CRM Administration & Optimization Specialist

Electric Power Systems; Nashville (TN); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical/Dental/Vision

401(k) with company match

HSA/FSA

Life & AD&D Insurance

Disability coverage

EAP

Competitive Pay

Professional certifications incentives

Travel per diem

Referral bonuses

Job summary

Electric Power Systems in Nashville is seeking a CRM Administration & Optimization Specialist to manage Microsoft Dynamics 365 Sales and Dataverse, improve data quality, and boost user adoption across Sales, Marketing, and Operations.

The role emphasizes hands-on administration, process optimization, and collaboration with IT and external partners to deliver reliable CRM solutions and actionable insights.

Qualifications

• 3+ years of Microsoft Dynamics 365 Sales administration experience, incl. Dataverse, Power Automate.
• Experience with deployments, CRM reporting, dashboards and data management.
• Strong documentation, training, and user adoption support.
• Preferred: Dynamics 365 and/or Power Platform certification; familiarity with Power BI.

Responsibilities

• Administer and maintain Microsoft Dynamics 365 Sales and Dataverse.
• Develop and maintain Power Automate flows; manage deployments.
• Perform data imports, cleanup, audits, deduplication, data quality.
• Troubleshoot functional and technical issues and coordinate with IT and external partners.
• Gather requirements and translate business needs; improve CRM processes and user experience.
• Deliver user training and maintain system documentation and training materials.
• Maintain standard CRM dashboards, reports, and metrics for campaigns and leads.

Skills

Microsoft Dynamics 365 Sales

Dataverse

Power Automate

CRM reporting

Dashboards

Data quality

User training

Cross-functional collaboration

Troubleshooting

Education

Bachelor’s degree

Tools

Power BI

Power Platform

Job description

Overview

Job Title: CRM Administration & Optimization Specialist

Benefits

• Medical, Dental, and Vision Insurance
• 401(k) Savings Plan with Company Match
• Health Savings Account (HSA) and a Flexible Spending Accounts (FSA)
• Life and Accidental Death & Dismemberment (AD&D) Insurance
• Short-Term and Long-Term Disability Coverage
• Employee Assistance Program (EAP)

Perks:

• Competitive Pay
• Talent Development – Instructor-Led Technical Courses and Online Learning
• Career Path Planning
• Incentives for Professional Certifications
• Competitive Per Diem for Travel
• Referral Bonuses

Summary of Position

The CRM Administration & Optimization Specialist administers, supports, and continuously improves Microsoft Dynamics 365 Sales and Dataverse. Serving as the primary day‑to‑day CRM resource, this individual contributor partners with Sales, Marketing, Operations, IT, and external partners to optimize processes, strengthen data quality, support users, increase adoption, and maximize platform effectiveness

Responsibilities

Key Responsibilities/Skills

• Administer and maintain Microsoft Dynamics 365 Sales and Dataverse, including tables/entities, fields, forms, views, business rules, security roles, dashboards, and reporting. - Task Allocation: 20%
• Develop and maintain Power Automate cloud flows; manage solution deployments, environment configuration, release support, validation, and deployment readiness. - Task Allocation: 15%
• Perform data imports, cleanup, audits, deduplication support, and ongoing data quality management to maintain trusted CRM information. - Task Allocation: 15%
• Troubleshoot functional and technical issues and coordinate with IT and external partners to resolve system problems. - Task Allocation: 15%
• Partner with Sales, Marketing, Operations, and IT stakeholders to gather requirements, translate business needs, and improve CRM processes and user experience. - Task Allocation: 15%
• Support User Acceptance Testing and maintain system documentation, process documentation, training materials, and user guides. - Task Allocation: 10%
• Deliver user training, onboarding, and ongoing CRM support to strengthen adoption and effective platform usage. - Task Allocation: 5%
• Maintain standard CRM dashboards, reports, and metrics, and support campaign tracking, lead management, customer segmentation, and reporting needs. - Task Allocation: 5%

Functional Competencies for Success

• Analytical thinking and problem solving: Diagnoses issues, evaluates options, and applies sound judgment to CRM administration and process improvement.
• Attention to detail and quality: Maintains accurate configurations, documentation, testing, and data while following established controls.
• Collaboration and relationship building: Works effectively across business functions, IT, and external partners.
• Communication and user support: Explains technical concepts clearly and provides responsive, practical guidance to users.
• Continuous improvement and adaptability: Identifies opportunities, learns evolving platform capabilities, and supports sustainable adoption.

Qualifications

Education and Experience

• Education: Bachelor’s degree
• Experience: 3+ years of Microsoft Dynamics 365 Sales administration experience, including Dataverse configuration, Power Automate, solution management, deployments, CRM reporting, dashboards, data management, troubleshooting, requirements gathering, documentation, training, and user adoption support.
• Preferred Qualifications: Microsoft Dynamics 365 and/or Power Platform certification; familiarity with Power BI; experience supporting Sales and Marketing teams; and experience with CRM implementations, enhancements, or optimization initiatives.

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