CRM Administrator Resume Samples
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CRM Administrator Resume Samples
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MP
M Prosacco
Makenzie
Prosacco
87913 Giovanni Valleys
Detroit
MI
+1 (555) 439 0330
87913 Giovanni Valleys
Detroit
MI
Phone
p
+1 (555) 439 0330
Experience
Experience
Philadelphia, PA
CRM Administrator
Philadelphia, PA
O'Conner LLC
Philadelphia, PA
CRM Administrator
- Work with management, strategic planning & analysis of staff and end-users to create and manage complex workflow rules, data validation, and triggers
- Working with management, strategic planning & analysis staff and end-users to create and manage complex workflow rules, data validation, and triggers
- Design, develop, test and implement new processes, such as lead management, campaign management, surveying, internal workflows, etc
- Assist in developing a client data management strategy and collection plan
- User support - troubleshooting, identifying problems and working with IT to resolve technical issues and work with Users to provide proper training
- Work closely with the CRM offshore team to manage the day to day case work load
- Work as project management with key stakeholders to develop test case scenarios for functional enhancements
New York, NY
Salesforce CRM Administrator
New York, NY
Marquardt, Rogahn and Wiegand
New York, NY
Salesforce CRM Administrator
- Manage and nurture customer relationships with key business partners regarding current and future projects to support revenue growth, Customer Allegiance goals, process efficiencies and CRM best practices
- Expected to work as a full-standing member of global IT team and provide input and insight into commercial discussions
- Seek out opportunities to utilize SFDC to improve processes and productivity, and make recommendations to support an organization scaling at a rapid pace
- Ownership of all technical aspects of Salesforce.com, including data migrations, data quality, systems integrations, 3rd party applications and AppExchange products
- Utilize a change management (release) process to develop and implement new applications and updates to existing applications
- Enjoys contributing to the overall success of the company, not just one department, and has commercial awareness of how the department fits in and adds value to the ‘whole picture’
- Enthusiastic about working with colleagues and peers across the business unit and/or around the company
present
Detroit, MI
MS Dynamics CRM Administrator
Detroit, MI
Sanford-Gaylord
present
Detroit, MI
MS Dynamics CRM Administrator
present
- Lead the training of all CRM users, including development of training presentations and materials
- Maintain CRM databases including data cleansing, record maintenance, and data linkages to other source systems
- Advising on CRM best practice and a proactive approach to business process improvement
- CRM related process assurance, working with the operational business to develop workflows and documentation
- Business Super User mentoring and involvement in the ‘train the trainer’ approach
- Ensure timely and accurate data correlation between CRM and internal accounting systems
- Provide technical support for more than 50 daily users consisting of Field Sales, Inside Sales, and Product Managers
Education
Education
Bachelor’s Degree in Related Field
Bachelor’s Degree in Related Field
University of Virginia
Bachelor’s Degree in Related Field
Skills
Skills
- 5-7+ years of post-undergraduate work experience in business analysis, sales operations/enablement and/or information technology
- Strong understanding of the relational nature of business applications
- Experience of providing excellent customer service
- Thorough knowledge of cloud based SaaS solutions, web services architecture, object oriented programming and MS Office
- Ability to communicate precisely and effectively with collaborating teams and colleagues at all levels of the organization
- Ability to flourish in a dynamic, fast paced environment
- High level of accuracy and attention to detail
- Ability to handle large amounts of data in Excel
- Good IT skills with experience of using MS Office
- Driving data quality improvements through accurate capture and cleansing, identifying any problems with the database and taking appropriate action in discussion with your line manager
15 CRM Administrator resume templates
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1
CRM Administrator Resume Examples & Samples
- Undergraduate degree required; degree in related field (computer science, information systems, engineering, business administration) preferred; Advanced/graduate degree desirable
- 5-7+ years of post-undergraduate work experience in business analysis, sales operations/enablement and/or information technology
- 3-5 years of work experience in CRM platforms (Salesforce.com required) and database design/management
- Salesforce administrator certification strongly preferred
- Strong understanding of the relational nature of business applications
- Experience supporting both development and production environments
- Thorough knowledge of cloud based SaaS solutions, web services architecture, object oriented programming and MS Office
- Ability to communicate precisely and effectively with collaborating teams and colleagues at all levels of the organization
- Ability to flourish in a dynamic, fast paced environment
- All candidates must be eligible to work in the United States permanently without sponsorship
2
CRM Administrator Resume Examples & Samples
- Support the CRM Manager with the continuous development of the Salesforce.com system for UK Retail, to ensure it keeps in step with the evolving business needs
- Work closely with the UK Retail business stakeholders to capture, discuss and design new Salesforce.com enhancements/requirements
- Keep abreast of new CRM technology & innovation and suggest how this might support UK Retail
- Carry out Salesforce.com configuration, including analysis and design of new requirements, front-end changes, training and rollout to business users and departments
- Provide Salesforce.com expertise for any related projects, requirements gathering, design and testing for business sign off
- Data ownership (maintenance and communication of agreed data standards, on-going data cleansing, data transformation and loading and regular monitoring of data quality)
- Salesforce Support (management of defect resolution, maintenance of the security model, supporting and training users, developing new reports/MI, liaison with IT teams and monitoring data storage, managing the Marketing automation tool)
- Liaise with industry third parties and data providers regarding Salesforce data integration points
- Ensure all activities are in line with TCF outcomes
- Proven experience of Salesforce administration & configuration
- Proven experience of working with business stakeholders
- Proven experience of requirements gathering, analysis, design, testing and end-user training
- A good technical understanding and interest will be required, e.g. Excel formula/pivot tables, Salesforce.com admin tools and data loader
- An understanding of the principles of good database design
- Excellent interpersonal and proven relationship management skills
- Good analytical and organisational skills, with an attention to detail
