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CRM Business Admin – Lead-to-Cash
PTV LogisticsCRM Business Admin at PTV Logistics leading process design for scalable CRM workflows. Supporting Marketing, Sales, and Finance teams through continuous improvement of Lead-to-Cash lifecycle.
About the role
Key responsibilities & impact- Lead the strategy, execution, and continuous improvement of CRM processes across Lead-to-Cash lifecycle
- Translate business requirements into high-quality CRM implementations
- Serve as the primary functional owner for CRM process design and implementation
- Own and evolve CRM business processes supporting the full lifecycle
- Develop and maintain scalable, standardized workflows aligned to all revenue teams
- Support discounting and commercial rule implementation
- Identify bottlenecks, friction points, and improvement opportunities in CRM workflows
- Create, maintain, and govern CRM process documentation
Requirements
What you’ll need- 3+ years in Microsoft Dynamics administration, sales/rev ops, business systems, or similar roles in a B2B SaaS environment
- Hands-on experience implementing CRM workflows and governance
- Proven ability to translate requirements into scalable system designs (objects, fields, stages, automations)
- Experience supporting pricing/discount frameworks in CRM is a plus
- Experience with other tool implementation (HubSpot, PandaDoc, etc) is a plus
- Strong understanding of Lead-to-Cash processes and SaaS revenue workflows
- Ability to gather requirements and implement them in CRM using best practices experience in Microsoft Dynamics
- Excellent stakeholder management and communication skills (written + verbal)
- Structured problem-solving, process mapping, and systems thinking
- Strong organizational skills and ability to manage multiple workstreams and dependencies.
Benefits
Comp & perks- About | Careers | Benefits (EN) | PTV Logistics
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Microsoft Dynamics administrationCRM workflowssystem designprocess documentationpricing frameworksdiscount frameworksprocess mappingrequirements gatheringautomation
Soft Skills
stakeholder managementcommunication skillsstructured problem-solvingorganizational skillssystems thinking