CRM Data & Business Specialist

Project Management Institute • Newtown Square, PA • 1h ago

Reference #: 4048687019 Are you a dreamer, innovator, thinker and a do-er who believes in contributing to something that makes difference?

Pursue your passion. Join PMI.

How You'll Make a Difference

You will ensure CRM data quality and support business analysis activities related to CRM usage, enhancements, and reporting. Maintaining clean, reliable CRM data while also contributing to business requirements gathering, data mapping, and processing documentation. Supporting the effectiveness of the CRM platform as a source of truth for customer and account information, and in enabling cross-functional business users to derive actionable insights from CRM data.

What You'll Bring to the Role

Bachelor's degree in Business, Information Systems, Data Management, or related field 4-6 years of experience in CRM operations, data management, or business analysis Demonstrated experience with Microsoft Dynamics 365 CRM (required) Strong analytical and problem-solving skills Effective written and verbal communication skills for technical and non-technical audiences Experience supporting users and promoting CRM data best practices Proven ability to identify and resolve data quality issues (e.g., duplicates, sync errors, missing fields) Experience with requirements gathering and business process documentation Familiarity with CRM integrations involving ERP or marketing platforms Ability to work with cross-functional stakeholders and translate technical and business needs CRM data governance and stewardship Functional knowledge of account hierarchies, taxonomies, and field-level configuration Process mapping and documentation (e.g., Lucidchart, Visio) CRM reporting and dashboarding (e.g., Power BI, Excel) Basic knowledge of data tools and validation techniques (e.g., deduplication, import/export) Experience of working in an agile, dynamic, and customer-centric environment Excellent communication, collaboration, presentation, and negotiation skills Proficiency in the business language for PMI (English)

What you can expect from us

We value and nurture an environment of inclusivity and diversity, and a culture of communication and collaboration. Your health, safety and well-being come first, and we believe that you should have time for your work, but you should also have time for you..

Join us and you'll get:

an excellent total package, with compensation and benefits based upon your geographic location. skill development opportunities, to help you grow now and into the future. access to a global network, to enrich your professional experience. flexible options to help balance work time and your time award and bonus opportunities.

The salary offer will be based on several factors, including the candidate's demonstrated skills, qualifications and relevant experience.

Let's help make the world work better for everyone. Apply today!

Project Management Institute, Inc. is committed to providing equal employment opportunities without regard to sex, gender identity, sexual orientation, race, color, religious creed, national origin, physical or mental disability, protected veteran status, or any other characteristic protected by applicable law.

It is the policy of the Project Management Institute to provide equal employment opportunities without regard to race, color, religion, sex, national origin, age, disability, marital status, veteran status, sexual orientation, genetic information or any other protected characteristic under applicable law.

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