KMRG, LLC

Customer Success Manager

• Provide weekly progress updates and attend regular check-in meetings
• Prepare monthly reports summarizing key activities, accomplishments, metrics, performance indicators, and planned corrective actions
• Maintain a task tracker showing priorities, due dates, and progress on all assignments
• Manage 8-12 active projects each month, adjusting priorities as needed
• Respond to requests and questions from multiple communication channels
• Connect the CRM platform with other systems (e.g., ArcGIS and Qualtrics)
• Create automated workflows to improve efficiency and streamline processes
• Set up automatic contact list uploads, notifications, and alerts
• Use Office 365 and Power BI to design solutions and reports
• Work with the IT office to connect Microsoft Dynamics 365 to single sign-on systems and mobile platforms, including Power Apps
• Configure the CRM to give a comprehensive view of stakeholder activity history across multiple communication channels
• Export and analyze data to identify trends and create predictive insights
• Build dashboards, custom reports, and views tailored to user needs
• Test system configurations to confirm they work as intended
• Set up tools for writing and editing scripted responses
• Provide ongoing support to users and maintain a knowledge base
• Migrate data into the CRM and ensure accuracy during transfers
• Fine-tune system performance, manage data models, and adjust processes as needed
• Set up and maintain security roles and permissions
• Provide post-implementation support alongside creating training materials, leading workshops, and training other trainers

Dynamics 365 CRM Specialist

• Remote CRM Systems Administrator to support the First Responder Network Authority (FirstNet Authority) Public Safety Advocacy Office in Reston, VA
• Optimizes Microsoft Dynamics 365 CRM platform through enhancements, workflow automation, system integration, and configuration
• Provides ongoing support and training; ensures data accuracy and security
• Collaborates with IT and stakeholders to improve efficiency and user experience

CRM Systems Administrator

Customer Support

• Task Tracking - Provide weekly progress updates and attend regular check-in meetings; Prepare monthly reports summarizing key activities, accomplishments, metrics, performance indicators, and planned corrective actions; Maintain a task tracker showing priorities, due dates, and progress on all assignments; Manage 8-12 active projects each month, adjusting priorities as needed
• Workflow Automation - Respond to requests and questions from multiple communication channels; Respond to data requests (data calls) and connect the CRM platform with other systems (e.g., ArcGIS and Qualtrics); Create automated workflows to improve efficiency and streamline processes; Set up automatic contact list uploads, notifications, and alerts; Use Office 365 and Power BI to design solutions and reports
• Application Configuration - Work with the IT office to connect Microsoft Dynamics 365 to single sign-on systems and mobile platforms, including Power Apps; Configure the CRM to give a comprehensive view of stakeholder activity history across multiple communication channels; Export and analyze data to identify trends and create predictive insights; Build dashboards, custom reports, and views tailored to user needs; Test system configurations to confirm they work as intended; Set up tools for writing and editing scripted responses
• Technical Support - Provide ongoing support to users and maintain a knowledge base; Migrate data into the CRM and ensure accuracy during transfers; Fine-tune system performance, manage data models, and adjust processes as needed; Set up and maintain security roles and permissions; Provide post-implementation support alongside creating training materials, leading workshops, and training other trainers

Dynamics 365 CRM Specialist

CRM Systems Administrator

CRM Support Specialist