Peterson Farms, Inc. · 3 days ago
CRM Dynamics Specialist Role
Byron Center, MI
Full-time
Onsite
Mid LevelPeterson Farms Inc is seeking a CRM Dynamics Specialist to manage and optimize the Microsoft Dynamics 365 Customer Engagement platform. This role involves ensuring accurate customer data, supporting marketing automation initiatives, and collaborating with cross-functional teams to align CRM practices with organizational goals.
AgricultureFood and Beverage
Responsibilities
Manage CRM System: Oversee the CRM platform to ensure all customer information is accurate and up to date, enabling seamless business operations
Support Marketing Automation: Work closely with the marketing team to implement effective email marketing and automation strategies that align with customer data and engagement goals
Analyze Customer Data: Use analytical skills to interpret CRM data, providing actionable insights that guide business decisions and improve customer experience. Use dashboards, reports, and views within Dynamics 365 CRM to support analysis
Optimize Business Processes: Evaluate current CRM-related workflows and recommend process changes to streamline business processes and enhance organizational efficiency
Monitor and Report Performance: Track CRM metrics and report on customer engagement, retention, and satisfaction, offering insights into continuous improvement
Collaborate with Stakeholders: Work with various teams, including sales, marketing, and customer support, to align CRM practices with overall business goals
Implement CRM Best Practices: Ensure CRM activities follow best practices, improving system utilization, data integrity, and user adoption across the organization
Support Training and Development: Provide CRM training and resources to team members, enhancing their ability to leverage the CRM system for customer engagement and retention
Configure and Customize CRM: Support the configuration of Microsoft Dynamics 365 Customer Engagement (CRM) components such as entities, fields, views, forms, dashboards, and security roles to ensure the system aligns with business needs
Leverage Power Platform Tools: Utilize Power Automate for basic workflow automation, data updates, and approval processes; maintain CRM dashboards and report using built-in charts or Power BI where applicable
Tradeshow & Event Coordination: Partner with sales and marketing teams to support tradeshow planning and execution, including customer list management, lead capture workflows, post-show follow-up processes, and CRM data integration to ensure leads are tracked and nurtured effectively
Sales Enablement & CRM Alignment for Events: Ensure tradeshow and event leads are properly routed within Microsoft Dynamics 365 Customer Engagement (CRM), supporting sales visibility, opportunity tracking, and performance reporting tied to events and customer touchpoints
Qualification
Required
Proficiency in platforms, in particular Microsoft Dynamics 365 Customer Engagement (CRM)
Experience with email marketing and marketing automation platforms that integrate with CRM systems
Familiarity with data analysis and reporting tools to track CRM performance and customer insights
Experience with project management and collaboration tools like Asana or Trello
Expertise in CRM platforms including Microsoft Dynamics 365 Customer Engagement (CRM), with strong analytical skills for interpreting customer data and identifying trends
Excellent organizational skills, capable of managing multiple tasks and coordinating with various stakeholders
Strong problem-solving abilities, particularly in adapting CRM processes to meet evolving business needs
Effective interpersonal skills, able to work collaboratively with cross-functional teams and articulate CRM insights and strategies
Ability to provide data-driven recommendations to support business decisions and improve the customer's journey
Preferred
Bachelor's Degree in a relevant field preferred
Knowledge of Customer Success Strategies: Familiarity with customer success principles to improve retention and satisfaction
Experience with Business Process Improvement: Experience in identifying and implementing process changes that increase efficiency
Background in Email Marketing: Understanding of email marketing strategies and customer segmentation to support personalized communication
Tradeshow & Event Support Experience: Experience supporting tradeshow or event-related data workflows, lead management, or post-event sales reporting
Company
Peterson Farms, Inc.
Peterson Farms is the largest privately owned fruit processor in Michigan.
Founded in 1984
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
G
Gus Lazrovitch
Senior Director of Engineering
S
Sarah Schlukebir
Chief Sales and Marketing Officer
Recent News
Company data provided by crunchbase