- Enthusiastic, positive, self-motivated and highly professional
3
CRM Administrator Resume Examples & Samples
- Resolve a full range of internal and external customer requests
- Research and assemble data
- Prepare documentation and for internal and external clients
- Provide guidance and outcome data to management on area of expertise
- Assist with training on subject matter
- Oversee queues and manage workflows
- Archive data
- Oversee and communicate issues and solutions to systems to end users
- Data Load Projects
- Must maintain current required licenses and certifications relevant to field of expertise
- Salesforce experience
- Ability to handle large amounts of data in Excel
- CPA Firm knowledge preferable
4
CRM Administrator Resume Examples & Samples
- Works closely with management to make enhancements and modifications to the CRM configuration leveraging experience with built-in admin, reporting, data migration, and development tools
- Has a lead role in evaluating new technologies and development plans for implementation
- Manages and executes projects including requirements gathering, design, development, testing, implementation, and training
- Provides day-to-day support to end users and training for Equipment Finance Team
- Manages users, customization of objects, fields, record types, page layouts and E-mail templates
- Develops and maintains documentation regarding systems configuration, application workflow, and business rules
- Develops and maintains reports, models or databases to support individual and / or the enterprise’s routine and ad hoc data and analytical needs. Examples include sales and management dashboards, cross-sell reporting, pipeline-related reporting, and project related requests
- Manages tracking and resolution of data quality, technical and other issues
- Works with sales representatives to develop market databases, perform territory analysis, creates lead alerts and other sales campaigns through existing and new sales process tools and systems
- Ensures processes are in place and followed to correct any data quality issues in the source system versus end user reporting
- Owns inputted data and related data quality processes (is data owner and/or steward)
- Ensures continuous improvement of the quality and accuracy of data and reporting processes, partnering with individuals outside of LOB as needed
- Supports other sales process systems including user requests for data, reporting and integration with CRM and other systems
- Partners with IT development resources to further integration between Sales Systems
- Supports E2 sales process with development and integration of sales systems and business processes
- Creates and provides price tables, sales reports, and purchase reports to customers
- Adheres to enterprise-wide BI governance policies and procedures
- Complies with all applicable federal and state regulations
- “LIVE” the Bank’s Mission Statement and “PRACTICE” the Bank’s Corporate Strategy
- 20150914
5
CRM Administrator Resume Examples & Samples
- Daily administration and support of SFDC and related CRM systems
- Salesforce database including but not limited to managing multiple user setup, profiles and roles, customization of objects, fields, record types, page layouts and validations
- Working with management, strategic planning & analysis staff and end-users to create and manage complex workflow rules, data validation, and triggers
- Develop and create customized reports and dashboards
- Assist with the training new and existing users on how to use database applications, keep application users informed about system functionality and enhancements
- BA/BS in Computer Science, Information Systems, or related area
- 5+ years as an SFDC administrator
- Strong problem solving and troubleshooting ability
- Understanding of SFDC best practices
- Excellent Verbal and written communication skills
- Self-starter with experience working on cross functional teams in an enterprise environment
- Salesforce Certifications
- Experience in Sales, Marketing, and Service clouds
- Basic understanding of Agile development methodologies
- Visual Force or apex application development
6
CRM Administrator Resume Examples & Samples
- Maintaining user accounts across multiple orgs such that we meet the proper blend of user business functionality and adherence to compliance
- Maintaining and enhancing data integrity through effective design, maintenance and security in the Salesforce.com application
- Assisting in enhancing and maintaining automated processes and applications that exist within and are integrated with the Salesforce.com application
- Troubleshooting technical issues and devising immediate and long-term solutions
- Developing and implementing functional tests for security configurations and automated processes
- Bachelor’s degree required; Computer Science, Operations or Programming disciplines preferred
- Salesforce.com Certification preferred, but not required
- Customer support - managing and performing
- CRM architecture
- Application programming review
- Social Collaboration technologies
- 2U is an equal opportunity employer that does not discriminate against applicants or employees and ensures equal employment opportunity for all persons regardless of their race, creed, color, religion, sex, sexual orientation, pregnancy, national origin, age, marital status, disability, citizenship, military or veterans’ status, or any other classifications protected by applicable federal, state or local laws. 2U’s equal opportunity policy applies to all terms and conditions of employment, including but not limited to recruiting, hiring, training, promotion, job benefits, pay and dismissal
7
CRM Administrator / Analyst Resume Examples & Samples
- Proven ability to independently perform, testing, implementation, training, documentation and updating as it relates to CRM analytics and administration
- To review CRM software usage and account development and provide analysis on both CRM & ERP data
- Develop, evaluate and implement performance tracking tools
- Review current processes and document these processes to improve efficiency, quality and/or accuracy and automate activities
- Solid business analysis skills. Must have good inter-personal skills and be able to mentor & motivate team members
- Must be comfortable in rapidly changing and sometimes ambiguous work situations. Keen attention to detail and complex problem solving abilities from operational and technical perspective
- Experience developing, documenting and analyzing processes, procedures, and/or policies
- Ability to handle full workload and meet proposed deadlines
- Participate in special projects ongoing
- Minimum 3 years of experience in sales/CRM and/or business analysis
- Experience functioning as a CRM administrator or higher & developing sale and/or CRM analysis
- Knowledge of Salesforce.com, SugarCRM and ERP systems
- Experience leading projects for successful CRM development and implementation
- Excellent analytical, communication and organizational skills
- Self-motivated, driven to meet deadlines and the ability to work independently
8
CRM Administrator Resume Examples & Samples
- Improving usability of the CRM tool
- Train and educate sales team to enable effective use of salesforce.com
- Assist in designing, building and executing marketing campaigns through our core marketing tool Eloqua
