[Remote] CRM Analyst

Note: The job is a remote job and is open to candidates in USA. Leap Event Technology provides event ticketing, engagement, mobile app, and cashless technology for event organizers and entertainment businesses. The CRM Analyst will administer Microsoft Dynamics 365 across multiple client environments, optimize CRM systems, manage data and security, build campaigns and segments, and provide reporting, training, troubleshooting, and consultation.

Responsibilities

• CRM System Design/Optimization – working across departments to gather business requirements and translate them into Dynamics 365 solutions that improve efficiency. This includes configuring tables, columns, relationships, forms, views, dashboards, business rules, Power Automate cloud flows, and model-driven apps
• Security & Access Management – maintaining the Dynamics 365 security model, including business units, security roles, teams, and field-level security, and managing users and access across multiple client environments
• Solution & Environment Management – packaging customizations into solutions and deploying changes between development, test, and production environments using the Power Platform admin center
• Data Management – importing, cleaning, deduplicating, and maintaining CRM data quality using tools such as the Dynamics 365 import wizard, XrmToolBox, or KingswaySoft
• Data Analysis – mining system data (transactional, demographic, etc.) to identify trends that help drive business decisions
• Customer Segmentation – using transactional, behavioral, demographic, and geographic data to build marketing lists and segments and to develop and implement sales campaigns
• Lead Strategy – working with clients to develop outbound campaign plans based on available internal sources (past buyers, opt-ins, etc.) and external sources (third-party lists, form software, LiveAnalytics, Experian, Full House, etc.)
• Lead Management/Distribution – building multi-channel campaigns within clients’ Dynamics 365 environments and routing leads to sales staff based on the agreed-upon lead strategy
• Reporting – developing and delivering reports, views, and dashboards (including Power BI where applicable) that capture key sales and marketing metrics such as sales rep productivity, campaign performance, and customer touch points
• Training – training end users on system processes and capabilities
• Troubleshooting – diagnosing and resolving issues that arise in day-to-day use of the system, including permissions, automation, and data problems
• Consultation – providing best practices and advice drawn from experience across multiple clients and industries

Skills

• A minimum of 3 years of hands-on experience administering Microsoft Dynamics 365 Sales or Customer Engagement (Dataverse/model-driven apps) is required
• Working knowledge of the Dynamics 365 security model, solution management, and Power Automate is required
• Strong Excel skills are required
• Experience supporting multiple Dynamics 365 environments or clients at the same time is strongly preferred
• SQL experience is preferred but not required
• Salesforce Sales Cloud experience is a plus
• Experience with Power BI, Tableau, or similar reporting tools is a plus
• Microsoft Dynamics 365 or Power Platform certifications are a plus
• Experience with the Ticketmaster Archtics ticketing system is a plus

Benefits

• Medical, Dental, Vision, and Voluntary benefits
• Generous PTO
• Paid parental leave (following 12 months of continuous employment)
• 401(k) match
• $200 event reimbursement
• Udemy Business, a world-class learning and development platform
• Remote-friendly company; this position is open to any candidate in the United States

Company Overview