Description

　　The CRM Assistant will support the Sales Operations team in linking and resolving unmatched accounts in Microsoft Dynamics Customer Experience (CE) with records in Illuminate (an internal Power BI reporting tool), in order to reduce duplicate accounts, improve relationships between systems, and enrich CE records. This role will work closely with the Sales, Sales Operations, and the Technology Services teams to support projects that will impact data analysis, management, and precision targeting.

　　· Match customer accounts to established third-party national databases by entering unique identifiers in CE.

　　· Identify duplicate records and accounts in CE and resolve accordingly.

　　Work collaboratively on creative solutions with cross functional teams that include sales leaders and analysts in an agile environment.

　　Document data accurately and ensure proper documentation processes are followed.

　　Perform other position-related duties as assigned.

　　Software/Technology Skills:

　　· Experience with data analysis using spreadsheets (Excel)

　　· Experience with Microsoft Dynamics CRM

　　Top Requirements:

　　· Ability to learn and adapt to new data tools and technologies

　　· Ability to work independently and as part of a team in a fast-paced environment

　　· Ability to work in a highly collaborative environment

　　· Strong analytical and problem-solving skills with attention to detail

　　· Excellent verbal and written communication and effective listening skills

　　· Ask the right questions

　　· Looks for way to improve the process

　　· Flexibility

　　Requirements - Substantial computer skills including word processing, spreadsheets and presentation software, as well as databases and customer database systems

　　At least 1 year of Administrative Assistant experience preferred

　　Foundational knowledge in Administrative Assistance

　　Experience with data entry

　　Comprehensive knowledge of CRM

　　Strong familiarity with Power BI

　　Knowledge of Microsoft Dynamics CRM

　　Strong communication and interpersonal skills

　　Ability to use the internet for research

　　If you are an ambitious individual who is passionate about supporting a dynamic and growing company and who thrives in a creative environment, please contact us today! An applicant will be selected by the end of the week. Apply today!

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　　Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

　　Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

　　All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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