- Drive data accuracy and integrity by standardising and promoting best practice
- Build and manage sales reports and dashboards for internal purposes
- Work closely with the Sales Operations Manager to support campaign execution and demand generation
9
Salesforce CRM Administrator Resume Examples & Samples
- Deliver rapid resolution to business challenges and technical issues; identify and implement Salesforce.com enhancements as needed
- Apply business analysis, organizational and technical skills to improve efficiencies through development and adoption of best practices and standardized procedures
- Serve as a CRM project lead to drive business solutions within Salesforce.com as needed
- Lead the development and documentation of business requirements, solution design & delivery, testing and training
- Meet project milestones and targets by actively managing projects on a day to day basis
- Expected to work as a full-standing member of global IT team and provide input and insight into commercial discussions
- Proven ability to be flexible and work hard, both independently and in a team environment, in a high pressure on-call environment with changing priorities
- A strongly pro-active, helpful, ‘can-do’ attitude
- A creative, resourceful and tenacious problem-solver and solution-finder
- Enthusiastic about working with colleagues and peers across the business unit and/or around the company
- Enjoys dealing with people and is able to communicate effectively and concisely at all levels
- A clear enthusiasm for the role and strong desire to continuously develop and improve own performance and departmental performance, while maintaining our IT global Strategies
- Willingness to put in extra effort (and hours when required) to get the job done properly
- Willingness to share technical knowledge with others
- Enjoys contributing to the overall success of the company, not just one department, and has commercial awareness of how the department fits in and adds value to the ‘whole picture’
- Comfortable navigating ambiguity and demonstrate the ability to manage multiple initiatives effectively
- Time management skills, ability to multitask, and propensity to handle urgent interruptions with poise and professionalism
- Excellent verbal and written communication skills, and the ability to answer technical queries and flexibility in dealing with end users across global teams and multiple functions
- A results-oriented individual who thrives working in a fast-paced environment
- Must be able to complete tasks in resourceful and effective way; works on assignments requiring considerable judgment and initiative and understand implications of work and make recommendations for solutions
- General knowledge of sales principles and/or experience dealing with a remote sales force a plus
- In-person and remote training experience a plus
- Salesforce.com certification desirable but not required
10
CRM Administrator Resume Examples & Samples
- This position handles the ongoing administration, training and development of new applications and interfaces from Salesforce.com to existing applications and data sources
- Learn and maintain knowledge of all internal systems and processes, including an expert knowledge of Salesforce.com
- Perform basic administrative functions for Salesforce.com application by executing large data imports or exports
- Coordinate and administer training to all Salesforce.com users within GRC
- Facilitate the procurement and analysis of data derived from Salesforce.com by assisting users in Sales, Marketing, Service and Support with report and dashboard design and management
- Represent Wolters Kluwer within the industry by developing and maintaining comprehensive knowledge of Wolters Kluwer products, industry trends and general business and financial acumen through various sources and initiatives
- Bachelor’s Degree, preferred
- A minimum of 4 years Salesforce Administration experience
- Salesforce 201 Certification required
- Maintain an expert knowledge of Salesforce.com including design and integration scenarios
- Elicit business requirements from end-users
- Keep current with system advances, technologies and best practices
- Leverage the capabilities of the Salesforce.com platform in order to extend the CRM application to multiple facets within the business
- Enhance the end-user experience
- Learn how Salesforce.com fits into standard processes and contributes to business performance
- Leverage other back office systems and their integration with Salesforce.com
- Collaborate with peers and management to continuously improve the platform
- Perform database de-duping and cleanup procedures
- Maintain users, profiles, roles, permissions and licenses
- Act as the primary point of contact for end users
- Manage the ongoing support requests and administrative needs of end users
- Coordinate and administer training to all SalesForce.com users within GRC by creating and tailoring training materials to support training needs
- Ensure all training materials are sound in terms of structure, flow, content, coverage and complexity level
- Schedule training sessions for new users and the ongoing needs of existing users nationwide
- Ensure all logistical necessities are met (e.g., web connection, materials available); conducting training sessions (primarily via webinar)
- Ensure thorough understanding by participants, respond to questions and document feedback
- Review user feedback to ensure learning objectives have been met
- Update training process and materials based on feedback and system advances
- Develop reports and dashboards to help senior management monitor Key Performance Indicators (KPIs)
- Participate in the development of analytics surrounding forecasts, pipelines and opportunity value
- Maintain records and reporting on sales activity
- Collaborate with marketing to support and enhance marketing activities and campaigns (via Eloqua)
- Work with product marketing to integrate online campaign initiatives into the SalesForce.com database
- Monitor user adoption rates to address system needs (e.g., training sessions, communication, and system modifications)
- Communicate in a professional, compelling, and articulate manner of speech, writing and formal presentation
- Demonstrate corporate values and culture
- Develop professional and positive relationships with customers and colleagues
- Maintain a reputation of competence, integrity and professionalism
11
Salesforce CRM Administrator Resume Examples & Samples
- Completes IT tasks within oversight of leadership
- Coaches basic IT tasks to others
- Seeks and receives mentoring from senior level and IT leadership
- Applies problem solving skills and executes solutions to problems independently
- Seeks approval of leadership before output implementation
- Follows IT processes
- Applies learned IT skills to work assignments
- Performs additional responsibilities as requested to achieve business objectives
- Responsible for supporting sales, service, and marketing processes and functions within the Customer Relationship Management (CRM) system
- Collaborates with various teams to develop best practices to enhance their understanding, knowledge and adoption of the CRM system
- Develops dashboards and reports, including both ad hoc and scheduled, as requested
- Interacts with internal teams to ensure timely and accurate data submission and processing, and resolution of specific data issues
