PTV Logistics

CRM Business Admin – Lead-to-Cash

PTV Logistics

full-time

Posted on:

Location Type: Remote

Location: United States

Visit company website

Explore more

✨ AI Apply
Apply

Job Level

Senior

About the role

  • 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

  • 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
  • About | Careers | Benefits (EN) | PTV Logistics
Applicant 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