CRM Database Administrator - Hybrid Environment

The Dynamics CRM Administrator/Architect will provide ongoing support to the development and use of our Dynamics platform. This role is part system architect, part administrator and part analyst. This role will be responsible for executing on the day-to-day configuration, support, maintenance and improvement of Mansfield's Dynamics platform. The Dynamics Database Admin/Architect will assist in training new users, keep data clean and will work with departmental management to identify and deploy business process improvements using Power Apps and Power BI.

Responsibilities

• Responsible for day-to-day maintenance and data quality of Dynamics CRM records including: Updating, merging, and eliminating duplicate contacts, researching and resolving data discrepancies, managing invalid records, and ensuring contacts are associated with respective companies.

• Architect, configure, and implement system changes utilizing PowerApps as requested by the Organization, and follow up with leadership and as necessary for validation.
• Set up new hires with security roles, and coordinates training for users to ensure Dynamics is utilized by new and existing users including Sales, Marketing, Leadership, & Customer Service.
• Attends regular governance meetings with management, support staff and various team members to review upcoming issues, items, and training.
• Build and modify Power BI reports from underlying system data for all levels of sales and management to view
  • Develop, manage and communicate daily, weekly and monthly financial and sales activity-based reporting, including sales pipeline reporting and monthly forecasts
• Creates and customizes dashboards, views, reports, and campaigns in Dynamics, including weekly and monthly sales win reporting and ad hoc sales pipeline analysis
• Creates and customizes workflows in CRM to increase automation and efficiency across all users
• Research and suggest options for customizing the system to help grow and evolve, striving to meet the changing needs of the company, keeping up with current trends, utilizing the capabilities of the system

Position Requirements

Formal Education & Certification

• High school diploma or equivalent required
• Bachelor's degree in Business preferred or four years equivalent experience

Knowledge & Experience

• Petroleum Industry knowledge preferred
• Minimum of 1-year B2B experience preferably in an analytical type of role
• Minimum of 2-year experience maintaining data, generating reports and extracting data within Customer Relationship Management (CRM) systems such as Microsoft Dynamics
• Knowledge of Power BI, Power Apps, Dataverse, Excel on a proficient or expert level
  • Knowledge of moving patches or solutions from DEV to QA to PROD with associated troubleshooting
• Knowledge of Power Automate or Workflows in Dynamics

Qualifications & Characteristics

• Self-starter; self-motivated; sense of urgency; personable; extroverted personality; well organized; ability to achieve goals; ability to focus and pay attention to detail
• Ability to multi-task, analytical and problem-solving skills
• Strong written and verbal communication/presentation skills
• Ability to work in a team environment
• Ability to capture and document reporting requirements from multiple sources
• Ability to provide feedback to sales team regarding capabilities of Dynamics and limitations, ability to think outside the box to troubleshoot issues/concerns

Work Environment

• Hybrid Work Environment Available once training has completed - 3 days in the office, 2 days remote
• Sitting for extended periods of time
• Dexterity of hands and fingers to operate a computer keyboard, mouse and other computer components

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.