Dynamics 365 CRM Data & Operations Lead

KYOCERA Document Solutions America, Inc.; Fairfield (NJ); On-site; USD 82,000 - 103,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision plans

401k match

Flexible spending

Disability insurance

Life insurance

Paid time off

Holidays

Job summary

Kyocera Document Solutions America, Inc. is seeking a Data & Operations Specialist to own the CRM data accuracy and day-to-day administration. You will manage account creation in Dynamics 365, enforce data standards, and ensure sync with HubSpot for leads and contacts.

Collaboration with Sales, Marketing, IT, and Customer Operations is key to maintaining reliable data for decision-making. The role includes administering Dynamics 365 users, security roles, and configurations, plus monitoring data

Qualifications

• Bachelor's degree in Business, Information Systems, or related field or equivalent work experience.
• 3+ years of experience in CRM administration, sales operations, or data management.
• Hands-on experience with Microsoft Dynamics 365 Sales (or Dynamics CRM), including user and security role administration and basic configuration.
• Solid understanding of data quality practices such as deduplication, validation rules, data standards, and master data management.
• Advanced Excel skills (lookups, pivot tables, data cleansing) and experience with bulk data import/export tools.
• Exceptional attention to detail with ownership for data accuracy.
• Clear communication skills to explain data standards to non-technical users and hold teams accountable.
• Ability to manage multiple requests and shift priorities in a fast-paced environment.

Responsibilities

• Own the account creation and approval process in Microsoft Dynamics, reviewing new account requests for completeness, accuracy, and potential duplicates before approval, and meeting agreed turnaround targets.
• Define, document, and enforce CRM data standards, including naming conventions, required fields, account hierarchies (parent/child), and ownership rules for Direct, Channel partner, and end-user accounts.
• Monitor data quality across accounts, contacts, leads, and opportunities.
• Identify and resolve duplicates, incomplete records, and inconsistencies through duplicate detection rules and regular data audits.
• Build and maintain data quality dashboards and KPIs, such as record completeness, duplicate rate, and approval turnaround time, and report trends and remediation progress to the CRM Business Enablement Manager.
• Perform functional administration of Microsoft Dynamics 365, including user provisioning and deprovisioning, security roles, business units and teams, fields, views, forms, and business rules.
• Manage data imports, bulk updates, and mass record changes, including territory and account ownership reassignments, while maintaining an accurate audit trail.
• Support the HubSpot and Microsoft Dynamics integration by monitoring sync errors, resolving field-mapping and record-matching issues, and partnering with Revenue Marketing to keep lead and contact data aligned across both platforms.
• Partner with Sales Operations, Finance, and Customer Service to keep account information consistent with other business systems, such as ERP and partner program data.
• Maintain the synchronization of Dealer data between Oracle EBS and Microsoft Dynamics so that current Dealer Profiles are always up to date in Dynamics until an automated integration is in place, and play a key role in designing and testing that integration.
• Create and maintain process documentation, job aids, and quick-reference guides, and support the CRM Business Enablement Manager in training users on data entry standards and account processes.
• Participate in testing and validation of CRM enhancements and Microsoft release updates to confirm that changes do not affect data integrity or existing processes.
• Help maintain compliance with company data policies and applicable privacy requirements, including contact consent and record retention practices.

Skills

CRM administration

Data quality

Excel skills

Communication

Multi-tasking

Education

Bachelor's degree in Business/Information Systems

Tools

Microsoft Dynamics 365

HubSpot

Power Automate

Power BI

Job description

Kyocera Document Solutions America, Inc. is seeking a Data & Operations Specialist to own the CRM data accuracy and day-to-day administration. You will manage account creation in Dynamics 365, enforce data standards, and ensure sync with HubSpot for leads and contacts.

Collaboration with Sales, Marketing, IT, and Customer Operations is key to maintaining reliable data for decision-making. The role includes administering Dynamics 365 users, security roles, and configurations, plus monitoring data