, PowerPoint, SharePoint), Google Workspace (Docs, Sheets, Slides). Demonstrated ability to: Organize and manage datasets and reports. Extract and interpret data from databases and systems. Strong written and verbal communication skills. Organizational and multitasking abilities. Work independently in a fast-paced, deadline-driven environment. Follow procedural guidelines and adapt to new requirements. Desired Qualifications Experience supporting federal programs or grants management environments. Familiarity with records management compliance frameworks. Experience creating SOPs and managing documentation workflows. Basic data visualization skills (charts, dashboards, presentations). Exposure to ecosystem restoration, environmental programs, or public sector data. Personal qualities: highly detail-oriented with a strong focus on data accuracy and compliance. Proactive and self-directed with the ability to manage competing priorities. Strong collaborator capable of working across geographically dispersed teams. Professional, reliable, and responsive in communication. Adaptable and comfortable working in structured federal environments. Corporate Summary Corporate Summary: Acquisition Professionals (AP) LLC is an Economically Disadvantaged, Woman-Owned, HUBZone small business. Acquisition Professionals LLC was founded in 2014 by President/CEO Luwanna K. Clark. We offer a competitive salary and compensation benefits package, including medical, dental, vision, disability, matching 401k, tax free transit subsidy, paid federal government holidays and paid time off. AP is an Equal Opportunity and affirmative action employer and is committed to creating an all-inclusive environment for all employees. We do not tolerate discrimination or harassment of any kind. #J-18808-Ljbffr PwC
$170.6k - $390k
National Consulting - Microsoft Enterprise Platform - Senior Manager (Architect & Solution Lead Roles) - Location... ...transformation programs across functions such as finance... ...capability across AI, Security, and Cloud... ...Workforce Microsoft 365 / Copilot Security Cyber...MicrosoftSummer holidayWork at officeFlexible hours- ...support through dedicated account management for Entergy's National,... ...proactive outreach using data, AI, and CRM insights; deliver value-... ...Digital teams. Responsible for lead generation by promoting existing... ...knowledge of SalesForce, the Microsoft Office suite, including Word,...MicrosoftCRMContract workWork experience placementWork at office
$75k
...Louisiana Title: Sales Manager Location: New Orleans... .... Essential Functions and Duties: ~... ...required. ~ Attend and lead Sales and BEO meetings in the... ...promotions. ~ Proficiency in Microsoft Office and CRM systems for reporting and...MicrosoftCRMFull timeWork at officeLocal areaWeekend workAfternoon shift- ...a Marketing and Sales Director and lead the development and execution of strategic... ...plans using data and cross-functional input. Identify growth opportunities... ...and build consensus. Proficiency in Microsoft Office Suite. Experience with CRM platforms and data visualization...MicrosoftCRMContract workWork at office
$45k - $55k
...call them Education Account Managers) to work with and build... .... Essential Functions (notall-inclusive):... ...~ Respond to all inbound leads within 24 hours.... ...~ Proficiencyin Microsoft Office; ability to learn CRM systems. ~ Valid...MicrosoftCRMWork at officeLocal areaNight shift- ...of North America’s leading value-add... ...industry Essential Functions Develop and execute... ...your District Sales Manager Build and maintain... ...performance using CRM and sales tools Experience... ...CRM tools and Microsoft Office Valid driver... ...intelligence (AI) tools to support...MicrosoftCRMWork at officeRemote workNight shift
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- ...more at Job Details Job Function: Market Access Job Sub Function... ...for a Field Reimbursement Manager, Urology for the Southwest... ...as the primary field-based lead for education, assistance, and... ...competence with salesforce.com CRM use, Microsoft Word, and Excel Johnson &...MicrosoftCRMPermanent employmentWork at officeLocal areaRemote workNight shift
- ...call. Reports to: General Manager/Corporate Sales Department... ...of Sales is responsible for leading the overall sales efforts for... ...satisfaction. Essential Functions and Duties: Supervise assigned... ...members. Proficiency in Microsoft Office and CRM software, with Sales Pro...MicrosoftCRMHourly payFull timePart timeSeasonal workWork at officeLocal areaFlexible hoursAfternoon shift
- ...Director of Sales is a Senior Management position responsible for leading the Company's sales... ...systems, including Caterease, CRM platforms, proposal... ...trade shows, hospitality functions, chamber events, tourism... ...Caterease, CRM software, Microsoft Office, and other business...MicrosoftCRMContract workWork experience placementWork at officeAfternoon shift
- ...for the collection, management, and tracking of... ...districtwide accountability functions; instead it... ...proficiency in Microsoft Excel, including data... ...or similar CRM/data management platforms... ...: via COMPASS/LEADS or a NOLA‑PS evaluating... ...intelligence (AI) tools to support...MicrosoftCRMWork at office
$75k
...Medtronic Surgical Account Manager At Medtronic you can... ...and equity for all. You'll lead with purpose, breaking... ...environment. Proficiency with CRM software (e.g., SF.com) and Microsoft Office Suite. Physical... ...perform the essential functions of this job. Reasonable...MicrosoftCRMContract workWork at officeLocal areaFlexible hours- ...support our Customer Success Managers (CSMs) by providing... ...AI solutions built on theCognigyplatform... ...solution design, product functionality,demosand best practice... ...integrations withCCaaS, CRM, and backend systems Help... ...enterprise-ready. As the leading AI-first CX platform built...CRMRemote work
