Mansfield Energy

CRM Database Administrator

Posted: 3 minutes ago

Job Description

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.ResponsibilitiesResponsible 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.Responsible for reporting and communication of data accuracy of sales representative, customer and prospect data 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 viewDevelop, manage and communicate daily, weekly and monthly financial and sales activity-based reporting, including sales pipeline reporting and monthly forecastsCreates and customizes dashboards, views, reports, and campaigns in Dynamics, including weekly and monthly sales win reporting and ad hoc sales pipeline analysisCreates and customizes workflows in CRM to increase automation and efficiency across all usersResearch 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 RequirementsFormal Education & CertificationHigh school diploma or equivalent requiredBachelor’s degree in Business preferred or four years equivalent experience Knowledge & ExperiencePetroleum Industry knowledge preferredMinimum of 1-year B2B experience preferably in an analytical type of roleMinimum of 2-year experience maintaining data, generating reports and extracting data within Customer Relationship Management (CRM) systems such as Microsoft DynamicsKnowledge of Power BI, Power Apps, Dataverse, Excel on a proficient or expert levelKnowledge of moving patches or solutions from DEV to QA to PROD with associated troubleshootingKnowledge of Power Automate or Workflows in Dynamics Qualifications & CharacteristicsSelf-starter; self-motivated; sense of urgency; personable; extroverted personality; well organized; ability to achieve goals; ability to focus and pay attention to detailAbility to multi-task, analytical and problem-solving skills Strong written and verbal communication/presentation skills Ability to work in a team environmentAbility to capture and document reporting requirements from multiple sourcesAbility to provide feedback to sales team regarding capabilities of Dynamics and limitations, ability to think outside the box to troubleshoot issues/concernsWork EnvironmentHybrid Work Environment Available once training has completed – 3 days in the office, 2 days remoteSitting for extended periods of timeDexterity of hands and fingers to operate a computer keyboard, mouse and other computer componentsAll qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.

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