- Assists in the development of system metrics that track trends in usage and monitors data integrity
- Collaborates with CRM system developers to maintain, create, and update user roles, security, profiles, workflow rules, etc
- Collaborates with Sales Technology Support to identify CRM software usage problems, resolution approaches, and assists with communication development
- Identifies opportunities for automation, process changes and user training to continuously improve the quality of data and the user experience. Tests new features built within the sandbox environment
- Assists in the creation of requirements definition, analysis, design, testing and related documentation
- Trains and provides ongoing support and development to CRM data stewards globally
- Provides oversight to data stewards globally and broadly monitors data quality across all environments
- Resolves data quality issues. Reviews error reports and takes corrective action on the data source
12
CRM Administrator Resume Examples & Samples
- Develop, maintain and test responsive email and landing page templates
- Evaluate and report opportunities within CRM to meet the objectives of the company
- Drive optimal segmentation for all email, mobile and web marketing campaigns
- Analyze campaign effectiveness and report on campaign metrics to improve future marketing efforts
- Accountable for the accuracy, timeliness, and consistency of all campaigns executed
- Monitors trends and measure results of efforts across Salesforce Marketing Cloud
- Provide technical support to end users, diagnosing and resolving issues
- Gather, identify and analyze CRM software requirements and ensure that they are met
- Answer users' questions and work with CRM system vendors
- Collaborate with department managers, technical writers, programmers, software engineers, system engineers and other staff
- Familiar with industry standard concepts, practices and procedures
13
CRM Administrator Resume Examples & Samples
- Previous experience of delivering training
- Knowledge of CRM systems
- MS Dynamics preferred
- Complex data analytics and translation to simple reporting
- MS Office – Excel to a good standard
14
MS Dynamics CRM Administrator Resume Examples & Samples
- Requires an Bachelors’ degree
- The position requires 5+ years’ experience with Microsoft Dynamics CRM 2013 on an enterprise systems architect and level as a CRM Administrator. Candidate should have experience with Multi-Farm and Multi-Environment Dynamics CRM installations
- 3-5 years’ experience installing Dynamics CRM in a multi-tier infrastructure for a multi-tenant Deployment, including creating new tenants in a multi-tenant shared environment, troubleshoot system Jobs in Microsoft Dynamics CRM. Understand Fetch XML query language and how it is used. Working knowledge to deploy a report in Microsoft Dynamics CRM
- 3-5 years’ experience administering Dynamics 2011/2013 or greater to include the following: installing and configuring large server farm topology – physical and VMware; applying patches, service packs, and infrastructure updates; creating, configuring, and maintaining Shared Service
- 3-5 years’ experience deploying Dynamics CRM Updates, implementations and customizations, to include permissions, lists, libraries, Wiki, and other platform offerings
- 3-5 years’ experience maintaining a Dynamics CRM Infrastructure delivering a service level uptime of 98.5 or greater
- 3-5 years’ experience with Windows Server Administration 2008, 2012, with superior knowledge and demonstrated technical proficiency in Microsoft client products, and SQL Server
- 3-5 years’ experience troubleshooting Windows Server 2008, 2012
- 3-5 years’ experience patching Windows Server 2008, 2012
- Solid understanding of client/server, networking, and Internet technologies fundamentals
- Knowledge of DNS, Exchange Server & Active Directory as it relates to CRM implementations
- 2 or more years’ experience in systems development, network operations, and software support or IT consulting or 5 or more year’s industry experience with Microsoft products
- Solid communication and customer relations skills including the ability to effectively communicate with customer managers and executives on technical and business issues
- Strong problem-solving skills, Strong organization and communications skills; must clearly communicate technical issues and resolutions to team, customers, and management
- MCSE Certification
- Microsoft Certified Business Management Solutions Professional - Installation & Deployment for Microsoft Dynamics CRM 2011 or newer certification
- Microsoft Certified Business Management Solutions Professional - Installation & Deployment for SharePoint 2010 or newer certification
- 3-5 years’ experience administering SharePoint 2010/2013 to include the following: installing and configuring large server farm topology – physical and VMware; applying patches, service packs, and infrastructure updates; creating, configuring, and maintaining Shared Service
- 2+ years’ experience with the .NET Framework tools and the Web development environment
- Understand ways to Fetch XML and how it is used. Working knowledge to deploy a report in Microsoft Dynamics CRM
- Working knowledge of Project Management, including all phases within a project. PMP Plus
15
Senior CRM Administrator Resume Examples & Samples
- Assisting with enhancements and maintenance of automated processes and applications that exist within and are integrated with the Salesforce.com application
- Transitioning legacy processes and functionality using newer tools for purposes of streamlining overhead and embedding efficiency’s
- Supporting other SaaS based software products
- Acting as mentor and resource to junior members of the SaaS team
- Process design
- Integrating distinct databases
- SaaS architecture
- 2U is an equal opportunity employer that does not discriminate against applicants or employees and
16
Salesforce CRM Administrator Resume Examples & Samples
- Ownership of all technical aspects of Salesforce.com, including data migrations, data quality, systems integrations, 3rd party applications and AppExchange products
- Responsible for implementing customized solutions that support business requirements and drive key business decisions
- Seek out opportunities to utilize SFDC to improve processes and productivity, and make recommendations to support an organization scaling at a rapid pace
- Utilize a change management (release) process to develop and implement new applications and updates to existing applications
- Work with users to develop requirements for various initiatives, document those requirements, and build an implementation plan
- At least four years in Salesforce-based administration, project management, or analyst roles
- Bachelor’s degree in Computer Science, Software Engineering, MIS or related field
- Certified Salesforce.com Advanced Administrator (ADM-211) or Developer (DEV-401) Certification
- Involvement in at least two large Salesforce.com projects
- Basic release management experience
- Ability to use VisualForce, SOQL and APEX, although advanced coding skills are not required
- In-depth understanding of the capabilities and constraints of the SFDC CRM application coupled with a good understanding around the business processes (Sales, Marketing, Partner Management, etc.)
