CRM System Administrator
About The Position
The CRM System Administrator is responsible for strategic development, design, configuration, data conversion mapping, user training, case history, and ongoing support for Mayo Clinic’s Microsoft Dynamics 365 CRM system. The role works with functional staff to understand and define business processes and integrate standard operating procedures into the CRM, and collaborates with outside vendors and consultants on system enhancements and modifications. The administrator identifies development opportunities, manages major CRM upgrades, and continually reviews and develops processes for contact management, event organization and tracking, agreement execution, workflows, and other operational functions to improve productivity and transparency. The role may also work with .NET/Java-based integration applications, including SharePoint and Microsoft Visual Studio. User training is a major part of the position. The administrator designs and delivers process and technology training through webcasts and interactive sessions, assesses proficiency, and certifies users’ competency in day-to-day system use. The role is also responsible for ongoing modifications, upgrades, and future training requirements. The position ensures the integrity of CRM data and works with Business Development teams to align CRM designs with business strategies. It provides oversight to Business Development staff on data quality and process control. The role also supports staff with hardware distribution and upgrades, computer and mobile tools, remote tools and software, remote access processes, and Mayo-approved mobile apps. This is a hybrid role. The employee must live within 100 miles of the Rochester, Minnesota campus.
Requirements
- BA/BS degree.
- Five years of experience working with multiple systems and databases in support of marketing, sales, and operational activities.
- In-depth knowledge of customer contact management systems, particularly Microsoft Dynamics 365 CRM, including system development and support.
- Strong troubleshooting and communication skills.
- Must live within 100 miles of the Rochester, Minnesota campus.
Nice To Haves
- MA/MS degree preferred.
- Experience or ability to work with .NET/Java-based integration applications such as SharePoint and Microsoft Visual Studio.
Responsibilities
- Develop, design, configure, and support the Microsoft Dynamics 365 CRM system, including conversion mapping and customer case history.
- Work with functional staff to define business processes and integrate standard operating procedures into the CRM.
- Work with outside vendors and consultants to develop system enhancements and modifications.
- Identify CRM development opportunities and manage major upgrades.
- Continuously review and develop CRM processes for contact management, event organization and tracking, agreement execution, workflows, and operational functions.
- Work with integration applications such as SharePoint and Microsoft Visual Studio.
- Design and deliver process and technology training through webcasts and interactive training sessions.
- Assess user proficiency and certify user competency in day-to-day CRM use.
- Manage ongoing CRM modifications, upgrades, and future training requirements.
- Ensure the integrity of data held in the CRM database.
- Work with Business Development teams to align CRM designs with overall business strategies.
- Provide oversight to Business Development staff to ensure data quality and appropriate process control.
- Support staff by distributing and upgrading hardware, computers, and mobile tools, and by supporting remote tools and software, remote access processes, and Mayo-approved mobile apps.
Benefits
- Competitive compensation and comprehensive benefit plans.
- Medical plan options.
- Dental coverage through Delta Dental or a reimbursement account for flexible coverage.
- Vision plan with a national network.
- HSA and FSAs for eligible expenses.
- Competitive retirement package.
- Continuing education and advancement opportunities.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
