CRM Specialist

Neptune Technology Group; Duluth (GA); On-site; USD 75,000 - 105,000; Full time

Job summary

Neptune Technology Group seeks a CRM Configuration Specialist to configure MS Dynamics 365 and Power Platform to support business objectives and enhance customer care. You will bridge users with the CRM, capturing requirements and delivering sound solutions through best practices.

You will handle system user administration, workflows, data quality, deployments, and cross-system integrations, while participating in agile ceremonies and providing end-user training.

Qualifications

• 3+ years of CRM/configuration experience.
• Strong analytical skills to translate tech and business ideas.
• Experience configuring workflows and plugins in Dynamics 365.
• Ability to work in agile teams and participate in ceremonies.
• Experience in end-user training and documentation.
• Collaborative, customer-focused within global teams.

Responsibilities

• Configure and customize MS Dynamics 365 & Power Platform.
• Administer security roles and audit reviews.
• Support QA/UAT and end-to-end cross-team applications.
• Create workflows and maintain data quality.
• Provide training and post-deployment support.
• Document changes and participate in sprints.

Skills

CRM configuration

Analytical skills

Stakeholder engagement

Agile ceremonies

End-user training

Team collaboration

Education

Bachelor's degree

Tools

MS Dynamics 365

Power Platform

GitHub

JIRA

Confluence

Job description

As a CRM Configuration Specialist, you will serve the crucial role of configuring and customizing the MS
Dynamics 365 & Power Platform cloud-based enterprise software in support of business objectives meant
to enhance customer care and experiences. You will work as a bridge between the CRM platform and its
users, capturing user requirements and turning them into sound business solutions based on knowledge of
best practices. You will be tasked with system user administration, form and view configurations, creating
workflows, maintaining application data quality, performing application environment deployments
(including post-deployment support and training to end users), and fulfilling the platform’s integration
needs with Neptune internal systems and external 3rd party systems.

Objectives:

• Platform Management (60%)
• Perform system configurations and customizations of the MS Dynamics CRM platform
• System Administration of user security roles, field security roles, and audit reviews
• Support QA and UAT testing of CRM Platform and end-to-end cross-team applications
• Stakeholder Engagement, Training, and Support (30%)
• Configuration of enhancement requests and new features
• User training & documentation for system-defined processes
• Serve as subject matter expert for MS Dynamics CRM & Power Platform best practices
• Drive Quality & Promote Team Growth (10%)
• Ensure system and business process changes are appropriately documented
• Participate in agile team ceremonies, including sprint planning, daily stand-ups, backlog
  grooming, and retrospectives
• Maintain and share professional and technical knowledge by attending educational
  workshops; review professional publications, develop personal networks, and participate in
  professional groups

Requirements:

• Education
• Bachelor's degree in business, computer science, or a related field of study, or equivalent experience

Experience

• 3+ years of experience in a CRM and/or software application configuration role
• Interpersonal Skills
• Excellent analytical skills with the ability to translate and present technical and business ideas
  to diverse audiences
• Creative thinker with the ability to adapt and strategize value-driven business solutions
• Able to work under targeted project timelines and manage changing priorities
• Customer-centric: excellent team player on a global, cross-functional team sharing common
  business objectives

Technical Skills

• Solid background using CRM foundational components
• Functional knowledge of MS Dynamics 365 configuration, customization, workflows, and
  plugins
• HTML, JS, TypeScript Web resources, and Unified Interface experience preferred
• Familiarity with Microsoft Power Platform, including model-driven and canvas apps, and
  Microsoft Power Automate
• Experience with Microsoft Power Portals – designing, configurations, and integrations with
  non-Power Platform applications, UI development, and Liquid scripting a plus
• Experience using code and project management tools including GitHub, TFS, JIRA, and
  Confluence
• Familiarity with MS Dynamics 365 CRM environments, code merge, deployments, and CI/CD
• Ability to create technical and functional documentation of software components
• Troubleshooting and support for all CRM environments

Preferred Qualifications:

• MS Dynamics 365 or Microsoft Power Platform Certification desired/preferred, or candidate is willing
  to pursue

Location:

Tallassee, AL or Duluth, GA

#HP1

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