CRM Administration & Optimization Specialist

Voltyx•Nashville, TN

About The Position

The CRM Administration & Optimization Specialist administers, supports, and continuously improves Microsoft Dynamics 365 Sales and Dataverse. Serving as the primary day-to-day CRM resource, this individual contributor partners with Sales, Marketing, Operations, IT, and external partners to optimize processes, strengthen data quality, support users, increase adoption, and maximize platform effectiveness.

Requirements

Bachelor’s degree
3+ years of Microsoft Dynamics 365 Sales administration experience, including Dataverse configuration, Power Automate, solution management, deployments, CRM reporting, dashboards, data management, troubleshooting, requirements gathering, documentation, training, and user adoption support.
Analytical thinking and problem solving: Diagnoses issues, evaluates options, and applies sound judgment to CRM administration and process improvement.
Attention to detail and quality: Maintains accurate configurations, documentation, testing, and data while following established controls.
Collaboration and relationship building: Works effectively across business functions, IT, and external partners.
Communication and user support: Explains technical concepts clearly and provides responsive, practical guidance to users.
Continuous improvement and adaptability: Identifies opportunities, learns evolving platform capabilities, and supports sustainable adoption.

Nice To Haves

Microsoft Dynamics 365 and/or Power Platform certification
familiarity with Power BI
experience supporting Sales and Marketing teams
experience with CRM implementations, enhancements, or optimization initiatives.

Responsibilities

Administer and maintain Microsoft Dynamics 365 Sales and Dataverse, including tables/entities, fields, forms, views, business rules, security roles, dashboards, and reporting.
Develop and maintain Power Automate cloud flows; manage solution deployments, environment configuration, release support, validation, and deployment readiness.
Perform data imports, cleanup, audits, deduplication support, and ongoing data quality management to maintain trusted CRM information.
Troubleshoot functional and technical issues and coordinate with IT and external partners to resolve system problems.
Partner with Sales, Marketing, Operations, and IT stakeholders to gather requirements, translate business needs, and improve CRM processes and user experience.
Support User Acceptance Testing and maintain system documentation, process documentation, training materials, and user guides.
Deliver user training, onboarding, and ongoing CRM support to strengthen adoption and effective platform usage.
Maintain standard CRM dashboards, reports, and metrics, and support campaign tracking, lead management, customer segmentation, and reporting needs.