CRM Systems Administrator / SQL Report Developer - PERM FTE
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Role details
Tech stack
Job description
Our GROWING client is seeking a CRM Administrator / CRM Techno-Functional Analyst for a full-time, permanent FTE supporting as an Administrator a highly customized CRM environment & be a long-term part of a team investing in its systems and ownership.
This CRM Systems Administrator / Analyst will play a key role in the ongoing support, administration, configuration, & optimization of a cloud-based CRM platform, helping support a strategic roadmap CRM-to-ERP integration with Oracle NetSuite. Microsoft Dynamics CRM, HubSpot, or similar CRM tools is relevant.
Join a company investing in a business-critical CRM platform and Support current operations, contributing to future system improvements & integration.
** The company uses a cloud-based information CRM management platform similar to Dragonfly that can function as a CRM, project management, document management, and service tracking system in one centralized environment. It is highly customizable and designed to adapt to business needs.
KEYS:
Administer, configure, and support a highly customized CRM platform
Support internal users with day-to-day CRM issues & break/fix tickets
Troubleshoot issues and collaborate with stakeholders on solutions
Test updates and changes in a sandbox environment
Maintain CRM configuration settings and ongoing enhancements
Manage pricing data & master data
Partner closely with internal sales teams to provide support and issue resolution
Document processes, configurations, and support activities thoroughly
Assist with future integration efforts between CRM and Oracle NetSuite ERP
Support workflow-driven processes involving quotes, orders, and invoices
Experience in CRM administration, CRM business analysis, or sales systems support
Exposure to ERP integration projects, especially Oracle NetSuite, Requirements * Hands-on experience administering or supporting ERP, CRM, or similarly configurable business applications.
Requirements
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Background in techno-functional analysis, business systems support, or application configuration within a manufacturing or related environment.
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Ability to troubleshoot functional issues, assess business needs, and translate them into effective system solutions.
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Familiarity with workflow-driven processes such as quoting, order management, invoicing, and customer or service records.
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Experience working with platforms such as Microsoft Dynamics CRM, HubSpot, NetSuite CRM, or comparable systems.
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Knowledge of configuration management, business requirements documentation, and structured testing practices.
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Strong communication skills with the ability to partner with users, document changes, and support cross-functional teams. Technology Doesn’t Change the World, People Do.®
About the company
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.
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