Microsoft Dynamics CRM Sales Consultant

At EMC, we’re all about working together to make an impact. As part of our team, you’ll have the opportunity to grow, contribute, and gain experience that matters. We strive to be caring leaders, close partners, and responsive experts—always supporting each other to do our best work. Join us, and let’s improve lives together.

**This position is eligible to work from home anywhere in the United States**

Essential Functions:

• Serves as the day-to-day point of contact for Dynamics CRM end-user questions and issue escalation, collaborating with product owners and IT development teams.  

• Collaborates with people leader, Regional Vice Presidents, and power users to understand EMC’s sales processes and enablement strategies to customize Dynamics 365 CRM workflows to meet business requirements. 

• Develops, executes, and maintains user training programs and documentation for Microsoft Dynamics 365 CRM, including onsite and virtual sessions across sales, underwriting, marketing, and other functional groups. 

• Collaborates with sales, underwriting, claims, and marketing teams to set-up, optimize, and maintain user-specific views and dashboards. 

• Collaborates with Marketing and Communications team on Customer Journey Insights implementation and optimization of marketing automation capabilities.

• Integrates and develops Power BI reports to enhance business intelligence and support decision-making for sales and agent-facing needs.

• Continuously gathers user feedback and leads process enhancement discussions to inform system and process improvements. 

• Partners with IT and Data teams on roadmap and execution, to ensure data integrity, conduct regular audits, and support data migration projects. 

• Administers CRM user setup and onboarding, ensuring a seamless experience for new team members.

Education & Experience:

• Bachelor’s degree in business administration, computer science, instructional design or related field

• Seven years of experience with customer relationship management systems, including at least five years of experience with Microsoft Dynamics or related experience

• Prior experience with CRM implementation and training initiatives, preferably within a sales capacity

• Microsoft Dynamics 365 certifications required

• Insurance background preferred

Knowledge, Skills & Abilities:

• Excellent skills in Microsoft Dynamics 365 Sales and Customer Journey Insights CRM

• Excellent skills in Microsoft Office applications

• Strong knowledge of PowerBI and reporting dashboards

• Proficient in Power Platform (Power Automate, Power Apps)

• Excellent problem-solving and project management skills

• Excellent verbal and written communication and interpersonal skills

• Excellent planning, attention to detail and organizational skills required

The hiring salary range for this position will vary based on geographic location, falling within either of the following:

A hiring range represents a subset of the full salary range. The actual salary will depend on several factors, including relevant education, skills, and experience of an applicant, geographic location, and business needs.

For information relating to the benefits EMC Team Members receive as part of a comprehensive rewards package, please visit www.emcins.com/careers.

Our employment practices are in accordance with the laws that prohibit discrimination due to race, color, creed, sex, sexual orientation, gender identity, genetic information, religion, age, national origin or ancestry, physical or mental disability, medical condition, veteran status, active military status, citizenship status, marital status or any other consideration made unlawful by federal, state, or local laws.

All of our locations are tobacco free including in company vehicles.