Serve as the primary business-side owner of CRM data quality within Microsoft Dynamics.
Define, document, and enforce CRM data entry standards, usage rules, and best practices across Sales and related teams.
Partner with Sales leadership to ensure opportunities, leads, contacts, and accounts are structured and maintained correctly.
Perform regular audits of CRM data to identify errors, duplicates, incomplete records, and logic inconsistencies.
Validate that CRM workflows, automation rules, and customer journey logic execute correctly and align with intended business behavior.
Troubleshoot cases where data or logic “does not behave as expected,” identifying root causes and coordinating fixes with technical teams when needed.
Design, maintain, and test logic-based customer journeys and email workflows within the CRM.
Build conditional logic based on customer attributes, behaviors, and lifecycle stages.
Ensure journeys are accurate, tested, and consistently performing as designed before and after deployment.
Act as a liaison between Sales, Marketing, and technical CRM resources.
Translate business requirements into clean, logical CRM configurations.
Support CRM-related questions from business users and guide correct usage.

Requirements

Bachelor’s degree in Business, Information Systems, Data Analytics, Marketing Operations, or related field.
1–2+ years of hands-on experience maintaining CRM data in a production environment, preferably Microsoft Dynamics.
Demonstrated experience with CRM data audits, cleansing, deduplication, and validation.
Experience building and testing logic-based workflows or email automation within a CRM or marketing automation platform.
Strong analytical and logical thinking skills; comfortable reasoning through data structures and workflow behavior.
Advanced Excel skills (e.g., VLOOKUP/XLOOKUP, data validation, data cleansing).
Ability to read and reason about data queries or data feeds (SQL familiarity strongly preferred, even if not writing complex queries).
Exceptional attention to detail and ability to maintain accuracy during repetitive or high-volume work.
Strong communication skills and ability to work cross-functionally with Sales, Marketing, and technical teams.

Benefits

Applicant Tracking System Keywords

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

Hard Skills & Tools

CRM data qualityMicrosoft DynamicsCRM data entry standardsdata auditsdata cleansingdeduplicationemail automationExcelSQLlogic-based workflows

Soft Skills

analytical thinkinglogical thinkingattention to detailcommunication skillscross-functional collaboration