CRM Data & Business Specialist

Project Management Institute

106d

About The Position

You will ensure CRM data quality and support business analysis activities related to CRM usage, enhancements, and reporting. Maintaining clean, reliable CRM data while also contributing to business requirements gathering, data mapping, and processing documentation. Supporting the effectiveness of the CRM platform as a source of truth for customer and account information, and in enabling cross-functional business users to derive actionable insights from CRM data.

Requirements

• Bachelor’s degree in Business, Information Systems, Data Management, or related field.
• 4–6 years of experience in CRM operations, data management, or business analysis.
• Demonstrated experience with Microsoft Dynamics 365 CRM (required).
• Strong analytical and problem-solving skills.
• Effective written and verbal communication skills for technical and non-technical audiences.
• Experience supporting users and promoting CRM data best practices.
• Proven ability to identify and resolve data quality issues (e.g., duplicates, sync errors, missing fields).
• Experience with requirements gathering and business process documentation.
• Familiarity with CRM integrations involving ERP or marketing platforms.
• Ability to work with cross-functional stakeholders and translate technical and business needs.
• CRM data governance and stewardship.
• Functional knowledge of account hierarchies, taxonomies, and field-level configuration.
• Process mapping and documentation (e.g., Lucidchart, Visio).
• CRM reporting and dashboarding (e.g., Power BI, Excel).
• Basic knowledge of data tools and validation techniques (e.g., deduplication, import/export).
• Experience of working in an agile, dynamic, and customer-centric environment.
• Excellent communication, collaboration, presentation, and negotiation skills.
• Proficiency in the business language for PMI (English).

Responsibilities

• Ensure CRM data quality and support business analysis activities related to CRM usage, enhancements, and reporting.
• Maintain clean, reliable CRM data.
• Contribute to business requirements gathering, data mapping, and processing documentation.
• Support the effectiveness of the CRM platform as a source of truth for customer and account information.
• Enable cross-functional business users to derive actionable insights from CRM data.

Benefits

• An excellent total package, with compensation and benefits based upon your geographic location.
• Skill development opportunities, to help you grow now and into the future.
• Access to a global network, to enrich your professional experience.
• Flexible options to help balance work time and your time.
• Award and bonus opportunities.

What This Job Offers

• Education Level: Bachelor's degree
• Number of Employees: 251-500 employees