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Manage data hygiene, list management and administration of the marketing automation platform and collaborate with Salesforce Administrator to improve data transfers across CRM technologies.
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Onboard partner third party administrator(s) and new accounts both internally and externally. Technical proficiency, including TPA systems, risk management systems, CRM and Microsoft office suite.
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Leading the team through the life cycle of a D365 implementation providing key inputs during design, migrating data from external systems; conducting and supporting solution testing; building test cases; assisting with functional, system and user acceptance testing and conducting and supporting user and administrator training.
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Architecting solutions that leverage Dynamics CRM (D365, 2013, 2011 or 4.0 systems/core, external components and architecture); Demonstrates extensive ability to collaborate with Microsoft Dynamics 365 CE (CRM) or F&O (ERP) Technical Architects, clients, engineering teams including developers, testers and PMO to deliver a quality product and implementation.
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Sales: - Partner with Senior Trust Advisor on marketing proposals and materials - Assist with Life 360 - Utilize CRM. Client Service: - Frequent direct communication with client - Support Senior Trust Advisor with all decision-making aspects of trust administration - Partner with Trust Advisor to retain client base - Partner with Trust Advisor to optimize effective and efficient process and client service.
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The administrator will build and maintain CRM campaign tools, including email templates, engagement studio drip campaigns, automation rules, prospect scoring, information capture forms, and integrations with Google analytics and Google AdWords, and full lifecycle lead dashboards and reporting.
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Working experience with ClickDimensions integration with D365 CRM, and CRM Portals/ ADX Portals. Microsoft Dynamics 365 CRM or ERP. ERP: D365 F&O Trade and Logistics and at least one other D365 F&O module (Microsoft LCS or Microsoft Sure Step Certification.
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The Sr CRM Analyst will function as the Salesforce Administrator ensuring data integrity, maintaining system security, managing software updates, extracting, analyzing and transforming data, facilitating user/vendor communication and managing implementations on the Salesforce platform.
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APICS CPIM or CSCP; and, Microsoft Azure DevOps. We focus on contributing to PwC's value proposition of "strategy led and technology enabled", by aligning our Consulting Solutions' industry focus with the Microsoft technologies such as Dynamics 365, Azure, Power Platform and Power BI.
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The Customer Relationship Management (CRM) Administrator oversee the installation, administration and maintenance of the CHS Virtuous CRM and QGive event management systems with the intent to create an environment that allows users and stakeholders to understand and evaluate business objectives and performance.
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Interstate Waste Services is looking for a Sales Administrator to support the outside sales team working out of the Bronx location. Experience with sales industry software like salesforce and client relationship management (CRM.
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Dynamics 365 Finance & Operations; Having experience with D365 Marketing app; Other Dynamics 365 ERP Modules; Utilizing Microsoft BI suite, MS SQL Server and SSRS reporting services to manage the reporting lifecycle (Report Design, Creation, Publishing, Subscription, Alerts); and.
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Equipment Operations: This position requires proficiency in the Microsoft Office Suite, Salesforce (CRM Software), Tamarac (Portfolio Management Software), and NETX360 (Custodian Proprietary Software), along with various compliance-specific software programs.
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Serving as the global point of contact on application design, optimizing features, availability, scalability, user experience, visualization and data integrity; A career in our Microsoft Dynamics team will provide the opportunity to help our clients transform their technology landscape across Front, Back and Mid-Office functions leveraging Microsoft Dynamics.
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Familiarity with relevant software and tools for operations and project management, including CRM databases, Microsoft Suite, Excel, Zoom, and LinkedIn. Reporting directly to the Senior Director of Advancement, the Advancement Administrator will assume a pivotal role in enhancing the daily operations of the Department, alongside overseeing its physical presence in Feil Hall. Key responsibilities include generating essential reports and documentation crucial for effective departmental monitoring and functioning, encompassing expenditures, budgets, invoices, equipment, facilities, supplies, and promotional materials.
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