CRM Dynamics Specialist Role

Peterson Farms Inc•Byron Township, MI

113d•Onsite

About The Position

The CRM Dynamics Specialist is responsible for managing and optimizing the Microsoft Dynamics 365 Customer Engagement platform to ensure accurate customer data and efficient business processes. This role supports marketing automation initiatives, analyzes customer data to provide actionable insights, and collaborates with cross-functional teams to align CRM practices with organizational goals. The specialist configures and customizes CRM components, leverages Power Platform tools for workflow automation and reporting, and promotes best practices to enhance system utilization and user adoption. By driving data integrity, process improvements, and customer engagement strategies, this position plays a critical role in enabling informed decision-making and improving overall business performance.

Requirements

Proficiency in CRM platforms, in particular Microsoft Dynamics 365 Customer Engagement (CRM).
Experience with email marketing and marketing automation platforms that integrate with CRM systems.
Familiarity with data analysis and reporting tools to track CRM performance and customer insights.
Experience with project management and collaboration tools like Asana or Trello.
Expertise in CRM platforms including Microsoft Dynamics 365 Customer Engagement (CRM), with strong analytical skills for interpreting customer data and identifying trends.
Excellent organizational skills, capable of managing multiple tasks and coordinating with various stakeholders.
Strong problem-solving abilities, particularly in adapting CRM processes to meet evolving business needs.
Effective interpersonal skills, able to work collaboratively with cross-functional teams and articulate CRM insights and strategies.
Ability to provide data-driven recommendations to support business decisions and improve the customer’s journey.

Nice To Haves

Knowledge of Customer Success Strategies: Familiarity with customer success principles to improve retention and satisfaction.
Experience with Business Process Improvement: Experience in identifying and implementing process changes that increase efficiency.
Background in Email Marketing: Understanding of email marketing strategies and customer segmentation to support personalized communication.
Tradeshow & Event Support Experience: Experience supporting tradeshow or event-related data workflows, lead management, or post-event sales reporting.

Responsibilities

Manage CRM System: Oversee the CRM platform to ensure all customer information is accurate and up to date, enabling seamless business operations.
Support Marketing Automation: Work closely with the marketing team to implement effective email marketing and automation strategies that align with customer data and engagement goals.
Analyze Customer Data: Use analytical skills to interpret CRM data, providing actionable insights that guide business decisions and improve customer experience. Use dashboards, reports, and views within Dynamics 365 CRM to support analysis.
Optimize Business Processes: Evaluate current CRM-related workflows and recommend process changes to streamline business processes and enhance organizational efficiency.
Monitor and Report Performance: Track CRM metrics and report on customer engagement, retention, and satisfaction, offering insights into continuous improvement.
Collaborate with Stakeholders: Work with various teams, including sales, marketing, and customer support, to align CRM practices with overall business goals.
Implement CRM Best Practices: Ensure CRM activities follow best practices, improving system utilization, data integrity, and user adoption across the organization.
Support Training and Development: Provide CRM training and resources to team members, enhancing their ability to leverage the CRM system for customer engagement and retention.
Configure and Customize CRM: Support the configuration of Microsoft Dynamics 365 Customer Engagement (CRM) components such as entities, fields, views, forms, dashboards, and security roles to ensure the system aligns with business needs.
Leverage Power Platform Tools: Utilize Power Automate for basic workflow automation, data updates, and approval processes; maintain CRM dashboards and report using built-in charts or Power BI where applicable.
Tradeshow & Event Coordination: Partner with sales and marketing teams to support tradeshow planning and execution, including customer list management, lead capture workflows, post-show follow-up processes, and CRM data integration to ensure leads are tracked and nurtured effectively.
Sales Enablement & CRM Alignment for Events: Ensure tradeshow and event leads are properly routed within Microsoft Dynamics 365 Customer Engagement (CRM), supporting sales visibility, opportunity tracking, and performance reporting tied to events and customer touchpoints.