Microsoft Dynamics 365 Admin

About the Role

As a Microsoft Dynamics 365 Administrator at YO AI Labs, you will play a crucial role in enhancing our operational efficiency through effective management of our revenue systems and CRM platforms. This position exists to streamline processes, resolve data inconsistencies, and optimize how our AI systems interpret complex business workflows. During your first few months, you’ll be immersed in assessing existing CRM operations, identifying areas for improvement, and implementing solutions that align with our goals for operational excellence. Collaborating closely with various teams, you’ll ensure that our systems not only meet our current needs but also adapt to future challenges.

Key Responsibilities

• You will audit existing CRM and integrated revenue systems to identify inconsistencies, outdated policies, and automation issues that need addressing.
• Your role will involve analyzing policy conflicts within the CRM and determining appropriate business rules to resolve these issues effectively.
• Reviewing and reconciling data across the CRM and associated platforms will be a regular part of your responsibilities, ensuring accuracy and reliability.
• You will create clear operational prompts and documentation for complex SaaS scenarios, enhancing clarity for all stakeholders involved.
• Documenting recommended changes to systems and operational decisions will be essential in maintaining transparency and accountability.
• Assessing the impact of CRM changes on other tools like billing, CPQ, and ticketing will help us understand the broader implications of system adjustments.
• Providing insights on CRM optimization and sustainable governance will be vital to ensure our systems remain robust and effective long-term.

Requirements & Qualifications

• A minimum of 4–6 years of hands-on experience with CRM platforms such as Salesforce, HubSpot, or Microsoft Dynamics 365 is essential for this position.
• You should possess experience in leading CRM implementations, migrations, consolidations, or rollouts, demonstrating your capability to manage significant projects.
• Strong knowledge of CRM fields, objects, flows, validation rules, automation, and permissions is required to navigate our systems effectively.
• Experience with at least two revenue or operational systems, such as billing or integration platforms, will be beneficial in enhancing our service delivery.
• A working knowledge of SQL, APIs, and data models is expected, as these skills will facilitate effective cross-system data reconciliation.
• You must exhibit excellent written and verbal English communication skills to convey complex ideas clearly and efficiently to team members.

What You’ll Gain

• By working with advanced CRM systems, you will sharpen your technical skills and gain valuable experience in managing sophisticated software platforms.
• This role will enhance your problem-solving abilities, as you will frequently troubleshoot complex operational challenges and develop innovative solutions.
• You will have the opportunity to collaborate with cross-functional teams, which will broaden your understanding of how different departments utilize CRM tools.
• Your experience in a SaaS environment will open doors to future career opportunities in technology-driven organizations.

How to Apply

If you are ready to take the next step in your career and join a dynamic team, please submit your application. If an apply link is available, include it as: Apply here.