Dynamics 365 CRM Admin & Optimization Specialist

careers-epsii; St. Louis (MO); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Medical insurance

401(k) with match

HSA & FSA

Life & AD&D

Disability

EAP

Competitive pay

Certifications incentives

Travel per diem

Referral bonuses

Career development

Job summary

careers-epsii is seeking a CRM Administration & Optimization Specialist to administer and optimize Microsoft Dynamics 365 Sales and Dataverse, partnering with Sales, Marketing, Operations, IT and external partners to optimize processes, strengthen data quality, support users, increase adoption, and maximize platform effectiveness.

You will drive data governance, reporting, and user training, including Power Automate workflows and dashboards, while delivering documentation and ongoing CRM support

Qualifications

• Bachelor’s degree required.
• 3+ years of Microsoft Dynamics 365 Sales administration experience.
• Experience with Dataverse configuration, Power Automate, and CRM deployments.
• Preferred: Microsoft Dynamics 365 and/or Power Platform certification; familiarity with Power BI.

Responsibilities

• Administer and maintain Dynamics 365 Sales and Dataverse, including tables, fields, forms, views, security roles, dashboards.
• Develop and maintain Power Automate flows; manage deployments, environment configuration, release readiness.
• Perform data imports, cleanup, audits, deduplication support, and ongoing data quality management.
• Troubleshoot functional and technical issues and coordinate with IT and external partners to resolve system problems.
• Partner with Sales, Marketing, Operations, and IT stakeholders to gather requirements, translate business needs, and improve CRM processes and user experience.
• Support User Acceptance Testing and maintain system documentation, process documentation, training materials, and user guides.
• Deliver user training, onboarding, and ongoing CRM support to strengthen adoption and effective platform usage.
• Maintain standard CRM dashboards, reports, and metrics, and support campaign tracking, lead management, customer segmentation, and reporting needs.

Job description

careers-epsii is seeking a CRM Administration & Optimization Specialist to administer and optimize Microsoft Dynamics 365 Sales and Dataverse, partnering with Sales, Marketing, Operations, IT and external partners to optimize processes, strengthen data quality, support users, increase adoption, and maximize platform effectiveness.

You will drive data governance, reporting, and user training, including Power Automate workflows and dashboards, while delivering documentation and ongoing CRM support