AMS Administrator

Overview

A national professional association is seeking a highly skilled Association Management System (AMS) Administrator to provide maternity leave coverage for approximately 4 months starting in early March. This role will serve as the in-house expert for their AMS built on Microsoft Dynamics 365 (Cobalt platform) and will work closely with internal teams and vendors to ensure system reliability, clean data, efficient workflows, and a strong user experience.

This is a hands-on, systems-focused role ideal for someone who has real experience configuring and administering a CRM/AMS environment.

AMS Administration & Configuration

• Configure and maintain Dynamics/Cobalt entities, forms, views, business rules, and security roles
• Support system enhancements, updates, and solution deployments in partnership with vendors
• Monitor system health, performance, and data integrity
• Maintain documentation including runbooks, release notes, and system instructions

Workflow & Automation (Power Platform)

• Design, build, and maintain Power Automate workflows for approvals, notifications, and data synchronization
• Support testing, system updates, and post-release checks
• Evaluate customization requests for long-term system stability and usability

Data, Reporting & Governance

• Maintain data standards, validation rules, and deduplication practices
• Support reporting and dashboard creation for business teams
• Assist with data imports, audits, and resolving data discrepancies
• Promote data stewardship and self-service reporting

Security, Compliance & Integrations

• Manage role-based access, field-level security, and compliance practices
• Coordinate with vendors on integrations and API connections
• Support backup, recovery, and documentation for business continuity

Stakeholder Support & Training

• Serve as a liaison between IT, staff, and external partners
• Provide advanced support and preventative system solutions
• Create user guides, training materials, and “how-to” documentation

• 3+ years of hands-on experience with Microsoft Dynamics 365 or similar CRM/AMS platform
• Experience working within an Association Management System (AMS) or membership-based organization strongly preferred
• Strong experience with Power Automate / Power Platform
• Experience with data management, imports/exports, deduplication, and reporting
• Ability to work independently as the primary system expert
• Strong communication skills and ability to work with both technical and non-technical teams
• Bachelor’s degree or equivalent hands-on systems experience

• Experience with Cobalt or Net Forum
• Familiarity with Power BI, Dataverse, integrations, and APIs
• Exposure to ITIL or service desk best practices