CRM Specialist/ Architect

Reposted 10 Days Ago
Be an Early Applicant
Raleigh, NC, USA
In-Office
Mid level
Information Technology • Software
The Role
The CRM Specialist/Architect will manage the closeout of Dynamics CRM Phase II, automate invoice generation, handle data transfer, and create various reports while refining the database.
Summary Generated by Built In
Company Description

Infojini Consulting is a full service IT consulting, services, and staffing firm with offices in Secaucus, NJ.

Infojini Consulting is recognized as one of the fastest growing IT services and software development Companies. With a partnership of all major technology vendors, Infojini Consulting has built a strong Government and commercial customer base including fortune 100 companies and most state and federal agencies such as State of North Carolina, State of South Carolina, State of Maryland, State of California, State of Pennsylvania, State of Virginia, State of Washington and many others.

Infojini Consulting is an equal opportunity employer and considers all qualified individuals for employment irrespective of their race, gender, age, color, sexual orientation. We offer an excellent compensation package

Job Description

Job details mentioned below

Title: CRM Specialist/ Architect (Locals only)

Location: Raleigh NC 27604

Duration:12 months Contract

Client: State of NC- 488948

Complete Description:

Dynamics CRM Phase II Closeout Scope

• Completing the Permit Group Status Plugin - Automatically generating invoices and requirements when the permit groups are set to complete status. This will take into account multiple permits, multiple groups, existing invoices and existing requirements.

• Invoice Paid Logic - This status is vital in the operation of the system as the current plugin logic checks for invoice status for several reasons in the Permit Group Status Plugins and can even delete invoices if they are not properly marked.

• Data Transfer – Transfer all data via Scribe Insight jobs

• Permit Impacts - Auto-generate permit impacts from request impacts to prevent users from having to double enter this information. This includes projected impact imports for DOT.

• Debiting Credits – This step replaces the functionality of the ledger spreadsheet and automates its function. This includes some custom code to make sure each scenario will be accounted for.

• Online Invoice Payment – Enabling customers to make online payments. This will include meeting with John Mcneirney to establish the link and web service.

• Report Creation

o Invoice (will be multiple reports as they differ)

o Receipt

o Several advanced reports for staff

• Additional Tasks to Include Cleanup and Refinement of Database

o Creating icons for the Phase II entities

o Updating CRM Main Menu with better organization of new entities, etc.

o View Cleanup to include making views for all the new entities match

Qualifications

Required

  • CRM development
  • Business Analysis
  • Project Management
  • Technical Solution Development

Additional Information

All your information will be kept confidential according to EEO guidelines.

Skills Required

  • CRM development
  • Business Analysis
  • Project Management
  • Technical Solution Development
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The Company
HQ: Columbia, Maryland
771 Employees
Year Founded: 2006

What We Do

Infojini Inc. delivers innovative IT Services and Solutions to empower startups, Fortune 500 companies, and global enterprises. With 19+ years of experience, we help bridge the gap between ideas and reality through modern, scalable, and secure technologies. What We Do ✨ Software Engineering & App Development: ADA/WCAG-compliant enterprise apps, cross-platform mobile/web development, CI/CD & DevOps 📊 Microsoft Ecosystem: Power BI, Power Automate, Dynamics 365, Azure, MS Fabric for automation and insights ☁️ Cloud & DevOps: AWS, Azure, GCP migration, Infrastructure as Code (Terraform, ARM, CloudFormation) ⚙️ Data Engineering: ETL/ELT pipelines, Snowflake, Databricks, Redshift, advanced dashboards (Power BI, Tableau) 🔗 System Integration: ERP & CRM modernization with Salesforce, SAP, MS Dynamics 🛠️ Automation & Low-Code: Accelerate innovation via Power Platform 🔒 Cybersecurity: SOC 2, HIPAA, GDPR compliance, endpoint & cloud security 🔄 Agile Tech Staffing: Onshore/offshore delivery models with access to top IT talent 👥 Contingent Workforce Solutions: Scalable, flexible workforce strategies to meet dynamic business needs Why Infojini? ✔️ 2,500+ successful projects ✔️ Certified: CMMi Level 3, ISO, SOC 2, HIPAA, GDPR ✔️ Partnered with Snowflake, Salesforce & Microsoft ✔️ Experts in AI/ML, Generative AI, Automation ✔️ US HQ + 10+ delivery centers for local presence ✔️ Flexible engagement: Agile Pods, delivery teams, fixed-cost models How We Deliver Value • High-velocity teams for continuous innovation • Predictable costs, faster ROI, transparent delivery From code to cloud to customers—engineer your success with Infojini Inc. 📩 [email protected]

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