CRM Administration & Optimization Specialist

Voltyx; Overland (MO); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Competitive Pay

Talent Development – Instructor-Led

Career Path Planning

Incentives for Professional Certific at

Competitive Per Diem for Travel

Referral Bonuses

Job summary

Voltyx is seeking a CRM Administration & Optimization Specialist to administer and continuously improve Microsoft Dynamics 365 Sales and Dataverse. You will partner with Sales, Marketing, Operations, IT, and external partners to optimize processes, strengthen data quality, and maximize platform effectiveness.

The role emphasizes data integrity, user support, and ongoing CRM optimizations to boost adoption and efficiency across departments.

Qualifications

• Bachelor’s degree required.
• 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: Microsoft Dynamics 365 and/or Power Platform certifications; familiarity with Power BI; CRM work with Sales and Marketing teams.

Responsibilities

• Administer and maintain Microsoft Dynamics 365 Sales and Dataverse components.
• Develop and maintain Power Automate flows and manage deployments.
• Perform data imports, cleanup, deduplication, and data quality efforts.
• Troubleshoot issues and coordinate with IT and partners to resolve problems.
• Collaborate with Sales, Marketing, Operations, and IT to gather requirements and improve CRM processes.
• Provide user training and maintain system/process documentation.

Skills

Analytical thinking

Attention to detail

Collaboration

Communication

Continuous improvement

Education

Bachelor’s degree

Tools

Microsoft Dynamics 365

Dataverse

Power Automate

Power BI

CRM reporting

Job description

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 Covera ge
• Employee Assistance Program (EAP)

Perks

• Competitive Pay
• Talent Development – Instru ct or-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

• 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.

#PoweringTheFuture