CRM Analyst
Apply Job ID 22254 Date posted 09/04/2024Job Family:
Sales Support & Administration
Travel Required:
Clearance Required:
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 1-571-633-1711 or via email at RecruitingAccommodation@guidehouse.com. 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.