CRM Data & Operations Lead for Dynamics 365

Kyocera Mita America; Two Bridges (NJ); On-site; USD 82,000 - 103,000; Full time

Benefits offered by this job

Medical, dental & vision benefits

401k match

Flexible spending

Disability and life insurance

Paid time off & holidays

Job summary

Kyocera Document Solutions America, Inc. is seeking a Data & Operations Specialist to maintain CRM data accuracy and administer Microsoft Dynamics 365 and HubSpot integrations. You will ensure data standards, support cross-functional teams, and drive data-driven decision making.

The role supports data synchronization across platforms, builds dashboards, and maintains documentation and training materials for data entry standards.

Qualifications

• Bachelor's degree or equivalent experience in a related field.
• Minimum of 3 years in CRM administration, sales operations, or data management.
• Hands-on experience with Microsoft Dynamics 365 Sales including user and security administration.
• Solid understanding of data quality practices and master data management.
• Advanced Excel skills (lookups, pivot tables, data cleansing) and bulk data tools.
• Strong attention to detail and ownership of data accuracy.
• Clear communication to explain data standards to non-technical users.
• Ability to manage multiple requests in a fast-paced environment.

Responsibilities

• Own the account creation and approval process in Dynamics 365 and ensure data completeness.
• Define and enforce CRM data standards, ownership rules, and hierarchies.
• Monitor data quality across accounts, leads, contacts, and opportunities; resolve duplicates.
• Develop data quality dashboards and KPIs; report trends to leadership.
• Administer Dynamics 365 users, security roles, and organizational units.
• Support HubSpot-Dynamics integration; fix mapping and sync issues.
• Collaborate with Sales Operations, Finance, and Customer Service to align data with systems.
• Maintain dealer data synchronization until automated integration is in place.

Skills

CRM administration

Data quality

Excel advanced

Attention to detail

Communication

Agile/Scrum familiarity

Data governance

Cross-functional collaboration

Problem solving

Security roles

Education

Bachelor's degree in Business, Information Systems, or related field

Tools

Microsoft Dynamics 365 Sales

HubSpot

Power BI

Power Automate

Jira

Job description

Kyocera Document Solutions America, Inc. is seeking a Data & Operations Specialist to maintain CRM data accuracy and administer Microsoft Dynamics 365 and HubSpot integrations. You will ensure data standards, support cross-functional teams, and drive data-driven decision making.

The role supports data synchronization across platforms, builds dashboards, and maintains documentation and training materials for data entry standards.