Team Lead CRM Administration at First Bank

Job Identification: 1219

Duties & Responsibilities
Project and Stakeholders Management

• Leads the entire CRM Team in project deployment, system support, user administration, training and campaign management.
• Customize, Extend the functionalities of MS Dynamics solution to meet end-users needs.
• Leads the team in the formulation of CRM strategies and programs and ensures that they stay aligned with the business’s overall objectives.
• Coordination of collaborative CRM activities with other teams and departments in the Bank.
• Identify continual improvement opportunities for the Bank to ensure it maximizes the abilities of the CRM solution

Application Support:

• Low-code / No-code customization of D365 application activities 
• Work with end users, vendors and service providers as liaison with the IT team.
• Identify and help design CRM-related report requirements and list views.
• Support workflow rules and business processes.
• Work with internal and external resources to ensure the CRM environment is configured and adjusted correctly.
• Serve as the liaison between the sales and technical teams in executing the Bank’s CRM strategy.
• Work with both the end users and the technical team to identify and assist in resolving system issues and provide technical support, troubleshooting software issues, as requested.
• Maintain business and process configurations on CRM solution
• Develop and maintain indices required to measure health status of the CRM solution 

Help Desk Support:

• Support by troubleshooting and solving user or system issues and respond in a timely fashion
• Analyze potential issues and communicate to assess needs and determine solutions for end users.
• Supervise support offered to stakeholders and business units using the solution
• Work closely with business leaders to analyze business requirements and communicate to developers regarding configuration and customization solutions that meet delivery and project goals and expectations
• Assist in development and support personnel in resolving system issues, creating business solutions to meet requirements.
• Keep a monthly statistics report and monitor usage to determine business solutions for business recognized needs.

Training:

• Develop and maintain CRM Training Program for staff.
• Instruct new users on the application and train existing users on best practices & new functionality.
• Develop and maintain training materials and user documentation.
• Liaising with stakeholders and vendors to deliver training programs.

Job Requirements
Education:

• B.Sc. in Computer science, IT or other relevant discipline

Experience:

• Experience in deployment of MS Dynamics CRM applications and MS power platform applications.
• Minimum of 5 years relevant experience in similar position.