KMRG, LLC

CRM Support Specialist

KMRG, LLC

full-time

Posted on:

Origin:  • 🇺🇸 United States • Virginia

Visit company website
✨ AI Apply
Manual Apply

Job Level

Mid-LevelSenior

About the role

  • 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

Requirements

  • Knowledge of CRM data security practices and compliance requirements
  • Knowledge of business process analysis for translating operational needs into CRM solutions
  • Ability to configure and customize Microsoft Dynamics 365
  • Ability to design workflow automation and integrate external systems
  • Ability to create dashboards and reports in Power BI and Dynamics 365
  • Ability to analyze data and identify trends for decision-making
  • Ability to perform system testing and resolve technical issues
  • Skill in clear, concise, and professional communication
  • Undergraduate degree in computer science, information systems, or related field preferred
  • Relevant certifications and training in Microsoft Dynamics 365 or CRM administration preferred