CRM System Administrator

Mayo Career Site US; Rochester (MN); Hybrid; USD 90,000 - 120,000; Full time

Job summary

Mayo Clinic in Rochester, MN is seeking a Dynamics 365 CRM specialist to shape and implement our CRM strategy, including design and configuration, conversion mapping, and workflows, collaborating with vendors and internal teams to align processes with business goals.

You will design and deliver user training, assess proficiency, certify competency, and support data integrity while coordinating with Business Development and IT. This is a hybrid role based near Rochester within 100 miles.

Qualifications

• Experience with Microsoft Dynamics 365 CRM platform.
• Ability to design and configure CRM workflows and processes.
• Strong collaboration with vendors and internal teams to implement solutions.

Responsibilities

• Design and configure Dynamics 365 CRM to meet business needs.
• Coordinate conversion mapping and integration with SharePoint/VS.
• Deliver end-user training and certify competency.
• Maintain data quality and oversee system upgrades.

Skills

CRM configuration

Vendor management

Training delivery

Data quality

Tools

SharePoint

Microsoft Visual Studio

Job description

The major function of this role includes strategic development of the Microsoft Dynamics 365 CRM (Customer Relationship Management) system, design and configuration, conversion mapping, user training, customer case history and on-going support. System configuration requires this role to work closely with various functional staff to understand and define business processes and integrate multiple standard operating procedures into the CRM software. Will be required to work with outside vendors and consultants to develop system enhancements and modifications as necessary.

Identifies development opportunities and manage all major upgrades in the CRM. Responsible to continuously review and develop CRM processes for the contacts management, event organizing and tracking, agreements execution, workflows and operational related functions to improve user productivity and transparency across functional teams. Must also have the ability to work with additional Net/Java based integration applications such as SharePoint and Microsoft Visual Studio.

User training is a major component of user adoption and requires this role to design and conduct both process and technology training by various means to include web casts as well as small and large interactive training sessions. Responsible for assessing user proficiency and "certifying" user competency in day-to-day system use. Responsible for all ongoing modifications, upgrades and future training requirements.

Responsible to ensure integrity of data held in the CRM database. Works closely with Business Development teams to ensure CRM designs are aligned with the overall business strategies. Provides oversight to Business Development staff to ensure data quality and appropriate process control.

Responsible to serve as a support person to staff. Hardware support includes distributing and upgrading computer and mobile tools. Must be able to support remote tools and software to staff based on remote employees requirements. Must be familiar with Remote access processes and Mayo approved mobile apps.

This is a hybrid role and the employee must live within 100 miles of the Rochester, MN campus.