Job Title: CRM Analyst - Dynamics 365

Job Type: Full Time

Location: Houston, TX (Onsite)

Visa : USC AND GC

We are a dynamic privately-owned funeral company, looking for a D365 CRM Analyst. This is an exciting opportunity to join a fast-growing organization and leverage your robust Dynamics CRM experience by helping to spearhead one of our highest-priority strategic initiatives.

Responsibilities

· Manage ongoing system developments, enhancements, and support, facilitated by communication with users and teammates

· Create, modify, and maintain system customizations to dashboards, views, forms, business processes, workflows, and templates within CRM, Excel, and PowerBI

· Schedule and test usability and functionality against business requirements as system enhancements or releases are developed

· Provide help desk support to all system users

·

· Maintain CRM user profiles, including adding new users, amending existing user accounts, validating system permissions, and maintaining role hierarchies

·

· Analyze existing database and identify opportunities to monetize inactive leads

· Develop and maintain CRM user training materials and job aids

· Develop and maintain best practice CRM processes and job aids (Knowledge base articles) for team use

· Provide ongoing in-person or virtual training to users, as needed

Desired Skills and Experience

Qualifications

· Bachelor’s degree required; a degree in Marketing, Business Administration, or Information Systems is preferred

· Minimum of 3-5 years of experience using Microsoft Dynamics 365 as a systems administrator; Dynamics CRM certifications strongly preferred

· Experience with the Sales & Field Service modules of Dynamics CRM; Dynamics Marketing is preferred

· PowerApps experience is highly desired

· Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook

· Ability to develop custom sales and marketing analytics

· Ability to travel 20-25% of the time

Benefits

· We offer competitive pay, 401K, Health/Dental insurance, paid vacations, and a positive environment.

· We've made it our life's work to take care of others - and that starts with our employees.

Job Type: Full-time

Pay: From $85,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance

Compensation package:

• Yearly pay

Experience level:

• 5 years

Schedule:

• 8 hour shift

Work Location: On the road

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