- Professional experience in a sandbox test environment, including development/staging/production (or similar) deployment cycles
- 2 years Project Management experience or PMI Certification
17
Sales CRM Administrator Resume Examples & Samples
- Central point of contact for field sales and sales leadership
- Liaison between IT and Sales for implementation, integration and sales workflow
- Data flow and CRM process documentation
- CRM education
- Reporting and dashboard creation
- Partner with Marketing on campaign execution, process and reporting
- Activate new users and deactivate users as necessary
- Increase user adoption
18
CRM Administrator Resume Examples & Samples
- Minimum of a Bachelor degree or higher from an accredited university is required
- Minimum one (1) year of experience supporting a CRM Salesforce platform is required
- Sales & Marketing knowledge
- Data integrity experience
- Process improvement experience
- Technical system aptitude
- Advanced knowledge of Excel
- Ability to work both independently and part of a team
- High attention to detail and highly organized
- Strong Communication and interpersonal skills
19
CRM Administrator Resume Examples & Samples
- Have substantial background & experience as a Salesforce.com administrator in a fast-paced, quickly growing, and often changing SFDC environment
- Serve as a resource for users of the system, providing day-to-day end user support and suggesting proactive best practices to increase efficiencies for users
- Maintain user roles & profiles, security settings, roles hierarchies, and sharing rules
- Perform routine Administrator functions: update fields and page layouts; create new formulas, complex Workflow Rules, and Approval Processes; create and maintain custom objects, fields, and reports
- Be a reporting Ninja: create customized, informative reports and dashboards for all levels of users, from individuals to executive leadership
- Interface with our Marketing team and marketing automation tool to correctly route and report on leads
- Be able to gather diverse business requirements and translating them to actionable system solutions
- Participate in cross-functional teams that address strategic business issues involving CRM and sales operations
- Identify SFDC usage problems and develop creative technical solutions
- Support and train new end users and peers on the Salesforce.com application
- Enjoy working independently, while engaging his/her supervisor as needed
- A minimum of a Bachelors Degree required
- 2-3 years of Salesforce experience as an Administrator
- Proven success designing and implementing solutions on the Salesforce platform
- Experience using Salesforce APIs to integrate SFDC with other tools or to migrate data
- Experience integrating automated marketing solutions with a CRM
- Demonstrated ability to effectively communicate technical issues and resolve problems at all levels of the organization
- Experience documenting and analyzing processes, procedures, and/or policies. Ability to handle full workload and meet deadlines
- Experience with Apex desirable
20
CRM Administrator Resume Examples & Samples
- Promote best practice on how Microsoft Dynamics should be used at an I.T. level and a user level
- Be a key contact in the implementation of new functionality/applications with Microsoft Dynamics
- Manage, support and test of upgrades and maintenance for Microsoft Dynamics’s different environments
- Administer Microsoft Dynamics
- Train users on best practice on how to use the CRM
- Fix and fulfil tickets via Service Now, raised by internal customers (employees), for Microsoft Dynamics
- Administration on Oracle CPQ (previously Big Machines) and Marketo will also be required
- Relevant degree or equivalent
- Experience as a Microsoft Dynamics CRM Administrator
- Microsoft Dynamics Administrator certified
- Microsoft Dynamics Developer certified
- API integration experience, syncing Microsoft Dynamics to other applications
- Oracle CPQ (previously Big Machines) experience
- Marketo experience
21
CRM Administrator Resume Examples & Samples
- Perform daily work needed to configure and manage the MS Dynamics 365 CRM Online platform
- Assist in creation of long-term strategic goals for high data quality and appropriate data use
- Monitor data quality, data migrations, and data integration
- Evaluate impact of new releases of Microsoft Dynamics 365 Online to existing customizations
- MS Dynamics 365 Online user management (Production permission sets and roles, user management)
- MS Dynamics 365 Online Post-Refresh activities
- MS Dynamics 365 Online adhoc admin. activities
- Scrum master responsibilities
- Scrum Planning
- Release planning and management
- MS Dynamics 365 Online incident handling and bug diagnosis
- MS Dynamics 365 Online customer support interface configuration
22
Senior CRM Administrator Resume Examples & Samples
- Demonstrated working knowledge of Visual force/Apex and Lightening components
- An understanding of tokenization and Shield encryption
- Extensive knowledge of Courion connector to Salesforce for user provisioning/de-provisioning and Data Stage to manage ETL
- Technical experience working with relational databases and data integration tools
- Strong Excel and analytical skills for data manipulation, compiling Salesforce.com reports, identifying needed customizations and enhancing/configuring platform
- Ability to analyze, trouble shoot and solve problems; attention to detail and accuracy
- Working knowledge of data loading
23
CRM Administrator Resume Examples & Samples
- Understanding of database concepts and best practice
- Experience working with Apex Data Loader
- Excel savvy (working knowledge of pivot tables, vlookups, nested functions, etc.)
