EMC Insurance Companies

Keeping insurance human

CRM Sales Consultant

Account ExecutiveSalesFull TimeRemoteTeam 1,001-5,000Since 1911H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

66 days ago

Salary

$85.8K - $118.5K / year

Bachelor Degree7 yrs expEnglish

Job Description

• Serves as the day-to-day point of contact for Dynamics CRM end-user questions and issue escalation • Collaborates with product owners and IT development teams to customize Dynamics 365 CRM workflows • Develops, executes, and maintains user training programs and documentation for Microsoft Dynamics 365 CRM • Collaborates with sales, underwriting, claims, and marketing teams to set up, optimize, and maintain user-specific views and dashboards • Integrates and develops Power BI reports to enhance business intelligence and support decision-making • Continuously gathers user feedback and leads process enhancement discussions • Partners with IT and Data teams on roadmap and execution to ensure data integrity • Administers CRM user setup and onboarding

Job Requirements

  • Bachelor’s degree in business administration, computer science, instructional design or related field
  • Seven years of experience with customer relationship management systems, including at least five years of experience with Microsoft Dynamics or related experience
  • Prior experience with CRM implementation and training initiatives, preferably within a sales capacity
  • Microsoft Dynamics 365 certifications required
  • Insurance background preferred
  • Excellent skills in Microsoft Dynamics 365 Sales and Customer Journey Insights CRM
  • Excellent skills in Microsoft Office applications
  • Strong knowledge of PowerBI and reporting dashboards
  • Proficient in Power Platform (Power Automate, Power Apps)

Benefits

  • Health insurance
  • 401(k) matching
  • Competitive paid time off plan
  • Volunteer time off annually
  • Professional development and growth opportunities, including tuition reimbursement
  • Wellness initiatives to improve team member well-being and reduce health insurance costs
  • Flexibility to dress for your day and opportunities for alternative work arrangements

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