Specialist, CRM Data & Operations

Headquarters•Fairfield, NJ

About The Position

The CRM Data & Operations Specialist maintains the accuracy, integrity, and administration of Kyocera's CRM data. The role owns account creation and approval, maintains complete and reliable customer and partner records, and supports Sales, Marketing, and leadership with trusted data for pipeline management and decision-making. As the functional administrator of Microsoft Dynamics 365, the Specialist manages users, security roles, and configuration, including fields, views, forms, and business rules. The role also supports the integration between Microsoft Dynamics and HubSpot to keep leads, contacts, and accounts aligned across platforms. Working with Sales, Marketing, IT, Customer Operations, Sales Operations, Finance, and Customer Service, the Specialist establishes and enforces data standards supporting Direct and Channel go-to-market activities. The position also maintains Dealer data synchronization between Oracle EBS and Dynamics until an automated integration is in place, and contributes to designing and testing that integration. The role participates in Agile sprint planning and ceremonies, managing CRM data and administration requests through Jira. The position is part of Kyocera Document Solutions America, Inc., a provider of document solutions including MFPs, printers, business applications, and consultative services. The typical pay range is $82,000–$103,000, with the actual offer depending on factors including experience, education, and geography. The position may include a discretionary performance-based bonus. The company offers medical, dental, and vision plans, a 401(k) match, flexible spending, disability and life insurance, paid time off, and holidays.

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.
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 and 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, reviewing requests for completeness, accuracy, and potential duplicates and meeting 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 through duplicate detection and regular audits.
Build and maintain data quality dashboards and KPIs, including record completeness, duplicate rate, and approval turnaround time; report trends and remediation progress to the CRM Business Enablement Manager.
Administer Microsoft Dynamics 365, 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 accurate audit trail.
Support the HubSpot and Microsoft Dynamics integration by monitoring synchronization errors, resolving field-mapping and record-matching issues, and working 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, such as ERP and partner program data.
Maintain synchronization of Dealer data between Oracle EBS and Microsoft Dynamics so Dealer Profiles remain current until an automated integration is in place; help design and test that integration.
Create and maintain process documentation, job aids, and quick-reference guides, and support the CRM Business Enablement Manager with user training 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.