Sales Operations Program Manager (Microsoft Dynamics)

Advantage Solutions; St. Louis (MO); Remote; USD 80,000 - 100,000; Full time

Job summary

An innovative firm is seeking a skilled Sales Operations Program Manager to enhance their Microsoft Dynamics capabilities. In this dynamic role, you will leverage your operational expertise and communication skills to manage CRM processes, support users, and develop impactful reports. Your ability to navigate emerging technologies and data management will be crucial in driving efficiency and collaboration across teams. This remote position offers the chance to work closely with various levels of the organization, making a significant impact on operational success and user experience. If you are passionate about technology and eager to contribute to a forward-thinking environment, this opportunity is perfect for you.

Qualifications

• 5+ years in SalesOps/RevOps as a business administrator for Dynamics.
• MSFT Dynamics Certification required.

Responsibilities

• Manage day-to-day operations and enhance CRM capabilities.
• Provide Help Desk support and develop automated workflows.

Skills

Operational Skills

Communication Skills

Problem Solving

Analytical Skills

Data Management

Relationship Building

Education

Undergraduate Degree

Tools

Microsoft Dynamics

Excel

SQL

PowerBI

Tableau

Job description

Summary

Job Description: Sales Operations Program Manager (Microsoft Dynamics)

The Opportunity:

Do you love helping users discover and grow how they use MSFT Dynamics? Do you enjoy a mixture of projects that grow your technical, operational, and enablement skills? We are looking for a strong Business Administrator to help us take our MSFT Dynamics and operational processes to the next level.

The Role:

Looking for a seasoned Business Admin with strong operational and communication skills, who can manage day-to-day operations and work collaboratively on change projects. The person should have a strong interest in the commercial tech stack, AI, emerging technologies, and data management. Ideally, this person should have a strong end user experience orientation and enjoy working in a dynamic environment as we enhance our CRM capabilities.

Roles & Responsibilities

• Serve as the Business Administrator with deep partnership with IT’s System Administrators
• Provide Help Desk support to Advantage’s CRM users including troubleshooting, managing tickets, and developing reports
  • Develop and implement automated workflows, approvals, and processes to improve efficiency.
  • Optimize processes working with Ops teammates and business users.
  • Develop reports, dashboards, and forms tailored to user needs.
  • Manage routine changes in configuration and naming that should not require System Admin support.
• Be a subject matter expert on Dynamics and its application at Advantage.
• Work with training teams to develop end user and manager training including:
  • User Training & Support
  • Maintain documentation including a business written data dictionary.
  • Onboard new users.
• Build out reporting for different parts of the business within a common framework.
  • Monitor usage and adoption, providing recommendations for improvement.
• Support Advantage’s Win/Loss Reporting in CRM for Branded Services.
• Develop KPI dashboards for executives, leaders, and managers.
• Develop marketing automation capabilities with Communications and IT teams to establish strong lead management processes.
• Own and manage Dynamics licenses.
• Work with all levels of the organization from CXO to front-line staff.
• Be open to applying emerging technologies (e.g., Generative AI) that will accelerate insights and free up capacity for higher value activities.
• Work on ad-hoc projects and requests.

Requirements:

• Undergraduate degree
• MSFT Dynamics Certification
• 5 years of work experience in SalesOps/RevOps as a business administrator for Dynamics; ideally across Marketing, Sales, Customer Success, and Service Delivery
• Strong problem solving and analytical skills with proven outcomes.
• Good data management skills including Excel, SQL, and BI tools (PowerBI, Tableau, etc.).
• Strong written, oral, and conversational skills
• Interest in CPG and retailing preferred.
• Strong work ethic and ability to overcome obstacles.
• Relationship builder

Remote position

Job will remain open until filled.