$29 - $38.5 per hour
...inclusion, and diversity. Lead the store to maximize... ...ensuring consistent CRM/client book usage,... ...coaching and performance management, including regular... ...leadership and cross-functional partners (visual, operations... .... ~ Utilize Microsoft Office and CRM systems...MicrosoftCRMMinimum wageSeasonal workWork at officeFlexible hoursShift workNight shift- ...Territory Account Manager The Territory Account Manager... ..., and all other similar functions. Participate as... ...growth. Experience with a CRM system to manage the tracking... ...to learn, teach, and lead. Proficient in use of internet and Microsoft Office products (Word, Excel...MicrosoftCRMFor contractorsWork at office
- ...Description Description: The Sales Manager is responsible for attainment... ...This includes utilization of CRM to manage the hotel's... ...monthly meetings and any other functions required by management... ...computer knowledge especially Microsoft Office products. ~ Must be...MicrosoftCRMWork at officeLocal area
- ...providing exceptional service, leading with integrity, thrive... ...The Territory Account Manager at Acme Gemaire is... ...and all other similar functions. • Participate as requested... ...• Experience with a CRM system to manage the... ...lead. • Proficient in Microsoft Office products. •...MicrosoftCRMFor contractorsWork at office
$110k - $160k
Key Account Manager, Hospital Accounts - AR, LA Octapharma USA is searching for a Key Account Manager, Hospital... ...metro area) Valid driver’s license Competence in Microsoft Office Suite - Word, Excel, and PowerPoint CRM experience with Salesforce a plus Travel, including...MicrosoftCRMWork at officeLocal areaNight shift$77k - $202k
...Specialty/Competency: Managed Services Industry/Sector: Not... ...defects, errors, or gaps in its functionality. Working in this area, you... ...and experiences you need to lead and deliver value at this level... ...testing various SAP ERP and CRM modules. As a Senior Associate...CRMFull timeH1b- ...assist with scheduling, coordinating, and managing appointments while providing excellent... ...information accurately in company databases and CRM systems. Assist with administrative... ...Comfortable using scheduling software, Microsoft Office, and online communication tools....MicrosoftCRMWork at officeRemote workWork from homeFlexible hours
- ...can generate new broker leads and first appointments.... ...with the sales manager. Demonstrate strategic... ...business. Comply with CRM tasks to track appointments... ...with the service function for most important cases... ...etc. Experienced in Microsoft Office products including...MicrosoftCRMTemporary workWork at officeFlexible hours
$60k - $80k
REMOTE - Commercial Lines Account Manager (Must live in FL) Join a successful and growing insurance team!... ...verbal. Proficient in using insurance software and Microsoft Office Suite. An insurance designation such as CIC, CRM, or CPCU is preferred. This is a fantastic...MicrosoftCRMRemote jobLive inWork at officeLocal area$85.5k - $128.3k
...cloud and connected technologies. We're hiring an Account Manager to grow and strengthen valuable business relationships... ...reliable transportation. • Experience using Windows-based PCs, Microsoft Office and a CRM. • Excellent relationship building, written...MicrosoftCRMWork at officeLocal areaFlexible hours$19.23 - $43.26 per hour
...~ Working knowledge of computer applications such as Microsoft Office and a CRM are a plus. ~ A college degree is preferred but not required... ...office position. To apply for the Global Account Manager position, please submit your resume and cover letter to...MicrosoftCRMHourly payTemporary workWork at office- POSITION TITLE: CORPORATE SALES MANAGER The Sales Manager will... ...New Orleans' advantages as a leading destination for business meetings... ...contributing to venue goals. Utilize a CRM system to manage assigned... ...Skills: Proficiency in Microsoft Office suite is required. Experience...MicrosoftCRMWork at officeLocal area
- EY is seeking a Senior Manager for the Microsoft Enterprise Platform capability within their National Consulting Cybersecurity practice. This role involves leading enterprise transformation programs across AI, Security, and Cloud domains. As a key player, you will design...Microsoft
$1,000 - $5,000 per month
Donor Engagement Manager, Louisiana Bucket Brigade The Louisiana Bucket Brigade is a 501(c... ...Data Management Incorporates data from the CRM and wealth screen database to enhance and... ...concurrently. Proficiency in using Microsoft Office applications and Bloomerang or similar...MicrosoftCRMFull timeWork at officeLocal areaRemote work1 day per week- ...customers we serve. Reports to: Account Manager or Account Executive FLSA Status: Non-Exempt... ...customers regarding updates Maintain CRM database with bid and project information... ...volume projects Strong PC skills in Microsoft Office 2007 including Word, Excel, PowerPoint...MicrosoftCRMWork at office
- ...As a Global Account Manager – US Marine, you will maintain executive level client relationships... ...to senior management globally to lead the development and execution of the... ...-solving skills. ~ Proficiency with CRM software and Microsoft Office. ~ A confident and relentless...MicrosoftCRMContract workTemporary workFor contractorsWork at officeLocal areaImmediate startWorldwide
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