CRM Key User

Overview:

The CRM Key User provides Level 2 global support and administration for Sales Tools including Microsoft Dynamics 365, Salesforce, PRM, and Anaplan. This role partners closely with Sales, IT, and Business teams to ensure data accuracy, system efficiency, and strong user adoption across regions.
Key Responsibilities:

Provide Level 2 support for CRM/PRM tools via email, chat, and phone

Resolve issues related to Leads, Accounts, Contacts, Opportunities, Quotes, and Forecasting

Manage cases in MD365/Salesforce queues and coordinate with IT and vendors

Support Anaplan forecasting and opportunity pipeline management

Create and maintain reports, dashboards, and email templates

Deliver onboarding and refresher training for global sales teams

Support Partner Relationship Management (PRM) data and access

Test CRM enhancements and contribute to continuous process improvements

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