CRM & Sales Operations Specialist

Chain IQ; Lisboa; On-site; EUR 60,000 - 90,000; Full time

Job summary

Chain IQ is a global AI-driven procurement service partner with offices worldwide. The CRM & Sales Operations Specialist will own the day-to-day administration and continuous improvement of Microsoft Dynamics 365 CRM across Global Markets.

The role blends hands-on system configuration with sales operations, reporting, data quality and user enablement, acting as the bridge between business users, IT and external partners.

Qualifications

• 5 to 10 years in CRM administration or similar roles.
• ≥5 years with Microsoft Dynamics 365 Sales.
• Experience configuring fields, forms, views, dashboards, workflows.
• Knowledge of Microsoft Dataverse and data modelling.
• Lifecycle management in Power Platform environments and deployments.
• Experience with Power Automate, Power BI and related Power Platform capabilities.
• Experience supporting integrations between Dynamics 365 and other applications.
• Ability to implement CRM changes independently without reliance on external developers.

Responsibilities

• Act as the functional and technical administrator for Microsoft Dynamics 365 Sales, including users, access rights and security roles.
• Configure and maintain fields, forms, views, dashboards, workflows, and business rules.
• Own and prioritize the CRM change-request backlog and implement smaller changes.
• Coordinate more complex developments with IT and external partners, including testing and release management.
• Oversee application lifecycle management across Development, Test/UAT and Production environments.
• Ensure CRM supports end-to-end sales and account management processes and identify automation opportunities.
• Build and maintain dashboards, reports and KPIs to improve transparency across pipeline and client development.
• Support integrations between Dynamics 365 and other enterprise platforms.
• Maintain CRM governance standards and troubleshoot functional and technical issues.

Skills

CRM administration

Microsoft Dynamics 365 Sales

Power Platform

Data modelling

Dashboards & reports

Problem solving

Cross-functional collaboration

English fluency

Tools

Microsoft Dataverse

Power Automate

Power BI

GitHub

Copilot Sales

Job description

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Location:

Lisbon, PT

Date: Oct 14, 2026

At Chain IQ, your ideas move fast.

Chain IQ is a global AI-driven Procurement Service Partner, headquartered in Baar, Switzerland, with operations across main centers and 16 offices worldwide. We provide tailored, end-to-end procurement solutions that enable transformation, drive scalability, and deliver substantial reductions in our clients' indirect spend. Our culture is built on innovation, entrepreneurship, ownership, and impact. Here, your voice matters - bold thinking is encouraged, and action follows ambition.

The CRM & Sales Operations Specialist owns the day-to-day functional and technical administration and continuous improvement of our Microsoft Dynamics 365 CRM platform across the Global Markets organization. The role ensures that CRM remains reliable, user-friendly and aligned with our sales and client engagement processes. It combines hands-on system configuration with sales operations, reporting, data quality and user enablement. The role acts as the key bridge between business users, IT and external implementation partners.

Responsibilities

• Act as the functional and technical administrator for Microsoft Dynamics 365 Sales, including users, access rights, security roles and system settings.
• Configure and maintain fields, forms, views, dashboards, workflows, business rules and business process flows.
• Own and prioritize the CRM change-request backlog, translate business needs into functional and technical requirements, and independently implement smaller changes.
• Coordinate more complex developments with IT and external partners, including testing, business sign-off and release management.
• Own or support application lifecycle management across Development, Test/UAT and Production environments, including solutions, deployments, and release processes.
• Ensure CRM effectively supports the end-to-end sales and account management processes and identify opportunities for simplification and automation.
• Build and maintain dashboards, reports and key sales KPIs to improve transparency across pipeline, deal progression and client development.
• Support and coordinate integrations between Microsoft Dynamics 365 and other enterprise platforms, working with IT and external partners to ensure reliable data flows and effective issue resolution.
• Maintain CRM governance standards covering configuration, access controls, change management and platform usage.
• Troubleshoot functional and technical issues, identify root causes and coordinate resolution with IT or external partners where required.

Requirements

• 5 to 10 years of experience in CRM administration, implementation, sales operations, business applications or a comparable role.
• At least 5 years of hands-on experience with Microsoft Dynamics 365 Sales, including implementation, administration and ongoing platform maintenance.
• Strong experience configuring fields, forms, views, dashboards, workflows, business rules and business process flows.
• Strong working knowledge of Microsoft Dataverse, including data modelling, relationships, security and solution management.
• Experience with application lifecycle management in Microsoft Dynamics 365 / Power Platform, including environments, solutions and controlled deployments.
• Working knowledge of Power Automate, Power BI, GitHub, Copilot Sales and related Microsoft Power Platform capabilities.
• Experience supporting integrations between Microsoft Dynamics 365 and other enterprise applications.
• Ability to independently implement CRM changes without relying entirely on external developers or implementation partners.
• Strong troubleshooting and problem-solving skills across functional and technical CRM issues.
• Fluent English; German and Portuguese are an advantage.

Join a truly global team.

We offer a dynamic and international environment where high performance meets real purpose. We're proud to be Great Place to Work-certified and even prouder of the people who make that possible. Lets shape the future of procurement - together.

Chain IQ - Create. Lead. Make an impact.