Microsoft Dynamics CRM Sales Consultant

EMC Insurance Companies

3d•$85,799 - $118,545•Remote

About The Position

At EMC, we’re all about working together to make an impact. As part of our team, you’ll have the opportunity to grow, contribute, and gain experience that matters. We strive to be caring leaders, close partners, and responsive experts—always supporting each other to do our best work. Join us, and let’s improve lives together. This position is eligible to work from home anywhere in the United States

Requirements

Bachelor’s degree in business administration, computer science, instructional design or related field
Seven years of experience with customer relationship management systems, including at least five years of experience with Microsoft Dynamics or related experience
Prior experience with CRM implementation and training initiatives, preferably within a sales capacity
Microsoft Dynamics 365 certifications required
Excellent skills in Microsoft Dynamics 365 Sales and Customer Journey Insights CRM
Excellent skills in Microsoft Office applications
Strong knowledge of PowerBI and reporting dashboards
Proficient in Power Platform (Power Automate, Power Apps)
Excellent problem-solving and project management skills
Excellent verbal and written communication and interpersonal skills
Excellent planning, attention to detail and organizational skills required

Nice To Haves

Insurance background preferred

Responsibilities

Serves as the day-to-day point of contact for Dynamics CRM end-user questions and issue escalation, collaborating with product owners and IT development teams.
Collaborates with people leader, Regional Vice Presidents, and power users to understand EMC’s sales processes and enablement strategies to customize Dynamics 365 CRM workflows to meet business requirements.
Develops, executes, and maintains user training programs and documentation for Microsoft Dynamics 365 CRM, including onsite and virtual sessions across sales, underwriting, marketing, and other functional groups.
Collaborates with sales, underwriting, claims, and marketing teams to set-up, optimize, and maintain user-specific views and dashboards.
Collaborates with Marketing and Communications team on Customer Journey Insights implementation and optimization of marketing automation capabilities.
Integrates and develops Power BI reports to enhance business intelligence and support decision-making for sales and agent-facing needs.
Continuously gathers user feedback and leads process enhancement discussions to inform system and process improvements.
Partners with IT and Data teams on roadmap and execution, to ensure data integrity, conduct regular audits, and support data migration projects.
Administers CRM user setup and onboarding, ensuring a seamless experience for new team members.

Benefits

More than 105 years of financial strength and stability
Named a five-star insurance carrier by Insurance Business America
Two-time recipient of the Best Practices Award of Excellence from the Independent Agents & Brokers of America
Multiple locations recognized as Top Workplaces based solely on team member feedback
Corporate culture that engages and empowers team members to achieve their best
Outstanding benefits with life, medical, dental, vision and prescription drug coverage
Competitive paid time off plan and a full day of volunteer time off annually
Financial incentives, including a 401(k) plan match, pension plan, OneEMC bonus plan and recognition and anniversary awards
Professional development and growth opportunities, including tuition reimbursement
Wellness initiatives to improve team member well-being and reduce health insurance costs
Flexibility to dress for your day and opportunities for alternative work arrangements