Microsoft Dynamics CRM Specialist

Job Description

<p>Gerrie Electric is one of the largest independent electrical distributors, with 24 key Ontario locations and over 400 employees. We are a proud family owned, Canadian company and are headquartered in Burlington, ON. We are proud to be a Platinum Club winner of Canada's Best Managed Companies. Having been in business since 1957, we are an established and well-respected company in the industry.</p><p>Culture</p><p>Our core purpose is Customer First – Employee Driven. We strive for an inspiring culture and integrity in all that we do.</p><p>Our success is powered by our people. We invest in the training & development of our employees and encourage career growth across all areas. We celebrate success and show recognition for a job well done.</p><p>We believe a more diverse and inclusive environment brings strength to our organization, helps our customers to succeed and creates a significant competitive edge.</p><p>What you will be doing</p><p>The Microsoft Dynamics CRM Specialist is responsible for optimizing and enhancing our CRM implementation for data-driven customer engagement. This role will work with sales, marketing, support, IT, and external consultants to ensure the CRM is effectively supporting customer engagement activities and driving internal user adoption.</p><p>The ideal candidate will have a strong understanding of customer engagement workflows, CRM and related technology as well as experience with change management. They will also collaborate with our training team to develop a structured training curriculum and act as first-line support for end users.</p><p>CRM RESPONSIBILITIES</p><p>Work with stakeholders to develop a CRM strategy that aligns with our overall business goals and customer needs</p><p>Configure and optimize the CRM to support the business process flow and reporting needs of stakeholders</p><p>Understand and manage CRM data and maintain its quality to enable accurate segmentation of customer data for targeted marketing and sales campaigns</p><p>Support and promote integration of CRM with core business and office systems and with other marketing and sales platforms for seamless data flow</p><p>Work with the training team to design and deliver a CRM training curriculum to promote adoption and consistency among end users.</p><p>Provide first-line support to sales, marketing and support teams, troubleshooting issues and ensuring smooth CRM operation.</p><p>Act as a liaison between functional teams, IT, external CRM consultants, and other stakeholders to ensure the CRM is continuously improved</p><p>Stay up to date with CRM best practices, updates, and industry trends to leverage capabilities that enhance sales and marketing automation</p><p>TEAMWORK AND COLLABORATION</p><p>Maintain a team atmosphere and ensure employee concerns are resolved promptly.</p><p>CUSTOMER SERVICE/COMMUNICATION</p><p>Communicate clearly and concisely both orally and in writing.</p><p>Establish and maintain positive collaborative relationships with vendors and service providers.</p><p>QUALITY</p><p>Ensure employees understand and adhere to ISO policies and procedures.</p><p>PERSONAL DEVELOPMENT</p><p>Participate in conferences, seminars, and other educational opportunities; reading professional publications; maintain and participate in professional networks to enhance your knowledge and skills.</p><p>Participates on committees and special projects as requested</p><p>What you bring to the table</p><p>Bachelor's degree in computer science, engineering or a related field.</p><p>Minimum of 5 years of relevant experience with a CRM (preferably with Microsoft Dynamics certifications)</p><p>Experience with the Power Platform (certifications would be a plus).</p><p>Experience with process improvement and change management methodologies.</p><p>Excellent communication and problem-solving skills, with a proven track record of working with multi-functional teams, including sales, marketing and technical support.</p><p>Experience in Dynamics 365 customer engagement apps (Sales, Customer Insights, Customer Service), including system configuration and customization.</p><p>Knowledge of the Microsoft Power Platform and Dataverse.</p><p>Strong understanding of sales and marketing operations and CRM best practices.</p><p>We believe in taking care of our people</p><p>Major medical + dental coverage for yourself and your dependents (flex plan options available)</p><p>Employee Assistance Program</p><p>Global travel coverage</p><p>Pension plan with contribution matching</p><p>Training, development, and career growth opportunities</p><p>Tuition re-imbursement program</p><p>Promote from within culture</p><p>A diverse and inclusive workplace</p><p>Caring and nurturing environment</p><p>Don't have all of these qualifications? Feel free to send in your resume, we can train you on what you need to know or there might be another role that fits better.</p><p>Words that our employees use to describe us</p><p>Inclusive, team-oriented, motivating, happy, forward thinking, innovative, successful</p><p>*Flexible interview options are available</p>