EMC Insurance Companies

CRM Sales Consultant

EMC Insurance Companies

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $85,799 - $118,545 per year

Job Level

SeniorLead

About the role

  • Serves as the day-to-day point of contact for Dynamics CRM end-user questions and issue escalation
  • Collaborates with product owners and IT development teams to customize Dynamics 365 CRM workflows
  • Develops, executes, and maintains user training programs and documentation for Microsoft Dynamics 365 CRM
  • Collaborates with sales, underwriting, claims, and marketing teams to set up, optimize, and maintain user-specific views and dashboards
  • Integrates and develops Power BI reports to enhance business intelligence and support decision-making
  • Continuously gathers user feedback and leads process enhancement discussions
  • Partners with IT and Data teams on roadmap and execution to ensure data integrity
  • Administers CRM user setup and onboarding

Requirements

  • Bachelor’s degree in business administration, computer science, instructional design or related field
  • Seven years of experience with customer relationship management systems, including at least five years of experience with Microsoft Dynamics or related experience
  • Prior experience with CRM implementation and training initiatives, preferably within a sales capacity
  • Microsoft Dynamics 365 certifications required
  • Insurance background preferred
  • Excellent skills in Microsoft Dynamics 365 Sales and Customer Journey Insights CRM
  • Excellent skills in Microsoft Office applications
  • Strong knowledge of PowerBI and reporting dashboards
  • Proficient in Power Platform (Power Automate, Power Apps)
Benefits
  • Health insurance
  • 401(k) matching
  • Competitive paid time off plan
  • Volunteer time off annually
  • Professional development and growth opportunities, including tuition reimbursement
  • Wellness initiatives to improve team member well-being and reduce health insurance costs
  • Flexibility to dress for your day and opportunities for alternative work arrangements

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
Microsoft Dynamics 365CRM implementationuser training programsPower BIPower PlatformPower AutomatePower Appsreporting dashboardsdata integrityworkflow customization
Soft skills
collaborationcommunicationprocess enhancementuser feedback gatheringproblem-solvingtraining developmentorganizational skillscustomer serviceleadershipadaptability
Certifications
Microsoft Dynamics 365 certifications