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This CRM Systems Administrator / Analyst will play a key role in the ongoing support, administration, configuration, & optimization of a cloud-based CRM platform, helping support a strategic roadmap CRM-to-ERP integration with Oracle Cloud NetSuite. Microsoft Dynamics CRM, HubSpot, or similar CRM tools is relevant. Join a company investing in a business-critical CRM platform and Support current operations, contributing to future system improvements & integration. The company uses a cloud-based information CRM management platform similar to Dragonfly that can function as a CRM, project management, document management, and service tracking system in one centralized environment. It is highly customizable and designed to adapt to business needs.
Job Responsibility
Administer, configure, and support a highly customized CRM platform
Support internal users with day-to-day CRM issues & break/fix tickets
Troubleshoot issues and collaborate with stakeholders on solutions
Test updates and changes in a sandbox environment
Maintain CRM configuration settings and ongoing enhancements
Manage pricing data & master data
Partner closely with internal sales teams to provide support and issue resolution
Document processes, configurations, and support activities thoroughly
Assist with future integration efforts between CRM and Oracle NetSuite ERP
Support workflow-driven processes involving quotes, orders, and invoices
Requirements
Administer, configure, and support a highly customized CRM platform
Support internal users with day-to-day CRM issues & break/fix tickets
Troubleshoot issues and collaborate with stakeholders on solutions
Test updates and changes in a sandbox environment
Maintain CRM configuration settings and ongoing enhancements
Manage pricing data & master data
Partner closely with internal sales teams to provide support and issue resolution
Document processes, configurations, and support activities thoroughly
Assist with future integration efforts between CRM and Oracle NetSuite ERP
Support workflow-driven processes involving quotes, orders, and invoices
Experience in CRM administration, CRM business analysis, or sales systems support
Exposure to ERP integration projects, especially Oracle NetSuite
Comfortable with both technical & business-facing roles
Hands-on experience administering or supporting ERP, CRM, or comparable business application platforms in a complex environment
Ability to translate business needs into system configuration changes, functional recommendations, and documented solutions
Working knowledge of CRM tools such as Microsoft Dynamics CRM, HubSpot, NetSuite CRM, or similar platforms
Experience with configuration management, system testing, and troubleshooting in cloud-based business systems
Familiarity with sales and operational workflows involving quoting, order processing, invoicing, and data management
Strong documentation skills, including the ability to produce business requirements, process notes, and configuration records
Exposure to system integration initiatives, especially involving Oracle NetSuite