Quick overview
Job description
The major function of this role includes strategic development of the Microsoft Dynamics 365 CRM (Customer Relationship Management) system, design and configuration, conversion mapping, user training, customer case history and on-going support. System configuration requires this role to work closely with various functional staff to understand and define business processes and integrate multiple standard operating procedures into the CRM software. Will be required to work with outside vendors and consultants to develop system enhancements and modifications as necessary.
Identifies development opportunities and manage all major upgrades in the CRM. Responsible to continuously review and develop CRM processes for the contacts management, event organizing and tracking, agreements execution, workflows and operational related functions to improve user productivity and transparency across functional teams. Must also have the ability to work with additional Net/Java based integration applications such as SharePoint and Microsoft Visual Studio.
User training is a major component of user adoption and requires this role to design and conduct both process and technology training by various means to include web casts as well as small and large interactive training sessions. Responsible for assessing user proficiency and "certifying" user competency in day-to-day system use. Responsible for all ongoing modifications, upgrades and future training requirements.
Responsible to ensure integrity of data held in the CRM database. Works closely with Business Development teams to ensure CRM designs are aligned with the overall business strategies. Provides oversight to Business Development staff to ensure data quality and appropriate process control.
Responsible to serve as a support person to staff. Hardware support includes distributing and upgrading computer and mobile tools. Must be able to support remote tools and software to staff based on remote employees requirements. Must be familiar with Remote access processes and Mayo approved mobile apps.
This is a hybrid role and the employee must live within 100 miles of the Rochester, MN campus.
BA/BS degree and five years’ experience working with multiple systems and databases in support of marketing, sales and operational activities. Requires in depth knowledge of a customer contact management system, in particular with Microsoft Dynamics 365 CRM, including system development and support. MA/MS preferred. Must have strong trouble shooting and communication skills.
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