We are seeking a talented Customer Relationship Management (CRM) Functional Analyst to support and enhance our Microsoft Dynamics 365 environment. Reporting to the Director, Customer Service, the CRM Functional Analyst serves as the primary functional owner and administrator of CRM solutions supporting Customer Care and Customer Success operations.
This role combines CRM administration, business analysis, process improvement, and user support to ensure our Dynamics 365 environment continues to meet evolving business needs. The successful candidate will partner closely with Customer Care, Sales, IT, and business stakeholders to translate business requirements into scalable CRM solutions that improve efficiency, customer experience, and operational effectiveness.
Microsoft Dynamics 365 Administration
Serve as the primary functional administrator for Microsoft Dynamics 365 supporting Customer Care and Customer Success operations.
Administer CRM security roles, user access, permissions, and data visibility.
Maintain CRM data integrity through configuration best practices and governance processes.
Troubleshoot functional system issues and coordinate with developers or IT support teams when technical development is required.
Support system testing, release validation, and deployment of new functionality.
Business Analysis & Solution Design
Translate business needs into CRM solutions that improve user experience, productivity, and process effectiveness.
Determine whether solutions should be addressed through configuration, functional customization, automation, or development support.
Document business processes, system configurations, requirements, and solution designs.
Create and maintain workflows, business rules, process automation, and system-driven controls.
Support Power Platform initiatives including Power Automate and related business automation efforts.
Drive continuous improvement initiatives focused on Customer Care, Sales, and CRM operations.
Analyze CRM, Cust
📌 Entry Level Client Rep (México)
🏢 Esab
📍 México