CRM Administrator

The CRM Administrator at Shively Companies is responsible for managing and optimizing the Microsoft Dynamics 365 CRM platform, ensuring its functionality meets the firm's needs. Key duties include maintaining data integrity, creating custom reports and dashboards, providing user training and support, troubleshooting issues, and collaborating with various teams to enhance CRM functionality. This role is vital in aligning the CRM system with the company's strategic objectives.

To qualify for the CRM Administrator position at Shively Companies, candidates should possess at least 2 years of CRM administration experience, preferably with Microsoft Dynamics 365 or similar platforms like Salesforce. A bachelor's degree in computer science or business administration is ideal, along with familiarity with tools like MS Dataverse, Power Platform, and IBM Maximo. The role also requires strong analytical skills, initiative, and the ability to communicate effectively with cross-functional teams.

Yes, the CRM Administrator position at Shively Companies allows for part-time remote work. However, candidates must reside within 60 miles of Flint, Michigan, as there will be occasional in-office meetings required. This offers flexibility while ensuring collaboration with the team.

The CRM Administrator at Shively Companies will primarily work with the Microsoft Dynamics 365 CRM platform. Familiarity with MS Dataverse, Power Platform, and IBM Maximo 7.6 will also be beneficial, especially concerning data integration and inventory management functionalities. Experience with SQL databases is an added advantage.

Shively Companies offers a comprehensive benefits package for the CRM Administrator, which includes paid time off, holiday pay, and medical, dental, and vision benefits starting from the first day of employment. This reflects the company’s commitment to supporting its employees' health and well-being.

In preparing for this question, focus on specific projects where you've utilized Microsoft Dynamics 365 CRM. Discuss your responsibilities, how you optimized the platform for user engagement, and any measurable outcomes that demonstrate your effectiveness in the role.

Demonstrate your understanding of data validation processes, regular audits, and the importance of training users on proper data entry. Mention any specific tools or techniques you've used to maintain high data quality standards.

Talk about your approach to training and support. Highlight your experience in creating user-friendly documentation, conducting training sessions, and providing ongoing assistance to promote confidence and effective usage among CRM users.

Reference specific integrations you've worked on, particularly with tools like IBM Maximo or similar platforms. Discuss the challenges faced during the integration process and how you overcame them to ensure seamless data flows.

Select a project that illustrates your analytical skills and attention to detail. Describe the objectives of the report, the data involved, and how it added value to decision-making processes within the organization.

Explain your logical approach to diagnosing problems— starting from identifying the issue, reviewing system logs, and consulting documentation. Provide examples of past challenges and how you resolved them efficiently.

Emphasize the importance of understanding user needs and requirements. Describe the steps you would take to evaluate the request, prioritize it based on alignment with company goals, and collaborate with relevant teams to implement the feature.

Share your familiarity with SQL and how you've used it to manage or query data within CRM systems. Provide examples of tasks where you've written SQL queries to extract or manipulate data and how you leveraged that for reporting.

Discuss the importance of clear, concise documentation. Explain your methodology for ensuring documentation is up-to-date and easily accessible for users, and mention any tools you’ve utilized to maintain these resources.

Articulate your interest in Shively Companies by connecting your skills and values with the company’s mission and culture. Highlight what excites you about the role and how you believe you can contribute to the organization's success.