CRM Analyst

The Opportunity

We are seeking an experienced CRM Analyst to join our team. The ideal candidate should have a minimum of 3 years of experience working specifically with MS Dynamics 365 CRM Sales. This role requires in-depth knowledge and proficiency in configuring and customizing MS Dynamics 365 CRM Sales to meet organizational requirements. Experience with other Dynamics 365 applications, such as D365 Marketing and D365 Finance and Operations, is a bonus. This position will primarily support the Lead CRM Administrator in system configuration, customization, and testing, while also providing training and user support.

What You’ll Do

• Work closely with the Lead CRM Administrator to support the ongoing management of the D365 Sales CRM to meet the organization's requirements.
• Proficiency in working with Dynamics 365 Sales, including knowledge of its features and functionality specific to sales and marketing processes.
• Ability to customize and configure Dynamics 365 Sales to meet specific business requirements, including creating custom fields, entities, workflows, and business process flows.
• Proficiency in generating reports, dashboards, and analytics within Dynamics 365 Sales to provide insights into sales performance, pipeline management, and forecasting.
• Evaluate user enhancement requests with Lead CRM Administrator and Sales & Marketing Operations Manager to ensure alignment with strategic initiatives.
• Experience in providing training and support to CRM users, including onboarding new users, conducting training sessions, and addressing user inquiries and issues related to Dynamics 365 Sales CRM.
• Ability to identify opportunities for streamlining sales and marketing processes and implementing improvements to enhance productivity and efficiency.
• Troubleshoot technical issues and work with Lead CRM Administrator and Business Apps team to resolve them.
• Stay up to date with the latest features and releases in the Dynamics 365 platform and recommend best practices to optimize system performance.
• Provide support for third party integrations and work with CRM partners and vendors to implement more technical requirements.
• Work with existing and future CRM partners to manage support tickets, coordinate system enhancements and implement new application features.

What We Expect from You

• Bachelor’s degree in related field or equivalent relevant professional experience
• Minimum 3 years’ experience with Dynamics 365 Sales platform customization & configuration (experience in the engineering industry a plus).
• Functional understanding of CRM systems and experience identifying and developing business use cases.
• Experience and knowledge to automate processes, design and build forms, customize system components in a D365 Sales environment.
• Experience with custom versions of Dynamics 365 Sales (ex. AEC 360), or other custom solutions preferred.
• Effective communication skills and ability to work across teams, including sales, marketing, project management, and IT, to gather and organize requirements.
• Direct experience with data entry, cleansing, import/export, and quality control, ensuring accuracy and completeness of CRM data related to leads, contacts, accounts, opportunities, and projects.
• Independent worker with a strong bias towards systems & process.
• Focus on teamwork and ability to manage relationships across multiple departments.
• Ability to work creatively and analytically in problem-solving scenarios.
• Experience with Microsoft Products including Excel, Word, Outlook, PowerPoint
• Strong execution and follow-up skills
• Ability to remain flexible enough to meet the demands of a fluid and changing environment.
• Willingness and ability to learn new skills.
• Must have authorization to work permanently in the U.S.

Experience with the following is a plus but not required. There is an opportunity to gain experience and learn in these areas.

• MS Power Platform (Power BI, Power Automate, Power Apps)
• MS Dynamics 365 Marketing
• MS Dynamics 365 Finance & Operations
• Azure DevOps
• Data Cleansing tools (ex. Demandbase)

As you consider applying for a position at Ulteig, we encourage you to think outside the box – because we do! You might not meet 100% of the skills listed in a description, but we are committed to hiring people with exceptional talent, ability and potential, and then creating an environment where they can become the best versions of themselves. We don’t want to miss out on the possibility of speaking with the next outstanding Ulteig team member, so please apply if you think this role is a great match for your unique skills and strengths. And, yes, relevant military experience is absolutely considered for transitioning service members.

What You Can Expect from Ulteig

Ulteig is a purpose driven organization that has built a culture focused on people – both our clients and our employees for over 75 years. Working at Ulteig is more than a job, it means you will have the opportunity to make a difference by creating and solving for a sustainable future. We realize that a huge part of our success has relied heavily on the dedication and focus of our workforce; this is why we make investing in our employees a top priority. Being 100% employee-owned means, we take our own success and the success of our clients personally.

We offer our team members:

• Flexible Workplace
• Employee Ownership
• Competitive Pay
• Comprehensive Benefits Package
• Collaborative Environment
• Innovative Culture

Our vision is to be the most trusted partners transforming our world’s critical infrastructure. Ulteig connects people and resources to develop compelling, integrated solutions across multiple Lifeline Sectors®, including power, renewables, transportation and water. Ulteig's footprint spans the country and leverages its expertise with a wide range of public and private clients.

At Ulteig, we deeply care and listen to the needs of our team to ensure they are comfortable and have the necessary tools to be productive whether they choose to work remotely, hybrid or in office. We strive to allow a balance and separation between home and work life and provide support and a flexible working schedule so that employees are able to focus on what's important to them. Our offices are currently open, and employees have the option of accessing them to work. We will continue to monitor and respond to COVID-19 proactively to ensure the safety of our valued employees.

If you would like to be a part of a company that empowers their employees, apply today!

Ulteig is a Drug Free Workplace

ACHIEVE | GROW | COLLABORATE

Notice to Recruiters and Staffing Agencies: to protect the interests of all parties, Ulteig Engineers, Inc., will not accept unsolicited resumes from any source other than directly from a candidate or an approved vendor that has a written and signed agreement in place with Ulteig. Please do not contact or forward resumes to our company employees or locations. Any unsolicited resumes will be considered Ulteig property. Ulteig is not responsible for any charges or fees related to unsolicited resumes.