Microsoft Dynamics CRM Sales Consultant

Employer Industry: Insurance and Risk Management

• Salary range up to $118,545 based on geographic location and experience
• Opportunity for career advancement and growth within the organization
• Flexible work‑from‑home option available anywhere in the United States
• Comprehensive rewards package with various employee benefits
• Collaborative and supportive work environment focused on team impact

• Serve as the primary point of contact for Dynamics CRM end‑user questions and issue escalation
• Collaborate with leadership and power users to customize Dynamics 365 CRM workflows based on business requirements
• Develop and maintain user training programs and documentation for Microsoft Dynamics 365 CRM
• Integrate and develop Power BI reports to enhance business intelligence for sales and agent‑facing needs
• Administer CRM user setup and onboarding to ensure a seamless experience for new team members

• Bachelor’s degree in business administration, computer science, instructional design, or a related field
• Minimum of seven years of experience with customer relationship management systems, including five years with Microsoft Dynamics
• Prior experience with CRM implementation and training initiatives, preferably in a sales capacity
• Microsoft Dynamics 365 certifications required
• Strong knowledge of Power BI and reporting dashboards

• Insurance background preferred
• Proficiency in Power Platform (Power Automate, Power Apps)
• Excellent problem‑solving and project management skills

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