Professional, Dynamics Functional Specialist

MVP Health Care
Tarrytown Office, 303 South Broadway, Tarrytown, NY, USA
$75.9K a year
Full-time

Professional, Dynamics Functional Specialist

Burlington Office, 62 Merchants Row, Williston, Vermont, United States of America Headquarters Office, 625 State Street, Schenectady, New York, United States of America Rochester Office, 20 S.

Clinton Ave, Rochester, New York, United States of America Tarrytown Office, 303 South Broadway, Tarrytown, New York, United States of America Virtual Req #2065 Wednesday, June 12, 2024 Over 35 years strong and fueled by 1,700 smart, passionate employees across New York state and Vermont, MVP is full of opportunities to grow.

We are a nationally recognized, award-winning leader for a reason. The beating heart of our company is a wide range of employees from a diverse set of backgrounds tech people, numbers people, even people people working together to make health insurance better.

If you are ready to join a thriving, mission-driven company where you can create your own opportunities and make a positive difference it’s time to make a healthy career move to MVP!

Full-Time, Exempt

Position will be virtual / remote

Job Description :

This role is for someone who has a complete and extensive understanding of the Dynamics 365 platform. The role will leverage this knowledge when solving business process issues and implementing new business areas to the platform.

This role will work closely with all departments implementing and ensuring the CRM tool-set works effectively across teams while maximizing efficiency and capitalizing on the full features and benefits of the Dynamics platform.

Participate in planning, organizing and management of all CRM applications projects to ensure effective operations. Monitor CRM processes, resolving issues that arise in the execution of campaigns & workflows.

Identify areas for improvement and develop technical improvement plans. Work with IT partners to design, configure, test and deploy changes to CRM database entities, fields, screens, forms, workflows, reports and dashboards.

Design, develop and implement key reports using available BI tools. Assist Marketing and Communications in analysis and reporting of campaign effectiveness including traffic, acquisition, conversion, retention and revenue.

Staying informed on current as well as new and emerging Microsoft Dynamics CRM features, roadmaps and releases. Maintaining the system security including sharing rules and security levels.

Document processes, workflows and field maps. Assist end users with day-to-day questions, problems and issues. Assist trainers or business partners with end-user training, including the creation of user documentation and training materials.

POSITION QUALIFICATIONS

Minimum Education :

Bachelor's Degree or equivalent job experience in the Dynamics industry.

Minimum Experience :

Must have 3 years' experience with Microsoft Dynamics 365 platform in an administrator, consultant, developer or architect role.

Experience includes managing CRM technology projects, including gathering and documenting business requirements, designing and configuring forms, developing workflows, reports and dashboards, and troubleshooting application bugs.

Complete understanding of the Microsoft Dynamics platform, data structure and best practices in system architecture.

Desirable Experience :

5+ years supporting a large Microsoft Dynamics CRM environment.

D365 Unified Interface / v9+ in an online environment

Power Automate experience; Canvas App & Flow

Past D365 Customer Service implementations

Microsoft Dynamics CRM certifications

Understanding of health care insurance industry

Required Skills :

Superior communication skills both written and verbal

Interpersonal skills and ability to work with all levels of the organization

Ability to manage multiple assignments simultaneously with a high level of autonomy and independence

Strong leadership skills with ability to function tactically with business areas but is also comfortable with senior level presentations

Flexibility and adaptable personality to handle shifting needs, evolving priorities and urgent situations that arise

Detail orientation with strong organizational skills

Ability to learn and apply new concepts quickly

Ability to meet tight deadlines

Ability to formulate and express ideas clearly and effectively in verbal and written presentations

Ability to collaborate across teams with strong interpersonal skills

Ability to tolerate stress

30+ days ago
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