- Process driven
- Able to prioritize independently
- Passionate about customer service
- Passion for data and highly analytical
- Attention to detail
- Bachelors Degree
- 6+ years of proven experience with Service Cloud & Salesforce administration and implementation and process improvement
24
CRM Administrator Resume Examples & Samples
- Work with management, strategic planning & analysis of staff and end-users to create and manage complex workflow rules, data validation, and triggers
- Provide technical support on marketing campaigns
- Keep abreast of new Salesforce features and functionality and providing recommendations for process improvements
- Log and track identified system problems through resolution
- Create and maintain documentation on processes, policies, application configuration and help related materials for users as database applications are developed
- Build and maintain workflow and validation rules, customization of page layouts and record types
- Serve as first line support for all users
- Generate ad hoc strategic reports for senior management as needed
25
CRM Administrator Resume Examples & Samples
- Collaborate with leadership to develop, implement and/or optimize tools, processes and procedures for effective and efficient operations and tracking
- Managing initiatives from the Business perspective for implementation into the Sales systems
- This role will be in direct first line contact with IT to support specific business/Sales functional needs
- Identify alternatives, assesses feasibility, and recommends new approaches where appropriate
- Maintain Master Data integrity in Salesforce and downstream systems – Customer, Products, Price Book, Users
- Maintain the Customer correlation tables used by the EDI 867 (Redistributor in-bound) process
- User support - troubleshooting, identifying problems and working with IT to resolve technical issues and work with Users to provide proper training
- Assist the user community in provision of system transition support and liaise with the IT project team to ensure it is smooth and seamless
- Participates in IT projects along with IT Business Excellence team members to deliver reporting initiatives for the Sales organization
- Lead/perform User Acceptance Testing (UAT) and provide sign off on behalf of North America for any Salesforce-related enhancements
- Participate & Lead from a NA perspective in Daily Scrum calls, incident calls, project team calls, monthly business reviews, etc
- Main point of contact for vendor partner development team as well as global IT team
- Provide reports/feedback on usability of the Salesforce tool, conduct regular meetings with Sales Super Users and Sales Managers to collect feedback on the Salesforce tool
- Coordinate requests for additional Salesforce user training
- Assist in the analysis of the underlying issues arising from investigations into Salesforce requirements and problems, and identify available solutions for consideration
- Work with the field on a day to day basis helping to resolve any Salesforce issues they have regarding data, systems or processing
26
MS Dynamics CRM Administrator Resume Examples & Samples
- This position is not open to Consultants/Independent Contractors at this time*
- Customize and maintain our Microsoft Dynamics CRM platform, including user setup and maintenance, role hierarchy, profiles & permissions, security, new entities, fields, workflows and data management
- Troubleshoot and resolve internal cases logged by end users related to reports, dashboards, views, access/visibility, system errors, feature requests data quality and other general questions related to the system
- Provide technical support for more than 50 daily users consisting of Field Sales, Inside Sales, and Product Managers
- Lead the training of all CRM users, including development of training presentations and materials
- Maintain assignments of sales territories, accounts, customer locations, and access restrictions to customer data as directed
- Perform imports and exports of data from the application as requested
- Ensure timely and accurate data correlation between CRM and internal accounting systems
- Collaborate with business users to develop improved operational efficiencies and analytics
- Maintain CRM databases including data cleansing, record maintenance, and data linkages to other source systems
- Work independently and on multiple projects against deadlines in a dynamic environment where consistently producing deliverables within agreed upon timelines is expected
- B.S. Degree in Computer related discipline or equivalent experience
- Minimum of 2+ years of CRM system administration experience with Microsoft Dynamics
- Previous experience with Microsoft Dynamics CRM data integrations
- Previous experience with Microsoft Dynamics CRM system design and customization within the desktop, mobile and outlook versions
- Data management – Experience extracting, transforming, and loading large volumes of data. Experience with data governance best practices for maintaining high levels of data quality
- Experience with SQL Server, SRS Reports, Javascript, Scribe, ASP.net and HTML preferred
- Experience troubleshooting and finding solutions to complex problems
- Experience documenting CRM processes, systems etc. for internal use as well as developing training and documentation for end-users
- Ability to determine the best approach to solution design and development, with focus on simplicity and scalability
- Exceptional verbal and written communications skills and the ability to clearly present information
- Able to quickly understand customer business situations and needs and effectively/precisely address those needs
- Able to roadmap Microsoft Dynamics projects and plan for complex situations, additions and issues that may arise
- Ability to manage many on-going projects, tasks and priorities and maintain a high level of attention to detail
- Understanding of and experience managing a Microsoft Dynamics integration with Sharepoint
- Knowledge of and experience with Microsoft’s add-on modules
- Knowledge of best practices for implementing and maintaining multiple user roles, account assignments, security, profiles and workflow rules
- Developer skills such as C#/Visual Studio are a plus
- Proficiency converting data into Excel tables and charts is required. PowerPoint skills desired
- U.S. Person for access to ITAR-Controlled Technical Data
- Ability to travel approximately 10%
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CRM Administrator Resume Examples & Samples
- Administration of the company’s Apto CRM and Transaction Management system which is built on the Salesforce.com platform
- On-boarding & training of new users on the system
- Managing the data entry process of transactions for Listing originations and validation of Closings in Apto
- Utilizing data cleansing tools to ensure data in the system adheres to compliance standards determined by the firm
- Act as the primary evangelist for the CRM system with Brokers and serve as the primary, internal, end-user support point of contact
- Liaison with Apto product development team for new feature implementation and training
- Serve as a back-up to the Finance & Accounting team for supporting the payment application processing
- Support executive team with financial reports
- Any other ad hoc duties as assigned
- Technically proficient in database technologies
- Prior system administration experience
- Administrative experience with Salesforce.com
- Technical understanding CRM business rules
- Experience in commercial real estate a plus
- Strong project management skills and follow through
- Ability to deliver excellent customer service at all levels of the organization and with external partners
