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Job Description
- Opportunity to work closely with global Sales, RevOps, and Innovation teams
- Exposure to large-scale CRM operations and business process transformation initiatives
- High ownership and visibility across cross-functional business operations
- Opportunity to drive process improvements and CRM optimization initiatives
- Fast-paced and growth-oriented work environment
- Manage and optimize Dynamics 365 CRM operations, workflows, dashboards, forms, views, entities, and system configurations across Sales and Customer Service modules
- Troubleshoot CRM-related issues and implement business-requested changes across teams
- Manage user access, permissions, security roles, business units, field-level security, and CRM governance settings
- Work closely with RevOps and Innovation teams to reduce operational bottlenecks and improve process efficiency
- Standardize business processes and maintain SOPs, workflow documentation, and process maps
- Support lead-to-opportunity lifecycle management and understand the end-to-end customer and sales journey
- Design and implement workflows, Business Process Flows (BPFs), routing rules, queues, SLAs, and automation processes to improve operational efficiency
- Support CRM implementation, process enhancements, workflow configuration, and system adoption initiatives
- Gather business requirements and coordinate with technical/development teams for enhancements and integrations where required
- Maintain CRM data quality, duplicate management, auditing, reporting accuracy, and operational visibility across teams
- Monitor sales lifecycle processes and recommend improvements to optimize workflows and remove redundancies
- Conduct UAT/testing support, stakeholder coordination, and user training/support to improve CRM adoption and effectiveness
- Support CRM integrations and system enhancement initiatives as needed
- 8-12 years of experience in Dynamics 365 CRM Administration, CRM Operations, Sales Operations, or Business Operations roles
- Strong domain expertise in Dynamics 365 CRM, specifically around Sales and Inside Sales modules
- Good understanding of CRM implementation, workflow setup, and business process standardization
- Experience managing user access, permissions, security settings, dashboards, and reporting
- Strong understanding of lead lifecycle management, pipeline tracking, and end-to-end sales/customer journey
- Exposure to CRM process optimization, troubleshooting, and stakeholder coordination
- Good database understanding and ability to work with CRM data structures and reporting
- Experience creating SOPs, workflow documentation, and process maps
- Exposure to CRM integrations is an added advantage
- Strong communication, coordination, and problem-solving skills
- More functional/admin-focused rather than hardcore technical development focused
- Opportunity to work with industry-leading experts and cutting-edge technologies
- Collaborative and inclusive work culture
- Ongoing professional development and growth opportunities
Skills
Techno FunctionalMS Dynamic 365CRM AdminMicrosoft Dynamic CRMCRM Process DesignCRM OperationWorkflow DefinitionMicrosoft DynamicsAuditingCRMInside SalesCustomer ServiceCommunicationLeadershipTeamsIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
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