CRM Administrator

We are are looking for a CRM Administrator to serve as the primary support lead and champion the company’s Microsoft Dynamics 365 CRM platform, including Sales, Customer Insights, Customer Service, Field Service, and Contact Center modules. This role is responsible for administering, supporting, maintaining, and optimizing the CRM system across the organization. The CRM Administrator will partner with internal teams to assess system requests, document and implement standard processes, manage integrations with other business systems, deliver user training, and recommend solutions to enhance operational efficiency.

• Manage, maintain and support CRM configuration, settings, security roles, and user access.
• Manage, maintain and support integration with ERP, CPQ, and marketing platforms.
• Create, update, and customize fields, objects, workflows, and automation rules.
• Ensure data accuracy through regular cleaning, validation, and deduplication.
• Develop and maintain reports, dashboards, and analytics for teams and leaders.
• Provide user support, troubleshooting, and training for CRM users.
• Monitor system performance and coordinate upgrades or new feature releases.
• Implement and enforce CRM best practices, policies, and governance.
• Collaborate with sales, marketing, and customer service teams to improve processes.
• Manage CRM documentation, user guides, and process workflows.
• Ensure compliance with data protection regulations and company security standards.
• Test new features, updates, and customizations before deployment.
• Act as the liaison between business users, IT, and vendors.

• Minimum of 5 years of hands-on CRM experience.
• Minimum of 3 years of experience administering and supporting Microsoft Dynamics 365 CRM.
• Demonstrated proficiency in: a) Developing, creating, and customizing CRM forms and entities; b) Understanding and implementing business workflows and processes; c) Integration with business tools and systems.
• Excellent written and verbal communication skills.
• Strong interpersonal skills with the ability to effectively collaborate with employees and management at all levels.
• Must satisfactorily pass a pre-employment drug/alcohol screening and background check.

• Minimum 5 years of experience administering and supporting Microsoft Dynamics 365 CRM.
• Proven experience leading or participating in multiple CRM system implementations.
• Hands-on experience designing and supporting CPQ workflows and related system integrations.
• Experience utilizing Smart Connect for data integrations between CRM, ERP, and other enterprise systems.

• Demonstrate sound judgment with a strong awareness of organizational impact and risk.
• Excellent communication skills with a user focused approach to training and support.
• Deep understanding of business processes, with the ability to identify gaps and recommend practical, scalable solutions.
• Strong data governance mindset with disciplined practices that promote data quality, accuracy, and security.
• Commitment to thorough documentation – maintaining the standard that “if it is not documented, it does not exist.”
• Collaborative, patient, and solutions-oriented, with a strong focus on supporting business objectives.

• No unusual physical requirements. It requires no heavy lifting, and nearly all work is done in a comfortable indoor facility.
• Occasional – Routine deadlines; usually sufficient lead time; variance in work volume seasonal and predictable; priorities can be anticipated; some interruptions are present; involves occasional exposure to demands and pressures from persons other than immediate supervisor.
• Job frequently requires sitting and handling objects with hands.
• Job occasionally requires standing, walking, bending, reaching, talking, hearing, and lifting up to 10 pounds.
• Vision requirements:
  Ability to see information in print and/or electronically.

• A GREAT work environment with fun, friendly, knowledgeable and helpful team members.
• Benefits package to support you and your family’s health. From medical, dental, and vision, to flexible spending accounts for both health and dependent care.
• Educational reimbursement to help keep your career undated.
• Save money on tickets to the San Diego Zoo, other amusement parks, movies, indoor skydiving and so much more with our employee discount program.
• Paid time off, holidays, company-matched 401(k) plan and more!

Join SWARCO McCain. We look forward to receiving your resume.

SWARCO McCain is an equal opportunity employer and participates in E-Verify.