- Ability to meet deadlines without compromising accuracy, excellent product quality and attention to detail
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Enrollment Management CRM Administrator & System Technologist Resume Examples & Samples
- Develop and maintain expertise in and facilitate staff utilization of Ellucian Recruiter CRM and Banner for all divisions of enrollment for CUW and CUAA
- Act as lead liaison between Admission and Information Technology for all relevant systems
- Oversee data entry processes to ensure data integrity
- Oversee and continually improve management and use of prospective student data
- Work in collaboration with the Visit Coordinator and Admission Directors to develop and manage admission event registrations and communication campaigns utilizing Recruiter CRM
- Manage the export and import of prospect lists and/or pay per lead services from vendors such as College Board, NRCCUA, etc
- Monitor and maintain accurate admission and recruitment content on all relevant admission forms including request information and online applications on the Recruiter website. Work with webmaster and marketing on related university website content
- Assist in the development and implementation of communications flow including conventional mailings and emails to prospective students
- Assist in training of new staff on information systems
- Assist directors and other staff as needed in production of reports
- Work with Ellucian Banner Admissions and Student modules in relation to Ellucian Recruit CRM
- Minor Windows Server 2013 Administration and Maintenance
- Minor SQL Server 2014 Administration and Maintenance
- Patching O/S and installing application patches
- Understanding and experience writing SQL queries against an SQL Server 2014 database
- Modifying and developing web pages for student applications
- Ability to work independently and operate effectively within a team environment
- In-depth knowledge of enterprise software systems and customer relationship management systems
- Knowledge and skill in the areas of admissions and marketing
- Regular evening hours and some weekends are required
- Occasional overnight travel may be required
- Familiarity and experience writing HTML code
- Knowledge and skill in basic Windows Server administration concepts
- Knowledge and understanding of relational database concepts
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CRM Administrator Resume Examples & Samples
- Must have valid passport
- Degree in MIS, CIS or related degrees preferred plus a minimum of 2 years’ experience in sales, marketing and/or operations support
- B2B experience preferred
- Strong understanding of business processes and operations
- Data and results-driven with exceptional detail and knowledge around metrics, KPI and ROI analysis
- Understanding of C# language and write SQL queries
- Have previous knowledge working with cloud Microsoft Dynamics CRM solutions and middleware software solution integrated with ERP
- Must be outgoing, self-confident and flexible with high energy for creativity
- Effective written, verbal and listening communications skills including grammar, proofreading and editing
- Extremely organized, detail-oriented with the ability to manage projects from inception through execution with effective organizational skills, and able to adapt in a constantly changing environment
- Computer skills including the Microsoft Office, and e-mail at a highly proficient level with knowledge of CRM systems
- Certified Microsoft Dynamics 365 CRM Administrator a plus(i.e. JohnSmithResume.pdf or JohnSmithResume.doc)
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MS Dynamics CRM Administrator Resume Examples & Samples
- Day to day administration of the MS Dynamics CRM instances within PCSE
- All CRM configuration changes that do not involve code changes
- Configuration management aligned to above and liaison with external development partners
- Initial installation and setup of the base MS Dynamics environments (from OS level )
- Advising on CRM best practice and a proactive approach to business process improvement
- CRM related process assurance, working with the operational business to develop workflows and documentation
- CRM related process management and documentation to enable other IT colleagues to support and learn
- Simple data import, export and manipulation
- Business Super User mentoring and involvement in the ‘train the trainer’ approach
- Excellent experience of MS Dynamics in multiple organisations
- Working within a IT team supporting an ITIL structured environment
- Experience working with complex programmes of change involving multiple providers
- Data manipulation, import and export
- Experience of SQL server and other database technologies
- Experience creating reporting using SQL queries
- Previous experience working within NHS IT and NHS Mail
- Telephony integration within MS Dynamics
- Exchange web services experience within MS Dynamics
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CRM Administrator Resume Examples & Samples
- Assist in developing a client data management strategy and collection plan
- Support all aspects of the client data management strategy and collection plan, working with stakeholders in each office and region to carry out the plan
- Work with stakeholder groups to plan for and maintain the long-term integrity of CRM data
- Work with business area management, business analysts, end users and core development team to create, document and prioritize business requirements from multiple business areas into a uniform sales process
- Monitor data quality, data migrations and data integration
- Handle configuration and customization of the CRM user interface
- Create reports, custom workflows and dashboards to support marketing and business development needs
- Manage typical administrative tasks, including supporting end users, diagnosing and resolving system issues, administering licenses, assigning security roles, providing detailed documentation and completing data analysis
- Train new and existing users via webinars, in-person sessions and the creation of training materials
- Support the IT and Global Knowledge Services team strategy
- Bachelor's degree in computer science, information systems or related field and/or the equivalent combination of education and experience
- Strong IT/technical background
- 3+ years of experience working within a professional services firm with an emphasis on marketing, business development and project management
- Experience managing a Customer Relationship Management system, preferably Microsoft Dynamics CRM
- An understanding of marketing and business development processes and how they relate to the CRM software
- Experience working as part of an agile scrum team, as either product owner or team member
- Experience that combines technology and business process improvement to address complex issues effectively
- Basic SQL knowledge is desired
- VBScript or other type of scripting ability is desired
- Ability to explain requirements and technical scenarios to non-technical people
- Ability to manage priorities, expectations, deadlines and work directly and indirectly through coordination and collaboration
- Strong organizational, analytic, communication and presentation skills
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CRM Administrator Resume Examples & Samples
- Implement enhancements including creation of custom objects, workflows, email alerts, reports, and campaigns
- Develop and improve reports, dashboards, and supporting process flows to provide reliable, accurate, and timely visibility into our business using Power BI and Office
- Work as project management with key stakeholders to develop test case scenarios for functional enhancements
