CRM Analyst

Job Family :
Sales Support & Administration

Travel Required :
Up to 10%

Clearance Required :
None

What You Will Do :
The CRM Analyst plays a critical role in supporting the Sales Enablement CRM team and approximately 1,000 Microsoft Dynamics 365 users. The person who assumes this role will be comfortable with all facets of CRM, including user interface design, system configuration, data quality, and reporting. The CRM Analyst will engage with practitioners at all levels and multiple functional groups, to train CRM users and to develop training materials for maximizing their use of CRM. This person will be responsible for requesting and managing license assignments and assigning security roles/access for licensed employees. The CRM Analyst will also assist the CRM team with identifying and/or responding to system issues. This person will work with the system administrators and developers to test fixes and enhancements, and to assist with mass data updates and imports. The CRM Analyst will also assist the CRM Manager to document, maintain and enforce our standard processes, systems, and protocols.

What You Will Need

• Bachelor's Degree; Four (4) years additional professional experience may be substituted in lieu of degree
• Four (4) years of professional experience in Client Services, Sales or related areas
• Analytical and data-driven
• Proficiency in Microsoft Office Suite (Word, PPT). *High level of comfort with using Excel
• Ability to work effectively in a fast-paced environment while managing multiple tasks and prioritizing effectively
• Highly motivated with a strong work ethic
• Creative problem-solver
• Comfortable working with professionals at all levels and in all disciplines
• Comfortable working with people/teams from online chat tools such as Teams (CRM users are located globally)
• Social and emotional awareness to tailor interactions for individual customer
• Strong communication, organizational, and interpersonal skills
• Project management and planning skills
• Able to work both independently and in a team environment
• Maintain a positive attitude focused on customer satisfaction
• Ability to create training materials and deliver training

What Would Be Nice

• Previous experience with Microsoft Dynamics 365
• Familiarity with CRM tools/software
• Database management

What We Offer :

Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace.

Benefits include:

• Medical, Rx, Dental & Vision Insurance
• Personal and Family Sick Time & Company Paid Holidays
• Position may be eligible for a discretionary variable incentive bonus
• Parental Leave and Adoption Assistance
• 401(k) Retirement Plan
• Basic Life & Supplemental Life
• Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts
• Short-Term & Long-Term Disability
• Student Loan PayDown
• Tuition Reimbursement, Personal Development & Learning Opportunities
• Skills Development & Certifications
• Employee Referral Program
• Corporate Sponsored Events & Community Outreach
• Emergency Back-Up Childcare Program
• Mobility Stipend

About Guidehouse
Guidehouse is an Equal Employment Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, national origin, ancestry, citizenship status, military status, protected veteran status, religion, creed, physical or mental disability, medical condition, marital status, sex, sexual orientation, gender, gender identity or expression, age, genetic information, or any other basis protected by law, ordinance, or regulation.

Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco.

If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting at 1- or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation.

Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee.

Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.