Dynamics 365 CRM Administrator

Responsibilities

As the Senior Dynamics CRM Administrator, you are pivotal in managing and optimizing our CRM to support business operations that enhance our ability to enroll more PACE program participants. Reporting directly to the Vice President of Revenue Operations, Process and Technology, you’ll work closely with our IT team and assimilate into our current DevOps process. Dynamics 365 CRM administration is 70% of the work with the remaining focus on Dynamics Marketing Automation Platform, Power BI dashboards, and other related tasks.

• Dynamics 365 CRM management focused on transitioning from custom solutions towards out-of-the-box design:
  • Implement opportunities complete with stages for closed loop measurement of ROI by sales and/or marketing campaign(s).
  • Implement cases complete with stages to manage cross-functional and third-party approvals needed to win an opportunity.
  • Implement territory model to manage account ownership by ZIP and account assignment to the specific sales territory.
  • Establish B2B-focused sales pipeline to manage outreach to lead generating businesses and community organizations.
• Align CRM development to business goals while assessing product evolution for new features and integration options
• Resolve complex CRM issues and errors, collaborating with cross-functional teams.
• Analyze data, identify trends, and optimize CRM processes and workflows in concert with end-user needs
• Plan, execute, and manage CRM projects, upgrades, and customizations within the DevOps framework.
• Provide training, user guides, and ongoing support to maximize CRM adoption.
• Establish data governance practices, ensure data integrity, and follow privacy regulations.
• Prioritize tasks effectively to meet deadlines and deliver results efficiently.
• Conduct oneself with professionalism, integrity, and a commitment to quality CRM services.

REQUIRED

• 6 yrs in IT industry with related experience
• 2 yrs as high performing Dynamics 365 CRM Administrator
• 2 yrs in SQL Server, X , Java, and/or JavaScript
• Demonstrable analytical and problem-solving skills translating business needs into optimized CRM workflows/reporting with a focus on data management, governance, and privacy compliance.
• Effective communication skills for in working with business users, IT and executive stakeholders
• Demonstrable experience creating user training guides and providing ongoing support.
• Bachelor’s degree or equivalent work-related experience

PREFERRED

• PACE/LIFE or other senior care related experience
• Dynamics Fundamentals (CRM) certification
• IT support in healthcare or insurance industry
• Salesforce CRM

Benefits

InnovAge’s Program of All-inclusive Care for the Elderly (PACE) is an alternative to nursing facilities. Seniors receive customized healthcare and social support at a nearby PACE center supported by a team of medical experts dedicated to providing personalized healthcare and support to help them age at home. Our greatest assets are our team members who make a difference in the lives of those we serve every day. ​Elevate your future with co-workers passionate about a patient-centered care model supported by comprehensive services to improve the quality of care while reducing over-utilization of high-cost care settings.

As an equal opportunity/affirmative action employer InnovAge is committed to and values an inclusive and diverse workplace. All qualified applicants will receive consideration for employment without regards to race, color, religion, sex, sexual orientation, gender, gender identity/expression, national origin, disability or protected veteran status, pregnancy or any other status prohibited by applicable law. 

Salary ranges are dependent on a variety of factors, including qualifications, experience, and geographic location. Range is not inclusive of potential bonus or benefits. Comprehensive benefits include m/d/v, short and long-term disability, life insurance and add, supplemental life insurance, flexible spending accounts, 401(k) savings, paid time off, and company paid holidays.

Posted Salary Range