- Build sales operations metrics used by the Sales organization and the business leadership to make strategic business decisions
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CRM Administrator Resume Examples & Samples
- Troubleshoot, analyze, correct and prevent recurrence of issues related to CRM system. Communicates status of issues and high-priority cases to users and management as needed
- Create and provide various business analytic reports for Sales, Marketing and other departments as assigned
- Gain an understanding of the underlying business, data and processes sufficient to provide expert advice to users in the use of Dynamics CRM, ultimately working to improve sales and marketing efforts
- Promote the proper and effective utilization of the CRM application by coordinating training and working with end users to support company operations
- Work as operational system administrator for CRM; including maintenance, enhancements, policing of data, and research
- Participate or lead the delivery of environment and integration point changes in collaboration with business analysts, vendors, and users
- Familiarity with CRM or database systems, preferably Dynamics 365 or prior versions
- Working knowledge of supporting relevant technologies (Office365, SAP, and Web forms)
- Ability to generates creative solutions and use feedback to modify designs
- Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; works well in group problem solving situations
- Ability to respond promptly to customer needs and solicits customer feedback to improve service
- Writes clearly and informatively and presents numerical data effectively
- Understands business implications of decisions
- Reacts well under pressure and accepts responsibility for own actions; Follows through on commitments
- Demonstrates accuracy and thoroughness, monitors own work to ensure quality
- Bachelor's degree in computing or business related discipline or equivalent in education and experience
- 3-5 years of customer service, process improvement or related experience
- 2+ years of experience working within a CRM environment
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CRM Administrator Resume Examples & Samples
- Bachelor’s Degree in Marketing, IT, or Business
- 2+ years of experience managing data
- 2+ years of Salesforce experience
- Good knowledge of SQL query, VBA, MS Access and Excel o Knowledge of Apex/Visual force a plus
- Excellent communication and social skills
- Team oriented, with capability to establish critical relations across a variety of teams
- Resourcefulness and ability to work with limited supervision
- Flexibility and ability to manage multiple tasks and deadlines
- Review data completeness and integrity within Salesforce platform; highlight gaps and issues to relevant stakeholders for remediation
- Design, develop, test and implement new processes, such as lead management, campaign management, surveying, internal workflows, etc
- Administrator role for our CRM platforms: Salesforce for Canada and USA, including but not limited to: massive data and records updates, users administration, creation and maintenance of workflow and validation rules, create/delete users, Custom Objects / fields and page layouts
- Research and define processes, workflow rules and validations to be implemented in Salesforce by working collaboratively with Sales, Sales Support, Pricing, Billing, Customer Service, Business Analyst and IT developers
- Design and develop reports and dashboards for Sales, Marketing, Operations and Executive users o Work with IT Quality Control, test and approve deployments related to the CRM
- As required, work closely with Sales Technology, to jointly prepare training materials and host training for Sales teams across North America
- Be the CRM expert for the entire organization, providing advice and assessment related to best practices in the use of CRMs
- Be the contact for any CRM user, solving inquires or problems and escalating them to IT or external vendors as necessary
- Work closely with the CRM offshore team to manage the day to day case work load
- Prepare training documents for any new functionality being deployed in the CRM
- Manage the Salesforce license needs, allocation and purchasing for all of Direct Energy Business
35
CRM Administrator Resume Examples & Samples
- Responsible for processing new sales proposals, ensuring they are captured on the CRM system in a timely and accurate manner
- Perform relevant searches to support proposal application, such as credit reference searches
- Ensuring all supporting documentation/evidence required for underwriting is scanned and attached to proposals
- Chasing for outstanding information via the sales team or other sources to ensure the proposal is complete and ready for submission to underwriters
- Ensuring proposals are submitted for underwriting within agreed timescales
- Update and maintain company records (creation and amendment), including contact information on CRM, verifying data and correcting data where necessary
- Ensure that prospect data received from sales is entered into CRM completely and accurately and within x days of receipt
- Driving data quality improvements through accurate capture and cleansing, identifying any problems with the database and taking appropriate action in discussion with your line manager
- Performing activities to identify areas for data improvement and taking remedial action as required
- Production of management information / reports on a weekly / monthly basis
- Working closely with sales and marketing to provide regular reports and updates when required
- Ensuring appropriate security measures are taken to prevent unauthorised access to data, in accordance with the Data Protection Act
- Good IT skills with experience of using MS Office
- Data entry experience
- High level of accuracy and attention to detail
- Effective organizational skills
- Experience of providing excellent customer service
- Proficient in relevant computer applications such as MS Office
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Salesforce / CRM Administrator Resume Examples & Samples
- Responsible for administering global communication software for BIW with a high detail to work and accuracy
- Responsible for department and client reporting expectations with very high expectation of accuracy
- Manage functional day-to-day operations of CRM system. Serve as a point of contact for various regions to provide maintenance, configuration, reporting, and training
- 1-2+ years of CRM/Omni channel communication software experience. Preferably in Salesforce Service cloud
- Experience working on operational projects for sales, channel, marketing, and/or support organizations
- Superior time management, prioritization and communication skills. Ability to handle stress and last-minute, urgent requests
- A wide degree of flexibility and latitude is expected
- Extremely detail oriented, with a commitment to accuracy
- Salesforce Administrator Certification; or will be required within first 8 weeks of employment
- Experience in enterprise software
- Strong analytical, problem-solving, and organizational skills
- Ability to think and react quickly to resolve issues that affect internal and external customers
- Ability to multi task and set appropriate priorities
- Experience with Omni channel CS environment
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CRM Administrator Resume Examples & Samples
- Manage and nurture customer relationships with key business partners regarding current and future projects to support revenue growth, Customer Allegiance goals, process efficiencies and CRM best practices
- Provide day-to-day end user support of the CRM application to all levels of the organization
- Lead the development and documentation of business requirements, solution design, testing and delivery