Run and take action upon daily data housekeeping routines, and assist the business with the wider data strategies
Provide support for Dynamics CRM and other core company applications
New user training and support
Create representations of data in various formats
Maintain end user and technical documentation
Promote CRM use within the company, including its capabilities, potential uses and benefits
Working closely with the business and each department to improve CRM processes and introduce new functionality through customization
Manage relevant helpdesk requests to meet SLAs
Manage development request queue with Project Manager
Provide general IT assistance in support of Desktop Technician, including but not limited to, holiday cover
Regularly recording member contact ensuring that the interaction and outcomes are input to the membership database (CRM) to maintain records and reference member data
Following organizational process and procedures to ensure member expectations and agreed service level agreements are met
Managing and protecting member and customer information in accordance with policy and General Data Protection Regulations
Undertaking such other duties, commensurate with the responsibilities above, as may from time to time be required by members of the management team
Managing and protecting member and customer information in accordance with policy and data protection legislation.
Undertaking such other duties, commensurate with the responsibilities above, as may from time to time be required by members of the management team.
Required Knowledge, Skills, and Abilities
Have an in-depth understanding of Dynamics CRM 2016+ & its features, user and security management and principles for customization and workflow
Have a good understanding of sales, marketing, business processes and how they relate to CRM software
Have a strong IT background, with solid troubleshooting skills
Strong understanding of T-SQL
Introductory understanding of C# & CRM plugin development with capacity to develop skills - good to strong understanding is preferable
Have excellent communication and interpersonal skills, working with staff in each department is a key part of this role
Have a good attention to detail and ability to “scour” data to be able to verify and reconcile data
Have an open and friendly personality
Have experience with Click Dimensions or other marketing automation solutions<