CRM Analyst — Salesforce & Dynamics 365 Process Optimization

American Unit, Inc; Columbia (SC); On-site; USD 77,000 - 202,000; Full time

Job summary

A prominent consulting firm based in Columbia, SC is seeking a Salesforce CRM Business Analyst. The role involves optimizing customer engagement processes using CRM systems, developing documentation and training materials, and collaborating with internal teams. Ideal candidates will have over 5 years of experience with Microsoft Dynamics 365 and knowledge of sales processes. This is a contract position for mid-senior level professionals.

Qualifications

• 5+ years of experience with Microsoft Dynamics 365 CRM.
• 7+ years of experience with Sales Processes.
• 3+ years of experience as a Business Analyst.

Responsibilities

• Evaluate business workflows to determine CRM requirements.
• Design, implement, and optimize CRM functionality.
• Develop process documentation and training materials.
• Create CRM strategies for relationship management.
• Collaborate with internal teams to support CRM usage.
• Monitor CRM performance and provide insights.
• Support vendor evaluation and platform upgrades.
• Track outcomes and user adoption reports.

Skills

Microsoft Dynamics 365 CRM experience

Sales Processes optimization

Business Analyst experience

Training Materials development

Salesforce CRM experience

Job description

A prominent consulting firm based in Columbia, SC is seeking a Salesforce CRM Business Analyst. The role involves optimizing customer engagement processes using CRM systems, developing documentation and training materials, and collaborating with internal teams. Ideal candidates will have over 5 years of experience with Microsoft Dynamics 365 and knowledge of sales processes. This is a contract position for mid-senior level professionals.