About the position
Responsibilities
• Act as a primary support resource for all staff, promoting best practices and encouraging consistent CRM usage.
• Create and maintain user guides, training materials, policies, and documentation to support CRM onboarding and ongoing education.
• Deliver training sessions and provide one-on-one support to improve CRM literacy across teams.
• Build strong working relationships with users to understand their day-to-day needs and challenges.
• Monitor usage metrics and work with groups to fully utilize CRM and CRM-related systems/tools.
• Support user groups through change management and adoption of new features or process transitions.
• Work closely with internal communications to ensure CRM-related updates, news, information are communicated on a regular basis.
• Collaborate directly with business users to implement and apply CRM-related processes that support operational goals.
• Translate business requirements into practical CRM solutions and workflows.
• Work closely with IT stakeholders to communicate business needs and support technical issues and implementation.
• Provide hands-on support in troubleshooting CRM issues and identifying root causes.
• Deep understanding of and ability to troubleshoot automations between all CRM-related systems.
• Locate and interpret data within the Microsoft Dataverse to support reporting and decision-making.
• Monitor data hygiene from user activity to ensure data integrity guidelines are followed and escalate issues when necessary.
• Identify and coordinate CRM strategies and initiatives that support organizational goals and objectives.
• Contribute to the development of a CRM roadmap by providing insights from user interactions and system usage.
• Support the implementation of internal CRM policies and governance practices.
Requirements
• 3-5 years of experience supporting, implementing, or operating CRM systems in a hands-on, user-facing capacity.
• Experience with Power Automate.
• Demonstrated experience in troubleshooting, issue diagnosis, and monitoring data integrity within CRM environments.
• Strong understanding of CRM systems, business process mapping and providing guidance and expertise on best practices.
• Analytical mindset, able to track metrics, interpret usage data and provide recommendations.
• Ability to work directly with business users to apply/improve processes and resolve issues in real time.
• Excellent communication and interpersonal skills, with a focus on user support and engagement.
• Proven ability in working in a fast-paced customer service/support environment.
• Detail-oriented with strong problem-solving skills.
• Ambition and self-motivation.
Nice-to-haves
• Experience with Microsoft Dynamics 365 and Customer Insights (CI).
• Experience with Power BI.
• Experience in contributing to CRM governance frameworks or strategic roadmaps.
• Technical proficiency in navigating the Microsoft Dataverse and supporting data-related inquiries.
Benefits
• Virtual First - work from home anywhere across Canada with a budget to set up your home office.
• A workplace where your hard work is not just valued, but actively celebrated.
• Healthcare benefits from Day One to support your physical and mental wellbeing, including a $2,500 benefit for Psychologist, Social Worker or Psychotherapist services.
• Work/Life Balance: In addition to 20 days annual vacation, we close between Christmas Day and New Year's Day, observe 13 holidays per year and offer Friday afternoon closures.
• A modern, defined benefit (DB) pension plan: We care about your future and offer a pension plan with a 5% match from Day One.
• Employee Family Assistance Program (EFAP): We understand that life can be unpredictable and challenging and EFAP supports you and your family during difficult times.
• Maternity and parental leave top-up plan.
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