Specialist, CRM Data & Operations

KYOCERA Document Solutions America, Inc.•Fairfield, NJ

1d•$82,000 - $103,000

About The Position

The CRM Data & Operations Specialist maintains the accuracy, integrity, and day-to-day administration of Kyocera’s CRM data. The role owns account creation and approvals, keeps customer and partner records clean and complete, and helps ensure Sales, Marketing, and leadership can rely on CRM data for pipeline management and decision-making. It serves as the functional administrator of Microsoft Dynamics 365, managing users, security roles, and configuration such as fields, views, forms, and business rules. The specialist also supports the integration between Microsoft Dynamics and HubSpot so leads, contacts, and accounts stay aligned across both platforms. Working closely with Sales, Marketing, IT, and Customer Operations, the specialist establishes and enforces data standards that support Kyocera’s Direct and Channel go-to-market strategy. The role also works with other business functions to maintain account consistency across business systems, supports CRM training and documentation, participates in testing enhancements and releases, and helps maintain compliance with data policies and applicable privacy requirements. The Corporate Marketing Group operates using Agile and Scrum practices, with three-week sprints and Jira for tracking progress and tasks. The specialist participates in sprint planning and ceremonies and manages CRM data and administration requests through Jira. The typical pay range is $82,000–$103,000, with the actual offer depending on experience, education, geography, and other relevant factors. The position may include a discretionary performance bonus.

Requirements

Bachelor’s degree in Business, Information Systems, or a related field, or equivalent work experience.
At least 3 years of experience in CRM administration, sales operations, or data management.
Hands-on experience with Microsoft Dynamics 365 Sales or Dynamics CRM, including user and security role administration and basic configuration.
Solid understanding of data quality practices, including deduplication, validation rules, data standards, and master data management.
Advanced Excel skills, including lookups, pivot tables, and data cleansing, and experience with bulk data import and export tools.
Exceptional attention to detail and a strong sense of ownership for data accuracy.
Clear communication skills, including the ability to explain data standards to non-technical users and diplomatically hold teams accountable.
Ability to manage multiple requests and shift priorities in a fast-paced environment.

Nice To Haves

Microsoft certification such as Dynamics 365 Fundamentals (CRM) (MB-910).
Experience with Power Automate and Power BI.
Experience with HubSpot, particularly its integration with Microsoft Dynamics.
Experience in a B2B organization with Direct and Channel (dealer/reseller) sales models; office technology or manufacturing industry experience is a plus.
Familiarity with Agile/Scrum practices and Jira.

Responsibilities

Own the Microsoft Dynamics account creation and approval process; review requests for completeness, accuracy, and potential duplicates, and meet agreed turnaround targets.
Define, document, and enforce CRM data standards, including naming conventions, required fields, account hierarchies, and ownership rules for Direct, Channel partner, and end-user accounts.
Monitor data quality across accounts, contacts, leads, and opportunities; resolve duplicates, incomplete records, and inconsistencies using duplicate detection rules and regular audits.
Build and maintain data quality dashboards and KPIs, and report trends and remediation progress to the CRM Business Enablement Manager.
Administer Microsoft Dynamics 365 functionality, including user provisioning and deprovisioning, security roles, business units and teams, fields, views, forms, and business rules.
Manage data imports, bulk updates, and mass record changes, including territory and account ownership reassignments, while maintaining an audit trail.
Support the HubSpot–Microsoft Dynamics integration by monitoring sync errors, resolving field-mapping and record-matching issues, and partnering with Revenue Marketing to align lead and contact data.
Partner with Sales Operations, Finance, and Customer Service to keep account information consistent with other business systems, including ERP and partner program data.
Maintain synchronization of Dealer data between Oracle EBS and Microsoft Dynamics until an automated integration is in place, and help design and test that integration.
Create and maintain process documentation, job aids, and quick-reference guides, and support the CRM Business Enablement Manager in training users on data entry standards and account processes.
Participate in testing and validation of CRM enhancements and Microsoft release updates to confirm changes do not affect data integrity or existing processes.
Help maintain compliance with company data policies and applicable privacy requirements, including contact consent and record retention practices.
Participate in sprint planning and ceremonies and manage CRM data and administration requests through Jira.