Marketing CRM Administrator (Data Entry and Maintenance)

Best People + Right Culture. These are the driving forces behind JE Dunn’s success.

By hiring inspired people, giving them interesting and challenging work, enabling them with innovative tools, and letting them share in the company’s rewards, we’ve found a sustainable way to grow in our industry for the last 100+ years.

Our diverse teams around the country strive to enrich lives through inspired people and places everyday, and we need inspired people like you to join us in our pursuit of building perfection.

Role Summary

The Data Analyst (CRM Administrator) will support the strategic development and ongoing governance of our Customer Relationship Management (CRM) system, Microsoft Dynamics in addition to collecting, compiling, transforming, and analyzing data, metrics, and statistics from various internal and external sources to make recommendations to internal operations groups. This position ultimately will serve as a Microsoft Dynamics subject matter expert as it relates to best practices, workflows, integrations and how to maximize the tool to provide value to the firm This position will assist with developing data strategy for the assigned department(s). All activities will be performed in support of the strategy, vision and values of JE Dunn.

• Autonomy & Decision-Making: Makes decisions on assigned areas of responsibility, provides recommendations to supervisor, and refers all exceptions to supervisor, as needed.
• Career Path: Various

Key Role Responsibilities - Core

CRM RESPONSIBILITIES

• Ensure performance, optimization and evolution of the CRM (Microsoft Dynamics)
• Ensuring data integrity and security is maintained within the CRM
• Collaborate on CRM system updates and coordinate seamless execution with minimal downtime
• Provide CRM user training and support on an ongoing basis
• Work with IT to integrate CRM with other business systems
• Work with internal stakeholders on customization and configuration of the CRM to align with future enhanced business processes and workflows
• Develop and maintain advanced reporting
• Create and maintain CRM documentation on processes, policies, application, and configuration.
• Manage and maintain CRM licenses and permissions
• Provide ongoing CRM troubleshooting and user support services
• Collaborate on the development and delivery of CRM training programs

 

DATA ANALYST FAMILY – CORE

• Collects and compiles metrics and data from a variety of internal and external sources.
• Generates and analyzes reports, providing insights and recommendations to management.
• Analyzes data and statistics for trends and patterns.
• Prepares data analysis results reports and presents findings to senior leadership.
• Identifies and recommends reasonable short- and long-term goals, milestones, and benchmarks for key performance metrics.
• Partners with the assigned department(s) to understand their data needs and develops reports and dashboards to help accomplish initiatives.
• May conduct or assist with conducting audits to ensure that data is accurate.
• Develops and supports the assigned department(s)’s data governance.
• Ensures compliance with data privacy regulations and best practices.
• May guide or assist with the data development of all areas within the assigned department(s).

Key Role Responsibilities - Additional Core

• Other duties as assigned.
• Conducts actions in a professional and unbiased manner.
• Complies with all company and site policies and best practice standards.
• Continuously develops proficiency and understanding in the role.
• Maintains a professional appearance and work space.
• Participates in and complies with all company safety and quality programs and procedures.
• Utilizes relevant JE Dunn technology to support all assigned responsibilities.

Knowledge, Skills & Abilities

• Ability to perform work accurately and completely, and in a timely manner
• Communication skills, verbal and written
• Proficiency in MS Office – Intermediate
• Proficiency in MS Excel – Intermediate
• Proficiency in Power BI
• Knowledge of working with Power BI on-premises data gateway
• Knowledge of DAX queries in Power BI Desktop
• Knowledge of integrations and API development
• Ability to connect to multiple data sets, import data, and transform the data to support data visualizations and further analyses
• Ability to create advanced level calculations on data sets